Ashley Owens is a financial advisor at 11 Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked at CapFinancial Securities LLC, Benchmark Bank, Infinex Investments, and Securities America. Outside of her advisory role, Owens is a loan officer at Neighbors Bank. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm employs a combination of fundamental and technical analysis with modern portfolio theory, offering tailored strategies that include both long-term allocations and more active approaches.

Gerald Denney Jr. is a financial advisor with Kestra Advisory, holding the CFP® and ChFC® designations and bringing 37 years of industry experience. His prior roles include positions with LPL Financial, Ameriprise Financial Services, and Private Advisor Group. He serves as an Emeritus Board Director for the Loaves & Fishes Food Pantry and is President of the Board for his condominium association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Angeles Atkinson is a financial advisor at First Citizens Investor Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with First Citizens Investor Services since 2005, having also worked at First Citizens Bank and Trust since 1999. She serves as Board President of the Community Foundation of the Dan River Region through 2025. First Citizens Investor Services provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary management and third-party managers, leveraging its affiliation with a bank holding company to offer integrated banking resources alongside portfolio management and tax-aware services.

Tiffany Fath is a financial advisor at LPL Financial in Altavista, VA, holding Series 63 and Series 66 designations. She has worked at LPL Financial since 2016, with a break from 2020 to 2025 during which she was unemployed, and also has experience at First National Bank and Hudson Valley Federal Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and lending services.

Michael Mayhew is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Osaic and has prior experience at Harris, Harvey, Neal & Co, Lincoln Financial Securities Corporation, Mainstay Financial, LLC, and Snead, Williams & Mayhew, PLLC. Outside of his advisory role, Mayhew serves on the board of The Claire Parker Foundation, which supports families affected by pediatric cancer. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers access to a broad range of investment products and third-party managers.

Matthew Szabo is a ChFC® and Series 66 credentialed financial advisor with Edward Jones in Gretna, VA. He has seven years of industry experience, including five years at Liberty University before joining Edward Jones in 2018. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Randy Cassidy is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Outside of his advisory role, he is a co-owner of a timeshare unit in Virginia Beach, VA. 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 and offers a range of discretionary and non-discretionary investment strategies, complemented by affiliated mutual funds and tax-efficient services.

Landen Mays is a financial advisor at LPL Financial based in Altavista, VA. He holds a Series 66 designation and has been working in the financial industry since 2023, including experience at First National Bank. Prior to entering finance, he worked in education and other roles. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Patrick Carroll is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His prior work includes roles at Bedford Cooperative, Southern States Chatham Coop/Piedmont Farmers Coop, Mountain View Farms, and Grandview Holsteins. 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 nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Dianna Burkholder is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She previously worked at Edward Jones for 11 years before joining Wayfinder Wealth Management in 2020, where she also serves as president of its support company. Outside of advising, she owns Light Money, a branding business associated with Wayfinder Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored recommendations and a broad affiliate network.

Erin Dooley is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James in 2025, Dooley spent 11 years at Edward Jones. She also serves as Vice President of Wayfinder Wealth Management, a support company based in Gretna, Virginia. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.