A balanced approach to investing, Capitol Securities Management is a registered broker-dealer and Investment Advisor, members FINRA, SIPC & MSRB, founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence. Our staff consists of experienced professionals with a "hands on"​ approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams. Visit our website to learn more - www.capitolsecurities.com

The Edgar Lomax Company is a boutique asset management firm focusing on large-cap value style domestic, global, and international equity portfolios for institutional clients and high net worth individuals. The Edgar Lomax Company also manages a large-cap value style domestic equity mutual fund, and is located in Springfield, Virginia.

Chase Dominion Advisors is your trusted retirement plan partner. Our mission is to help more people pursue retirement on their terms by helping them save and invest wisely through proper plan design and carefully crafted employee communications. Clarke Chase founded Chase Dominion Advisors in 1985 with the belief that every American worker should have the opportunity to retire on their terms. For more than 25 years, Clarke and his team of professionals have been helping plan sponsors implement retirement plans designed to help increase employees’ “retirement readiness.” When seeking the most appropriate retirement plan for your company and your employees, it’s critical to incorporate the guidance of those who are dedicated to providing impartial advice and innovative strategies. At Chase Dominion Advisors, we help you and your workforce pursue your respective financial goals, and we welcome the opportunity to serve your needs. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.chasedominion.com

At our core, Mainsail Wealth Advisors is focused on providing investment management, retirement planning, and estate planning services to retirees and pre-retirees. We strive to provide a high level of professional service to each of the households we are fortunate to serve. By understanding the unique needs of each client, helping them create a plan tailored to their specific goals, and meeting face to face on a consistent basis, we have a client service culture that helps us provide the highest level of service. Today our boutique practice serves over 500 families and businesses across twenty states from our two locations, Gloucester and Richmond, VA. We invite you to give us a call and experience the Mainsail difference. Mainsail Wealth Advisors, LLC Mainsail Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Office phone: 804-693-5500 Office fax: 804-693-2925

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

The Financial Technology Association (FTA) is a DC-based trade association representing industry leaders shaping the future of finance. We champion the power of technology-centered financial services and advocate for the modernization of financial regulation to support inclusion and responsible innovation. Become a member to join our community of #fintech industry leaders. Request membership information at ftassociation.org.

Alpha Wealth is an independent and privately held wealth management firm specializing in the management of small business retirement plans, investment planning strategies and asset allocation programs for individuals, family-owned and closely held businesses. We are dedicated to developing lasting relationships with all of our clients. We strive to know and understand your financial situation and provide you with high quality information, services, and products to help you reach your goals. Founded in July 2012, our advisors manage more than $305 million in assets under management as of December 31, 2022. The principals at Alpha Wealth have more than 65 years of combined experience in the wealth management and finance industries. Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC www.finra.org www.sipc.org. Investment Advisory Services offered through Kestra Advisory Services LLC (Kestra AS), an affiliate of Kestra IS. Alpha Wealth Advisors, LLC is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. https://www.finra.org/ https://www.sipc.org/

At Whitten Retirement, we understand that you have goals that you want to accomplish now, and dreams for your future. Our mission is to make both a reality.Our team will help you create an effective game plan, provide advice in a common language, and do it with straightforward fees. We’re here for you if you’re looking for financial advice, retirement help, or for general planning and money management.Contact us today to learn more about how we can help.

Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services.    Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.

• Research mutual funds, individual equities, domestic and foreign economies, to develop and reevaluate strategies • Build financial plans for recently onboarded clients with MoneyGuide Pro for the team of senior advisors• Analyze clients’ portfolios to ensure their investments are balanced and best positioned to capture market returns• Learn about tax loss harvesting helping to create strategies for clients to reduce the amount of capital gains taxes• Write educational articles for the firm’s newsletter and scripts for the local news stations to educate the community• Develop client advisory board, analyze key performance indicators, and observe/transcribe client meeting notes

Oak Wealth Partners, Inc. is an investment management firm specializing in qualified plans. Our clients trust us with managing their 401(k), 403(b), 457, and deferred compensation plans. We also are highly qualified to manage other investments such as Individual Retirement Accounts (IRA).

Interning at CIE taught me to be a motivated, self-starter. I learned how to work independently and collaboratively on projects in an office setting and meet deadlines. There, I filed paperwork, organized office supplies, created and updated study abroad brochures, and acted as a mentor to advise students on study abroad options.