John Gajdek III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is a member of the Kiwanis Club of Ocean View and participates in a real estate investment group. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and committee-driven investment models.

John Kaine is a financial advisor with Mass Mutual Investors Services in Newport News, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Metlife Securities Inc. for 22 years before joining Mass Mutual related entities in 2016 and 2017. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, collaborative financial planning engagements supported by firm-approved analytical tools.

Donte Smith is a Resident Director and financial advisor with Merrill. He began his financial services career in 2014 and has over eight years of experience serving clients in the Greater Richmond Region and other states. Donte focuses on helping individuals and families develop and implement financial strategies aimed at growing, managing, preserving, and transferring wealth to support their ideal financial futures. His areas of expertise include family wealth management, legacy planning, portfolio management, retirement income, and philanthropic planning. Donte holds a Bachelor's degree in Business Administration from Grand Valley State University in Grand Rapids, Michigan. Prior to his financial services career, he worked for Steelcase, Inc., the world's largest office furniture manufacturer, for ten years in various roles. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his professional work, Donte is active in his community. He serves on the Board of Directors for the Black History Museum of Virginia and volunteers as a minister at M3 Church. He also coaches youth sports, supporting and mentoring young athletes. Donte resides in Glen Allen, Virginia with his two sons, Te'Ven and Aiden.

Yvonne Gurley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has worked previously with Wells Fargo Advisors and has experience in both advisory and administrative roles, including supporting operations at Heyman Investment 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 offers tailored, non-discretionary planning using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Holloway is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. for 11 years. Outside of his advisory role, he serves as president of Investor Securities Group, Inc., an insurance sales business. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with financial planning and retirement plan consulting. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various securities and alternative investments.

Camela Steele is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by quantitative tools and scenario modeling.

Autumn Epler is a CFP® certificant and holds a Series 66 license, with nine years of experience in the financial industry. She has been with Edward Jones since 2016 and previously worked at Natty Beau LLC for one year. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sterling Brightman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors. Outside of his advisory work, he serves as president of the Harwood Village Association in Yorktown, VA. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Ryann Macluskie is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup Global Markets and Morgan Stanley Smith Barney prior to his current role at Morgan Stanley Private Bank. He serves as a board member on the finance committee of the Glendale Gators Swim Team Booster Club in Newport News, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm’s financial planning approach includes structured discovery conversations and planning tools, leveraging modeling techniques without providing individual security recommendations as part of standalone plans.

Najib Khan is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and Langley Federal Credit Union, where he continues to serve as a financial advisor. Khan is also a member of the board of directors and treasurer for PROCU, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated companies.

James Hicks is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022. Prior to that, he held roles at E*Trade, TD Ameritrade, and Hampton Roads Academy. Hicks serves as the treasurer on the board of the Christopher Newport University Peninsula Alumni Chapter. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, and it offers a wide range of retail and institutional investment services.

Dennis Herndon III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Heyman Investment 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and has specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Daniel Roose is a financial advisor with Primerica Advisors in Williamsburg, VA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Shanda Bortner is a financial advisor at MassMutual Investors Services with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with MassMutual Life Insurance Company and MML Investors Services since 2017, following earlier roles at Carroll Financial Associates and Cetera Advisor Networks. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual relationships that use firm-approved software for goal analysis and strategy recommendations.

Mark Matney is a financial advisor with Primerica Advisors in Williamsburg, VA, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked concurrently in legal practice with Poquoson Law Group P.C., Holcomb Law, PC, and previously operated Matney Law, PLLC. Outside of his advisory and legal roles, he owns Victory Holdings, LLC. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs third-party asset managers vetted through independent due diligence and provides custody and trade execution via Pershing and Primerica Brokerage Services.

Courtney Hamilton is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Hamer Fitness. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Eastburn is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Cetera, and Langley Federal Credit Union. Eastburn serves as a board member of Sister Cities of Newport News, an organization focused on building international cooperation between cities. OSAIC Wealth, Inc. serves a diverse client base including individual and institutional investors through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct portfolios across multiple asset classes.

Franklin Belvin is a financial advisor at Edward Jones with 36 years of industry experience. He has held his current position since 1990 and holds Series 63, Series 65, and Series 66 designations. Outside of his advisory work, he owns a storage business in Yorktown, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, investment options, and affiliated services, supported by one of the largest networks of advisors and branch offices in the industry.

Steven Kennedy is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and totaling 39 years of industry experience. His prior roles include positions at Townebank and Raymond James Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and technology-driven strategies.

Johanna Wiggins is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at Colonial Farm Credit for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.