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.

John Monroe is a financial advisor at Monroe Capital Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capes Capital Management, Inc. since 2013. Monroe Capital Partners provides continuous investment supervisory services and individualized portfolio management to individuals, including high-net-worth clients, and charitable organizations. The firm’s investment approach emphasizes asset allocation and incorporates fundamental, cyclical, quantitative, and qualitative analysis, utilizing strategies such as margin and options within separately managed accounts.

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.

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.

Linda Muse is a financial advisor at HBW Advisory Services LLC with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Primerica Advisors and Primerica Financial Services for nearly three decades before joining HBW in 2023. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm emphasizes a blended investment approach using third-party money managers and model portfolios, serving a broad client base through both retail and institutional channels.

Joshua Long is a CFP® and Series 66-registered advisor with Davenport & Company LLC, where he has worked since 2020. He has five years of industry experience, including prior roles at Christopher Newport University and Northumberland. Outside of his advisory work, he serves as Treasurer for the Millburn Property Owners Association, managing financial records and coordinating community maintenance payments. Davenport & Company LLC is an employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a variety of investment strategies and financial planning solutions, supported by dedicated portfolio manager teams and regular committee oversight.

David Nickel is a financial advisor at &PARTNERS with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate consulting, and retirement plan education, combining technology platforms with proprietary and third-party strategy models for customized client solutions.

Pamela Hodges is a financial advisor at Davenport & Company LLC with three years of industry experience. She holds a Series 66 designation and has been with Davenport & Company since 2014. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a variety of services such as asset management, financial planning, and public finance, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Elizabeth Layman is a Series 66 credentialed financial advisor with 34 years of industry experience. She has worked at Truist Advisory Services since 2021 and previously held roles at BB&T Securities from 2016 to 2021. 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, supported by extensive research shared across its affiliated channels.

Robert Walker is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Centaurus Financial in 2020, he worked at Virginia Commonwealth Bank, Infinex Investments, Summit Brokerage Services, and has been involved with Wealth Planning Solutions since 2008. Outside of advisory services, he is a managing partner at Wealth Planning Solutions, LLC, which offers life, health, long-term care, and fixed annuity products, and serves as a general partner in Nanopharm, LLC, a pharmaceutical startup. Centaurus Financial, Inc. provides advisory services through a network of independent Investment Adviser Representatives to individuals, families, small businesses, corporations, retirement plans, foundations, trusts, and estates. The firm offers a range of services including financial planning, asset allocation, investment management, and access to third-party money managers, employing both fundamental and technical analysis in its investment approach.

Julia Alderson is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and three years of industry experience. She has worked at OSAIC Institutions since 2022 and is also associated with Chesapeake Wealth Management, where she supports account management and client needs for trust and managed investment accounts. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, offering a range of solutions through a network of investment adviser representatives.

Maeghaen Eley is a Series 66 licensed financial advisor with Davenport & Company LLC, based in Kilmarnock, VA, with three years of industry experience. Prior to joining Davenport in 2021, she worked in various roles including at NNK, Inc. (Ross's Fine Jewelers) and in communications at Two Rivers Communications. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a broad 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 a weekly Investment Policy Committee.

Kimberly Bennett is a financial advisor at Davenport & Company LLC with a Series 66 credential. She joined Davenport in 2025 following a 17-year tenure at Washington International School. 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 variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing multiple strategies and specialized teams to manage and monitor client accounts.

John Black III is a financial advisor at Davenport & Company LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 1992. Outside of his advisory role, he serves as president and CEO of Black Family Investments LLC, a real estate investment and rental business. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a range of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various strategies managed by dedicated portfolio teams.

Willis Hudgins is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Davenport & Company since 1992. Outside of his advisory role, he is involved in cultivating wild oysters through a small-scale wholesale operation in Virginia. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a variety of investment strategies managed by dedicated portfolio teams and supports clients with services including asset management, financial planning, and public finance.

John Wallin is a financial advisor at Davenport & Company LLC with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Davenport & Company since 2011. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a range of services delivered through various investment strategies and manages accounts with ongoing oversight by specialized teams and committees.

Brian Manetz is a financial advisor with Davenport & Company LLC in Kilmarnock, VA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 18 years at Davenport & Company. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a wide 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.

Thomas Cho is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Davenport & Company since 2003. Outside of his advisory role, he serves as a Finance Committee Member for the Queens Lake Community and as Treasurer for Luke Messick Futbol Charities, assisting with financial oversight in both organizations. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides 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 a weekly Investment Policy Committee.

Dawn Darrall is a financial advisor with Wells Fargo Clearing in Kilmarnock, VA, holding a Series 66 designation and 18 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

George Haskins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), which supports his role in providing tailored financial guidance to clients. George earned his Bachelor's Degree from Hampden-Sydney College. His educational background and professional credentials contribute to his expertise in wealth management and investment advisory 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.

Creston Saunders is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, Saunders serves as a baseball coach at Lancaster High School in Virginia. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Terri Davis is a financial advisor with Wells Fargo Clearing in Kilmarnock, VA, holding a Series 63 designation and 30 years of industry experience. She has worked with Wells Fargo entities since 2009. Outside of her advisory role, she is an associate of the High Tide Investments Club and serves as an executor for an estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michele Faulkner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as Vice President of The Creek Home Owners Association in White Stone, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related investment options.

Marc Hinson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing one year of industry experience. He has been with LPL Financial since 2024 and also has a long-standing role at Blue Ridge Bank since 2012. Outside of his advisory work, Hinson is involved in a family real estate rental business. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team, providing various portfolio management options and combining advisory operations with non-advisory products such as insurance and annuities.

Susan Fox is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining LPL Financial in 2022. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.

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.

Edward Pittman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Virginia Asset Group, infinex Investments, Inc., and Bank of Lancaster. Outside of his advisory work, he is involved with Virginia Insurance Agency Solutions, Inc., a non-variable insurance business. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a broad network of investment adviser representatives.

Megan George is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and previously worked for Lancaster County Public Schools for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jackson Neal is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 9 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief period at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.