Edward Dudley

William Hopke is a financial advisor at Ballardsville Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and previously worked at Harvest Financial Group, LLC. Outside of advising, he co-owns Ballardsville Farm with his wife, where they engage in light farming activities. Ballardsville Investment Advisors offers investment management and financial planning services primarily to high-net-worth individuals, trusts, and estates. The firm employs an individualized asset-allocation approach incorporating fundamental, charting, and technical analysis, and is notable for sponsoring a wrap-fee program and using derivatives within separately managed accounts.

Shaobo Li is a financial advisor at Dominguez Wealth Management Solutions, Inc. in Williamsburg, VA, holding a Series 65 designation with six years of industry experience. He has been with Dominguez Wealth Management Solutions since 2018. Dominguez Wealth Management Solutions serves individuals, including high-net-worth clients, as well as pension and corporate clients, providing investment management, financial planning, consulting, and tax services. The firm employs a variety of analytical methods and active investment strategies tailored to each client’s objectives and risk tolerance.

Jeffrey Dominguez is a CFP® and holds a Series 66 license with 16 years of industry experience. He is the president and sole shareholder of Dominguez Wealth Management Solutions, Inc., where he has worked since 2014. Prior to and concurrently, he has been associated with Purshe Kaplan Sterling Investments since 2014. Outside of advisory work, he serves as a board member for the Williamsburg Soccer Club and operates a tax preparation and analysis service. Dominguez Wealth Management Solutions serves individuals, including high-net-worth clients, as well as pension and corporate clients, providing investment management, financial planning, consulting, and tax services. The firm employs a range of investment strategies, including derivatives and leveraged positions, tailored to client objectives and risk tolerance.

Garland Scott is a financial advisor at SEM Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northern Lights Distributors, Wright Fund Management, Sierra Investment Management, and New York Life. He also serves as a consultant for On3Strategies, a business coaching firm. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, primarily through referrals from financial professionals. The firm employs tactical, dynamic, and strategic model programs based on technical and quantitative techniques to manage approximately $920 million in client assets.

John Doiron is a financial advisor at CL Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CL Wealth Management since 2013. He is also the owner of Doiron Wealth Management LLC, a separate investment-related business based in Lanexa, VA. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and access to third-party money managers, tailoring investment strategies through fundamental and technical analysis combined with custom model portfolios and periodic monitoring.

Stefanie Perticone is a financial advisor at Truist Advisory Services with over eight years of experience in the financial industry. She holds a Series 66 designation and previously worked at Truist Bank and JCC Schools. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.