Shawn Harper is a financial advisor with Strategic Wealth Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, typically implementing them on a discretionary basis with firm-developed model portfolios that are regularly monitored and rebalanced.

Brian Franke is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and three years of industry experience. He has been with Global View Capital Management since 2022 and is also involved with affiliated firms Global View Capital Insurance Services and Global View Capital Advisors. Outside of finance, he is the owner and musical performer for Far Away Music, LLC, an entertainment business he has operated since 2010. Global View Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment process using technical analysis and algorithmic research to manage approximately $708 million in discretionary assets across 85 advisors and 3,900 client relationships.

Michael Relvas is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has an extensive work history with Guardian Life Insurance and Park Avenue Securities. Outside of his advisory role, he operates MR Insurance Consultants, which sells fixed life and disability insurance products. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a variety of account-level services.

Michael Jordan is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Transamerica from 2015 to 2020. Outside of his advisory role, he is involved in the music industry as a guitar player in a band and co-owner overseeing operations of the band business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Emily Case is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Aetna and United Health Care. Outside of her advisory role, she is a partner in Case Study LLC, a support company she uses for administrative assistance and managing 1099 income, and an independent contractor selling essential oils through Young Living. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through client interviews and risk profiling, offering a range of implementation options including brokerage accounts and outside managers.

Gregory Baker is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 1982 and joined Merrill in 2008. Gregory specializes in creating personalized wealth management strategies that align with clients' long-term financial goals. His approach integrates insights from Merrill's investment expertise and the banking and lending solutions of Bank of America. Gregory holds a Bachelor of Science in Finance from George Mason University and an associate's degree from the University of Virginia. He has earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute and holds the Personal Investment Advisor (PIA) credential. Gregory has been recognized as a Merrill Lynch Managing Director-Wealth Management and has been named to Barron's Top 1,200 Financial Advisors each year from 2015 to 2022. Additionally, he has appeared on Forbes' Best-in-State Wealth Advisors list from 2018 through 2022. In addition to his professional work, Gregory is involved in his local community through participation with the Lake Anna Civic Association, reflecting his commitment to community engagement.

Robin Davis is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Prudential Annuities Distributors, Inc., the Prudential Insurance Company of America, and Wells Fargo Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios built from mutual funds, ETFs, and ETPs.

Chad Davis is a financial advisor at Fidelity with 19 years of industry experience and holds a Series 66 designation. His prior work includes roles at TD Ameritrade, Scottrade, Citizens & Farmers Bank, and LPL Financial. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a research-driven approach that combines fundamental analysis with quantitative and algorithmic methods. The firm is noted for its use of model portfolios, management of registered investment companies, and application of advanced technologies such as AI in its investment process.

Deborah Graves is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and over 40 years of industry experience. She has been with UBS since 2005. Outside of her advisory role, she serves as the successor trustee and beneficiary of a family trust, managing distributions and care provisions according to trust guidelines. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers a combination of financial planning, portfolio management, and capital markets services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Hubert Ramey III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes seven years at Lincoln Financial Securities Corporation. Outside of advisory work, he serves as president and volunteer for the Rotary Club of Lake Anna in Bumpass, VA. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary investment approaches.

Tyler Herring is a financial advisor with Edward Jones in Gordonsville, VA, holding a Series 66 license and nine years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a Bishopric Counselor and Ward Clerk for The Church of Jesus Christ of Latter Day Saints in Culpeper, VA, and is involved in operating a short-term rental property in Wintergreen Resort, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.