Ronald Schiel Jr.

Diana Thompson is a Series 65-licensed financial advisor at Sovereign Capital Vantage, Inc. with nine years at the firm. Her background includes several years working in public schools in Virginia and Mississippi. She is also a corporate secretary and owner of Sovereign Capital Vantage, contributing to corporate responsibilities. Sovereign Capital Vantage, Inc. is a fee-based advisory firm that provides discretionary portfolio management and hourly financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using a combination of fundamental and technical analysis and offers services for both custodied and held-away retirement accounts.

Marc Thompson is a financial advisor at Sovereign Capital Vantage, Inc. in Ashland, VA, holding Series 63 and Series 66 designations with 17 years of industry experience. He previously worked at Edward Jones for seven years before joining Sovereign Capital Vantage in 2017. Sovereign Capital Vantage, Inc. is a fee-based advisory firm that provides discretionary portfolio management and hourly financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using a mix of fundamental and technical analysis with both long- and short-term strategies, including options trading, and oversees approximately $26.8 million for around 68 clients across three offices.

Thomas Underwood is a CFP® with 14 years of industry experience, currently serving as an advisor at Bright Wealth Management, LLC. His prior roles include positions at Cary Street Partners LLC and Truist Advisory Services, Inc. Outside of financial advising, he operates as an Independent Insurance Agent. Bright Wealth Management, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and business entities. The firm emphasizes asset allocation aligned with economic cycles and employs a range of investment vehicles, including ETFs, mutual funds, structured products, and third-party manager solutions.

Timothy Hummel is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Millennium Advisory Services, Inc. for 10 years before joining HUB Investment Partners, LLC in 2024. He is based in Austin, TX. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm utilizes a combination of internally managed model portfolios and customized strategies, incorporating technical and cyclical analysis to align investments with client goals and risk tolerance.

Lynn Kachel is a financial advisor with Vanderbilt Advisory Services in Rockville, VA, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. She previously worked at Commonwealth Financial Network for 16 years and has operated her own practice, Lynn M. Kachel, PC, since 1999. Outside of her advisory work, she is a beneficiary of family trusts that hold minority interests in a private beverage distributorship and other entities. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services, and maintains formal integration with retirement-plan and benefits firms.

Thomas Kachel Jr. is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Vanderbilt Advisory Services since 2020 and previously spent 21 years with Commonwealth Financial Network and Commonwealth Equity Services. He is a partner and 50% owner of Wealth Management Strategies, LLP, a private Virginia limited liability partnership operating as a branch office in the securities industry. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.