John Light is a financial advisor at Graves Light Lenhart with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of his advisory role, he serves as executor and trustee for family trusts and manages a family farm in Virginia. Graves Light Lenhart provides financial planning, consulting, discretionary investment management, and retirement-plan consulting to individuals, high-net-worth clients, and institutional entities. The firm employs a top-down investment approach with strategic asset allocation, using ETFs and individual stocks, and integrates portfolio management with comprehensive wealth-planning services.

Ricardo Harmsen is a financial advisor at Kingswood Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at firms including Blackridge Asset Management, Cantella & Co., Inc., and Wells Fargo. Harmsen is also involved with Outer Banks Wealth Management, LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, with a notable focus on insurance-linked accounts and an open-architecture platform utilizing third-party managers.

James Cook is a financial advisor at Independent Solutions Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Blackridge Asset Management for eight years. Outside of financial advising, Cook operates Andy Cook CPA, LLC, a CPA firm. Independent Solutions Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $1.54 billion in assets and offers a range of portfolio management services, emphasizing strategic asset allocation and manager selection through in-house due diligence and regular portfolio reviews.

Murphy Coble Jr. is a CFP® with 45 years of industry experience, currently serving at Geneos Wealth Management, Inc. since 2002 and leading Coble Wealth Management Inc. since 2007. His background includes ownership of a timber harvesting business, a home improvement business, and management of Westwood Lodge & Hunt Club LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services with a variety of portfolio strategies and analytic approaches.

William Ramette is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley in various capacities from 2011 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, including families, family offices, and institutions, offering portfolio management, financial planning, and investment banking services. The firm operates a Private Advisor model supported by a consolidated investment platform that delivers a range of discretionary and non-discretionary solutions across multiple asset classes.

Brock Mumford is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes positions at Bank of America, Columbia Management, and Ameriprise Financial from 2006 to 2017, as well as roles at Element Funding and Southtown Watersports. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Thomas Olson is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird & Co. since 1993 and Northwestern Mutual Investment Services since 2001. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies from traditional equity and fixed income to more complex approaches.

Nancy Sides is a financial advisor with Cetera who holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 36 years of industry experience. She has worked at Cetera since 2021 and has been president of Sides Financial Strategies, Inc. since 1995. Additionally, she teaches financial strategies at Midlands Technical College. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program options and custodial relationships.

Coleman Rudolph Sr. is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

T. Naples is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with the firm since 2011, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, Naples serves as a board member for the Atrium Villas condominium association in Hudson, Ohio. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers financial plans based on structured discovery and firm-approved tools.