Robert Lawrence

William Hopke is a financial advisor at Ballardsville Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and previously worked at Harvest Financial Group, LLC. Outside of advising, he co-owns Ballardsville Farm with his wife, where they engage in light farming activities. Ballardsville Investment Advisors offers investment management and financial planning services primarily to high-net-worth individuals, trusts, and estates. The firm employs an individualized asset-allocation approach incorporating fundamental, charting, and technical analysis, and is notable for sponsoring a wrap-fee program and using derivatives within separately managed accounts.

Kevin Hussey is a financial advisor at Heritage Wealth Management Group, Ltd, holding a Series 66 designation with 10 years of industry experience. He previously worked at First Trust Portfolios L.P. for nine years before joining Heritage Wealth Management Group. Heritage Wealth Management Group provides investment advice and financial planning to individuals, trusts, pension plans, banks, and institutions. The firm employs a macro-focused investment process that integrates fundamental, technical, and quantitative analysis, utilizing a wide range of asset classes and active management techniques.

Eric Rosenfeld is a financial advisor at Clear Capital Management LP in Gloucester, VA, holding a Series 65 designation with six years of industry experience. He has been with Clear Capital Management since 2014. Clear Capital Management provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies, supported by geographically diverse operations and ongoing process improvements.

Langston Washington is a financial advisor with WealthPlan Investment Management LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Brinker Capital Securities, and Fidelity Investments. Outside of advisory work, he is involved with Tidewater Capital, LLC, a property management business. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to both individual and institutional clients, including high-net-worth individuals and retirement plans. The firm integrates quantitative and fundamental analysis with model-based portfolio construction and offers a range of strategies implemented through internal models, sub-advisers, and automated platforms.

Garland Scott is a financial advisor at SEM Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northern Lights Distributors, Wright Fund Management, Sierra Investment Management, and New York Life. He also serves as a consultant for On3Strategies, a business coaching firm. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, primarily through referrals from financial professionals. The firm employs tactical, dynamic, and strategic model programs based on technical and quantitative techniques to manage approximately $920 million in client assets.

Edward Dudley is a financial advisor at SEM Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SEM Wealth Management in 2021, he worked at Charter Communications, L2P Financial Partners, and SB Financial Group. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, primarily through referrals from other financial professionals. The firm manages about $920 million in client assets and uses tactical, dynamic, and strategic model programs based on technical and quantitative techniques to guide discretionary investment decisions.