Yvette Elizabeth Ruiz

Bobbie Bascombe is a financial advisor with Authentic Wealth Partners LLC and holds a Series 66 designation. She has 22 years of industry experience, including 15 years at LPL Financial before joining her current firm. She also operates a DBA focused on investment planning solutions. Authentic Wealth Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and serves as a fiduciary for retirement plans through ERISA-focused plan advisory. The firm constructs customized, primarily long-term portfolios using low-cost, diversified mutual funds and ETFs, and offers retirement plan oversight and participant education as part of its pension consulting services.

Lamont Brown is a CFP® professional with 15 years of industry experience. He is the principal advisor at Alna Wealth Management, having previously worked at Mariner Independent Advisor Network, Private Advisor Group, and TIAA-CREF Individual and Institutional Services. In addition to his advisory work, Mr. Brown is licensed as an insurance agent and serves as a group leader for the Mergers & Acquisitions Affinity Group at ProVisors, a financial services networking organization. Alna Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and employer-sponsored plans. The firm uses a long-term, fundamental analysis approach to build diversified portfolios with low-cost mutual funds and ETFs and offers fiduciary retirement plan advisory services including vendor analysis and participant education.

James Mullins is a CFP® professional with 15 years of experience in financial advising. He has worked at Piedmont Wealth Management since 2011 and joined Burke & Herbert Wealth Services, LLC in 2026. Piedmont Wealth Management is a fee-only firm serving individuals, trusts, foundations, pensions, and corporations with personalized financial planning, investment management, and consulting services. The firm manages portfolios based on client-specific investment policies using a combination of mutual funds, stocks, bonds, and ETFs, primarily guided by fundamental analysis.

Cathy Poe is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and 22 years of industry experience. She has worked at Mid-Atlantic Securities, Inc. since 2010 and has been with Level Four Advisory Services and Level Four Financial, LLC since 2022. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serves a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management options.

Linda Mmera is a financial advisor with Navy Federal Investment Services, LLC and holds the Series 66 designation. She has held various roles in financial services since 2022, including positions at Bankers Life and Bank of America-Merrill Lynch. Outside of finance, she worked with Liberty Language Service and studied at the University of Nottingham. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts by offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Jonathan Scimeca is a CFP®-certified advisor at Cary Street Partners with 10 years of industry experience. He has been with Cary Street Partners Investment Advisory LLC and Cary Street Partners LLC since 2015. Scimeca serves as a successor trustee, executor, and durable power of attorney for a family member’s living trust, though he is currently not active or compensated in this role. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients. The firm offers a wide range of services such as portfolio management, financial planning, and retirement plan fiduciary services, utilizing proprietary strategies, third-party managers, and AI tools to support portfolio construction and monitoring.