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.

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.

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.

Michael Zitron is a financial advisor at B. Water Investments with five years of industry experience and holds a Series 65 designation. Prior to his advisory role, he worked in mortgage loan processing and has founded a nonprofit charitable and educational organization. He is also an author focused on water economics research. B. Water Investments provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, corporations, and institutional investors. The firm employs an active, market-timing approach incorporating a proprietary water economics perspective and regularly uses derivatives, short sales, and margin in managing accounts.

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.

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.

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.

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.

Gerald Barnard is a financial advisor with B4 Financial Planning in Chesapeake, VA, holding 25 years of industry experience. He has been with B4 Financial Planning since 1999. B4 Financial Planning provides comprehensive financial planning and portfolio management primarily for individual investors and a small number of small-business owners. The firm combines fundamental and technical analysis with a long-term market-timing and reallocation model, managing client accounts on a discretionary basis and offering alternative billing options.

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.

Nicholas Matthews is the principal advisor at Great Blue Wealth LLC, holding a Series 65 designation with one year of experience in financial advising. Prior to founding Great Blue Wealth in 2025, he worked in healthcare consulting at The Chartis Group, where he supports strategic planning and partnership diligence efforts primarily in oncology. His background also includes roles at Cognizant Technology Solutions, Deloitte Consulting, and the University of Virginia Health System. Great Blue Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. The firm employs a long-term, fundamentally driven approach with diversified allocations mainly through exchange-traded funds, and offers ongoing portfolio monitoring and consulting.

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.