Roy Martin IV is a CFP®-designated financial advisor at &Partners with 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, and has been associated with Capes Capital Management, Inc. since 2007. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies.

Margaret Little is a financial advisor with United Planners Financial Services of America and holds the Series 63 and Series 65 designations. She has 31 years of industry experience, including roles at Greenwich Partners, LLC and Virginia Financial Planning. Outside of finance, she serves as a licensed equestrian sports judge and is involved with the US Equestrian Federation. United Planners Financial Services serves a diverse client base, including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a notable focus on largely non-discretionary asset management.

Scott Mccluney is a CFP® and Series 65 credentialed advisor with 19 years of industry experience. He currently works at Clearstead Advisory Solutions and previously spent 25 years with Wilbanks, Smith & Thomas Asset Management LLC. Clearstead serves both affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships, using institutional disciplines and a mix of investment strategies including a proprietary Direct Indexing approach.

Wayne Wilbanks is a CFA® charterholder with 35 years of experience in the financial industry. He is currently with Clearstead Advisory Solutions and has been president of Wilbanks, Smith & Thomas Asset Management LLC since 1990. Outside of his advisory work, he is involved as a member of Guest House Holdings LLC, a substance abuse facility in Florida. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax compliance, and family office services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment approach using portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Sarah Navarre is a CFP® with 20 years of experience in the financial services industry. She currently works at \&Partners, LLC and has previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as treasurer for the Southeastern VA Women's Soccer Association and holds leadership and board roles with the Safe House Project and the Hampton Roads Soccer Council. \&Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.

Russell Clarke is a CFP® professional with 29 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and has worked at affiliated First Command entities since 1996. Outside of his advisory role, he serves as comptroller for Hope Lutheran Church in Virginia Beach, where he tracks financial expenditures and income. First Command Advisory Services 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 offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Kimberley Mcmillan is a CFP® professional with 31 years of industry experience, currently serving at Davenport & Company LLC since 1998. She holds Series 63 and Series 65 licenses and is based in Norfolk, VA. Outside of her advisory role, Kimberley serves as Finance Chair on the Church Council of St. Michael Lutheran Church. Davenport & Company LLC provides asset management, brokerage, and advisory services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm offers a range of investment programs and manages multiple mutual funds, combining broker-dealer resources with a full advisory platform.

Virginia Darden is a financial advisor at Cerity Partners LLC with a Series 65 credential and no prior industry experience. Before joining Cerity Partners in 2023, she spent several years in full-time education and was involved with Cavalier Land, Inc. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a broad range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Audre Robertson is a CFP® with 27 years of experience in the financial services industry. She is currently with Oppenheimer and has previously worked at Carlson & Company Financial Services and Raymond James Financial Services. Outside of her advisory role, Robertson creates and sells artwork through her Artistry By Suzanne hobby and is a Notary Public for the Commonwealth of Virginia. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, across various asset classes.

Don Meredith is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and 21 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016. Meredith is also involved in several business entities related to financial services and insurance. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customizable portfolios and a range of model and wrap-fee programs.

Michele Munson is a financial advisor with First Command Advisory Services in Virginia Beach, VA, holding a Series 66 designation and seven years of industry experience. She has been with First Command and its affiliated entities since 2019. Prior to that, her work experience includes positions at H&R Block, Total Wine and More, and the Department of Defense Education Activity. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs using model portfolios overseen by a centralized investment management team.

Peter Reuss is a financial advisor at Davenport & Company LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Scott & Stringfellow, Inc. and Truist Advisory Services. Outside of his advisory role, he serves as Treasurer and Board Member for The Noblemen, a nonprofit supporting local disadvantaged and special needs children. Davenport & Company LLC serves individual and institutional clients by providing asset management, retail brokerage, public finance, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

William Albert is a financial advisor with PNC Wealth Management in Virginia Beach, VA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Suntrust Investment Services, Lions Bridge Financial Advisors, and LPL Financial. He also has twelve years with Baja Services LLC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs managed by PNC or third-party strategists.

Brian Bean is a financial advisor with Commonwealth Financial Network in Norfolk, VA, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He joined Commonwealth in 2017 after brief tenures at WFG Advisors, LP and WFG Investments, Inc. Bean is also the owner of Milestone Financial BB, LLC, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a broad suite of advisory support services, including managed-account programs, third-party asset manager access, and custody and clearing services.

Leigha Tabbi is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has six years of industry experience and previously worked at LPL Financial, Appalachian State University, and Hampton Roads Academy. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to brokerage services through LPL Financial and employs various portfolio management strategies supported by technology platforms.

Wickliffe Lyne Jr. is a financial advisor at Cerity Partners LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Palladium Registered Investment Advisors and Guggenheim Real Estate LLC. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities, and offers additional services such as retirement plan consulting, tax planning, and access to alternative and private-market investments.

Robert Woods is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and has been with AE Wealth Management since 2016. Woods also operates Woods Financial, where he works as an insurance agent involved in insurance and annuity sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors, operating primarily through discretionary model portfolios and a platform-based approach.

Edward Kaufman is a financial advisor at Davenport & Company LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, BB&T Securities, and Scott & Stringfellow, Inc. Kaufman is involved in nonprofit and community organizations, including serving as a board member for the Kaufman Foundation for Heart Failure and as past president of Ohef Sholom Temple. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and a manager research group to deliver separately managed accounts, mutual funds, and other advisory programs.

Dawn Thompson Mayfield is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at firms including Freedom Street Partners, Raymond James Financial Services, TowneBank, and UBS Financial Services. Outside of her advisory role, she is Vice President of Mayfield Designs, Inc., where she assists with billing and record keeping. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

Wyatt Mc Gowan is a financial advisor with First Command Advisory Services in Virginia Beach, VA, holding Series 63 and Series 65 licenses and possessing two years of industry experience. Prior to his advisory career, he served five years in the U.S. Navy. Mc Gowan has worked across several related entities within the First Command group since 2023. 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 offers financial planning and various wrap-fee asset management programs, employing a centralized Investment Management Team to design and monitor model portfolios using a select universe of funds and third-party managers.