Kristine Boelte is a CFP® with 24 years of industry experience, currently serving as a partner at Boelte O'Hara Wealth Management. Her prior roles include positions at Purshe Kaplan Sterling Investments and Summit Brokerage Services. She also provides fixed insurance advice as an insurance agent. Boelte O'Hara Wealth Management serves individuals, families, and high-net-worth clients with asset management, financial planning, estate planning, and qualified plan consulting. The firm combines fundamental and technical analysis in its investment approach and emphasizes documented client goals and regular portfolio reviews.

Sabine Stovall is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Private Client Services since 2011 and also has a long-standing career as a model and talent professional. Outside of advising, she serves as a director and secretary for Friends of Prospect Parks, a nonprofit focused on park preservation in Louisville, KY. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and institutions. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Charles Russell IV is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020. His prior experience includes roles at Colorado Financial Service Corporation, James River Advisory, and Triad Advisors. Outside of his advisory work, he operates as an independent insurance agent through James River Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Jenel Lynch is a Series 66-licensed financial advisor with Edward Jones, based in Chase City, VA. She has three years of industry experience, all with Edward Jones. Edward Jones serves more than four million individual and institutional clients with a full range of wealth management services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Edward Currens is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, Morgan Stanley Smith Barney, and Wells Fargo Clearing. Outside his advisory work, he is involved with a personal real estate rental business in Clarksville, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor-facing tools.

Virginia Clay is a financial advisor at Edward Jones with 19 years of industry experience. She holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Edward Jones in 2025, she spent 16 years at Morgan Stanley. Outside of advisory work, she is involved in land and plant conservation through Red Bud Conservation, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Skylar Fain is a financial advisor at Fidelity with Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Fidelity Investments in 2025, Skylar worked at Fidelity Brokerage Services LLC starting in 2017 and held positions at Uber and Citigroup. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a variety of client types, including charitable funds and registered investment companies, and incorporates systematic methodologies and advanced technologies in its offerings.