Stephen Clarke is a financial advisor with United Planners Financial Services of America and holds the Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked with United Planners since 2004. Clarke has operated under his own business names, including Clarke and Company and Stephen Bennett Clarke, for over two decades. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a combination of custodians, third-party money managers, and platform programs to support its investment 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.

Jamie Kerr is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked at various Truist entities and their predecessors since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, utilizing both discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

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.

Russell Clarke is a CFP® professional with 29 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and has worked at affiliated First Command entities since 1996. Outside of his advisory role, he serves as comptroller for Hope Lutheran Church in Virginia Beach, where he tracks financial expenditures and income. First Command Advisory Services 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 offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Audre Robertson is a CFP® with 27 years of experience in the financial services industry. She is currently with Oppenheimer and has previously worked at Carlson & Company Financial Services and Raymond James Financial Services. Outside of her advisory role, Robertson creates and sells artwork through her Artistry By Suzanne hobby and is a Notary Public for the Commonwealth of Virginia. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, across various asset classes.

Don Meredith is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and 21 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016. Meredith is also involved in several business entities related to financial services and insurance. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customizable portfolios and a range of model and wrap-fee programs.

Michele Munson is a financial advisor with First Command Advisory Services in Virginia Beach, VA, holding a Series 66 designation and seven years of industry experience. She has been with First Command and its affiliated entities since 2019. Prior to that, her work experience includes positions at H&R Block, Total Wine and More, and the Department of Defense Education Activity. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs using model portfolios overseen by a centralized investment management team.

Peter Reuss is a financial advisor at Davenport & Company LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Scott & Stringfellow, Inc. and Truist Advisory Services. Outside of his advisory role, he serves as Treasurer and Board Member for The Noblemen, a nonprofit supporting local disadvantaged and special needs children. Davenport & Company LLC serves individual and institutional clients by providing asset management, retail brokerage, public finance, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

William Albert is a financial advisor with PNC Wealth Management in Virginia Beach, VA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Suntrust Investment Services, Lions Bridge Financial Advisors, and LPL Financial. He also has twelve years with Baja Services LLC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs managed by PNC or third-party strategists.

Owen Van Syckle is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Eagle Strategies (NY Life), and New York Life Insurance Company. He is the founder of Van Syckle Group/Sales Acceleration Academy, a consulting and training business, and also works as an author and speaker. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments while operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Robert Woods is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and has been with AE Wealth Management since 2016. Woods also operates Woods Financial, where he works as an insurance agent involved in insurance and annuity sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors, operating primarily through discretionary model portfolios and a platform-based approach.

Edward Kaufman is a financial advisor at Davenport & Company LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, BB&T Securities, and Scott & Stringfellow, Inc. Kaufman is involved in nonprofit and community organizations, including serving as a board member for the Kaufman Foundation for Heart Failure and as past president of Ohef Sholom Temple. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and a manager research group to deliver separately managed accounts, mutual funds, and other advisory programs.

Dawn Thompson Mayfield is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at firms including Freedom Street Partners, Raymond James Financial Services, TowneBank, and UBS Financial Services. Outside of her advisory role, she is Vice President of Mayfield Designs, Inc., where she assists with billing and record keeping. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

Wyatt Mc Gowan is a financial advisor with First Command Advisory Services in Virginia Beach, VA, holding Series 63 and Series 65 licenses and possessing two years of industry experience. Prior to his advisory career, he served five years in the U.S. Navy. Mc Gowan has worked across several related entities within the First Command group since 2023. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, employing a centralized Investment Management Team to design and monitor model portfolios using a select universe of funds and third-party managers.

John Wiedmaier is a CFP® professional with 28 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2017 and is also the owner of Milestone Financial, LLC, where he has been active since 2014. In addition to his advisory roles, he owns SSMM, LLC, an entity created to manage his office property. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including model portfolios and customized investment solutions, while enabling advisors to manage client portfolios with discretion.

Kevin Cunningham is a financial advisor with Eagle Strategies (NY Life) based in Virginia Beach, VA. He holds a Series 66 designation and has been working in the industry since 2026. Prior to joining Eagle Strategies, he was affiliated with Heritage Business Strategies and New York Life. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

William Kenney III is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and has two years of industry experience. He has worked within various divisions of First Command since 2023 and serves concurrently in the U.S. Navy, where he has been active since 2001. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers who select from preapproved managers and model portfolios.

Edward Bohnslav is a financial advisor at Davenport & Company LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021, following prior roles at Truist Advisory Services and BB&T Securities. He serves on the board of the UVA Club of Tidewater, where he helps engage alumni and organize philanthropic events. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management employs dedicated portfolio manager teams and an Investment Policy Committee to manage separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.