Amanda Gift is a financial advisor at Brown Advisory in Norfolk, VA, with 27 years of industry experience. She has been with Brown Advisory since 2018 and has worked at Signature Financial Management, Inc. since 2002. She holds a Series 66 designation. Brown Advisory serves high-net-worth individuals, families, family offices, and select charitable trusts and foundations, offering integrated wealth and portfolio management along with strategic planning and specialized services. The firm employs a long-term investment approach that combines global active and passive strategies, risk management through diversification and valuation focus, and utilizes both affiliated and external managers supported by AI-enabled research tools.

Matthew Farrell is a financial advisor with Financial Security Advisory, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at Financial Security Management, Inc., Life Protect 24/7, VSC Fire and Security, and Atlantic Bay Mortgage Group. He is also active as an agent with Financial Security Group, Inc., where he prepares quotes and applications for life and health insurance and provides financial planning and advisory services. Financial Security Advisory, Inc. offers investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and uses quantitative screening and qualitative due diligence to manage portfolios, typically on a limited discretionary basis.

April Hayden is a CFP® professional with three years of industry experience, currently serving at Choreo, LLC. She previously worked for BDO Wealth Advisors, LLC, and earlier was involved with Operation New Uniform. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a structured investment process based on strategic asset allocation and quantitative manager selection, offering a range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting for complex strategies.

Reginald Corinaldi is a financial advisor at Financial Security Advisory Inc with 43 years of industry experience. He holds a Series 63 designation and has been affiliated with Financial Security Advisory Inc, Financial Security Management, Incorporated, and Guardian Life Insurance Co. since the mid-1980s. He serves as Vice President of Financial Security Group, Inc., where he prepares financial plans and life and health insurance applications. Corinaldi is also a board member of The Blocker Foundation, a nonprofit organization focused on charitable giving. Financial Security Advisory Inc provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, managing portfolios that include mutual funds, stocks, bonds, ETFs, and selective illiquid alternative investments. The firm emphasizes asset allocation, long-term holdings, and a combination of quantitative and qualitative analyses in portfolio construction.

Breann Savage Lyon is a financial advisor with Prospera Financial Services, Inc. in Norfolk, VA, holding a Series 66 designation and two years of industry experience. She has been with Prospera since 2018 and previously worked at Regent University from 2010 to 2018. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Ronald Kiser Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and having 25 years of industry experience. His prior roles include positions at SunTrust Investment Services and Suntrust Advisory Services, where he worked for over a decade combined. Outside of advising, he is involved as a sales manager consulting on cabinet sales and holds ownership roles in several real estate ventures. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in assets across more than 208 advisors, offering a broad selection of investment products and platforms with both discretionary and non-discretionary arrangements.

Adam King is a CFA® charterholder with 15 years of industry experience. He has worked at Brown Advisory since 2018 and has been with Signature Financial Management, Inc. since 2005. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach, combining active and passive strategies while managing risk through diversified allocations, valuation discipline, and attention to fees and taxes.

Mark Crabtree is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and possessing 10 years of industry experience. He has worked within various Navy Federal entities since 2011. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that utilize third-party portfolio managers.

Joi Morrison is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to her current role, she served in the United States Navy for 12 years. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients by providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes managed advisory programs with third-party portfolio managers and offers layered investment solutions, combining advisory and commission-based channels within its credit union affiliation.

Steven Milligan is a CFP® with 17 years of industry experience and is currently affiliated with Advisory Alpha, LLC. His career includes roles at multiple firms such as JB Wealth Advisors LLC and Blue Ridge Bank. Outside of advisory work, he is an adjunct lecturer at Old Dominion University teaching financial planning and is involved in business coaching, authorship, and speaking engagements through his own firm, Mike Milligan, LLC. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialized solutions like retirement plan services and 529/ HSA platforms. The firm also supports other registered investment advisors through subadvisory and co-advisory relationships and employs a diversified investment approach featuring managed portfolio series across various asset classes and strategies.

Matt Philips is a Financial Consultant at Fidelity Investments, where he has been since 2021. He assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. His approach includes building financial plans, identifying opportunities for improvement, and maintaining open communication. Matt has extensive experience within Fidelity Investments, having held various roles since 2006. His positions have included Planning Consultant, Senior Relationship Manager, and roles in the Investments Help Desk, Fixed Income Desk, and as an Investments Representative. This breadth of experience has contributed to his expertise in financial planning and investment management. Outside of his professional work, Matt is interested in traveling, volunteering, and writing.

Michelle Huffman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. Her prior work includes roles at Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory work, she serves as an insurance agent and owns Nottingham Wealth Management Group, a support company. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions, with an emphasis on ongoing monitoring and due diligence.

Kristen Zigrang is a CFP® at Clearstead Advisory Solutions with experience dating back to 2011. She previously worked at Wells Fargo and Wilbanks Smith & Thomas before joining Clearstead. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships, utilizing a disciplined investment process that includes strategic asset allocation, manager research, and proprietary Direct Indexing strategies.

Ronald Garner is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple First Command entities since 2015. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and manage portfolios from approved managers and model portfolios.

Richard Schwartz is a financial advisor with Eagle Strategies (NY Life) in Norfolk, VA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Eagle Strategies since 2021 and has worked with affiliated firms including NYLIFE Securities LLC and NY Life Insurance Company since 2011. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Bern Glasser is a financial advisor with Truist Advisory Services in Norfolk, VA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Old Point National Bank. Outside of his advisory work, he is a member of HBJR LLC, an LLC managing his family’s farm, where he has minimal involvement. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Lisa Boris is a financial advisor with Truist Advisory Services in Virginia Beach, VA, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. She has been with SunTrust Advisory Services and SunTrust Investment Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis, fiduciary support, and manager selection through its AMC Advantage program. The firm utilizes a combination of discretionary manager relationships and consulting, supported by AI-enhanced research tools and integrated inter-affiliate operations.

Leah Echols is a financial advisor with Truist Advisory Services in Norfolk, VA, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes two years at Wells Fargo Clearing and Wells Fargo Bank and six years at Truist Bank. Outside of her advisory role, she operates LUV 2 TRAVEL AND TOURS. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary management supported by third-party platforms and an AI-enabled research team.

Robert Mundin is a financial advisor with Clearstead Advisory Solutions, holding a Series 65 designation and five years of industry experience. Prior to joining Clearstead in 2024, he worked at Wilbanks, Smith & Thomas Asset Management from 2020 to 2024 and has held positions in insurance and wealth management firms. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and utilizes institutional investment disciplines across diversified portfolios with a range of investment vehicles and proprietary strategies.

Steven Freeman is a financial advisor at Davenport & Company LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Scott & Stringfellow, Inc., BB&T Securities, and Truist Advisory Services. Freeman serves as treasurer on the board of the Surf Beach Club and is a board member of the Judeo Christian Outreach Center. He is also the sole manager of SF 7579 LLC, which owns a farm and a wind farm in Illinois. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm manages portfolios through dedicated teams and provides advisory programs, including separately managed accounts and mutual funds.