Robert Trowbridge III is a financial advisor at Coppell Advisory Solutions LLC with 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Coppell Advisory Solutions in 2020, he worked at Elite Investment Team, LLC and Dominion Wealth Management, Inc., and he is also the owner of Brightline Strategies LLC, a consulting firm providing financial and tax planning services. Additionally, he has been a West Virginia insurance agent offering fixed insurance products since 1980. Coppell Advisory Solutions LLC, part of Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in client assets and employs an open-architecture investment platform with a broad range of strategies and continuous portfolio monitoring.

Cindy Ross is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Navy Federal, she worked at Edward Jones and has a background that includes roles at Target and the Social Security Administration. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options through managed advisory programs and third-party portfolio managers.

Samuel Boyd is a CFP® with 16 years of industry experience, currently serving with Mariner Independent. His prior roles include positions at Capital Asset Management Group, Inc., Capital Investment Advisors, Inc., and Cambridge Investment Research Inc. He is a board member of the National Capital Area Financial Planning Association, a nonprofit entity based in Herndon, VA. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management and planning services through independent advisers supported by a platform that integrates institutional resources, model portfolios, and third-party managers.

Robert Schneider is a CFP® with 27 years of industry experience, currently serving at Beaumont Financial Partners. He has been with Beaumont since 2014 and also worked at BAHA Financial Group. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing, using primarily low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with tailored portfolio management overseen by an Investment Committee.

Pete Pendleton is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles in the transportation, staffing, and service industries. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with clients’ goals and risk tolerances.

Elmo Ball IV is a financial advisor with D.A. Davidson & Co. and holds a Series 66 designation. He has 20 years of industry experience, having previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Ball volunteers as a finance committee member for the Highland Food Pantry, a local nonprofit providing food support to those in need. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm emphasizes fiduciary standards, employs both qualitative and quantitative analyses, and provides a range of planning and wealth management programs for clients, including those with high net worth.

Michael Tievy is a financial advisor with Kestra Advisory Services, LLC, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has been with Kestra Advisory since 2016 and has operated as a self-employed consultant specializing in insurance sales and retirement plan consulting since 1973. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base of institutional and individual investors. The firm offers a wide range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as plan sponsors and sovereign wealth funds.

Gary Whetzel is a financial advisor with PlanMember Securities Corporation in Winchester, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Old Dominion Insurance and Investments since 2018 and operates a landscaping and handyman business, Whetzel's Landscaping & Handyman, since 2010. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering participant-level investment options. The firm’s investment approach emphasizes strategic asset allocation and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Megan Branch is a CFP®-certified financial advisor with seven years of industry experience, currently with D.A. Davidson & Co. She has previously worked at Truist Investment Services and BB&T in various advisory and securities roles. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Stacey Loomis is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and has prior work experience with Truist Advisory Services and Truist Investment Services, as well as Truist Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers various services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Stuart Allen is a financial advisor with Planmember Securities Corporation in Winchester, VA, holding the CFP® designation and Series 63 and 65 licenses. He has 35 years of industry experience and has been with Planmember since 2014. His prior work includes roles at Old Dominion Insurance & Investments, Inc. and self-employed businesses dating back to 1989. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

John Sheehan is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for several years. Outside of his advisory role, he owns and operates Altamont Farm Cattle Company LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and brokerage services. The firm employs a Private Advisor model and a consolidated investment platform that provides a range of discretionary and non-discretionary solutions across asset classes.

Aleta Hoover is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and four years of industry experience. Her prior experience includes roles at Truist Advisory Services, Truist Investment Services, and BB&T Bank from 2015 to 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Ricky Leonard is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked with PlanMember since 2015 and also has roles at Old Dominion Insurance & Investments Inc. Outside of his advisory work, he previously spent several years teaching at James Madison University and Staunton City Schools. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on strategic asset allocation and risk-based mutual fund portfolios, supported by education and personalized planning services.

Jordan Liskey is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 15 years of industry experience. He previously worked at Edward Jones and Wells Fargo in various roles between 2011 and 2024. Outside of his advisory work, Liskey serves as a board member of Barns of Rose Hill, a local nonprofit focused on the arts, where he participates on the Budget, Finance & Investment and Development Committees. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services including portfolio management, financial planning, and consulting, utilizing multiple program structures and technology tools to support advisors and clients.

George Warren is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Investment Services, Ridgeway Conger Advisory Services, and Edward Jones. D.A. Davidson & Co. provides 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 offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under the Advisers Act fiduciary standard and utilizing both qualitative and quantitative analysis.

Kandice Borel is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has worked at Truist Bank since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a mix of discretionary and non-discretionary manager relationships along with AI-enabled research tools.

James Patton is a financial advisor with PlanMember Securities Corporation in Winchester, VA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at Everbank and Virginia Eagle Distributing Co., LLC, and he is involved in investment and insurance services through Old Dominion Insurance & Investments. He also works as a delivery driver for Door Dash. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

John De Sarno is a financial advisor at OSAIC Institutions, INC. with 23 years of industry experience. He holds a Series 66 designation and has held roles at firms including Infinex Investments Inc., Bank of Clarke County, and The Prudential Insurance Company of America. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a platform that includes lending solutions and third-party asset managers.

Zachary Franks is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of Clarke, Teksystems, and Element Risk Wealth Advisors. Outside of financial services, he was involved with Green Monstah Firearms. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure that integrates third-party promoters and multiple affiliated entities.