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.

Michelle Fulcher is a financial advisor at Verus Capital Partners, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked in various roles at firms including LPL Financial, LLC and Avantax. Outside of advising, Fulcher is a notary and has been involved in administrative support roles within her firm. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses fundamental and technical analysis to create customized portfolios and employs tactical adjustments and selective hedging tailored to clients’ time horizons, risk tolerance, and tax considerations.

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.

Nancy Long is a financial advisor with Edward Jones in South Boston, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

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.

Cameron Starke is a Series 66 licensed financial advisor with Edward Jones in South Boston, VA, and has 8 years of industry experience. He has worked at Edward Jones since 2017 and previously held positions at Lenovo and CTG. Outside of his advisory role, he is a silent partner in a restaurant located in Halifax, VA. 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 with a large network of advisors and branch offices and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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.

Mary Popek is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021, following prior roles at Truist and the Halifax County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chris Bailey is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked with Raymond James since 2020 and previously spent seven years with Infinex Investments, Inc. Bailey also serves as Vice President and lead financial advisor of the investment division at Benchmark Financial Solutions, a support company affiliated with Benchmark Community Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm uses analytical tools such as risk profiling and probability modeling to tailor recommendations and supports these through various advisory programs and institutional consulting services.

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.

Chelsey Washo is a Series 66-licensed financial advisor with Edward Jones in South Boston, VA, with nine years of industry experience. She has been with Edward Jones continuously since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and affiliated financial products. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Ryan Garrett is a financial advisor with Edward Jones in South Boston, VA, holding Series 63 and Series 66 licenses and 41 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, Garrett is involved in consulting for a NASCAR race team through Garrett Racing LLC. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual, institutional, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety 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.