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 experience in the financial industry. He is currently affiliated with Clearstead Advisory Solutions and has served as a portfolio manager and analyst at Wilbanks, Smith & Thomas Asset Management since 2005. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs an institutional investment process across various account types and offers access to alternative investments, proprietary Direct Indexing strategies, and specialty platforms such as ClearAccess.

Jeffrey Whiteside is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Raymond James Financial, Wells Fargo Clearing, and J.P. Morgan Securities. He is also an associate at Freedom Street Partners, where he serves as a Client Relationship Manager. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a variety of investment advisory and financial planning services.

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.

Reed Sloat is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Freedom Street Partners and Raymond James Financial Services Advisors. Sloat serves on the Chesapeake, VA Other Post Employment Benefits (OPEB) board of directors. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

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.

Ana Paula Cumpa is a financial advisor with First Command Advisory Services holding a Series 66 designation and six years of industry experience. Her career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank N.A. She has been with First Command Advisory Services and affiliated entities since 2022. First Command Advisory Services 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 wrap-fee asset management programs using model portfolios 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 66 and Series 63 licenses. Prior to joining Empower Advisory Group, he worked at OVM Financial Inc. for nine years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Luke Scanlan is a financial advisor at Clearstead Advisory Solutions with four years of industry experience. He holds the CFA® designation and the Series 63 license. His prior experience includes roles at Wilbanks, Smith & Thomas Asset Management and Fidelity Investments. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs institutional disciplines such as portfolio analytics and strategic asset allocation across client accounts and manages approximately $33.9 billion in assets through a team of 59 advisors.

Colin Sharp is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Stewardship Wealth Management, Venture Realty, and Professional Supply. Outside of finance, his background includes roles in education and the hospitality industry. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolio strategies.

Thomas Mathas is a financial advisor with Eagle Strategies (NY Life) in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Eagle Strategies since 2011 and is also the owner of Mathas Financial Group LLC. Mathas serves as a board member at Norfolk Collegiate School and contributes to the Annunciation Greek Orthodox Church's Legacy and Investment Committees. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and provides tailored advice through various program types within an integrated New York Life affiliate structure.

Erin Abate is a financial advisor at Clearstead Advisory Solutions with a Series 65 credential and several years of related experience, including roles at Wilbanks Smith and Thomas Asset Management LLC and Wholesale Screening Solutions. Prior to her advisory career, she worked in education at the University of Maryland and Howard Community College, and also has experience in the salon industry. Clearstead serves affluent private clients and institutional investors, managing approximately $33.9 billion in assets across more than 4,300 client relationships. The firm applies institutional investment disciplines and offers a variety of services including portfolio management, financial planning, and family office administration.

Naomi Files is a financial advisor at First Command Advisory Services with Series 66 credentials and two years of industry experience. She has held various roles within First Command since 2022 and is also employed as a project coordinator at Tatitlek Federal Services Inc. Additionally, she serves as a trustee for Nooma Church, where she oversees insurance coverage and corporate compliance matters. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment team for portfolio management and third-party manager selection.

Sophia Ivancich is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Clearstead Advisory Solutions and has previously worked at firms including R. W. Baird and Cambridge Investment Research Advisors. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm employs an institutional investment process across various account types, utilizing a mix of mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing strategy.

Nicholas Arcand is a financial advisor at Independent Advisor Alliance, LLC with eight years of industry experience. He holds the Series 66 designation and has worked with firms including LPL Financial and Blackridge Financial. Arcand provides investment advisory services through Independent Advisor Alliance and has additional experience with life, health, and long-term care insurance. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Maria Ross is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Integrated Wealth Concepts since 2016, with prior experience at LPL Financial, Osaic FA, Inc., and Ameriprise. In addition to her advisory work, she is a notary public. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach using mutual funds, ETFs, equities, and fixed income, alongside third-party asset managers.

Ryan Cobb is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2014. He holds a Series 66 license and is based in Norfolk, VA. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages a range of strategies through dedicated portfolio teams and offers advisory programs such as separately managed accounts and unified managed accounts.

Chase Pappas is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has held roles at Cerity Partners since 2024. Prior to his advisory career, he was involved with Virginia Polytechnic Institute and State University and worked at Princess Anne Country Club. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and offers specialized private-market investment programs alongside affiliated consulting and insurance services.