Christopher Van Pelt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining LPL in 2025, he worked for Mass Mutual Investors Services and MassMutual Life Insurance Company from 2004 to 2025. Outside of his advisory role, he is involved in farming through Van Vixen Farm, LLC. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management with support from in-house and third-party research.

Howard Lynes is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with Merrill Lynch since 2001 and Bank of America since 2011. Outside of his advisory role, he is involved in managing an aircraft leasing business and operates a guest house rental in Leesburg, Virginia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Gray is a Wealth Management Advisor based in Leesburg, Virginia, affiliated with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2009 and focuses on retirement planning, wealth strategies, tax minimization, and small business retirement plans. His approach involves a disciplined process to deliver a consistent yet customized wealth management experience, taking the time to understand each client’s individual and professional priorities to establish objectives and develop appropriate strategies. Stephen’s expertise includes education planning, managing new wealth, portfolio management services, tax minimization, and retirement income. He conducts regular reviews with clients to monitor progress toward their goals and to adjust strategies as needed to reflect changes in their lives or businesses. Stephen holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen earned a Bachelor's Degree from George Mason University. He grew up in Fauquier County, Virginia, and is a skilled horseman and animal lover. He has volunteered with Habitat for Humanity and the Humane Foundation. His personal interests include fishing, horseback riding, running, scuba diving, skiing, spending time with family, and traveling.

Hollie Hadsall is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Conor Fitzpatrick is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for 11 years. Fitzpatrick also manages a separate business entity, CMF Advisors, Inc., for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.