April Romero is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has eight years of industry experience and has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2017, as well as LaRoche Wealth Management since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and collaborative annual planning engagements.

Domenick Serafine is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked at Wells Fargo entities since 2009 and previously spent a year at Prudential Equity Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Edward Dawson is a financial advisor at Edward Jones in Virginia Beach, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for Gryphon Technologies and ManTech International from 2014 to 2023. He serves as a volunteer Financial Peace University Coordinator, teaching financial coaching to church and homeschool cooperative families and young adults to help them manage debt. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Jakob Richmond is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, nA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with broad product distribution through its bank and insurance affiliates.

Andrew Martin is a financial advisor at MFB Investments, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Corbin & Company, PC, a public accounting firm where he serves as Vice President and is involved in administration, assurance, tax, litigation support, and business consulting. MFB Investments, LLC provides financial planning and assists clients, including individuals and corporations, in selecting third-party money managers. The firm does not directly manage assets but offers written recommendations and refers clients to external advisers for investment management.

Holly Martin is a financial advisor with MFB Investments, LLC in Chesapeake, VA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She is also a vice president and full-time employee at Corbin & Company, PC, a public accounting firm where she provides tax services, litigation support, and business consultations. MFB Investments, LLC offers financial planning and assists clients—including individuals, high-net-worth clients, corporations, and business entities—in selecting third-party money managers. The firm provides written recommendations and client discretion in implementation, does not manage client assets directly, and refers clients to external advisers when investment management is appropriate.