Denise Heimel is a CFP® with 16 years of industry experience, currently serving as an advisor at Investment Management Corporation. Her prior experience includes roles at Morgan Stanley Smith Barney LLC, Charles Schwab & Co., Inc., and LPL Financial, LLC. Outside of finance, she has been involved with Orkney Springs Distillery. Investment Management Corporation is an SEC-registered adviser managing approximately $169.6 million across a diverse client base including individuals, trusts, and retirement plans. The firm employs both fundamental and technical analysis in discretionary asset management, focusing on individual stocks, bonds, ETFs, and mutual funds with an emphasis on limiting trading frequency and maintaining independence from third-party compensation and product sponsors.

Kevin Warman is a financial advisor at Investment Management Corporation with 14 years of industry experience. He holds the Series 66 designation and is based in Roanoke, VA. Investment Management Corporation is an SEC-registered adviser that provides discretionary asset management to individuals, trusts, estates, foundations, corporations, and retirement plans. The firm employs a combination of fundamental and technical analysis to manage variable and fixed equity model strategies, investing in individual stocks, bonds, ETFs, and mutual funds.

John Tinaglia is a financial advisor with Investment Management Corporation in Roanoke, VA. He holds a Series 63 designation and has 38 years of industry experience. Investment Management Corporation is an SEC-registered adviser providing discretionary asset management to individuals, trusts, estates, foundations, corporations, and retirement plans. The firm employs both fundamental and technical analysis across variable and fixed equity model strategies, managing approximately $169.6 million as of December 2024.