James Morton

David Wood is a financial advisor at Nexus Wealth Management, LLC in Chesapeake, VA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been a co-founder and managing partner of Nexus Financial, LLC since 2013, where he is involved in offering insurance services. Nexus Wealth Management provides financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm offers fixed-fee financial plans, ongoing portfolio management, and free educational seminars, employing tailored investment strategies that incorporate fundamental, technical, and cyclical analysis.

Tami Aloisa is a CFP® professional based in Virginia Beach, VA, with 29 years of industry experience. She is the sole advisor at Life Transitions Planning LLC, where she has worked since 2020 and its predecessor entity since 2016. Her prior work includes roles at UBS Financial Services, Spire Wealth Management, and Zeiders. Aloisa also serves as secretary for Collaborative Divorce Solutions of Tidewater, a local networking group. Life Transitions Planning LLC serves individuals, high-net-worth families, trusts, and retirement plans, providing portfolio management, financial planning, and specialized divorce financial consulting. The firm’s investment approach includes equities, mutual funds, ETFs, and U.S. government securities, employing a mix of fundamental, quantitative, technical, and model-manager analysis.

Karrie Thomas is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Nautilus Financial Group, Inc. since 2017 and previously spent 16 years at Sheavly Financial Group, Inc. based in Virginia Beach, VA. Nautilus Financial Group provides investment advisory and consulting services primarily to individual and high-net-worth clients, as well as charitable organizations. The firm offers both non-discretionary advisory consulting and discretionary portfolio management through a sponsored wrap-fee program, managing approximately $65.7 million in client assets.

Allison Dubreuil is a CFP® with 11 years of industry experience. She is the owner of Excelworks LLC, a diving equipment sales business, and has worked at Haven Financial Partners LLC since 2025. Prior to that, she was with Greystone Financial Group, LLC and Wealthway Financial Advisors. Haven Financial Partners provides financial planning and investment advice to individuals and high-net-worth households as a fee-only adviser. The firm focuses on selecting and overseeing outside investment managers rather than directly managing client assets, offering a concierge, limited-client planning model with year-round coordination and implementation support.

Christopher Meyers is a financial advisor at Diversified Consumer Planning LLC with 15 years of industry experience. He holds a Series 65 credential and has worked at firms including CVS Health, PepsiCo, and ADP. Meyers is also the founder and principal of Vantage Point Analytics, a corporate finance consulting and strategic advisory firm. Diversified Consumer Planning LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm serves niche client segments such as active-duty and veteran submariners, finance professionals, and technology-oriented individuals, using a data-centric investment approach that integrates AI and machine learning with fundamental and quantitative analysis.

Linda Rogers is a CFP® professional with 12 years of industry experience based in Virginia Beach, VA. She founded and has operated Planning Within Reach, LLC since 2012. Planning Within Reach provides personalized financial planning and investment management to individuals and families through fee-only, hourly, and project-based engagements. The firm employs a disciplined, long-term, passive investment strategy focused on broad diversification and low-cost index funds, serving a client base that includes single professionals, young families, pre-retirees, and retirees.