Alan Stayton

John Couric is the principal of Couric Financial and holds Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Providence Asset Management and Cetera Advisor Networks, and he currently serves as a director for the Organization of Indigenous Missions, a nonprofit. He is also an Enrolled Agent providing tax preparation and IRS representation through his separate businesses. Couric Financial Partners is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, endowments, and businesses. The firm offers discretionary portfolio management and financial planning with a fundamental, long-term investment approach, utilizing mutual funds, ETFs, individual stocks, and other securities, alongside an automated portfolio option through Schwab Institutional Intelligent Portfolios.

James Benet is a financial advisor at Sowell Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Triumphant Portfolio Management, LLC and Sowell Management Services since 2016. Sowell Management serves a diverse client base including individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers portfolio management, financial planning, retirement plan advisory, and other related services through an independent contractor model that supports tailored client service and uses model portfolios and third-party managers.

Jon Dabareiner is a financial advisor at Lombard Advisers Incorporated with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Lombard Advisers since 2017. Dabareiner serves on the board of the Smith Mountain Lake Boating Association, which focuses on boating safety and boater rights. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, employing fundamental, technical, charting, and cyclical analysis to construct and monitor client portfolios.

James Martin is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, with four years of industry experience. He has worked with Eagle Strategies and affiliated firms since 2021 and operates Country & Lake Life Financial Strategies, LLC, where he brokers insurance products. Martin serves as president of the SML Rotary Club for 2025-2026, a local organization supporting nonprofits and community initiatives in Bedford and Franklin County, VA. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, integrating advisory services with affiliated insurance and broker-dealer capabilities.

Keith Wayne is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Mercer Global Advisors Inc. since 2022, following prior roles in education at Campbell County Public Schools and Lynchburg City Schools. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, offering a range of portfolio management and financial planning services.