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James Mullins is a CFP® professional with 15 years of experience in financial advising. He has worked at Piedmont Wealth Management since 2011 and joined Burke & Herbert Wealth Services, LLC in 2026. Piedmont Wealth Management is a fee-only firm serving individuals, trusts, foundations, pensions, and corporations with personalized financial planning, investment management, and consulting services. The firm manages portfolios based on client-specific investment policies using a combination of mutual funds, stocks, bonds, and ETFs, primarily guided by fundamental analysis.

Cathy Poe is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and 22 years of industry experience. She has worked at Mid-Atlantic Securities, Inc. since 2010 and has been with Level Four Advisory Services and Level Four Financial, LLC since 2022. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serves a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, discretionary and non-discretionary asset management, and retirement plan advisory services, utilizing model portfolios and a combination of internal and third-party management options.

Linda Mmera is a financial advisor with Navy Federal Investment Services, LLC and holds the Series 66 designation. She has held various roles in financial services since 2022, including positions at Bankers Life and Bank of America-Merrill Lynch. Outside of finance, she worked with Liberty Language Service and studied at the University of Nottingham. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts by offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Jonathan Scimeca is a CFP® professional at Cary Street Partners with 10 years of industry experience. He has been with Cary Street Partners since 2015. In addition to his advisory work, he serves as a successor trustee and executor for a family member's living trust, a role he holds in contingency without compensation. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a broad investment approach utilizing both third-party managers and proprietary strategies across traditional and alternative asset classes.

Justin Bernier is a financial advisor with Integrated Advisors Network LLC and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at Morgan Stanley Wealth Management and Morgan Stanley Private Bank. Bernier is also CEO and CIO of NSG Index, LLC, which manages an ETF focused on emerging markets screened for U.S. national security and human rights interests, and is a founding partner of All Source Investment Management, specializing in emerging market research. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a mix of fundamental and quantitative analysis and frequently employs third-party sub-advisers and wrap-fee programs in its client solutions.

Walter Bayne is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with Cary Street Partners since 2007. Outside of his advisory role, he is an owner and partner in a microbrewery specializing in craft cider and beer and serves on the advisory board for the Financial Planning major at Pamplin College of Business, Virginia Tech, where he helps develop curriculum for students entering the financial planning industry. Cary Street Partners provides wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, utilizing both third-party managers and proprietary strategies.