Brian Booker is a financial advisor at Prosperity Wealth Management in Port Haywood, VA, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual in various capacities from 2003 to 2019. Booker is also an independent licensed insurance agent. Prosperity Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm offers diversified portfolio management, financial plans, and manages held-away accounts through the Pontera Solutions platform, operating a wrap fee program and conducting client educational seminars.

Kylisa Harris is a financial advisor at Destiny Money Management with eight years of industry experience. She holds a Series 65 designation and has worked at Destiny Money Management since 2018. Her prior experience includes roles at TIME Systems LLC and Freedom Ring Capital, LLC. Destiny Money Management provides comprehensive financial planning and non-discretionary investment advisory services to individuals, small businesses, and non-profit organizations. The firm emphasizes client education through recurring seminars and workshops and uses a flat or project-based fee structure rather than percentage-of-assets fees.

Kevin Hussey is a financial advisor at Heritage Wealth Management Group, Ltd, holding a Series 66 designation with 10 years of industry experience. He previously worked at First Trust Portfolios L.P. for nine years before joining Heritage Wealth Management Group. Heritage Wealth Management Group provides investment advice and financial planning to individuals, trusts, pension plans, banks, and institutions. The firm employs a macro-focused investment process that integrates fundamental, technical, and quantitative analysis, utilizing a wide range of asset classes and active management techniques.

Morgan Alley is a CFP® professional with 15 years of experience in financial advising. He is the sole advisor at MWA Investments, LLC and has worked as a partner at the law firm Dunton, Simmons & Dunton, L.L.P. since 1996, specializing in estate planning, estate administration, taxation, and corporate law. MWA Investments primarily serves trusts, typically those established by high-net-worth clients, providing investment management and trust administration tailored to the terms of each trust. The firm integrates estate planning and trust administration with discretionary investment management, emphasizing fundamental equity selection, long-term holdings, and a laddered fixed-income strategy.

Eric Rosenfeld is a financial advisor at Clear Capital Management LP in Gloucester, VA, holding a Series 65 designation with six years of industry experience. He has been with Clear Capital Management since 2014. Clear Capital Management provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a proprietary quantitative framework to manage portfolios with a combination of passive and active strategies, supported by geographically diverse operations and ongoing process improvements.

Langston Washington is a financial advisor with WealthPlan Investment Management LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Brinker Capital Securities, and Fidelity Investments. Outside of advisory work, he is involved with Tidewater Capital, LLC, a property management business. WealthPlan Investment Management LLC provides financial planning, consulting, and investment management services to both individual and institutional clients, including high-net-worth individuals and retirement plans. The firm integrates quantitative and fundamental analysis with model-based portfolio construction and offers a range of strategies implemented through internal models, sub-advisers, and automated platforms.

Caitlin Allard is a CFP® with five years of industry experience, currently serving as an advisor at The Wealth Consulting Group. Her prior roles include positions at Sentinel Wealth Management, The Legacy Foundation, Abaco Systems, and S&P Global Market Intelligence. She is a member of the advisory board for the YMCA in Suffolk, VA, where she participates in community outreach efforts. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates multiple analytical approaches and offers both direct management and access to third-party programs, with additional services that include fiduciary support and legal-service integration.

Katharine Smith is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with broker-dealer execution and custody services.

Richard Ferraro Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 26 years of industry experience. His prior roles include positions at Infinex Investments, Bi Investments, and Sona Wealth Management. He is also involved with Virginia Insurance Agency Solutions, Inc., a non-variable insurance business. 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 range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Carlos Britos is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has served in the United States Navy since 2000. Outside of advising, he assists with Nautiwax LLC, a cosmetology business owned by his wife. 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 through a nationwide network of financial advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Matthew Williams is a financial advisor at Edward Jones in Gloucester, VA, holding a Series 66 designation with four years at Edward Jones and three years of industry experience. Prior to joining Edward Jones, he spent 14 years at Underboats INC. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory and investment services, supported by a large network of advisors and branch offices across the country.

Shelton Glaze is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Tractor Supply Company and Chick-fil-A, as well as academic experience at James Madison University. 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 provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Nathan Hansen is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Ferguson Enterprises Inc. for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supported by a network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.

Jacob Edwards is a financial advisor with Edward Jones in Whitestone, VA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at New Century Hospice and Concerned Veterans for America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers various advisory programs and investment solutions under a fiduciary standard.

Scott Glaze is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2013. Outside of his advisory role, he is a partner in rental real estate ventures, managing property-related responsibilities. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and government entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and asset allocation, with a distinctive focus on advisory and implementation-support services rather than discretionary management.

Timothy Roscher is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at firms including VOYA Financial Advisors and has been involved with Roscher Financial Group, Inc. since 2009, where he also engages in fixed insurance sales. Outside of his advisory work, he serves as the head varsity golf coach at Christchurch School and is the Post Commander of American Legion Post 83. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed strategies.