Roland Dortch is a financial advisor with HBW Advisory Services LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Silver Oak Securities, Inc., Cetera Wealth Services, LLC, and extensive work with HBW-affiliated entities since 2002. He also operates the Roland H. Dortch Company, an independent financial professional practice. HBW Advisory Services manages approximately $1.75 billion in client assets and offers asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and emphasizes a high client load per advisor along with institutional and intermediary services.

Alexander Peets is a financial advisor at HBW Advisory Services LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Silver Oak Securities, Inc. and Cetera Wealth Services, LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, offering discretionary and non-discretionary asset management alongside sub-advisory and retirement plan services.