Wayne House is a financial advisor with Clearstead Advisory Solutions, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior experience includes roles at Wilbanks Smith & Thomas Asset Management and Northwestern Mutual. He serves on the Finance Committee of First Presbyterian Church in Durham, NC. Clearstead serves affluent private clients and institutional clients with investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs institutional investment disciplines across a variety of investment vehicles and strategies.

James Izard II is a financial advisor with Cerity Partners Retirement Plan Consultants, holding 23 years of industry experience. Prior to joining Cerity Partners in 2022, he worked at Palladium Partners, LLC for 14 years. Outside of his advisory role, he serves as Chairman of the Educational Foundation at Old Dominion University and chairs the Investment Committee for the Norfolk Employees' Retirement System. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, focusing on ERISA fiduciary services, participant advice, and plan administration. The firm emphasizes asset-allocation model portfolios, IPS-based monitoring, and offers a broad range of affiliated services including financial wellness coaching and fiduciary training.

Alexander Phillips is a ChFC®-designated financial advisor with Eagle Strategies (NY Life) in Norfolk, VA. He has three years of industry experience and previously served in the U.S. Navy. In addition to his advisory work, Phillips owns and operates V&P Pawsitive Retreat LLC, a business focused on dog training, grooming, and care. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types, predominantly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Bartok is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Oppenheimer in 2019, he worked at Bank of America for 10 years and Merrill for 28 years. Outside of his advisory work, Bartok has provided a loan to a local business and is involved with an investment-related beach house rental. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation along with manager selection to meet client objectives.

Tierra Diouf is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining the firm, Diouf served in the U.S. Navy for several years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Dawn Wehrhan is a financial advisor with &Partners, holding Series 63 and Series 66 licenses and 24 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management and financial planning services through both discretionary and non-discretionary approaches using a range of proprietary and third-party strategies.

John Garris is a financial advisor at Cerity Partners LLC in Norfolk, VA, holding the CFP® designation and a Series 65 license with three years of industry experience. Before joining Cerity Partners, he worked at United Management Co. LLC and spent two years at the College of William and Mary. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Brian Kiefer is a CFP® professional with eight years of experience, currently serving at First Command Advisory Services. His background includes roles at multiple First Command affiliates since 2017 and prior work at Jump, as well as seven years of service in the U.S. Army National Guard. He is also the owner and manager of Brian M Kiefer & Associates, LLC, a non-investment-related business. First Command Advisory Services is an SEC-registered investment adviser specializing in financial planning and wrap-fee asset management programs for individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm uses a centralized investment management team to design and manage model portfolios, emphasizing in-person financial coaching and an employee-ownership structure.

Mary Mckenna is a CFP® professional with 17 years of industry experience. She is currently with Oppenheimer and has prior experience at Wells Fargo Clearing Services LLC, Bank of America, Merrill, and Edward Jones. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Jacinta Gauvin is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 designations. She has five years of industry experience, including prior roles at Raymond James and Securities America. Outside of finance, she owns and operates a wedding officiant business in Virginia Beach. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors, utilizing an open-architecture platform with multiple custodians and third-party money managers.

Cay Prescott is a ChFC® credentialed financial advisor with one year of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Lincoln Financial and M2M Partners. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Caroline Good is a financial advisor at Cerity Partners LLC in Norfolk, VA, holding a Series 65 license with three years of industry experience. Prior to joining Cerity Partners, she worked at Palladium Partners LLC, TowneBank Mortgage, and Lincoln Financial Advisers. Before her advisory career, she spent eight years in full-time education. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored approach to asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Brandon Terkeltaub is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior work includes roles at Buckingham Strategic Wealth, Royal Alliance Associates, and Jhfn Sii. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services focused on long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds.

Margaret Wiley is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. She has previously worked at Raymond James Financial Services Advisors Inc. and Edward Jones. Wiley owns multiple businesses, including FSP Enterprise, LLC and Margaret N. Wiley, LLC, which serve as support and holding companies. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party managed solutions.

Roy Martin IV is a CFP®-designated financial advisor at &Partners with 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, and has been associated with Capes Capital Management, Inc. since 2007. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies.

Margaret Little is a financial advisor with United Planners Financial Services of America and holds the Series 63 and Series 65 designations. She has 31 years of industry experience, including roles at Greenwich Partners, LLC and Virginia Financial Planning. Outside of finance, she serves as a licensed equestrian sports judge and is involved with the US Equestrian Federation. United Planners Financial Services serves a diverse client base, including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on largely non-discretionary asset management.

Scott Mccluney is a CFP® and Series 65 credentialed advisor with 19 years of industry experience. He currently works at Clearstead Advisory Solutions and previously spent 25 years with Wilbanks, Smith & Thomas Asset Management LLC. Clearstead serves both affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships, using institutional disciplines and a mix of investment strategies including a proprietary Direct Indexing approach.

Wayne Wilbanks is a CFA® charterholder with 35 years of experience in the financial industry. He is currently with Clearstead Advisory Solutions and has been president of Wilbanks, Smith & Thomas Asset Management LLC since 1990. Outside of his advisory work, he is involved as a member of Guest House Holdings LLC, a substance abuse facility in Florida. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, and family office services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment approach using portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Alexis Riddick is a financial advisor with Osaic Institutions, Inc., holding a Series 66 designation and two years of industry experience. Prior to joining Osaic Institutions, Riddick worked at BayPort Credit Union and CUSO Financial Services, LP. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm uses a hybrid adviser and broker-dealer structure, offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions.

Sarah Navarre is a CFP® with 20 years of experience in the financial services industry. She currently works at \&Partners, LLC and has previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as treasurer for the Southeastern VA Women's Soccer Association and holds leadership and board roles with the Safe House Project and the Hampton Roads Soccer Council. \&Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.