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.

Louis Leyes is the sole advisor at Stages Planning Group, LLC in Virginia Beach, VA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and its affiliated entities between 2011 and 2022. Stages Planning Group provides financial planning, consulting, and investment portfolio management to individuals, families, businesses, retirement plans, and nonprofit entities. The firm employs a fee-only model and combines Fundamental Analysis with Modern Portfolio Theory to tailor asset allocations aligned with clients’ goals and risk tolerance.

Dale Kanten is the sole advisor at Kanten Financial Services in Virginia Beach, VA, holding a Series 65 designation with 11 years of industry experience. He has been with Kanten Financial Services since 1989, overseeing both investment advisory and tax preparation services. Kanten Financial Services serves individual investors, small businesses, and charitable organizations by combining investment advisory and financial planning with tax and accounting services. The firm emphasizes asset allocation and active portfolio management using fundamental analysis within an Efficient Market Theory framework, integrating tax and accounting work alongside its investment practice.

Reed Foster is a CFA® charterholder and the sole advisor at Stag Rock LLC with nine years of industry experience. Prior to founding Stag Rock, he worked at Moelis & Company and Palladium Partners. Outside of his financial advisory role, Foster is an airline pilot for FedEx Express. Stag Rock LLC provides discretionary asset management and one-time financial planning services primarily to individual and high-net-worth clients. The firm’s investment approach centers on fundamental analysis and company valuation to select equities for long-term holding, complemented by diversified ETFs, mutual funds, and fixed income bond ladders.

Morris Mckinney is a CFP® professional with 33 years of industry experience, serving as president of Wealth Planning, Inc. in Virginia Beach, VA since 1992. He operates as the sole advisor at his independent firm. Wealth Planning, Inc. provides fee-only financial planning, investment supervisory services, and consulting to individuals, businesses, and pension and profit-sharing plans. The firm manages approximately $5.5 million in client assets primarily on a non-discretionary basis, emphasizing strategic asset allocation and portfolio optimization tailored to clients’ tax situations and risk profiles.

Marshall Groom Jr. is a Certified Financial Planner® with 22 years of experience in the financial advisory industry. He has been with Groom Financial Advisory, an independent firm based in Virginia Beach, VA, since 2003. Groom holds the Series 63 designation in addition to his CFP® certification. Groom Financial Advisory is a single-advisor firm providing personalized financial planning and wealth management services.

Matthew Jaskolka is the principal advisor at Jaskolka Financial in Virginia Beach, VA, with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Oppenheimer, Carlson Financial, and Northwestern Mutual. Jaskolka Financial is a fee-only, independent advisory firm that provides wealth management services combining discretionary investment management and financial planning for individuals and high-net-worth clients. The firm uses both passive and active strategies across equities, fixed income, mutual funds, ETFs, and government securities, tailoring services through personal discussions without a firm minimum account size.

Daniel Cook is the principal and sole advisor at Cook Financial Designs, Inc., an independent registered investment adviser based in Virginia Beach, VA. He holds the CFP® designation and Series 66 license, with 25 years of industry experience. In addition to his advisory role, Cook operates a CPA firm providing corporate, partnership, and individual tax preparation services and offers life, disability, and annuity products through his firm. Cook Financial Designs serves individual and high-net-worth clients, delivering comprehensive financial planning and advisory services tailored to clients’ goals, time horizons, and risk tolerance. The firm manages primarily non-discretionary portfolios and emphasizes a goals-oriented investment approach with ongoing monitoring and rebalancing.

Andrew Hook is a CFP® with 21 years of experience in the financial services industry. He is the managing member of Hook Law Center, P.C., an elder-law practice, and has led Hook Financial Services, LLC since 2004. Hook Financial Services provides advisory referral services, financial planning, and consulting to individual clients, focusing on long-term strategies and asset allocation consistent with modern portfolio theory. The firm does not manage client assets directly but assists clients in selecting and monitoring independent registered investment advisers.

Troy Toner is the sole advisor at Toner Asset Management Group, Inc., an independent firm based in Virginia Beach, VA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including over two decades leading his own firm. In addition to his advisory role, he serves as a consultant and interim chief financial officer for Magna Imperio Systems, a water treatment solutions company. Toner Asset Management Group serves a select group of individuals, families, trusts, estates, charitable organizations, and business entities, providing investment supervisory services, financial planning, and family office support. The firm offers discretionary portfolio management with a tailored approach that includes institutional-style services and a range of investment strategies.

Steven Winter is a financial advisor at Edgewater Asset Management in Virginia Beach, VA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Edgewater Asset Management since 1996. Edgewater Asset Management serves a limited clientele of individuals, families, trusts, and corporations with personalized portfolio management and consulting services. The firm operates as a fee-only fiduciary, emphasizing a top-down economic investment approach with active sector allocation and tailored advice based on client objectives and tax considerations.

Cody Hawkins is a CFP® and holds a Series 66 license with six years of experience in the financial services industry. He currently works at PeaceLink Financial Planning and previously held roles at Wealthway Financial Advisors and Corebridge/VALIC Financial Advisors. Outside of finance, he has experience working in education and at the Explore More Discovery Museum. PeaceLink Financial Planning serves individual and high-net-worth clients, employer plan sponsors, and family offices with comprehensive financial planning and investment management. The firm uses both passive and active investment strategies guided by Modern Portfolio Theory and integrates multiple planning topics including cash flow, tax, estate, insurance, and retirement considerations.

Frank Tehel is a CFP® with 44 years of industry experience, currently serving at October Effect Ltd. He has held positions at firms including Gradient Securities LLC and Cranvick Incorporated, and manages several business ventures related to tax preparation and network marketing. Tehel has owned and operated multiple entities since the early 1980s, including a sole proprietorship focused on insurance sales and tax services. October Effect Ltd. provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and qualified plans. The firm employs a tailored investment approach incorporating asset allocation, technical analysis, and both long- and short-term trading strategies, including the use of leverage and derivatives.

Scott Saal is a CFP® professional with 16 years of industry experience, currently serving at Virginia Wealth Management Group, Inc. since 2021. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Saal is a 50% owner and manager of VWMG Partners, LLC, a trading strategy testing business. Virginia Wealth Management Group provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and other entities. The firm employs a risk-adjusted, tax-aware approach combining active and passive strategies across multiple asset classes and integrates financial planning outcomes into portfolio design and manager selection.

Wade Williard is a financial advisor at Virginia Wealth Management Group, Inc. with four years of industry experience. He holds a Series 65 designation and has worked in various roles including previous positions outside the financial industry. Virginia Wealth Management Group provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and other entities. The firm uses a mix of active and passive strategies to construct risk-adjusted, tax-aware portfolios and integrates financial planning outcomes into portfolio design and manager selection.