Jill Rondeau is a financial advisor with Primerica Advisors in Newport News, VA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with Primerica since 2005 and has additional work history with Tent Ox. Outside of advisory services, she is involved in the sale of loan products and home-related services referrals through affiliated companies. Primerica Advisors is a large-scale firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that emphasizes model-delivery strategies managed by third-party asset managers. The firm supports a variety of investment models and delivers advisory services via a broad network of financial advisors.

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.

Benjamin Ivey Jr. is a financial advisor with LPL Financial in Yorktown, VA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes positions at Cuso Financial Services, 1st Advantage Credit Union, Wells Fargo Clearing, and Ameriprise Advisor Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to various investment strategies through IARs who use both proprietary and third-party resources, supported by advanced operational tools.

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.

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.

James Kitz is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he serves as trustee for a family trust related to the estate of a former UBS employee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Chase Daknis is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Old Point Wealth Management and Alpha One Source. Outside of finance, he has experience managing a lawn care business and worked at James River Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocations and investment approaches.

Bryan Winter is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Honor Capital, LLC. Winter is also associated with Towne Wealth Management and TowneBank in Suffolk, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a municipal advisor affiliation.

Gregory Harris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process 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.

Gary Briggs is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Raymond James Financial since 2009 and is also involved with Hampton Roads Financial, LLC as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through its unique affiliations.

Kiana Jens is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. She has worked at Wells Fargo Clearing since 2018 and was previously involved with Virginia Beach Adventure Park for five years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Richard Bagley is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 44 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a close family friend. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.