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.

Emily Case is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 13 years of industry experience. She has previously worked with Aetna and United Healthcare and is involved as an independent contractor with Young Living, selling essential oils. She is also a partner in Case Study LLC, a support business through which she employs her assistant and manages 1099 income. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

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.

Hubert Ramey III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Cambridge in 2021, he worked for Lincoln Financial Securities Corporation for seven years. He is also involved with the Rotary Club of Lake Anna, serving as its president. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm delivers a range of investment solutions across multiple platforms with both proprietary and third-party strategies, incorporating features such as discretionary and non-discretionary management tailored to client objectives.

John Duke is a financial advisor at LPL Financial with 50 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Hilltop Securities Independent Network and Capitol Securities Management. He also runs the Duke Agency, an insurance agency he has operated since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.