John Martin is a financial advisor with City Capital Management L.L.C., holding a Series 65 designation and 21 years of industry experience. He has been with City Capital Management since 2000, serving as the firm's sole advisor. City Capital Management provides investment supervisory and portfolio management services primarily to individuals and corporate entities. The firm employs a combination of fundamental equity research and technical price charting and invests across various securities, maintaining client accounts through Charles Schwab.

Laura O'neil is a financial advisor at Investment Leadership, LLC with 5 years of industry experience. She holds a Series 65 designation and has worked at Investment Leadership since 2013. Outside of advising, she is an administrative and office manager for Shamrock Construction Enterprises, Inc., a residential construction company. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, using a mix of fundamental and technical analysis with a macroeconomic overlay to construct individualized asset allocation guidelines and investment policy statements.

Gerard Swienton is a CFP® with 41 years of industry experience, currently serving as a managing partner at Investment Leadership, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He participates in the Finance Council of St. Thomas More Church in Lynchburg, VA. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm employs a mix of fundamental and technical analysis with a macroeconomic overlay to create customized asset allocation strategies and offers both discretionary and non-discretionary account management.

Michael Koontz is a ChFC® credentialed financial advisor with over 51 years of industry experience. He currently works at Integrity Financial Advisors, LLC and has held prior roles at Jewell Financial Services, Prosperity Wealth Management, and Fortune Financial Services. In addition to his advisory work, he is involved in telemedicine services related to health care insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm utilizes an affiliated investment manager’s ETF-based, model-driven asset allocation strategies to align client risk tolerance with planning goals.

Robert Wigfield is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Selective Wealth Management, Inc. since 2020 and previously held roles at BirdDog Group, LLC, Synopsys, Inc., and Liberty University. Selective Wealth Management, Inc. serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships and operates seven offices, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.

Andrew Neiderer is a CFP® and holds a Series 66 license with ten years of industry experience. He has worked at Selective Wealth Management, Inc. since 2021, following roles at MontVue Capital Management and Lane, Staley & Associates - Ameriprise Financial Services. Selective Wealth Management serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, providing comprehensive wealth management services. The firm emphasizes portfolios built around U.S. stocks, fixed income, and income-producing physical assets, employing fundamental analysis, an approved securities list, and technology tools such as artificial intelligence to support research and client delivery.

Marjun Tare is a CFP® and holds a Series 65 license, with eight years of industry experience. She has been with Selective Wealth Management, Inc. since 2017 and previously worked at Liberty University from 2015 to 2017. Selective Wealth Management, Inc. serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages approximately $426 million in assets, offers discretionary investment supervisory services, and maintains seven offices, which is notable for its size and structure.

Joshua Standeven is a financial advisor at Selective Wealth Management, Inc. with 13 years of industry experience. He holds a Series 65 designation and has been with Selective Wealth Management since 2013. Selective Wealth Management serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships and operates seven offices, offering discretionary investment supervisory services and tailored financial planning.

Trent Tarnstrom is a CFP® professional with four years of experience in the financial services industry. He is currently with Selective Wealth Management, Inc., where he has worked since 2022. His prior work includes a position at Rookie's and five years associated with Liberty University. Selective Wealth Management serves individuals, family offices, trusts, estates, charitable organizations, and institutional clients by providing comprehensive wealth management services, including financial planning and discretionary portfolio management. The firm focuses on a disciplined investment approach using fundamental analysis, a curated approved securities list, and technology tools such as artificial intelligence to support research and client delivery.

Matthew Turner is a CFP® with seven years of industry experience, currently serving as an advisor at Selective Wealth Management, Inc. He has held roles at Selective Wealth Management since 2018 and has extensive prior experience at Strategic Funding, LP and Coley, Eubank & Company, P.C. In addition to his advisory work, he serves as the CFO of Strategic Funding, a nonbank lender specializing in business use real estate. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervision, separately managed accounts, and client-tailored financial planning through a broader physical footprint of seven offices.

David Carter is a financial advisor at Forefront with 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Forefront Wealth Partners, LLC in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 40 years. He is also a partner at Carter Financial Group Investment and Wealth Management Solutions, where he provides sales and service of insurance and investments. Forefront Wealth Partners is a team-based SEC-registered adviser serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, financial and estate planning, and cash-management services, utilizing customized portfolios and a multi-advisor structure that integrates related businesses and third-party managers.

Derek St. Clair is a financial advisor at Forefront with 16 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Equitable Advisors and Prudential-affiliated firms for over a decade. Forefront Wealth Partners is a team-based SEC-registered advisory firm serving individuals, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive financial planning, including estate-planning coordination and cash-management services.

James Benet is a financial advisor with Sowell Management, holding Series 63 and Series 65 credentials and has 23 years of industry experience. He has been affiliated with Triumphant Portfolio Management, LLC and Sowell Management Services for the past 10 years. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment adviser representatives.

William Hunter Jr. is an advisor with Capitol Securities Management, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. In addition to his advisory role, he is president of HCI-EBS Inc., an accounting, tax, and management consulting firm, and operates an independent law practice providing corporate and tax legal services. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through both broker-dealer and registered investment adviser platforms. The firm delivers investment advice via IAR-managed programs, separately managed accounts, and third-party money managers.

Charles Blanton is a financial advisor at Empower Advisory Group with five years of industry experience. He holds the Series 66 designation and has previously worked at U.S. Capital Wealth Advisors, Better Homes and Gardens Real Estate Gary Greene, and Red & Co Realty. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage and IRA clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning services and offers optional managed account solutions.

Matthew Krycinski is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Truist Investment Services and Bb&T Securities. Outside of his advisory role, he is a partner in a real estate business focusing on rental property acquisition and management. 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 a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Holly Tuck is a financial advisor at D.A. Davidson & Co. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at D.A. Davidson since 2018, following prior roles at Truist Investment Services and Bb&T Securities. Outside of her advisory work, she is a partner in a family farm and provides notary public services to clients. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored 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 both qualitative and quantitative investment analysis along with comprehensive financial planning and private wealth management services.

Keith Wayne is a CFP® and Series 65-licensed financial advisor with Mercer Global Advisors Inc. in Evington, VA, bringing six years of industry experience including prior work in education at Campbell County Public Schools. He has been with Mercer Global Advisors since 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and offers client education, specialized advisory services, and integrated affiliated platforms.

William Herbert is a CFP® with 26 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has served at First Bank & Trust Company and Infinex Investments, Inc. for 18 years each and previously worked with Uvest Financial Services Group, Inc. for five years. Herbert also holds a vice president role at First Bank & Trust Company, where he performs residential and commercial lending duties. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of adviser representatives. The firm offers customized advisory services and financial planning while operating a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary management.

Robert Cox is a financial advisor with PlanMember Securities Corporation and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Gwn Securities Inc and as part owner and Vice President of Communications at Virginia Retirement Specialists, Inc. since 1988. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process and manages risk-based mutual fund portfolios tailored from conservative to aggressive investment styles.