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.

Nancy Mitchel is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Merrill and Bank of America. Outside of her advisory role, she serves as Chairwoman of the Salvation Army of the Virginia Peninsula, where she presides over advisory board meetings. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Robert Landolfi Jr. is a financial advisor with First Command Advisory Services in Chesapeake, VA, holding a Series 66 designation and seven years of industry experience. Prior to his financial advisory career, he served in the U.S. Coast Guard for 26 years. 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, utilizing a centralized Investment Management Team to design, monitor, and rebalance portfolios from approved mutual funds, ETFs, and third-party managers.

Byron Harrell is a financial advisor with Davenport & Company LLC, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. He has been with Davenport since 2009 and has prior experience at Citigroup Global Markets dating back to 2006. Outside of his advisory role, Harrell serves as a board member of the Ohef Shalom Synagogue in Norfolk, Virginia. 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 employs a team-based approach to portfolio management and offers various advisory programs alongside managing several mutual funds and fixed-income strategies.

Charles Mccoy III is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Truist Advisory Services in 2021, he worked at Bb&T Securities, LLC and BB&T Investment Services, Inc. for a combined total of eight years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.

William Johns is a financial advisor with Truist Advisory Services in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career background includes roles at Wells Fargo Clearing and Mass Mutual Investors Services before joining Truist Investment Services in 2005. Outside of finance, he is CEO of SRJ Performance, a business supporting a young driver competing in the SPEC Miata racing series. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party platform arrangements to deliver a range of investment solutions.

Ashlee Bobzin is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at Shore Point Advisors, LLC, Northwestern Mutual, and Heron Ridge Golf Club. Bobzin also holds a licensed insurance agent role. Steward Partners Investment Advisory is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Megan Kelly is a CFP® professional with five years of industry experience, currently serving as an advisor at Creative Planning since 2023. Prior to this, she worked at AMJ Financial Wealth Management from 2018 to 2023 and has experience at Carroll Financial Associates. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by various specialized investment options and operates multiple affiliated legal, accounting, and trust services.

Cameron Reuss is a financial advisor at Davenport & Company LLC with four years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021. His prior experience includes roles at Mass Mutual and involvement in the restaurant industry. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, and investment advisory programs. The firm employs dedicated portfolio teams and manages multiple mutual funds, providing both fee-based and commission-based account options.

Katey Birmingham is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2004. The firm serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. Davenport’s investment advisory division provides separately managed accounts, model delivery to third-party platforms, financial planning, and other advisory programs.

Eric Bird is a financial advisor with Davenport & Company LLC in Virginia Beach, VA, holding a Series 66 credential and two years of industry experience. Prior to joining Davenport, he worked in professional soccer organizations including the United Soccer League-FC Tulsa and Major League Soccer-Houston Dynamo. Outside of his advisory role, Bird serves as a talent scout for the US Soccer Federation, assisting in identifying and developing youth soccer talent. Davenport & Company serves both individual and institutional clients, offering a range of investment and advisory services including asset management, financial planning, and public finance. The firm employs team-based portfolio management and provides access to multiple investment strategies through separately managed accounts, mutual funds, and ETFs.

Amy Gold is a CFP® and ChFC® with 23 years of experience in the financial services industry. She is currently with Empower Advisory Group, having joined in 2023, and has previously worked at Personal Capital Advisors Corporation, Fidelity Brokerage Services LLC, LPL Financial, LLC, and Old National Bank. 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 retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

William Cannon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 credentials and bringing 29 years of industry experience. He has worked with firms including LPL Financial LLC, Planning Solutions Group, Triad Advisors, and Glass Jacobson. He also serves as Director of Retirement Plan Services at Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach overseen by an internal Investment Committee.

Benjamin Stahl is a financial advisor with Valic Financial Advisors based in Virginia Beach, VA. He holds a Series 66 designation and has three years of industry experience, including time at Agia and previous roles in education and retail. He is also an appointed agent for non-securities insurance products through Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services, leveraging centralized technology and model solutions to manage approximately $29.2 billion across a large client base.