Randi Johnson is a financial advisor with Edward Jones in Newport News, VA, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she spent a decade at Vernon Ray Edwards Painting Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Thomas Carlson is a financial advisor with OSAIC based in Newport News, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Securities America Advisors and SECURITIES AMERICA, inc. for ten years each. Outside of his advisory role, Carlson is an assistant secretary on the Rotary Club of Newport News board and serves as an elder at Colony Friends Church. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various tools and platforms to construct and manage portfolios across asset classes with discretionary and non-discretionary options.

Olivia Barr is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Morgan Stanley in 2026, she worked at Fidelity Investments from 2022 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and proprietary investment models. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client relationships and corporate agreements.

Joy Tamburri Mullins is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Virginia. She is part of a team that collaborates to assist clients in developing comprehensive wealth plans to address their various financial goals. Her approach focuses on creating personalized financial strategies tailored to the unique needs and objectives of each client. Her expertise spans multiple client focus areas including college education planning, divorce transition planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Joy holds the Professional Investment Advisor (PIA) designation and has a High School Diploma from Menchvill High School. She also attended Rutgers University but did not receive a degree. Joy participates in community service efforts in line with the Merrill tradition of community involvement. Outside of her professional work, she enjoys antiquing, biking, hiking, reading, running, spending time with her family, traveling, and practicing yoga.

Courtney Thompson is a financial advisor at Edward Jones in Suffolk, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2018, Thompson worked in the hospitality and catering industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Alan Witt Jr. is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors LLC and CUSO Financial Services, LP. Outside of his advisory work, Witt hosts and owns a podcast titled The Wheel Reads. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, featuring both discretionary and non-discretionary management and access to research from multiple sources.

Gregory Otto is a financial advisor with Wells Fargo Advisors in Norfolk, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Wells Fargo Advisors since 2009. Wells Fargo Advisors is a large institutional firm serving a broad client base with a comprehensive range of investment and financial planning services.

James Kline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. from 2011. Outside of his advisory role, he serves as power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Graham Nuttycombe is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Allison Lane is a financial advisor with Cambridge Investment Research Advisors in Newport News, VA, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at Cambridge Investment Research since 2011 and is also associated with Greenwood Financial Group, where she operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and advisory solutions tailored to client objectives.

John Mckendree Jr. is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and 20 years of industry experience. He has worked with Raymond James since 2019 and previously spent three years with Compton Wealth Advisory Group. Outside of his advisory role, he is the owner of Bombolage, LLC, a non-investment-related business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports a range of advisory programs, including notable public finance and SIMPLE IRA employer consulting services.

Kenneth Wren Jr. is a financial advisor at Raymond James Financial with over 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James Financial and TowneBank since 2004. Wren serves as a board member for the Portsmouth Chesapeake Area Foundation, which provides grants to local schools for special needs equipment. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored planning to support client goals and provides specialized municipal and public finance advisory services.

Joseph Cummings Jr. is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously served in the U.S. Navy for 19 years. Outside of his advisory work, he volunteers as a coach for The Honor Foundation, assisting transitioning Special Operations Forces service members. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers.

Bonnie Walker is a financial advisor at Ameriprise in Newport News, VA, holding a Series 66 credential with one year of industry experience. Prior to joining Ameriprise in 2025, she worked at Cetera Investment Services LLC and has also held positions at Langley Federal Credit Union and PNC Bank. She has additional work experience in retail and as a homemaker. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual planning advice, focusing on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Ashley Lavoie is a CFP®-designated financial advisor with LPL Financial, based in Newport News, VA. She has 14 years of experience with LPL Financial and a total of 10 years in the industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, coupled with access to research and model portfolios from LPL Research and third-party subadvisors.

Donald Smith is a financial advisor at Edward Jones in Portsmouth, VA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a member of the Stock Pickers of Tidewater Club, a social club based in Portsmouth. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Courtney Richard is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Richard serves on the board of the Financial Planners Association of Hampton Roads and performs improv and sketch comedy with Push Comedy Theater. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and capital market assumptions to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Dana Crawford is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2007. Outside of her advisory role, she serves as a power of attorney for family fiduciary matters. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Hoyte Cole is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward Jones since 1997 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as Vice President of the Coastal Virginia Chapter of the University of Arkansas Alumni Association, overseeing and planning events for local alumni. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Drewry is a financial advisor with LPL Financial in Yorktown, VA, holding Series 63 and Series 65 credentials and having 11 years of industry experience. His prior roles include positions at Nationwide Securities and Laufer Insurance and Financial. He is also a business owner with interests in custom home building and remodeling and serves on the York County Virginia Board of Supervisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services with both discretionary and non-discretionary management and incorporates model portfolios and research from multiple sources.