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.

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.

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.

Tyler Cruz is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an agent at Vector27 Financial Group, where he focuses on multi-line insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing over $8 billion in discretionary assets as of 2025, and provides various account options and third-party asset manager relationships.

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.

Lee Hernquist is a financial advisor with Wells Fargo Clearing in Norfolk, VA, holding a Series 63 designation and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Justin King is a financial advisor at Ameriprise in Newport News, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at the Norfolk Circuit Courthouse and has experience in the hospitality industry, including bartending and customer service at the Coach House Bar & Grill. Outside of his advisory role, he occasionally performs standup comedy at local clubs and breweries. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations in partnership with its financial advisors.

Angela Holden is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2016 and operates Holden Global Financial Consulting, a financial consulting support business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs non-discretionary, tailored investment consulting and supports municipal and public finance work through its unique affiliations and specialized advisory programs.

Joseph Giles is a financial advisor with Primerica Advisors in Newport News, VA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Primerica Advisors since 2015 and has been involved in roles outside finance, including owning Two Mice Fitness Solutions, LLC as a personal trainer and founding the Buckroe Sharks Wrestling Club, a nonprofit organization. He also serves as a wrestling referee for the Southeastern Wrestling Officials Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Joshua Carpenter is a CFP® and holds the Series 66 designation with 10 years of experience in the financial industry. He has been with Edward Jones since 2016 and is based in Hampton, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

William Jarrett is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, Jarrett serves on the finance committee of Here for the Girls, a health and welfare organization based in Williamsburg, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by advanced modeling tools and serves clients through both direct and corporate agreements.

Moses Rosario is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group, JP Morgan Chase Bank, and Wells Fargo. He also serves as a registered assistant at Investors Securities Group, providing assistance with service-related items. OSAIC serves a broad mix of retail and institutional clients and offers integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

Ryan Dutil is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at LPL Financial, ABNB Federal Credit Union, CUSO Financial Services, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs research and analytics grounded in diversification and modern portfolio theory and offers a broad range of brokerage and advisory solutions.

Gary Bonnewell is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Outside of his advisory work, he participates in public speaking engagements for non-profit organizations and serves on the advisory board of the Hampton Roads Community Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, utilizing firm-approved tools and investment committee guidance to support tailored planning solutions.

Svetlana Williams is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021. In addition to her advisory role, she is involved with The Language Group LLC, a part-time English-Russian translation service. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Robert Hamlin Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Lincoln Financial Advisors Corp. for 16 years and SagePoint Financial, Inc. Additionally, he is involved with IronBridge Wealth Counsel, LLC, where he offers fixed insurance products as part of financial planning. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm integrates brokerage and investment advisory services with tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Michael D'Alessandro is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked in advisory and insurance roles at firms including Avantax and Farmers Financial Solutions. Outside of financial services, he is the Director of Operations at Strive Accounting & Tax Solutions, an accounting, tax, and payroll firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers.