Whitney Hull

Ronald Schiel Jr. is a CFP® professional with 22 years of industry experience, currently operating as the sole advisor at Aloft Financial. He is also the owner and CPA of Northwest Tax Choices, providing tax return consulting and preparation services since 2010. Ronald has been involved with Northwest Financial Choices LLC, an investment advisory firm, though he plans to wind down that business within the next year. Aloft Financial offers comprehensive wealth management services to individuals, family businesses, corporations, nonprofit organizations, and various plans and trusts. The firm’s investment approach focuses on growth-oriented equity exposure balanced with risk mitigation through diversified asset allocations tailored to client needs.

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.

Blake Lewis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked with Truist Advisory Services and its affiliated entities since 2012, including Bb&T Securities and Bbtis prior to their merger into Truist. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Frank Oley Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2007 and also serves as an agent for Penn Mutual Life Insurance Company. Outside of his advisory role, he operates several life insurance brokerage businesses, including Oley Financial and 1847 Financial, providing insurance sales and related services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight, primarily on a non-discretionary basis. The firm combines financial planning, consulting, and third-party asset manager platforms to deliver its investment approach.