Steven Freeman is a financial advisor with Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include lengthy tenures at Scott & Stringfellow, Inc. and Bb&T Securities, LLC before joining Davenport. Outside of his advisory work, he serves as treasurer of the Surf Beach Club board and is a board member of the Judeo Christian Outreach Center. Davenport & Company LLC serves individual and institutional clients by offering asset management, brokerage, fixed income, public finance, and advisory services. The firm’s investment approach includes separately managed accounts, model portfolios, and active oversight by dedicated portfolio teams, with additional roles as adviser to multiple mutual funds and provider of municipal bond strategies.

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. His activities include managing a real estate rental business in Chesapeake, VA. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager solutions, and outsourced CIO services.

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 26 years of experience in financial planning and wealth management. She has worked at Focus Partners Wealth, LLC since 2024, following six years at Buckingham Asset Management, LLC and eighteen years at Wealthquest Financial Services, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services, including investment management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach combining active and passive strategies, quantitative analysis, and specialized tools such as trend-following and options overlay strategies.

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 at Clearstead Advisory Solutions with a Series 65 credential and four years of industry experience. He previously worked at Wilbanks Smith & Thomas Asset Management, where he managed three private fund investment vehicles. 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 employs an institutional investment process using a range of strategies including mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

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 63 and Series 65 licenses and has two years of industry experience. Prior to joining Bankers Life, she worked at First Command Advisory Services and First Command Brokerage Services. Waddell served in the US Navy for 24 years. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and provides advisory services across various securities through 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.

Julia Beck is a financial advisor at Davenport & Company LLC with 43 years of industry experience. She holds the CFP® designation and has worked at Davenport since 2009, following roles at Citigroup Global Markets and Legg Mason Wood Walker. Outside of her advisory work, Beck serves as Treasurer for The King's Daughters fundraising group and the Botetourt Park North Owners Association. Davenport & Company LLC serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm manages portfolios through dedicated teams and offers separately managed accounts, mutual funds, and advisory programs.

Calvin Hatcher is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has been with Truist Investment Services since 2000 and Truist Advisory Services since 2016. Outside of his advisory work, he is a co-owner of Cafe Milo and is involved in real estate investment as managing partner of Hatcher Pardis Real Estate Investment, LLC, and as owner of Hatcher & Associates LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Garnell Scott Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at SunTrust Bank since 2019 and previously held positions at Eagle Strategies, NYLIFE Securities, and Wells Fargo Clearing. In addition to his advisory role, he serves as an adjunct instructor teaching entry-level business courses at Bryant and Stratton College. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Christian Theurer is a financial advisor at Davenport & Company LLC with 20 years of industry experience. He holds the Series 66 designation and has held positions at Truist Advisory Services, BB&T Securities, Wilbanks, Smith & Thomas Asset Management, and Capital Group. He is based in Virginia Beach, VA. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, and investment banking services. The firm manages a variety of investment strategies through dedicated portfolio teams and also advises six Davenport mutual funds.

Allen Jacob is a Series 65 licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, he served 21 years in the U.S. Navy. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management services including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with fundamental and quantitative analysis under an enhanced open architecture framework.