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.

Angeles Atkinson is a financial advisor at First Citizens Investor Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with First Citizens Investor Services since 2005, having also worked at First Citizens Bank and Trust since 1999. She serves as Board President of the Community Foundation of the Dan River Region through 2025. First Citizens Investor Services provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary management and third-party managers, leveraging its affiliation with a bank holding company to offer integrated banking resources alongside portfolio management and tax-aware services.

Robert Mead is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. His career includes roles at Grove Point Advisors, Onedigital Health and Benefits, and his own firm, D.L. Mead & Associates, Inc. Outside of finance, he is a business owner of Joan+Joe Coffee, LLC in Charles Town, WV. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and retirement plans. The firm supports its advisors with a range of investment options, model portfolios, and third-party management solutions delivered through a large network of representatives.

Michael Mayhew is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Osaic and has prior experience at Harris, Harvey, Neal & Co, Lincoln Financial Securities Corporation, Mainstay Financial, LLC, and Snead, Williams & Mayhew, PLLC. Outside of his advisory role, Mayhew serves on the board of The Claire Parker Foundation, which supports families affected by pediatric cancer. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers access to a broad range of investment products and third-party managers.

Charles Jones is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at H. Beck, Inc. and Grove Point Investments, LLC. Outside of his advisory work, he serves as a coach within Arlington County Public Schools. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and a broad network of investment adviser representatives.

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.

Eric Mueller is a financial advisor with LPL Financial based in Falls Church, VA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Grove Point Advisors, Liberty Wealth Management, and Jones, Mead and Associates, where he continues to be involved in a related business activity. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and multiple delivery options tailored to client needs.