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 CFP® and Series 66 professional with 25 years of industry experience. He has worked at Davenport & Company LLC since 2009 and previously held positions at Citigroup Global Markets, Legg Mason Wood Walker, Incorporated, and UBS Financial Services. He serves as a board member of the Ohef Shalom Synagogue in Norfolk, Virginia. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking 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.

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.

Gary Fouts is an investment advisor representative with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and having 18 years of industry experience. His prior roles include Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, Inc., ARS Advisory, Inc., and Next Financial Group, Inc. He serves as president of the Harpeth Scholastic Clay Target Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm offers customized, primarily long-term portfolios through ETFs, mutual funds, individual securities, and alternative investments, supported by a network of roughly 286 advisors.

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.

Melissa Bowyer is a financial advisor at Oppenheimer with 24 years of industry experience. She holds the Series 66 designation and has worked at Oppenheimer since 2019. Her prior experience includes roles at Ameriprise Financial Services, Raymond James Financial, and Morgan Stanley. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a wide range of advisory and consulting services, including equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Christopher Tisdale is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, with one year of industry experience. He holds a Series 66 designation and previously worked at Big Game Books & Manuscripts, Massey Services, Inc., Diamond Exterminators, and Bah-Hum-Bug Pest & Termite. Davenport & Company serves individual and institutional clients, 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 advisory programs, including separately managed accounts and mutual funds.

Zackary Nelson is a financial advisor with First Command Advisory Services in Virginia Beach, VA. He holds the CFP® designation and Series 66 license, with six years of industry experience. Prior to joining First Command, he served seven years in the US Navy. First Command Advisory Services, an SEC-registered investment adviser, 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.

Michaele Wheeler is a financial advisor at Davenport & Company LLC with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Davenport since 2017. Her prior experience includes roles at Bb&T Securities and Scott & Stringfellow. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment advisory services, managing portfolios through dedicated teams and overseeing several mutual funds and fixed-income strategies.

Garry Dilday is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and previously worked for Leidos for twelve 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 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 prescreened lists.

Colby Murphy is a CFP® and Series 66 credentialed advisor with 20 years of industry experience. He has worked at Truist Advisory Services since 2016 and has been with Truist Investment Services since 2009. He is based in Virginia Beach, VA. 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, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Carolyn Engler is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and previously served 20 years in the US Navy. Outside of her advisory role, Engler supports the local community as a Girl Scout Troop Leader and Financial Coordinator, and she serves as a court-appointed guardian and conservator. First Command Advisory Services is an SEC-registered investment adviser that primarily serves active-duty service members, their families, and other individual, corporate, and charitable clients. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.