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.

Arie Korving is a CFP® with over 31 years of experience in the financial industry. He is currently a principal at Courage Korving Miller Partners, LLC, where he has worked since 2022, and previously operated Korving & Company LLC since 2010. Courage Korving Miller Partners, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of investment strategies and analytical methods, and offers ongoing monitoring and reporting while generally recommending Schwab or Fidelity as custodians.

Ella Bourne is a financial advisor with Courage Korving Miller Partners, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm tailors portfolios using a range of investment strategies and typically recommends Schwab or Fidelity as custodians while offering ongoing monitoring and reporting.

Roy Runyon is a financial advisor at River Crescent Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Beacon Harbor Wealth Advisors, Inc. and The Gartman Letter L.C. Runyon serves on the Board of Trustees for Nansemond-Suffolk Academy. River Crescent Advisors, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $122.7 million in client assets and employs a fundamental, long-term investment approach using diversified model portfolios tailored to client goals and risk tolerances.

Stephen Korving is a CFP® with 21 years of industry experience and currently a principal at Courage Korving Miller Partners, LLC. He has been with Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of analytical methods and strategies, and offers ongoing monitoring and reporting while typically recommending Schwab or Fidelity as custodians.

Carter Moss is a financial advisor at MissionSquare Retirement with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice with investment strategies developed by Morningstar Investment Management.

Trevor Maxwell is a financial advisor at Cape Investment Advisory, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and previously served 20 years in the United States Navy. Outside of his advisory role, he is a co-founder of Baker/Max LLC. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.

Andrew Gregory is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Raymond James Financial Services Advisors, Freedom Street Partners, and Monaco Capital Management. Gregory is a partner and owner of Freedom Street Partners, LLC, where he contributes to recruiting and operations. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base including individuals, charitable and corporate clients, retirement plans, and institutions. The firm offers discretionary and non-discretionary portfolio management using proprietary strategies alongside third-party managers, with portfolios spanning equities, fixed income, mutual funds, ETFs, alternatives, and cash.

Robert Estes is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Freedom Street Partners and Raymond James Financial Services, as well as a decade at Edward Jones. He serves as president of the North Suffolk Rotary club, overseeing weekly meetings and working with board members on local initiatives. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base including individuals, charitable and corporate clients, and institutional investors. The firm offers discretionary and non-discretionary portfolio management through proprietary strategies and third-party money managers, with portfolios spanning equities, fixed income, mutual funds, ETFs, alternatives, and cash.

Margaret Wiley is a financial advisor at Steward Partners Investment Advisory, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James Financial Services and Edward Jones. Wiley is also involved as an owner and officer of FSP Enterprise, LLC and Margaret N. Wiley, LLC. Steward Partners Investment Advisory, LLC manages over $28 billion in assets and serves a diverse client base including individuals, retirement plans, and institutions. The firm utilizes proprietary and third-party investment strategies across multiple asset classes, offering both discretionary and non-discretionary portfolio management solutions.

Todd Eichman is a CFP® professional with 26 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory. He has been with Kestra Advisory since 2016 and has additional experience with Sterling Asset Management, Securities America Inc., and Sterling Benefits Brokerage. Eichman is also involved with Sterling Benefits Holdings, Inc., a holding company that manages administrative functions and commissions related to his other business activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving diverse clients including sovereign wealth funds.

Anthony Piglowski is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisers, Wells Fargo, KeyBank, and Boetger Retirement Plan Services. Outside of his advisory role, he serves on the boards of the United Way of South Hampton Roads, the Suffolk Humane Society, and the Hampton Roads Chamber of Commerce. Steward Partners Investment Advisory, LLC manages over $28 billion in assets and serves a diverse client base including individuals, charitable organizations, and institutions. The firm offers discretionary and non-discretionary portfolio management using proprietary strategies and third-party money managers, with investment allocations tailored to client objectives across multiple asset classes.

Robert Marchesano is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021. Prior to that, he held roles at BB&T Investments and BB&T Securities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation.

David Love is a financial advisor with Davenport & Company LLC in Suffolk, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Davenport & Company since 2012. Outside of his advisory work, he serves on the boards of the YMCA and the Suffolk Center for Cultural Arts. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Kristen Gardner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked with Truist Advisory Services and its affiliated entities since 2015, including prior roles at Bb&T Securities. Gardner is a member of Suffolk Business Women, a networking group focused on issues supporting women in business. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Heather Wineman is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and Wells Fargo Advisors. Outside of her advisory role, she is involved in yoga instruction and personal training through several business activities, including Sky's the Limit Yoga Co and Barefoot Balance LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Terrell Mackey is a financial advisor at Merrill with a Series 66 designation and no prior industry experience before joining the firm. His work history includes roles at Bank of America N.A., Merrill, New York Life, Riverside Hospital, Veterans Affairs Hospital, Sentara Health, and Symmetry Financial Group. Merrill serves a broad range of clients with managed account programs, discretionary portfolio management, and brokerage services, leveraging integrated resources from its affiliation with Bank of America.

Bryan Winter is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has six years of industry experience. His prior experience includes roles at Edward Jones and Honor Capital, LLC. Raymond James serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Gary Briggs is a financial advisor with Raymond James Financial in Suffolk, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Raymond James Financial since 2005 and has been an independent contractor with Hampton Roads Financial, LLC since 2016. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

Richard Reese III is a CFP® designated financial advisor with Edward Jones, based in Suffolk, VA. He has 13 years of industry experience, having been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.