Ronald Schiel Jr. is a CFP® professional with 22 years of industry experience, currently operating as the sole advisor at Aloft Financial. He is also the owner and CPA of Northwest Tax Choices, providing tax return consulting and preparation services since 2010. Ronald has been involved with Northwest Financial Choices LLC, an investment advisory firm, though he plans to wind down that business within the next year. Aloft Financial offers comprehensive wealth management services to individuals, family businesses, corporations, nonprofit organizations, and various plans and trusts. The firm’s investment approach focuses on growth-oriented equity exposure balanced with risk mitigation through diversified asset allocations tailored to client needs.

Diana Thompson is a Series 65-licensed financial advisor at Sovereign Capital Vantage, Inc. with nine years at the firm. Her background includes several years working in public schools in Virginia and Mississippi. She is also a corporate secretary and owner of Sovereign Capital Vantage, contributing to corporate responsibilities. Sovereign Capital Vantage, Inc. is a fee-based advisory firm that provides discretionary portfolio management and hourly financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using a combination of fundamental and technical analysis and offers services for both custodied and held-away retirement accounts.

Marc Thompson is a financial advisor at Sovereign Capital Vantage, Inc. in Ashland, VA, holding Series 63 and Series 66 designations with 17 years of industry experience. He previously worked at Edward Jones for seven years before joining Sovereign Capital Vantage in 2017. Sovereign Capital Vantage, Inc. is a fee-based advisory firm that provides discretionary portfolio management and hourly financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using a mix of fundamental and technical analysis with both long- and short-term strategies, including options trading, and oversees approximately $26.8 million for around 68 clients across three offices.

Thomas Underwood is a CFP® with 14 years of industry experience, currently serving as an advisor at Bright Wealth Management, LLC. His prior roles include positions at Cary Street Partners LLC and Truist Advisory Services, Inc. Outside of financial advising, he operates as an Independent Insurance Agent. Bright Wealth Management, LLC provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and business entities. The firm emphasizes asset allocation aligned with economic cycles and employs a range of investment vehicles, including ETFs, mutual funds, structured products, and third-party manager solutions.

Blake Lewis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked with Truist Advisory Services and its affiliated entities since 2012, including Bb&T Securities and Bbtis prior to their merger into Truist. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Frank Oley Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2007 and also serves as an agent for Penn Mutual Life Insurance Company. Outside of his advisory role, he operates several life insurance brokerage businesses, including Oley Financial and 1847 Financial, providing insurance sales and related services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight, primarily on a non-discretionary basis. The firm combines financial planning, consulting, and third-party asset manager platforms to deliver its investment approach.

Steve Nagy is a Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 1999, progressing through several positions including Wealth Planning Consultant, Relationship Officer, Retirement Income Planner, and roles in Stock Plan Services and Service and Trading. Prior to joining Fidelity, he worked in Investor Information at Scudder Kemper Investments. Throughout his career, Steve has developed expertise in financial planning and client relationship management, focusing on understanding each client's unique financial goals and developing tailored strategies to work toward them. He holds a California Insurance License. Outside of his professional life, Steve has personal interests that include baseball, beach activities, fitness, golf, pets, and running.

Kevin Doyle is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Virginia Asset Group, Infinex Investments, and SunTrust Advisory Services. Doyle is also involved with Virginia Insurance Agency Solutions, a non-variable insurance business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with non-advisory product offerings.

Kenneth W. Janes is a financial advisor with UBS Financial Services in Ashland, VA, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2007. Janes serves on the Board of Directors for the Hanover Chamber of Commerce and held a one-year term as Past President starting in 2019. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Daniel Di Candilo is a financial advisor with Edward Jones in Ashland, VA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Caleb Catlett is a financial advisor at Merrill with a Series 66 designation and approximately four years of industry experience. His work history includes roles at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and multiple positions outside the financial services sector. He is also the owner of Paragon Real Estate LLC, which has conducted a single real estate financing transaction. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm integrates investment management through multiple program strategies and emphasizes tax-focused capabilities within a platform connected to Bank of America affiliates.

Shawn Thomas Franklin is a financial advisor at Ameriprise with five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Edward Jones and PNC Bank. He is a co-owner of VapeCycle US, an environmental non-profit focused on recycling lithium-ion batteries from disposable vapes. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jonathan Baulsir is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 22 years of industry experience. He worked at Franklin Templeton Distributors, Inc. for nine years before joining Edward Jones in 2017. 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 wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Andrea Brown is a CFP®-certified financial advisor with Edward Jones in Ashland, VA, with 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Whitney Hull is a financial advisor at Charles Schwab with nine years of industry experience. She holds a Series 66 designation and has worked at several firms, including Raymond James Financial Services and Mutual of Omaha. Hull is based in Ruther Glen, VA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and brokerage services.

Richard Lagasse is a CFP® with over 33 years of experience in the financial industry. He is currently with Fidelity Investments and has previously worked at Ameriprise, TD Ameritrade, Scottrade, and Multi-Bank Securities. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios across mutual funds, ETFs, and ETPs.

Ashley Williams is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Williams worked for Henrico County Public Schools for 14 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Duke is a ChFC® credentialed financial advisor with 50 years of industry experience. He currently works at LPL Financial and has held prior roles at Hilltop Securities Independent Network, Capitol Securities Management, and his own Duke Agency, which he has operated since 1993. Outside of his advisory work, he also manages an insurance agency. 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 range of financial planning and investment management solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.