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 with HBW Advisory Services LLC in Richmond, VA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at HBW Advisory Services since 2017 and has additional experience with Silver Oak Securities and Cetera Wealth Services. Peets is also associated with Stepwise Financial, where he operates as an independent financial professional. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting services to a diverse client base including individuals, families, charitable organizations, and businesses. The firm uses a blended investment approach with third-party money managers and emphasizes institutional and intermediary roles alongside retail services.