Michael Matthews is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, Next Financial Group, and Dukes & Co Advisory. Matthews also serves as vice president of Retirement Systems Solutions, where he provides teaching and training on federal employee benefits to government agency employees. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, employing a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual securities, and sub-advisers.

Christopher Ferretti is a financial advisor with Integrated Wealth Concepts LLC in Chesapeake, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior firms include Ameriprise, Osaic FA, Inc., and LPL Financial. Outside of his advisory role, he coaches high school and club volleyball teams in North Carolina. 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, family office, and retirement plan advisory services, typically employing a long-term investment approach while using model portfolios and third-party managers.

Fred Banister Jr. is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Davenport & Company since 1994, totaling 32 years at the firm. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and a research-driven approach to manage separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.

Jeffrey Hale is a financial advisor at Commonwealth Financial Network with Series 66 registration and experience beginning in 2023. His work history includes roles at Milestone Financial and Commonwealth Financial Network, alongside a long-standing career in the United States Navy since 2007. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a range of advisory support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody solutions.

Christopher Larocca is a financial advisor with Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Truist Advisory Services and BB&T, among others. Outside of his advisory work, he participates in the Hampton Roads Estate Planning Council as an advisory board member and is involved in a horse boarding activity at his personal residence. Davenport & Company serves a range of clients including individuals, institutions, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm organizes its asset management through specialized portfolio teams and offers various advisory programs, including separately managed accounts and model portfolios.

Fan Zhang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and nine years of industry experience. They have worked at Transamerica Financial Advisors since 2017 and are also associated with Benefit Planners Inc, where they have been involved in tax management and health insurance services, including work during the 2020 health open enrollment period. Fan Zhang has prior experience with Virginia Commonwealth University. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Barclay Freeman is a financial advisor with Davenport & Company LLC, holding a Series 66 credential and six years of industry experience. His background includes roles at Truist Advisory Services, BB&T Securities, and Troutman Sanders LLP. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio manager teams and research groups.

Charlotte Doherty is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Davenport since 2011 and previously spent five years at Papa Johns. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s advisory platform includes separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a Manager Research group.

Andrew Kasiski is a financial advisor with Eagle Strategies (NY Life) in Virginia Beach, VA, holding a Series 66 designation and two years of industry experience. He has been affiliated with Eagle Strategies since 2025 and also operates Heritage Business Strategies, LLC. Kasiski serves as a board member for the Tip of the Spear Run, a nonprofit event that raises funds for the Navy SEAL Foundation. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within the New York Life affiliate structure.

Shemilore Oguntoye is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Key Investment Services in 2022, Oguntoye worked at several firms including Clarke Financial Management and First Command Financial Planning. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and due diligence, operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

John Piscitelli is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been with Davenport & Company since 2005. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services.

Jay Demeter is a Certified Financial Planner® with 43 years of experience in the financial services industry. He has been with Davenport & Company LLC since 2009 and also has a background at Citigroup Global Markets spanning two decades. He is based in Virginia Beach, VA. Davenport & Company LLC serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that oversees a range of separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Donald Ebner is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 25 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SUNTRUST INVESTMENT SERVICES, Inc. since 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting to implement its advice.

Steven Wilson is a financial advisor with Valic Financial Advisors in Virginia Beach, VA, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously at Norfolk Southern. Wilson is also an insurance agent for non-securities insurance products through Agia. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Janet Mercadante is a financial advisor with Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 credentials and 35 years of industry experience. Her prior experience includes roles at Truist Advisory Services, Bb&T Securities, and Wells Fargo Advisors. She serves as Chair of the Finance Committee for the United Jewish Federation of Tidewater, overseeing investments and budget allocations. Davenport & Company serves individual and institutional clients with asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers a range of advisory programs and manages multiple mutual funds and fixed-income strategies, operating as an employee-owned company with a history dating to 1863.

Scott Tompkins is a financial advisor with First Command Advisory Services in Chesapeake, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining the firm, Tompkins worked for the Department of Defense as a U.S. Navy Civil Service employee for 13 years. He is a co-owner of an Amway multi-level marketing business, which he holds inactive alongside his spouse. 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 model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Kirstin Holland is a financial advisor with First Command Advisory Services in Chesapeake, VA. She holds Series 63 and Series 65 licenses and has been with First Command and its affiliated firms since 2025. Prior to joining First Command, her experience includes roles at Expedia Group, Cvent, and PerformCB. 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 provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Ashley Ferretti is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and one year of industry experience. Prior to joining Integrated Wealth Concepts, Ashley worked at LPL Financial and Integrated Financial Partners. Outside of advisory work, Ashley also works part-time as a bartender in Virginia Beach. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customizable portfolios primarily composed of mutual funds, ETFs, equities, and fixed income.

Robert Silva is a financial advisor with First Command Advisory Services in Virginia Beach, VA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with First Command Advisory Services since 2015 and has also worked with affiliated First Command entities since 2014. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to select and monitor model portfolios from approved funds and third-party managers.

Mark Bondi is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. He has been with Valic Financial Advisors since 2010 and also serves as an agent with Agia. Outside of his advisory work, he is an elder board member and facilitator at Trinity Church in Virginia Beach, VA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet UMA models for portfolio construction and management.