Timothy Mc Daniel is a financial advisor at Clearstead Advisory Solutions with two years of industry experience. He holds a Series 65 designation and previously worked at Wilbanks Smith & Thomas, OVM, Draper and Kramer Mortgage Corp., and TowneBank Mortgage. Outside of his advisory role, he is the founder of ChangeGrower, a mental health company. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment approach that includes portfolio analytics, manager research, and strategic asset allocation across a range of investment vehicles.

Todd Eichman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Kestra Advisory Services since 2016 and has prior experience at Sterling Asset Management and Securities America. Eichman is also involved with Sterling Benefits Holdings, Inc., a holding company related to the administrative operations of his affiliated firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors, and employs a range of management platforms and third-party solutions.

Shannon Chain is a financial advisor with First Command Advisory Services in Norfolk, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining First Command Advisory Services, he worked with affiliated First Command entities since 2016. He serves as Treasurer for the Suffolk Youth Athletic Association, managing softball and baseball registration funds and payments. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Thomas Raddatz is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 66 licenses and has 31 years of industry experience. He has worked with New York Life Insurance Co. since 1994 and operates Waterside Financial Group, LLC, which provides health, disability, group life, and dental insurance products. He also serves as a National Committee Person for the Tidewater Association of Insurance and Financial Advisors. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within the integrated structure of New York Life.

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.

Anthony Piglowski is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Raymond James Financial Services Advisers, Wells Fargo, KeyBank, and Boetger Retirement Plan Services. He serves on the boards of the United Way of South Hampton Roads, Suffolk Humane Society, and Hampton Roads Chamber of Commerce. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, pension plans, corporations, trusts, estates, and charitable organizations through both discretionary and non-discretionary portfolio management solutions.

Charles Mccoy III is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Truist Advisory Services in 2021, he worked at Bb&T Securities, LLC and BB&T Investment Services, Inc. for a combined total of eight years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.

Robert Davanzo is a financial advisor with Eagle Strategies (NY Life), holding a Series 66 designation and one year of industry experience. He has worked with Eagle Strategies and Mathas Financial Group since 2025 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company dating back to 2024. Outside of his advisory roles, he has a background that includes marine services and education. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and maintains a significant portion of its assets under non-discretionary management.

Naomi Brock is a financial advisor with Focus Partners Wealth, LLC in Norfolk, VA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her prior roles include positions at Henderson Financial Group and PNC Investments Inc. She also operated Treasure Life Fitness and Health, LLC for 10 years. Additionally, she is a licensed notary in Virginia. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Jackson Van Haaren is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Zukerman & Associates and 757 Marine Detail. Van Haaren is also affiliated with Old Dominion University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its platforms.

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.

Vincent Stigall is an advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously served 20 years in the United States Marine Corps. His work history also includes roles at First Command Insurance Services, First Command Brokerage Services, and Metropolitan Solutions. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves 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, offering centrally managed model portfolios and third-party manager selections through a discretionary agreement.

Paul Ferwerda is a CFA® charterholder with 38 years of industry experience. He is currently with Clearstead Advisory Solutions, where he has worked since 2024, following an eight-year tenure at Wilbanks, Smith & Thomas Asset Management, LLC. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning and compliance, family office administration, and institutional consulting/OCIO services. The firm employs institutional disciplines in its investment process, managing over $33.9 billion in assets through a combination of mutual funds, ETFs, separately managed accounts, and alternative investments.

Thomas Leeman is a financial advisor with Steward Partners Investment Advisory, LLC in Norfolk, VA, holding Series 63 and Series 66 licenses and with 26 years of industry experience. His prior firms include Raymond James Financial Services and Wells Fargo Advisors. He serves as an officer and board member of the Downtown Norfolk Council, a nonprofit focused on business and cultural initiatives in downtown Norfolk. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual, institutional, and charitable clients through a range of investment advisory, financial planning, and managed account programs, offering both discretionary and non-discretionary portfolio management across Steward Partners-branded and third-party solutions.

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.

Daniel Pizetoski is a CFA® charterholder and Series 65 licensee with five years of industry experience. He currently works at Clearstead Advisory Solutions and previously held roles at Wilbanks, Smith & Thomas Asset Management, Villanova University, and Coho Partners, Ltd. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment approach combining portfolio analytics, manager research, and strategic asset allocation across various account types.

Walker Phillips is a CFP® with 17 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he worked for seven years at Palladium Registered Investment Advisors. He holds the Series 66 designation and is based in Norfolk, VA. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Caroline Pace is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Clearstead Advisory Solutions and has previously worked at Wilbanks Smith & Thomas, The Vanguard Group, and White Pine Wealth Management. Prior to her financial services career, she was employed at Virginia Tech and Midlothian High School. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm manages approximately $33.9 billion in assets and uses an institutional investment approach incorporating portfolio analytics, manager research, and strategic asset allocation across a range of investment vehicles.

Carter Steil is a financial advisor with Principal Financial Services in Norfolk, VA, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance since 2019 and previously worked at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions from 2015 to 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Paul Holman is a financial advisor with Eagle Strategies (NY Life) based in Norfolk, VA, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Co since 2009 and has held roles at Waterside Financial Group, Diamond Springs Financial, and Mathas Financial Group. Holman is also involved in brokering non-registered insurance products and operates under the DBA names Diamond Springs Financial, LLC and Mathas Financial Group, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and offers tailored solutions including financial plans, fee-based advice, and co-advisory relationships within an integrated New York Life affiliate structure.