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.

Daniel Neice is a CFP® professional based in Chesapeake, VA, with 19 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously worked at DNP&P Group LLC. Neice has also been involved with organizations such as the Financial Planning Association and the Duke Alumni Club of Hampton Roads. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research from LPL and third-party subadvisors.

Sean Jones is a financial advisor with Edward Jones in Chesapeake, VA. He holds the CFP®, ChFC®, and Series 66 credentials and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Raytheon and II Corps Consultants. Outside of his advisory role, he owns Death Wish For Life LLC, an internet-based retail clothing business focused on print-on-demand apparel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

John Gillis Jr. is a financial advisor with LPL Financial in Chesapeake, VA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 14 years prior to joining LPL Financial in 2019. He is also the managing member of JCG LLC, an investment-related business entity. 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 range of advisory programs, retirement plan consulting, 529 account management, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

Ryan Dutil is a financial advisor with Wells Fargo Clearing holding Series 65 and Series 63 licenses and three years of industry experience. His work history includes roles at Wells Fargo Bank, LPL Financial, and ABNB Federal Credit Union. 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 manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

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.

Melanie Bray is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked within Wells Fargo affiliates since 2011, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Deborah Flores is a financial advisor with Wells Fargo Clearing in Norfolk, VA, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Vincent O'Reilly is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo, he served seven years with the Bermuda Police Service. Outside of his advisory role, he teaches drama and stagecraft at Center Stage Academy in Yorktown, Virginia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary investment management options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sharon Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked with Wells Fargo in various capacities since 2011, including her current role at Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as the treasurer for the Sandy Trace Homeowners Association in Henrico, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Jacob Sumner is a Series 66-licensed financial advisor with Fidelity in Virginia Beach, VA, with one year of industry experience. Prior to joining Fidelity, he worked at Republic Finance and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Robert Leavy is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. His prior work includes roles at TowneBank and teaching positions at James Madison University and Nansemond Suffolk Academy. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Heather Wineman is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services, Wells Fargo Advisors, and Wells Fargo Clearing. Outside of her advisory work, she is involved in yoga instruction and personal training, owning Barefoot Balance LLC and working with several fitness and wellness businesses. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios from multiple sources and employing both discretionary and non-discretionary management approaches.

Joshua Yoskosky is a financial advisor with LPL Financial and holds Series 66 and Series 63 licenses. He has 11 years of industry experience with prior roles at Cantilever Wealth Management LLC, Union Bridge Capital, The Leaders Group Inc, Monti, Thompson & Getty, Bank of America, Merrill, and Pioneer Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from various sources to support discretionary and non-discretionary management strategies.

Terrell Mackey is a financial advisor at Merrill with a Series 66 designation and professional experience spanning roles in financial services and healthcare since 2015. His work history includes positions at Symmetry Financial Group, Veterans Affairs Hospital, New York Life, Riverside Hospital, Bank of America N.A., and Merrill. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Antonis Panayiotou is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Greenbrier Management Company. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Mark King is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He previously worked with WFG Advisors and WFG Investments before joining Cambridge in 2017. King is also an independent insurance agent and a partner in an investment advisory business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment strategies through various custody platforms and proprietary and third-party models.

Kimberly Rosenfeld is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as Treasurer and a board member for the Riverview at the Preserve Homeowners Association, where she oversees budgeting, financial reporting, and community projects. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in delivering its advisory services.

Christopher Beale is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Painewebber Inc. since 2003. Outside of his advisory work, Beale serves as committee chairman and treasurer for Cub Scout Pack 63 in the Tidewater Council of the Boy Scouts of America, involved in youth education and skill development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.