William Hopke is a financial advisor at Ballardsville Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and previously worked at Harvest Financial Group, LLC. Outside of advising, he co-owns Ballardsville Farm with his wife, where they engage in light farming activities. Ballardsville Investment Advisors offers investment management and financial planning services primarily to high-net-worth individuals, trusts, and estates. The firm employs an individualized asset-allocation approach incorporating fundamental, charting, and technical analysis, and is notable for sponsoring a wrap-fee program and using derivatives within separately managed accounts.

Kevin Hussey is a financial advisor at Heritage Wealth Management Group, Ltd, holding a Series 66 designation with 10 years of industry experience. He previously worked at First Trust Portfolios L.P. for nine years before joining Heritage Wealth Management Group. Heritage Wealth Management Group provides investment advice and financial planning to individuals, trusts, pension plans, banks, and institutions. The firm employs a macro-focused investment process that integrates fundamental, technical, and quantitative analysis, utilizing a wide range of asset classes and active management techniques.

Eric Rosenfeld is a financial advisor at Clear Capital Management LP in Gloucester, VA, holding a Series 65 designation with six years of industry experience. He has been with Clear Capital Management since 2014. Clear Capital Management provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies, supported by geographically diverse operations and ongoing process improvements.

Langston Washington is a financial advisor with WealthPlan Investment Management LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Brinker Capital Securities, and Fidelity Investments. Outside of advisory work, he is involved with Tidewater Capital, LLC, a property management business. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to both individual and institutional clients, including high-net-worth individuals and retirement plans. The firm integrates quantitative and fundamental analysis with model-based portfolio construction and offers a range of strategies implemented through internal models, sub-advisers, and automated platforms.

Garland Scott is a financial advisor at SEM Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northern Lights Distributors, Wright Fund Management, Sierra Investment Management, and New York Life. He also serves as a consultant for On3Strategies, a business coaching firm. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, primarily through referrals from financial professionals. The firm employs tactical, dynamic, and strategic model programs based on technical and quantitative techniques to manage approximately $920 million in client assets.

Edward Dudley is a financial advisor at SEM Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SEM Wealth Management in 2021, he worked at Charter Communications, L2P Financial Partners, and SB Financial Group. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, primarily through referrals from other financial professionals. The firm manages about $920 million in client assets and uses tactical, dynamic, and strategic model programs based on technical and quantitative techniques to guide discretionary investment decisions.

John Doiron is a financial advisor at CL Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CL Wealth Management since 2013. He is also the owner of Doiron Wealth Management LLC, a separate investment-related business based in Lanexa, VA. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and access to third-party money managers, tailoring investment strategies through fundamental and technical analysis combined with custom model portfolios and periodic monitoring.

Katharine Smith is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with broker-dealer execution and custody services.

Robert Lawrence is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is a member of an LLC that owns his branch office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Carlos Britos is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has served in the United States Navy since 2000. Outside of advising, he assists with Nautiwax LLC, a cosmetology business owned by his wife. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Matthew Williams is a financial advisor at Edward Jones in Gloucester, VA, holding a Series 66 designation with four years at Edward Jones and three years of industry experience. Prior to joining Edward Jones, he spent 14 years at Underboats INC. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory and investment services, supported by a large network of advisors and branch offices across the country.

Shelton Glaze is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Tractor Supply Company and Chick-fil-A, as well as academic experience at James Madison University. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Travis Collins is a financial advisor at Edward Jones with a Series 66 designation and one year of advisory experience. Prior to joining Edward Jones, he served in the United States Army for ten years and worked at Deloitte for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Nathan Hansen is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Ferguson Enterprises Inc. for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supported by a network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.

Scott Glaze is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2013. Outside of his advisory role, he is a partner in rental real estate ventures, managing property-related responsibilities. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and government entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and asset allocation, with a distinctive focus on advisory and implementation-support services rather than discretionary management.