Zachary Wimmer

Carlos Alvarado is a financial advisor with Alvarado & Associates, LLC and holds a Series 65 designation. He has seven years of industry experience and also works full-time as a financial analyst at Jacobs Solutions. Alvarado is licensed to provide investment advisory services in Panama and holds a position with Caudal Capital, an investment advisory firm based there. Alvarado & Associates provides discretionary portfolio management to individuals and families, including high-net-worth households, with portfolios tailored to clients’ financial goals and risk tolerance. The firm emphasizes diversified, income-generating investments and manages accounts on a discretionary basis with regular reviews.

Jon Dabareiner is a financial advisor at Lombard Advisers Incorporated with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Lombard Advisers since 2017. Dabareiner serves on the board of the Smith Mountain Lake Boating Association, which focuses on boating safety and boater rights. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, employing fundamental, technical, charting, and cyclical analysis to construct and monitor client portfolios.

Emily Young is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. She has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2015. Outside of her advisory role, she is involved with delivery services through a position at Roadie, Inc. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by extensive research and various operational programs.

James Martin is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, with four years of industry experience. He has worked with Eagle Strategies and affiliated firms since 2021 and operates Country & Lake Life Financial Strategies, LLC, where he brokers insurance products. Martin serves as president of the SML Rotary Club for 2025-2026, a local organization supporting nonprofits and community initiatives in Bedford and Franklin County, VA. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, integrating advisory services with affiliated insurance and broker-dealer capabilities.

Christene Mcnew is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Her prior work includes roles at Infinex Investments, Inc., LPL Financial, LLC, and New Peoples Bank. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, access to alternative investments, and lending solutions, with a notable focus on non-discretionary assets and integrated advisory and brokerage capabilities.

Charles Mitchell Jr. is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities, LLC and BB&T Investments. Outside of his advisory work, he owns several residential rental properties managed by third parties. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering a range of discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.