Sarah Elizabeth Thomas

Nicholette Hamel is a financial advisor at Dougherty Investment Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Schwend and the Department of Veterans Affairs. Prior to her advisory roles, she was employed at Portsmouth Naval Shipyard for seven years. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning services, using fundamental analysis to construct portfolios that include equities, debt securities, mutual funds, ETFs, and government securities.

Carlos Uriarte is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Wholehearted Financial Services LLC, Columbia Financial Group, and Primerica Financial Services, among others. In addition to his advisory work, he is also an insurance agent affiliated with Columbia Financial Group and operates as a sole proprietor in insurance product sales. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers combined with fundamental analysis for supplemental individual security recommendations.

Eugene Gard is a CFP®, CFA®, and Series 63 credentialed financial advisor with 10 years of industry experience. He has worked at Creative Planning since 2023, following prior roles at Telarray, LLC and Additive Advisory and Capital, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Noah Lohan is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms including McMillan Financial Services and The Washington Trust Company. In addition to his advisory role, he is involved with Keystone Financial Group and InSource Financial Advisors, providing holistic financial advisory services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management and retirement-plan advisory services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Seth Edgil is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Equitable Advisors and AXA Advisors, LLC. In addition to his advisory work, he is licensed as an Independent Insurance Agent and is involved in managing an inherited family property through a separate LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through a range of programs and affiliated investment adviser representatives.

Kyle Windham is a CFP® with eight years of industry experience, currently affiliated with Cetera. He has worked at Avantax Investment Services, Inc. and operates Windham Financial Group PC, which offers accounting services and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.