John Light is a financial advisor at Graves Light Lenhart with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, he serves as executor and trustee for family trusts and manages a family farm in Virginia. Graves Light Lenhart provides financial planning, consulting, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a top-down investment approach with strategic asset allocation, using ETFs and individual stocks, and integrates portfolio management with comprehensive wealth-planning services.

Ricardo Harmsen is a financial advisor at Kingswood Wealth Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Blackridge Asset Management, Cantella & Co., Inc., and Wells Fargo Advisors. Harmsen operates a DBA business, Outer Banks Wealth Management, LLC. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach that customizes strategies to client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with consulting services.

Murphy Coble Jr. is a CFP® with 45 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2002 and leading Coble Wealth Management Inc. since 2007. His background includes ownership of a timber harvesting business, a home improvement business, and management of Westwood Lodge & Hunt Club LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services with a variety of portfolio strategies and analytic approaches.

William Ramette is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Rockefeller Capital Management and Rockefeller Financial LLC in 2025. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a comprehensive platform.

Brock Mumford is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at Bank of America, Columbia Management, and Ameriprise Financial from 2006 to 2017, as well as brief positions at Element Funding and Southtown Watersports. 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, with flexible delivery options ranging from financial planning to third-party asset management.

Thomas Olson is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 1993 and Northwestern Mutual Investment Services since 2001. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies from traditional equity and fixed income to more complex approaches.

David Rosenberg is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, Rosenberg is a co-owner of Wellesley Hills Partners LLC, an investment-related business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nancy Sides is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. She has 36 years of industry experience, including roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. In addition to her advisory work, she has been an instructor at Midlands Technical College for nearly three decades and serves as president of Sides Financial Strategies, Inc. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, combining advisor-managed accounts, model portfolios, and third-party solutions.

T. Naples is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with the firm since 2011, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, Naples serves as a board member for the Atrium Villas condominium association in Hudson, Ohio. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers financial plans based on structured discovery and firm-approved tools.