Thomas Damian Mckenzie

James Benet is a financial advisor with Sowell Management, holding Series 63 and Series 65 credentials and has 23 years of industry experience. He has been affiliated with Triumphant Portfolio Management, LLC and Sowell Management Services for the past 10 years. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment adviser representatives.

Jon Dabareiner is a financial advisor with Lombard Advisers Incorporated, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has worked at Lombard Advisers since 2017, with prior roles at Lopez Wealth Management, LLC and Ameriprise. He serves on the board of the Smith Mountain Lake Boating Association, which promotes boating safety and boaters' rights. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management, employing various analytic methods and managing approximately $670 million in assets as of 2025.

Emily Young is a financial advisor at Truist Advisory Services with 17 years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services and Suntrust Investment Services since 2015. Outside of her advisory role, she works as a delivery person for Roadie, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

Matthew Krycinski is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Truist Investment Services and Bb&T Securities. Outside of his advisory role, he is a partner in a real estate business focusing on rental property acquisition and management. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Charles Mitchell Jr. is a CFP® professional with 18 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, LLC and BB&T Investments. Outside of his advisory work, Mitchell owns several residential rental properties managed by third parties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and consulting services supported by third-party platforms and emphasizes integrated inter-affiliate service arrangements.

Holly Tuck is a financial advisor at D.A. Davidson & Co. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at D.A. Davidson since 2018, following prior roles at Truist Investment Services and Bb&T Securities. Outside of her advisory work, she is a partner in a family farm and provides notary public services to clients. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, providing both qualitative and quantitative investment analysis along with comprehensive financial planning and private wealth management services.