Ryan Stallard is a financial advisor with Clearstead Advisory Solutions, holding a Series 65 license and four years of industry experience. He previously worked at Wilbanks Smith & Thomas Asset Management for six years and at Target Group for three years. Outside of his current role, he has contributed to Wilbanks Smith & Thomas as a portfolio specialist, assisting with mutual fund analysis and reporting. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm manages approximately $33.9 billion in assets and applies institutional investment disciplines across accounts using a diversified mix of strategies, including a proprietary Direct Indexing approach.

George Nottingham is a CFP® professional with 40 years of experience in the financial services industry. He is affiliated with Steward Partners Investment Advisory, LLC and has previously worked at firms including Raymond James Financial Services, Wells Fargo Clearing, and Legg Mason Wood Walker. He is involved with the Rotary Club of Norfolk and serves on its budget and finance committee. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients, offering a range of advisory and managed account solutions through both proprietary and third-party portfolios.

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.

Kristen Gardner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her career includes roles at Truist Investment Services and BB&T-related firms since 2014. Gardner is a member of Suffolk Business Women, a networking organization that supports women in business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation, fiduciary support, and manager selection through discretionary and non-discretionary strategies, supported by integrated inter-affiliate services.

Antwan Gibson is a financial advisor with Eagle Strategies (NY Life) based in Norfolk, VA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with firms including NYLIFE Securities LLC and New York Life Insurance Company and is the owner of Gibson Financial Strategies LLC. Outside of finance, he operates DJ Twan G Entertainment, a professional DJ service providing musical entertainment for various events. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities for retirement investors within an integrated New York Life affiliate structure.

Charles Mc Gee is a CFP® professional with 27 years of experience in financial planning and advisory services. He has been with First Command Advisory Services since 2015 and has been affiliated with its related firms since 1999. Outside of his advisory work, he owns and manages McGee Aviation, LLC, overseeing the operation and personal use of his aircraft. 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, delivering investment management through a centralized team that selects and monitors portfolios from approved managers and investment platforms.

James Mills Jr. is a CFP® credentialed advisor with 36 years of experience, currently with Truist Advisory Services. He has worked at SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2000. 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 research tools to support its manager-selection programs and advisory services.

Alisha Muroni is a CFP® professional with 11 years of industry experience, currently serving at First Command Advisory Services since 2015. She has worked within affiliated entities of First Command since 2014. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves 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, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.

Elizabeth Delude is a CFA® charterholder with 18 years of industry experience. She is currently with Cerity Partners LLC in Norfolk, VA, where she has worked since 2022, following roles at Palladium Registered Investment Advisors and Financial Security Group. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers and individual securities.

Jonathan Taylor is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has worked at Cerity Partners LLC since 2022 and previously spent nine years at Palladium Partners, LLC. 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 access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Richard Wilcox is a CFP® with five years of industry experience, currently associated with Infinex Investments, Inc. He is also linked to Southern Bank and Trust and Somerton Friends Meeting, each since 2013. Wilcox has authored a book that is pending publication outside of the investment field. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Julia Malin is a CFP® professional with three years of industry experience. She is currently with Cerity Partners LLC and has previously worked at Palladium LLC and Wells Fargo. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens combined with third-party managers and individual securities.

Susan Nottingham is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Clearing. She is also the owner of Nottingham Wealth Management Group, a support company unrelated to investment advising. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Thomas Mcnally is a CFA® charterholder and holds a Series 65 license, with 21 years of industry experience. He has been with Clearstead Advisory Solutions since 2024 and previously spent 19 years at Wilbanks, Smith & Thomas Asset Management, where he served as a portfolio manager and analyst. Clearstead serves both affluent private clients and institutional investors, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm utilizes institutional disciplines and a range of investment strategies, including a proprietary Direct Indexing approach, to manage approximately $33.9 billion in assets across more than 4,300 client relationships.

Meghan Cottrell is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Palladium Registered Investment Advisors, Abacus Accounting, and in other roles across different sectors. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in assets under management. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Lawrence Bernert III is a CFA® charterholder with 27 years of industry experience. He is currently with Clearstead Advisory Solutions, joining in 2024 after nearly three decades at Wilbanks, Smith & Thomas Asset Management LLC. 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 institutional disciplines and a range of investment strategies, including a proprietary Direct Indexing approach and access to private managers through the ClearAccess platform.

Bentley Dudek is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners in 2026, he worked at Hasler & Company, Inc. for four years and held positions at Thriveworks Counseling, Anchor Financial, the City of Norfolk, and Virginia Military Institute. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Christopher Aeillo is a Series 66-licensed financial advisor with First Command Advisory Services in Newport News, VA, where he has worked since 2021. He has five years of industry experience and previously worked with COMTek and All Risks. Aeillo also serves in the United States Army Reserve. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Eugene Jackson IV is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at OVM Financial Inc. and Empower Financial Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.