Naomi Brock is a financial advisor with Focus Partners Wealth, LLC in Norfolk, VA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her prior roles include positions at Henderson Financial Group and PNC Investments Inc. She also operated Treasure Life Fitness and Health, LLC for 10 years. Additionally, she is a licensed notary in Virginia. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Jackson Van Haaren is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Zukerman & Associates and 757 Marine Detail. Van Haaren is also affiliated with Old Dominion University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its platforms.

Vincent Stigall is an advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously served 20 years in the United States Marine Corps. His work history also includes roles at First Command Insurance Services, First Command Brokerage Services, and Metropolitan Solutions. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, offering centrally managed model portfolios and third-party manager selections through a discretionary agreement.

Paul Ferwerda is a CFA® charterholder with 38 years of industry experience. He is currently with Clearstead Advisory Solutions, where he has worked since 2024, following an eight-year tenure at Wilbanks, Smith & Thomas Asset Management, LLC. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning and compliance, family office administration, and institutional consulting/OCIO services. The firm employs institutional disciplines in its investment process, managing over $33.9 billion in assets through a combination of mutual funds, ETFs, separately managed accounts, and alternative investments.

Thomas Leeman is a financial advisor with Steward Partners Investment Advisory, LLC in Norfolk, VA, holding Series 63 and Series 66 licenses and with 26 years of industry experience. His prior firms include Raymond James Financial Services and Wells Fargo Advisors. He serves as an officer and board member of the Downtown Norfolk Council, a nonprofit focused on business and cultural initiatives in downtown Norfolk. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual, institutional, and charitable clients through a range of investment advisory, financial planning, and managed account programs, offering both discretionary and non-discretionary portfolio management across Steward Partners-branded and third-party solutions.

Daniel Pizetoski is a CFA® charterholder and Series 65 licensee with five years of industry experience. He currently works at Clearstead Advisory Solutions and previously held roles at Wilbanks, Smith & Thomas Asset Management, Villanova University, and Coho Partners, Ltd. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment approach combining portfolio analytics, manager research, and strategic asset allocation across various account types.

Walker Phillips is a CFP® with 17 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he worked for seven years at Palladium Registered Investment Advisors. He holds the Series 66 designation and is based in Norfolk, VA. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Caroline Pace is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Clearstead Advisory Solutions and has previously worked at Wilbanks Smith & Thomas, The Vanguard Group, and White Pine Wealth Management. Prior to her financial services career, she was employed at Virginia Tech and Midlothian High School. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm manages approximately $33.9 billion in assets and uses an institutional investment approach incorporating portfolio analytics, manager research, and strategic asset allocation across a range of investment vehicles.

Carter Steil is a financial advisor with Principal Financial Services in Norfolk, VA, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance since 2019 and previously worked at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions from 2015 to 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Paul Holman is a financial advisor with Eagle Strategies (NY Life) based in Norfolk, VA, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Co since 2009 and has held roles at Waterside Financial Group, Diamond Springs Financial, and Mathas Financial Group. Holman is also involved in brokering non-registered insurance products and operates under the DBA names Diamond Springs Financial, LLC and Mathas Financial Group, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and offers tailored solutions including financial plans, fee-based advice, and co-advisory relationships within an integrated New York Life affiliate structure.

Ellen Anderson is a financial advisor at Clearstead and Clearstead Advisory Solutions with 10 years of industry experience. She holds a Series 65 designation and has previously worked at Tull Financial Group, Inc. and Wilbanks Smith & Thomas Asset Management, LLC. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, and family office services. The firm manages approximately $33.9 billion in assets across 4,300 client relationships and applies institutional disciplines and a mix of investment strategies, including a proprietary Direct Indexing approach.

Gregory Addison is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2003. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

Kendra Bullock is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and four years of industry experience. She has worked at several firms including LPL Financial, Kestra Advisory, Janney Montgomery Scott, and Vanguard. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management services through a large network of investment adviser representatives, combining individualized asset allocation with access to both proprietary and third-party investment strategies.

Bert Henderson IV is a CFP® professional with 25 years of industry experience, currently serving at Truist Advisory Services. He has worked with SunTrust Advisory Services since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2002. Henderson holds board positions with the Elizabeth River Project, Hampton Roads Estate Planning Council, and Norfolk Collegiate School, contributing to charitable, educational, and estate planning initiatives in the Norfolk, VA area. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a structured oversight process for manager selection and reviews.

Rasheka Smith is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Truist, she worked at Charles Schwab and Bon Secours. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate operating model.

Daniel Lattarulo is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has 13 years of industry experience. His prior roles include positions at MissionSquare Investment Services, Bank of America, Merrill, SunTrust, Morgan Stanley, and Tull Financial Group. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based relationships across multiple program structures.

Justin Stehle is a financial advisor with Cerity Partners LLC in Norfolk, VA, holding a Series 65 designation and one year of industry experience. He previously worked at Laurel Wealth Advisors, LLC for three years and has additional experience in the construction and materials industries. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Sidney Phillips is a financial advisor with Eagle Strategies (NY Life) based in Norfolk, VA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. Phillips has been associated with Dominion Financial Partners, LLC since 2004 and with Nylife Securities Inc. and New York Life Insurance Company since 1996. He serves as a board member for the City of Virginia Beach Community Trust, an organization focused on future planning for individuals with mental disabilities. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice across multiple program types and manages a significant portion of its assets on a non-discretionary basis, including relationships with defined contribution and defined benefit plans.

Carolyn Engler is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and previously served 20 years in the US Navy. Outside of her advisory role, Engler supports the local community as a Girl Scout Troop Leader and Financial Coordinator, and she serves as a court-appointed guardian and conservator. First Command Advisory Services is an SEC-registered investment adviser that primarily serves active-duty service members, their families, and other individual, corporate, and charitable clients. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Foster is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2024, he worked at Dollar Tree, Inc. and held roles with Virginia Beach City Public Schools and the City of Virginia Beach. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.