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.

Kenneth Royster is a financial advisor with Stratos Wealth Partners, Ltd, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including long tenures at MetLife Securities Inc. and LPL Financial, LLC. He is based in Norfolk, VA. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Daniel Powell is a CFA® charterholder with 21 years of industry experience. He is currently with Clearstead Advisory Solutions, where he has worked since 2024, following eight years at Wilbanks, Smith & Thomas Asset Management, LLC. Powell holds the Series 63 and Series 65 licenses. Clearstead serves affluent private clients and institutional investors, providing investment management, financial and tax planning, family office administration, and institutional consulting. The firm employs institutional investment disciplines across a range of strategies and offers specialized services including a proprietary Direct Indexing strategy and pooled access to private managers.

Sarah Turner is a financial advisor at Truist Advisory Services with five years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Bank, NA, and ICON plc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support its investment approach.

Henry Harris III is a CFA® charterholder with 23 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent 14 years at Palladium Partners, LLC. Harris serves as treasurer of the General Douglas MacArthur Foundation and holds multiple trustee and board roles with nonprofit and community organizations, including healthcare, conservation, and local arts institutions. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, and institutional investors. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, tax and insurance support, and alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Spencer O Hara is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Virginia Beach City Public Schools and Pirate Parasail. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages portfolios through dedicated teams and offers a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Mary Justice is an investment advisor representative at TLG Advisors, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Nationwide Securities LLC and Avery Insurance Agency, Inc. Justice is also president and principal agent of Justice-Killam Insurance Services, Inc., a property and casualty insurance agency. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Jonathan Morris is a financial advisor at Cerity Partners LLC in Norfolk, VA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He previously worked at Palladium Partners, LLC for 14 years before joining Cerity Partners. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and rebalancing strategies using proprietary quantitative screens and offers access to alternative and private-market investments.

Cheryl Furlong is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Asset Management, LLC and Wealthquest Financial Services, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Edward Stein is a financial advisor with Eagle Strategies (NY Life) in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2008 and concurrently affiliated with Nylife Securities LLC and New York Life Insurance Company since 2007. Outside of his advisory role, Stein is the owner of Macro Planners, LLC, and serves as a board member for the Bayview Shores Homeowners Association. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers a variety of program types tailored to individual and institutional clients, with a majority of assets managed on a non-discretionary basis.

Kurt Evertz is a financial advisor with Clearstead and Clearstead Advisory Solutions, holding a Series 65 license and four years of industry experience. He has worked at Clearstead Advisory Solutions since 2024 and also serves as a portfolio manager at Wilbanks Smith & Thomas Asset Management, where he manages three private fund investment vehicles. Prior to these roles, he has experience with Grant Thornton, Markel, and The College of William and Mary. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm utilizes institutional investment disciplines and proprietary strategies, managing approximately $33.9 billion in assets across a broad client base.

Scott Danner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with multiple Steward Partners entities since 2023 and has prior experience at Freedom Street Partners, LLC and Raymond James Financial Services. Outside of his advisory role, he is the author of a book for financial advisors. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Sandra Sheehan is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds the Series 66 designation and has worked at Davenport since 2022. Outside of her advisory role, she owns and operates The Ideal Nest, LLC, a small business focused on furniture refinishing and handmade home decor. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, public finance, and investment banking services. The firm manages a range of portfolios and mutual funds through dedicated teams and combines brokerage and advisory platforms as an employee-owned company with a history dating to 1863.

Sabrina Waddell is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Bankers Life, she served in the U.S. Navy for 24 years. Waddell is also appointed as an insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life insurance, health, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and offers both wrap and non-wrap programs.

Sean Barker is a CFP® and ChFC® with nine years of experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at NYLIFE Securities LLC and New York Life Insurance Co since 2017, as well as prior experience at Beall's Incorporated and Lexington Hospital for Cats. Outside of his financial advisory work, he is a member of Mondo Cookie Company, a business that makes and sells custom cookies. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.