Mark Warden is a financial advisor at Clearstead Advisory Solutions with 24 years of industry experience. He holds a Series 65 designation and previously worked for Wilbanks, Smith & Thomas Asset Management LLC for 23 years. Outside of his advisory role, he serves as vice president of Nansemond Ventures LLC, a family-owned investment firm. Clearstead serves 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 and employs an investment process that incorporates portfolio analytics, manager research, strategic asset allocation, and a proprietary Direct Indexing strategy.

Brianna Shughrou is a financial advisor with Clearstead Advisory Solutions, holding a Series 65 designation and 18 years of industry experience. She worked at Wilbanks, Smith & Thomas Asset Management LLC from 2006 to 2024 before joining Clearstead. Outside of her advisory role, she is associated with Shughrou LLC, a holding company for rental properties in Georgia. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that incorporates portfolio analytics, manager research, and strategic asset allocation across a variety of investment vehicles.

Stefanie Perticone is a financial advisor with Truist Advisory Services in Newport News, VA. She holds a Series 66 designation and has been with the Truist organization since 2016, previously working at Truist Bank before joining Truist Advisory Services and Truist Investment Services in 2026. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation analysis, fiduciary support, and the AMC Advantage manager-selection program. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across Truist entities.

Dimitrios Roumeliotis is a financial advisor at Davenport & Company LLC with six years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior positions include roles at Anchorage Global, LLC and Deutsche Bank Securities Inc. Outside of his advisory work, Roumeliotis is involved with the American Hellenic Educational Progressive Association, where he manages treasury functions for the local chapter. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm combines a full advisory platform with an affiliated broker-dealer, offering various investment programs and acting as adviser to multiple mutual funds.

Carl Kaufman is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds the Series 65 designation and has worked at Cerity Partners since 2022, with prior experience at Palladium Registered Investment Advisors and at Sankaty Head Golf Course. He also spent several years in educational roles at the University of Georgia and Norfolk Academy. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Troy Barnes is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Amy Berry is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and WealthQuest Financial. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and business management 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.

James Wood is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Truist Investment Services, BB&T Securities, and BB&T Investments. Wood is based in Norfolk, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Michael Schwing is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to his advisory role, he served four years in the United States Navy and currently holds a position as a Public Affairs Officer (O3) in the US Naval Reserves, managing the Readiness Department and a team of four personnel. 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 multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by an internal Investment Management Team.

Rankin Ring III is a CFP® with 14 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, LLC and Wealthquest Financial Services LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with 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 separate account managers, and private funds within an enhanced open architecture framework.

Justin Topping is a CFA® charterholder with 13 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, following a nine-year tenure at Palladium Partners, LLC. Outside of his advisory role, he serves as a board member of the Virginia Stage Company, overseeing the general business of the theatre. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens and third-party managers, and it operates multiple private-markets offerings along with affiliated pension consulting and insurance services.

Michael Disharoon is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked for Palladium Registered Investment Advisors for 10 years. He serves on the Board of Trustees for the Virginia Retirement System, attending board and sub-committee meetings. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Mark Amman is a financial advisor with First Command Advisory Services holding a Series 66 credential and seven years of industry experience. His career has been exclusively with First Command entities since 2019. Outside of finance, he has been involved in the restaurant industry with roles at Amber Ox Public House, Old City BBQ, and Green Leafe Cafe. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select model portfolios and third-party managers.

William Shiang is a financial advisor at First Command Advisory Services with three years of industry experience. He holds a Series 66 designation and previously served in the United States Air Force from 2018 to 2022. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with a disciplined manager selection process.

Ryan Stallard is a financial advisor at Clearstead Advisory Solutions with four years of industry experience. He holds a Series 65 designation and has worked at Wilbanks Smith & Thomas Asset Management since 2018, focusing on portfolio analysis and mutual fund oversight alongside his current role. 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 applies institutional disciplines across accounts, offering a range of investment vehicles including mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing strategy.

George Nottingham is a CFP® professional with 39 years of experience in the financial services industry. He is currently affiliated with Steward Partners Investment Advisory, LLC and has worked at major firms including Raymond James Financial Services and Wells Fargo Clearing. Nottingham is active in the Norfolk community as a member of the Rotary Club of Norfolk, serving on its budget and finance committee. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management services.

Lewis Georges is a financial advisor at Davenport & Company LLC in Norfolk, VA, with 31 years of industry experience. He has been with Davenport for 28 years. Outside of his advisory role, he owns and teaches aerobics at a health club. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with investment strategies managed by dedicated teams and an Investment Policy Committee.

Stephen Bowery is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He is currently with Clearstead Advisory Solutions, where he has worked since 2024. Prior to this, he spent four years at Wilbanks Smith and Thomas Asset Management and 19 years at Virginia Capital Strategies. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm employs an institutional investment process across its discretionary and non-discretionary accounts and manages approximately $33.9 billion in assets through a team of 59 advisors.

Webster Nicholson Jr. is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has eight years of industry experience. Prior to joining Stratos Wealth Partners and LPL Financial in 2024, he worked at First Command for six years. He is also employed by the University of Massachusetts Global. 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 wrap and non-wrap programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Antwan Gibson is a financial advisor with Eagle Strategies (NY Life) based in Norfolk, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as operating Gibson Financial Strategies LLC since 2024. Outside of financial services, he is the owner and professional DJ of DJ Twan G Entertainment, LLC, providing musical entertainment for various events. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement-plan sponsors, offering financial planning, investment management, and advisory services primarily through a non-discretionary asset management approach integrated with New York Life’s insurance products.