Lauren Kunkle is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Summit Grove Camp and Conference Center and operated Willow Branch Studio for a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Curtis Lassiter is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2024, he worked at Bank of America, Merrill Lynch, Wells Fargo Clearing Services, and Wells Fargo Advisors. Outside of his advisory work, he owns Lassiter Media LLC, providing video and audio services for churches, and serves as the audio and video director for St. John Baptist Church. He is also a board member of Habitat for Humanity in Newport News, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Heyman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience, including five years at Raymond James and five years at Wells Fargo Advisors. In addition to his advisory role, he is a managing partner of Heyman Investment Group and a partner in Heyman Oyster Company, which holds a stake in James River Holdings. He also serves as a voting board member of his condominium association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also providing specialized municipal and public finance advisory services.

Wanda Austin is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. She serves as a board member of Riverside Regional Medical Center. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers advisory programs and financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets.

Robert Carmines is a CFP® with 26 years of industry experience, currently serving as an advisor at Cetera since 2025. He has held roles at Avantax Advisory Services and 1ST Global Advisors, among others. He also owns Carmines Robbins Financial Services, LLC and serves as a trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to independent advisors nationwide. The firm serves a broad range of clients, including individuals, retirement plans, and institutional accounts, with services spanning portfolio management, financial planning, and access to third-party managers.

Kimberly Debusk is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She previously worked for Nationwide Advisory Services and Nationwide Insurance Co, with a combined tenure of 20 years at Nationwide. Her family is involved in an electrical contracting business in Newport News, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with various investment tools and platforms, including model portfolios, third-party asset management, and institutional programs.

Shannon Green is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009, following roles at Citigroup Global Markets and Osaic FA, Inc. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured planning tools and investment modeling techniques.

William Davis is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Mass Mutual Investors Services since 1985 and has been affiliated with MassMutual Life Insurance Company since 1978. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers tailored financial planning using firm-approved analytical tools and provides a range of investment and insurance solutions.

Anderson Reames is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Raymond James, he worked in various roles including teaching positions at Hampden-Sydney College and York High School, as well as involvement with Reames Realty Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs risk profiling and analytical modeling in its non-discretionary planning and consulting, supports municipal and public-finance work, and offers specialized advisory programs such as a SIMPLE IRA Employer Advisory & Consulting Services program.

Cynthia Norris is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. She previously worked at Avantax Investment Services and 1ST Global Advisors before joining Cetera. In addition to her advisory role, she is a partner at Carmines, Robbins & Company, a tax and public accounting firm, and serves on the finance committee at Bethel Baptist Church in Yorktown, VA. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios.

Anthony Reed is a financial advisor with Edward Jones in Yorktown, VA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Mark Fendrick is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of a Wealth Management team based in Newport News, Virginia, and Rogers, Arkansas. He works with clients to help them achieve their financial goals through tailored strategies. His expertise includes education planning, family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from Christopher Newport University and is a Personal Investment Advisor (PIA). A native of the Virginia peninsula, Mark graduated from Hampton High School and Christopher Newport College prior to its transition to university status. Mark is involved in his community through participation in the Rotary Club of Oyster Point and support for St. Jude Children's Research Hospital. In his personal time, he enjoys golfing, music, reading, and tennis.

Joshua West is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, West is a licensed life insurance agent and is the sole managing member of Hampton Roads Financial, LLC, a support company related to his work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized municipal and SIMPLE IRA consulting services.

Stephanie Bonniville is a financial advisor with Edward Jones in Poquoson, VA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in businesses including a construction contracting company and a working farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Thomas Ganun is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Quentin Daugherty is a financial advisor at Edward Jones in Hampton, VA, holding a Series 66 designation. He joined Edward Jones in 2026 and previously operated an outdoor living business for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Peter Trotman is a financial advisor at Merrill with a Series 66 designation and no prior advisory industry experience. His career includes roles at Bank of America, Dawn Covington State Farm, ITW CCNA, Fastenal, Lowes, and Southern Virginia University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Ware is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial, Raymond James Financial Services, and Towne Bank. Ware is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by various operational and research tools.

Michelle Mccoy is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior roles include positions at Bank of America NA, Merrill Lynch, Signature Financial Management/Brown Investment Advisory, and Godsey & Gibb Wealth Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michele Brune is a financial advisor with Edward Jones in Yorktown, VA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She previously worked at Truist Advisory Services and BB&T-related firms from 2013 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.