William Cameron is a CFP® professional with 28 years of experience in financial advising. He has been with Third Millennium Advisors, Inc. since 1997, where he serves as the sole advisor. Third Millennium Advisors, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm manages approximately $31.1 million for around ten clients, employing a long-term, asset-allocation approach that incorporates fundamental, technical, quantitative, and qualitative analyses, and utilizes a broad range of investment instruments tailored to each client’s objectives and risk tolerance.

Letitia Scalise is a financial advisor at Indivisible Partners with five years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Indivisible Partners, she worked at Quasar Distributors, LLC and Torray Investment Partners LLC, where she also served as Director of Client Relations and Marketing. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, pension and profit-sharing plans, charities, and businesses. The firm manages approximately $2.08 billion in assets and utilizes an open-architecture platform with a strategic asset allocation framework, offering a range of active and passive investment strategies tailored to client needs.

Shawn Harper is a financial advisor with Strategic Wealth Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, typically implementing them on a discretionary basis with firm-developed model portfolios that are regularly monitored and rebalanced.

Brian Franke is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and four years of industry experience. He is also the owner and musical performer of Far Away Music, LLC, an entertainment business he has operated since 2010. Global View Capital Management provides discretionary investment management and financial planning to a broad client base including individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach using technical and quantitative methods supported by proprietary algorithmic research.

Michael Relvas is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has an extensive work history with Guardian Life Insurance and Park Avenue Securities. Outside of his advisory role, he operates MR Insurance Consultants, which sells fixed life and disability insurance products. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a variety of account-level services.

Michael Jordan is a financial advisor with Edward Jones in Louisa, VA, holding a Series 66 credential and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Transamerica from 2015 to 2020. Outside of his advisory role, he is involved in the music industry as a guitar player in the band Four Thirty Four and co-owner of FTF Music LLC, overseeing band operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Gregory Baker is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been part of the financial services industry since 1982 and joined Merrill in 2008. Gregory specializes in creating personalized wealth management strategies that align with clients' long-term financial goals. His approach integrates insights from Merrill's investment expertise and the banking and lending solutions of Bank of America. Gregory holds a Bachelor of Science in Finance from George Mason University and an associate's degree from the University of Virginia. He has earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute and holds the Personal Investment Advisor (PIA) credential. Gregory has been recognized as a Merrill Lynch Managing Director-Wealth Management and has been named to Barron's Top 1,200 Financial Advisors each year from 2015 to 2022. Additionally, he has appeared on Forbes' Best-in-State Wealth Advisors list from 2018 through 2022. In addition to his professional work, Gregory is involved in his local community through participation with the Lake Anna Civic Association, reflecting his commitment to community engagement.

Robin Davis is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Advisors and Prudential-affiliated companies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios across mutual funds, ETFs, and ETPs with an emphasis on systematic methodologies and long-term asset allocation.

Chad Davis is a financial advisor at Fidelity with 19 years of industry experience and holds a Series 66 designation. His prior work includes roles at TD Ameritrade, Scottrade, Citizens & Farmers Bank, and LPL Financial. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a research-driven approach that combines fundamental analysis with quantitative and algorithmic methods. The firm is noted for its use of model portfolios, management of registered investment companies, and application of advanced technologies such as AI in its investment process.

Tyler Herring is a financial advisor at Edward Jones in Gordonsville, VA, holding the Series 66 designation with 10 years of industry experience, all spent at Edward Jones since 2016. Outside of his advisory work, he serves in leadership roles within the Church of Jesus Christ of Latter Day Saints and operates a short-term rental business at Wintergreen Resort, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.