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.

Ashley Owens is a financial advisor at 11 Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked at CapFinancial Securities LLC, Benchmark Bank, Infinex Investments, and Securities America. Outside of her advisory role, Owens is a loan officer at Neighbors Bank. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm employs a combination of fundamental and technical analysis with modern portfolio theory, offering tailored strategies that include both long-term allocations and more active approaches.

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.

Tiffany Fath is a financial advisor at LPL Financial in Altavista, VA, holding Series 63 and Series 66 designations. She has worked at LPL Financial since 2016, with a break from 2020 to 2025 during which she was unemployed, and also has experience at First National Bank and Hudson Valley Federal Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and lending services.

Landen Mays is a financial advisor at LPL Financial based in Altavista, VA. He holds a Series 66 designation and has been working in the financial industry since 2023, including experience at First National Bank. Prior to entering finance, he worked in education and other roles. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Alan Stayton is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors and Boston Harbor Wealth Advisors. Outside of finance, he owns a landscape design business where he assists friends and family with planting design and supervision. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice through detailed client assessments and a variety of implementation options.

Dianna Burkholder is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She previously worked at Edward Jones for 11 years before joining Wayfinder Wealth Management in 2020, where she also serves as president of its support company. Outside of advising, she owns Light Money, a branding business associated with Wayfinder Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored recommendations and a broad affiliate network.

Erin Dooley is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James in 2025, Dooley spent 11 years at Edward Jones. She also serves as Vice President of Wayfinder Wealth Management, a support company based in Gretna, Virginia. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.

Ann Farrar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones from 2014 to 2016 before joining Wells Fargo Advisors and Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.