Christian Theurer is a financial advisor at Davenport & Company LLC with 20 years of industry experience. He holds the Series 66 designation and has held positions at Truist Advisory Services, BB&T Securities, Wilbanks, Smith & Thomas Asset Management, and Capital Group. He is based in Virginia Beach, VA. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, and investment banking services. The firm manages a variety of investment strategies through dedicated portfolio teams and also advises six Davenport mutual funds.

Allen Jacob is a Series 65 licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, he served 21 years in the U.S. Navy. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management services including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with fundamental and quantitative analysis under an enhanced open architecture framework.

Gordon Parker Jr. is a financial advisor with Eagle Strategies (NY Life) based in Virginia Beach, VA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company spanning over three decades. He serves on the Board of Governors for the Chesapeake Bay Wine Classic Foundation, a nonprofit that organizes annual fundraising events for charitable causes in Southeastern Virginia. Eagle Strategies serves a diverse client base, including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various advisory programs and emphasizes tailoring recommendations to client goals while managing the majority of assets on a non-discretionary basis.

Luyen Nguyen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Nguyen has worked with Transamerica Financial Advisors since 2012 and currently owns UWB LLC, a business entity used to manage business expenses. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services, supported by a large network of advisors and multiple program platforms.

Wayne House is a financial advisor with Clearstead Advisory Solutions, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior experience includes roles at Wilbanks Smith & Thomas Asset Management and Northwestern Mutual. He serves on the Finance Committee of First Presbyterian Church in Durham, NC. Clearstead serves affluent private clients and institutional clients with investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs institutional investment disciplines across a variety of investment vehicles and strategies.

James Izard II is a financial advisor with Cerity Partners Retirement Plan Consultants, holding 23 years of industry experience. Prior to joining Cerity Partners in 2022, he worked at Palladium Partners, LLC for 14 years. Outside of his advisory role, he serves as Chairman of the Educational Foundation at Old Dominion University and chairs the Investment Committee for the Norfolk Employees' Retirement System. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, focusing on ERISA fiduciary services, participant advice, and plan administration. The firm emphasizes asset-allocation model portfolios, IPS-based monitoring, and offers a broad range of affiliated services including financial wellness coaching and fiduciary training.

Alexander Phillips is a ChFC®-designated financial advisor with Eagle Strategies (NY Life) in Norfolk, VA. He has three years of industry experience and previously served in the U.S. Navy. In addition to his advisory work, Phillips owns and operates V&P Pawsitive Retreat LLC, a business focused on dog training, grooming, and care. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types, predominantly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Jennings is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 22 years of industry experience. His career includes roles at Full Circle Financial Group, Virginia Asset Group, Infinex Investments, Capitol Securities Management, BI Investments, and Next Financial Group. Outside of his advisory work, Jennings serves as president of the Tidewater Chapter of the Virginia Tech Alumni Association and is an advisory board member for Vanguard Landing LLC, which provides care for adults with intellectual disabilities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with an emphasis on client choice between discretionary and non-discretionary account management.

Tricia Momyer is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and has worked at Truist and its predecessor entities since 2015. Outside of her advisory role, she owns an e-commerce business focused on marketing and selling various products online. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches supported by third-party platforms and emphasizes inter-affiliate integration across its services.

Dale Heely is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is currently based in Virginia Beach, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources, to deliver investment solutions.

Eric Bartok is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Oppenheimer in 2019, he worked at Bank of America for 10 years and Merrill for 28 years. Outside of his advisory work, Bartok has provided a loan to a local business and is involved with an investment-related beach house rental. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation along with manager selection to meet client objectives.

Frederick Block is an investment advisor representative with Kestra Advisory who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked at Kestra Advisory since 2016 and also owns and directs Absolute Wealth Management Inc., overseeing daily operations and client service. He is also a licensed insurance agent. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, supporting plan sponsors with services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, through a range of management platforms and third-party solutions.

Tierra Diouf is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining the firm, Diouf served in the U.S. Navy for several years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular 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.

Dawn Wehrhan is a financial advisor with &Partners, holding Series 63 and Series 66 licenses and 24 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management and financial planning services through both discretionary and non-discretionary approaches using a range of proprietary and third-party strategies.

Nathalie Moss is a financial advisor with OSAIC Institutions, Inc. based in Virginia Beach, VA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Outside of advising, she is also involved with Full Circle Insurance Solutions as an insurance agent. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that combines firm supervision with client control over transactions.

John Garris is a financial advisor at Cerity Partners LLC in Norfolk, VA, holding the CFP® designation and a Series 65 license with three years of industry experience. Before joining Cerity Partners, he worked at United Management Co. LLC and spent two years at the College of William and Mary. 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.

Brian Kiefer is a CFP® professional with eight years of experience, currently serving at First Command Advisory Services. His background includes roles at multiple First Command affiliates since 2017 and prior work at Jump, as well as seven years of service in the U.S. Army National Guard. He is also the owner and manager of Brian M Kiefer & Associates, LLC, a non-investment-related business. First Command Advisory Services is an SEC-registered investment adviser specializing in financial planning and wrap-fee asset management programs for individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm uses a centralized investment management team to design and manage model portfolios, emphasizing in-person financial coaching and an employee-ownership structure.

Niklas Oskarsson is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. He previously worked at Bb&T Wealth from 2016 to 2021. Oskarsson serves as a board member of the Virginia Symphony Foundation, which focuses on symphonic performances, music education, and community engagement in Southeastern Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships, non-discretionary consulting, and AI-supported research in its manager selection and oversight processes.

Larry Altman is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Freedom Street Partners and other Steward Partners entities. Outside of finance, he owns and operates a tattoo business, Altman Creations, Inc., in Virginia Beach. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, and other entities with investment advisory and financial planning services. The firm offers a range of portfolio management solutions, including discretionary and non-discretionary services, with partnerships involving Pershing, Raymond James, and others.

David Calliott is a CFP® certificant and Series 66 license holder with 14 years of industry experience. He has been with Davenport & Company LLC since 2011. Outside of his advisory role, he is a limited partner involved in real estate investment and property flipping ventures. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm organizes its asset management around portfolio manager teams and research functions, and it acts as adviser to multiple mutual funds and fixed-income strategies.