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.

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® and Series 66 registered financial advisor with six years of industry experience. She currently works at D.A. Davidson & Co. and previously held positions at Truist Investment Services, Truist Advisory Services, and BB&T. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

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 three years of industry experience. She holds the Series 66 designation and has previously worked at Truist Advisory Services, Inc. and Truist Investment Services, Inc. Hoover is based in Winchester, VA. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, providing services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Ricky Leonard is a financial advisor with PlanMember Securities Corporation in Winchester, VA, holding Series 65 and Series 63 licenses and having 11 years of industry experience. He has worked in various roles including positions at Old Dominion Insurance & Investments Inc. and Staunton City Schools. PlanMember Securities Corporation 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 asset allocation portfolios. The firm’s investment approach is based on a strategic asset allocation framework and risk-based mutual fund portfolios, supplemented by educational and support services for plan sponsors and participants.

Jordan Liskey is a Series 66 licensed financial advisor with 15 years of industry experience, currently associated with NewEdge Advisors since 2024. Prior to joining NewEdge, he worked at Edward Jones for seven years and held positions at Wells Fargo entities from 2013 to 2017. Outside of his advisory role, Liskey serves on the board of Barns of Rose Hill, a local nonprofit for the arts, participating in its Budget, Finance & Investment and Development Committees. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.

George Warren is a financial advisor with D.A. Davidson & Co. in Winchester, VA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, Bb&T Investment Services, and Horace Mann Investors. D.A. Davidson & Co. serves a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services under fiduciary standards, featuring ERISA retirement plan advisory, financial planning tools, and a Private Wealth program for clients with over $20 million in net worth.

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 with OSAIC Institutions, Inc., holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at 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, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary account management.

Zachary Franks is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC, he worked at Bank of Clarke and Teksystems, among other roles. 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 extensive third-party affiliations.

Isaac Hutchison is a CFP®-designated financial advisor with eight years of industry experience, currently associated with Planmember Securities Corporation. He has worked with Old Dominion Insurance & Investment Inc since 2017 and previously spent twelve years with Greene County Public Schools. Planmember Securities Corporation 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 PlanMember Asset Allocation Portfolios. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual-fund portfolios, supplemented by educational and support services for plan sponsors and participants.