Omunique Owens

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.

John Kelly is a financial advisor at Coastal Asset Management LLC in Norfolk, VA, holding a Series 65 designation with nine years of industry experience. He has been with Coastal Asset Management since 2016 and previously worked at Bayville Golf Club from 2009 to 2018. Coastal Asset Management provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on individualized asset allocation using a blend of fundamental and cyclical analysis. The firm manages approximately $3.1 million across 13 accounts and emphasizes direct client authorization and transparency in its operations.

Andrew Wallach is the sole advisor at Wallach Planning & Investments in Norfolk, VA, holding a Series 66 designation with 23 years of industry experience. He has led Wallach Planning & Investments since 2003. The firm provides investment advisory and financial planning services to individual clients and trusts, offering a wrap separate account program that consolidates advisory, custody, and brokerage execution. Portfolios are generally managed on a discretionary basis using various analytic methods, with continuous monitoring and formal annual reviews.

James Young is a CFA® charterholder with five years of experience in financial advising. He is the principal of JYE Wealth Advisors, LLC, an independent firm he has led since 2023. Prior to this, he worked at Prosperity Capital Advisors and Capital Research and Management Company. Outside of advising, Young is the sole owner of a CPA firm providing bookkeeping, tax, and audit services, and he serves as treasurer and director for several nonprofit organizations, including the Virginia Housing and Community Development Corporation and the Network of Regional Advocacy. JYE Wealth Advisors offers portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm follows a fiduciary approach, emphasizing cyclical and fundamental analysis with a long-term trading strategy, and requires client consent before making transactions.

Antonio Morrison is a financial advisor with Legacy Global Management, L.L.C. in Chesapeake, VA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Seaboard Securities, Inc. since 2010. In addition to his advisory role, he serves as CEO of Legacy Global Management, a business advisory company. Legacy Global Management provides securities-related investment advice and services to individuals, pensions and profit-sharing plans, trusts, and other business entities. The firm employs a modern portfolio theory-based investment approach with strategic asset allocation and offers both discretionary and non-discretionary management, serving a client base that often retains final trading authority.

Marco Johnson is the principal of Intentional-Growth Advisors LLC and holds Series 63 and Series 65 licenses. He has 14 years of experience in the financial industry, including roles at Primerica Advisors and Primerica Financial Services. In addition to his advisory work, Mr. Johnson creates financial education content through his H.I.M.E. framework, producing videos, webinars, and newsletters aimed at improving public financial literacy. He also works full-time as a systems analyst at the Naval Information Warfare Center Atlantic. Intentional-Growth Advisors LLC is a fee-only, state-registered investment adviser serving individuals, families, trusts, foundations, small businesses, and retirement plans. The firm employs a blend of fundamental and technical analysis with active and passive strategies, incorporating behavioral-finance principles through its H.I.M.E. framework to develop personalized, non-discretionary portfolios.