Mark Shelby

Robert Meadows is a financial advisor with Meadows Wealth Management, LLC in Williamsburg, VA. He holds a Series 65 designation and has experience dating back to 2014, including roles at Fitzwilliams Financial and Atlantic Appraisal Group, Inc. In addition to his advisory work, he is the Owner and President of Meadows Appraisal Group, Inc., a real estate appraisal firm, and President of Meadows Tax Advisory, LLC, a tax preparation service. Meadows Wealth Management provides investment management and financial-planning services to a broad client base, including institutional accounts and individuals. The firm employs an active, tactical investment approach and offers educational seminars on investing and retirement topics.

Michael Coirin is a CFP® professional with 16 years of experience, operating as the sole advisor at Foundations Financial Planning, LLC in Williamsburg, VA. Foundations Financial Planning offers personalized, confidential financial planning and investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation, core-and-satellite investment approach that favors low-cost, no-load mutual funds and ETFs, providing recommendations through written reports and periodic reviews without discretionary trading authority or custody of client assets.

Michael Harris is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Blue Rock Financial Services, Inc. He has been with Blue Rock Financial Services since 2006. Blue Rock Financial Services primarily serves individual investors through taxable accounts, IRAs, and trusts, and also manages investments for a private foundation. The firm provides financial planning and discretionary portfolio management using a combination of mutual funds, ETFs, and individual securities, tailoring strategies to client goals and operating as a fiduciary.

Daniel Bickey is the sole advisor at B Hive Financial, LLC, holding a Series 65 designation with no prior industry experience. His background includes roles in real estate sales with Berkshire Hathaway Home Services Dawson Ford Garbee & Co. and various other positions outside the financial industry. He maintains an active real estate broker license and engages in real estate brokerage alongside his advisory practice. B Hive Financial provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as small and medium-sized businesses. The firm customizes investment programs based on client goals, time horizon, and risk tolerance, employing a mix of fundamental, technical, and charting analysis with long- and short-term strategies and options trading when appropriate.

Justin Roberto is a financial advisor at Beacon Freedom Advisory, LLC with three years of industry experience. He holds a Series 66 designation and has worked with several firms including Colonial Wealth Strategies and Mass Mutual Investors Services. Outside of his advisory role, Roberto is a PGA professional who coaches the William and Mary women’s golf team and serves as president of the nonprofit networking group Power of Professional Partners. Beacon Freedom Advisory, LLC specializes in co-advisory investment management primarily for pooled vehicles and employee benefit plans, working closely with Matson Money’s asset-allocation models. The firm provides retirement plan consulting, participant education, and broader financial planning services, with a focus on pension consulting and a mix of billing approaches.

Cheryl Nester is the principal advisor at Histor Investing, LLC in Williamsburg, VA, with 13 years of industry experience. She holds a Series 65 designation and has been with Histor Companies since 2008. In addition to her advisory role, she is president and principal consultant of HistorConsulting, a firm providing financial and management consulting services to nonprofit organizations. HistorInvesting is a fee-only, fiduciary advisory firm serving individuals, small businesses, nonprofits, and institutional clients. The firm offers comprehensive financial planning and non-discretionary portfolio management alongside educational services such as workshops, seminars, a video series, and a monthly newsletter. Its investment approach emphasizes macroeconomic analysis, life-cycle planning, and a buy-and-hold strategy with limited trading.