John Martin is a financial advisor with City Capital Management L.L.C., holding a Series 65 designation and 21 years of industry experience. He has been with City Capital Management since 2000, serving as the firm's sole advisor. City Capital Management provides investment supervisory and portfolio management services primarily to individuals and corporate entities. The firm employs a combination of fundamental equity research and technical price charting and invests across various securities, maintaining client accounts through Charles Schwab.

Laura O'neil is a financial advisor at Investment Leadership, LLC with 5 years of industry experience. She holds a Series 65 designation and has worked at Investment Leadership since 2013. Outside of advising, she is an administrative and office manager for Shamrock Construction Enterprises, Inc., a residential construction company. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, using a mix of fundamental and technical analysis with a macroeconomic overlay to construct individualized asset allocation guidelines and investment policy statements.

Gerard Swienton is a CFP® with 40 years of industry experience. He is a managing partner at Investment Leadership, LLC, and has been involved with Purshe Kaplan Sterling Investments since 2013. Outside of his advisory role, he serves on the finance council at St. Thomas More Church in Lynchburg, VA. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, constructing individualized investment guidelines and managing accounts using fundamental and technical analysis with a macroeconomic perspective.

Ryan Briley is a financial advisor at HSC Wealth Advisors with a Series 65 credential and one year of industry experience. Prior to joining HSC Wealth Advisors, he held roles in education and customer service, including positions at Liberty University and Chick-fil-A. HSC Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes diversified portfolios, regular rebalancing, and fundamental, technical, and cyclical security analysis, while focusing on client education and transparent communication.

Christopher Devlin is a CFA® charterholder with 13 years of industry experience. He has been with Selective Wealth Management, Inc. since 2012 and currently works as part of an eight-advisor team based in Denver, CO. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.

Michael Koontz is a ChFC® credentialed financial advisor with 50 years of industry experience. He has worked at Integrity Financial Advisors, LLC since 2021 and previously held roles at Jewell Financial Services, Inc., Prosperity Wealth Management, Inc., and Fortune Financial Services, Inc. Outside of financial advising, he is involved in telemedicine services related to health care insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement advice. The firm emphasizes active, discretionary management using model portfolios and third-party managers, providing ongoing monitoring and client reporting.

Brian Devers is a financial advisor at HSC Wealth Advisors with eight years of industry experience. He holds a Series 65 credential and has worked at HSC Wealth Advisors since 2017, following roles at R L Lovelace & Associates and Lovelace, Norvelle & Mathews, PC. In addition to his advisory work, Devers provides tax preparation and bookkeeping services. HSC Wealth Advisors offers personalized financial planning and discretionary investment management to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm operates as a fee-only adviser with a focus on diversified portfolios, periodic rebalancing, and a combination of fundamental, technical, and cyclical security analysis.

Robert Wigfield is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Selective Wealth Management, Inc. since 2020 and previously held roles at BirdDog Group, LLC, Synopsys, Inc., and Liberty University. Selective Wealth Management, Inc. serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships and operates seven offices, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.

Andrew Neiderer is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Selective Wealth Management, Inc. since 2021 and previously held roles at MontVue Capital Management and Ameriprise Financial Services. Selective Wealth Management, Inc. serves individual and high-net-worth clients, offering portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and uses discretionary investment supervisory services, including separately managed accounts that may incorporate derivatives.

Marjun Tare is a CFP® and holds a Series 65 license, with eight years of industry experience. She has been with Selective Wealth Management, Inc. since 2017 and previously worked at Liberty University from 2015 to 2017. Selective Wealth Management, Inc. serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages approximately $426 million in assets, offers discretionary investment supervisory services, and maintains seven offices, which is notable for its size and structure.

Joel Bengds is a CFP® professional with 20 years of industry experience, currently serving as an advisor at HSC Wealth Advisors since 2005. He also holds a position at Liberty University School of Business. Outside of advising, he is a partner in Moneywise Partners, LLC. HSC Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm operates as a fee-only adviser, emphasizing diversified portfolios, periodic rebalancing, and client education.

Emily Eshleman is a CFP® professional at HSC Wealth Advisors with eight years of industry experience. She has been with HSC Wealth Advisors since 2015. HSC Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm operates as a fee-only adviser and emphasizes diversified portfolios, periodic rebalancing, and client education through regular communications and planning support.

Joshua Standeven is a financial advisor at Selective Wealth Management, Inc. with 13 years of industry experience. He holds a Series 65 designation and has been with Selective Wealth Management since 2013. Selective Wealth Management serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships and operates seven offices, offering discretionary investment supervisory services and tailored financial planning.

Madison Lorentzen is a CFP® professional with four years of industry experience, currently serving at HSC Wealth Advisors since 2020. Prior to joining HSC, Madison worked at Liberty University and the State of Alaska. HSC Wealth Advisors is a fee-only firm that provides personalized financial planning and discretionary investment management to a diverse client base including individuals, families, trusts, and small businesses. The firm emphasizes diversified portfolios with regular rebalancing and employs a research-driven approach using third-party tools, while placing a notable focus on client education and frequent communication.

Justin Victor is a CFP® professional with 20 years of industry experience, currently serving at HSC Wealth Advisors since 2008. He holds the Series 66 designation and is based in Forest, VA. Outside of financial advising, he is a member of DRV Construction and a partner in Moneywise Partners, LLC. HSC Wealth Advisors offers personalized financial planning and discretionary investment management to a diverse client base including individuals, families, trusts, and small businesses. The firm emphasizes diversified portfolios, periodic rebalancing, and comprehensive client education as part of its investment approach.

Aiden Bengds is a financial advisor at HSC Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Liberty University, Walmart, Jefferson Forest High School, and Forest Middle School. HSC Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes diversified portfolios, periodic rebalancing, and a combination of fundamental, technical, and cyclical security analysis.

Trent Tarnstrom is a CFP® with three years of industry experience, currently serving as an advisor at Selective Wealth Management, Inc. in Charlotte, NC. His prior work includes roles at Rookie's and Liberty University. Selective Wealth Management, Inc. serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across seven offices and offers discretionary investment supervision, separately managed accounts, and client-tailored financial planning.

Stacie Rhodes is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at HSC Wealth Advisors since 2016 and has held roles at Liberty University School of Business and the Liberty University Center for Financial Literacy. Prior to that, she was employed at Ernst & Young, LLP for five years. HSC Wealth Advisors is a fee-only firm that provides personalized financial planning and discretionary investment management to a diverse client base, including individuals, families, trusts, and small businesses. The firm emphasizes diversified portfolios, periodic rebalancing, and client education while offering regular communications and net worth updates.

Matthew Turner is a CFP® with seven years of industry experience, currently serving as an advisor at Selective Wealth Management, Inc. He has held roles at Selective Wealth Management since 2018 and has extensive prior experience at Strategic Funding, LP and Coley, Eubank & Company, P.C. In addition to his advisory work, he serves as the CFO of Strategic Funding, a nonbank lender specializing in business use real estate. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervision, separately managed accounts, and client-tailored financial planning through a broader physical footprint of seven offices.

Joseph Eskridge Jr. is a CFP® and CFA® with 14 years of industry experience, currently serving at HSC Wealth Advisors since 2012. He also holds a position at Liberty University since 2022. Outside of his advisory work, he is a partner in Moneywise Partners, LLC, which owns an office building leased to Moneywise, Inc. HSC Wealth Advisors is a fee-only firm that provides personalized financial planning and discretionary investment management to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm emphasizes diversified portfolios with regular rebalancing and uses a combination of fundamental, technical, and cyclical analysis supported by third-party research tools.