Skylar B. Fain

Kristine Boelte is a CFP® with 24 years of industry experience, currently serving as a partner at Boelte O'Hara Wealth Management. Her prior roles include positions at Purshe Kaplan Sterling Investments and Summit Brokerage Services. She also provides fixed insurance advice as an insurance agent. Boelte O'Hara Wealth Management serves individuals, families, and high-net-worth clients with asset management, financial planning, estate planning, and qualified plan consulting. The firm combines fundamental and technical analysis in its investment approach and emphasizes documented client goals and regular portfolio reviews.

Michelle Fulcher is a financial advisor at Verus Capital Partners, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked in various roles at firms including LPL Financial, LLC and Avantax. Outside of advising, Fulcher is a notary and has been involved in administrative support roles within her firm. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses fundamental and technical analysis to create customized portfolios and employs tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax considerations.

Charles Russell IV is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020. His prior experience includes roles at Colorado Financial Service Corporation, James River Advisory, and Triad Advisors. Outside of his advisory work, he operates as an independent insurance agent through James River Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Nancy Long is a financial advisor with Edward Jones in South Boston, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Jenel Lynch is a Series 66-licensed financial advisor with Edward Jones, based in Chase City, VA. She has three years of industry experience, all with Edward Jones. Edward Jones serves more than four million individual and institutional clients with a full range of wealth management services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Cameron Starke is a Series 66 licensed financial advisor with Edward Jones in South Boston, VA, and has 8 years of industry experience. He has worked at Edward Jones since 2017 and previously held positions at Lenovo and CTG. Outside of his advisory role, he is a silent partner in a restaurant located in Halifax, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and branch offices and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.