John Martin is a financial advisor with City Capital Management L.L.C., holding a Series 65 designation and 21 years of industry experience. He has been with City Capital Management since 2000, serving as the firm's sole advisor. City Capital Management provides investment supervisory and portfolio management services primarily to individuals and corporate entities. The firm employs a combination of fundamental equity research and technical price charting and invests across various securities, maintaining client accounts through Charles Schwab.

Laura O'neil is a financial advisor at Investment Leadership, LLC with 5 years of industry experience. She holds a Series 65 designation and has worked at Investment Leadership since 2013. Outside of advising, she is an administrative and office manager for Shamrock Construction Enterprises, Inc., a residential construction company. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, using a mix of fundamental and technical analysis with a macroeconomic overlay to construct individualized asset allocation guidelines and investment policy statements.

Gerard Swienton is a CFP® with 40 years of industry experience. He is a managing partner at Investment Leadership, LLC, and has been involved with Purshe Kaplan Sterling Investments since 2013. Outside of his advisory role, he serves on the finance council at St. Thomas More Church in Lynchburg, VA. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, constructing individualized investment guidelines and managing accounts using fundamental and technical analysis with a macroeconomic perspective.

Michael Koontz is a ChFC® credentialed financial advisor with 50 years of industry experience. He has worked at Integrity Financial Advisors, LLC since 2021 and previously held roles at Jewell Financial Services, Inc., Prosperity Wealth Management, Inc., and Fortune Financial Services, Inc. Outside of financial advising, he is involved in telemedicine services related to health care insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement advice. The firm emphasizes active, discretionary management using model portfolios and third-party managers, providing ongoing monitoring and client reporting.

Robert Wigfield is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Selective Wealth Management, Inc. since 2020 and previously held roles at BirdDog Group, LLC, Synopsys, Inc., and Liberty University. Selective Wealth Management, Inc. serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships and operates seven offices, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.

Andrew Neiderer is a CFP® and holds a Series 66 license with ten years of industry experience. He has worked at Selective Wealth Management, Inc. since 2021, following roles at MontVue Capital Management and Lane, Staley & Associates - Ameriprise Financial Services. Selective Wealth Management serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, providing comprehensive wealth management services. The firm emphasizes portfolios built around U.S. stocks, fixed income, and income-producing physical assets, employing fundamental analysis, an approved securities list, and technology tools such as artificial intelligence to support research and client delivery.

Marjun Tare is a CFP® and holds a Series 65 license, with eight years of industry experience. She has been with Selective Wealth Management, Inc. since 2017 and previously worked at Liberty University from 2015 to 2017. Selective Wealth Management, Inc. serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages approximately $426 million in assets, offers discretionary investment supervisory services, and maintains seven offices, which is notable for its size and structure.

Joshua Standeven is a financial advisor at Selective Wealth Management, Inc. with 13 years of industry experience. He holds a Series 65 designation and has been with Selective Wealth Management since 2013. Selective Wealth Management serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships and operates seven offices, offering discretionary investment supervisory services and tailored financial planning.

Trent Tarnstrom is a CFP® professional with four years of experience in the financial services industry. He is currently with Selective Wealth Management, Inc., where he has worked since 2022. His prior work includes a position at Rookie's and five years associated with Liberty University. Selective Wealth Management serves individuals, family offices, trusts, estates, charitable organizations, and institutional clients by providing comprehensive wealth management services, including financial planning and discretionary portfolio management. The firm focuses on a disciplined investment approach using fundamental analysis, a curated approved securities list, and technology tools such as artificial intelligence to support research and client delivery.

Matthew Turner is a CFP® with seven years of industry experience, currently serving as an advisor at Selective Wealth Management, Inc. He has held roles at Selective Wealth Management since 2018 and has extensive prior experience at Strategic Funding, LP and Coley, Eubank & Company, P.C. In addition to his advisory work, he serves as the CFO of Strategic Funding, a nonbank lender specializing in business use real estate. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervision, separately managed accounts, and client-tailored financial planning through a broader physical footprint of seven offices.

David Carter is a financial advisor with Forefront Wealth Partners, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he is a partner at Carter Financial Group Investment and Wealth Management Solutions, focusing on insurance and investments. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses. The firm offers discretionary portfolio management, comprehensive financial planning, and access to third-party managers, operating across multiple offices and affiliated business entities.

Derek St. Clair is a financial advisor at Forefront with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously with Equitable Advisors and Prudential Insurance Company of America. Forefront Wealth Partners is a registered investment adviser providing discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm offers customized investment policies and asset-allocation targets, along with business, succession, divorce, and special-needs planning services.

James Benet is a financial advisor with Sowell Management who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has been affiliated with Triumphant Portfolio Management, LLC and Sowell Management Services since 2016. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates a multi-branch independent-contractor model with over 100 advisors and offers a range of investment management, financial planning, retirement-plan advisory, and consulting services.

William Hunter Jr. is a financial advisor with Capitol Securities Management, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. In addition to his advisory role, he is president of HCI-EBS, Inc., an accounting, tax, and management consulting firm, and operates an independent law practice providing corporate and tax legal services. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services combined with financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account structures and access to multiple money managers and model portfolios.

Charles Blanton is a financial advisor at Empower Advisory Group with five years of industry experience. He holds the Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, Better Homes and Gardens Real Estate Gary Greene, and Red & Co Realty. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage and IRA clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning services and offers optional managed account solutions.

Matthew Krycinski is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. His prior roles include positions at Truist Investment Services, Inc. and Bb&T Securities, LLC. He holds Series 63 and Series 65 credentials. Outside of his advisory work, he is a partner in a real estate business focused on rental property acquisition and management. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard.

Holly Tuck is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Truist Investment Services, Inc. and Bb&T Securities, LLC. Outside of her advisory work, she is a partner in a family farm and provides notary services to D.A. Davidson clients. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides services under fiduciary standards, employing both qualitative and quantitative analysis, and is distinguished by its municipal advisory activities and affiliated custodial entities.

Keith Wayne is a CFP® and Series 65-licensed financial advisor with Mercer Global Advisors Inc. in Evington, VA, bringing six years of industry experience including prior work in education at Campbell County Public Schools. He has been with Mercer Global Advisors since 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and offers client education, specialized advisory services, and integrated affiliated platforms.

William Herbert is a CFP® professional with 25 years of industry experience. He is currently affiliated with OSAIC Institutions, INC. and serves as Vice President at First Bank & Trust Company, where he performs residential mortgage and commercial lending duties. He has worked at First Bank & Trust Company and Infinex Investments, Inc. since 2008. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, and access to alternative investments. The firm’s services include ERISA plan support, wrap fee programs, and lending solutions, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

Robert Cox is a financial advisor with PlanMember Securities Corporation, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of experience in the industry. He previously worked at Gwn Securities Inc for 14 years and has been part owner and Vice President of Communications at Virginia Retirement Specialists, Inc. since 1988. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.