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.

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.

Buck Jones is a financial advisor at LPL Financial with 12 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company from 2018 to 2024, and at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management from 2013 to 2018. Jones holds Series 63 and Series 65 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Brandon Herring is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has been associated with Wells Fargo entities since 2014, including Wells Fargo Clearing and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Richard Reese III is a CFP® designated financial advisor with Edward Jones, based in Suffolk, VA. He has 13 years of industry experience, having been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jesse Hampsher is a financial advisor with Primerica Advisors in Norfolk, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Hampsher has served in the U.S. Navy since 2004. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based investment strategies managed by third-party asset managers.

Ryan Helm is a financial advisor with Edward Jones in Chesapeake, VA, holding Series 63 and Series 66 registrations and five years of industry experience. His prior roles include positions at Charles Schwab & Co., Wells Fargo, Prudential, New York Life, and Suntrust Bank. Outside of advising, he is involved in collecting, selling, and filming Pokémon cards. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Mark Pond is a financial advisor with Osaic Wealth, Inc. in Chesapeake, VA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior experience includes roles at Sii and Oppenheimer. He also conducts investment and advisory business under the name Signature Financial Group, LLC. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to various managed account platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client needs.

Andrea Mc Murran is a Certified Financial Planner® with 25 years of experience in the financial services industry. She is currently a Vice President and Financial Advisor at Towne Bank, affiliated with Raymond James Financial Services Advisors, Inc. Her prior experience includes two decades at Monaco Capital Management, LLC and Raymond James Financial Services. Outside of her advisory role, she co-owns a real estate rental property with her husband. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Jeffrey Brown is a financial advisor with Merrill in Norfolk, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Curtis Hanson is a financial advisor with UBS Financial Services, holding a Series 66 designation and 10 years of industry experience. He has worked at UBS Financial Services since 2015, with a two-year tenure at LPL Financial in between. Hanson is based in Norfolk, VA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Justin Sanders is a financial advisor with Wells Fargo Clearing in Norfolk, VA. He holds Series 65 and Series 63 licenses and has been with Wells Fargo Bank, N.A. since 2016, transitioning to Wells Fargo Clearing in 2025. Prior to his financial services career, he worked at Target in 2016. 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 across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

David Burlin is a financial advisor with Merrill in Norfolk, VA, holding Series 63 and Series 65 designations and having 38 years of industry experience. He has worked with Merrill and its predecessor entities since 1988 and has been associated with Bank of America since 2009. Burlin is an owner of two family businesses unrelated to investment advisory services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Byron Barnes is a financial advisor at Edward Jones in Norfolk, VA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Merrill Lynch, Bank of America, Suntrust Investment Services, and PNC Bank. Outside of finance, he was involved with Stove The Restaurant for 16 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Barclift is a financial advisor at LPL Financial with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Charles Schwab, Waddell & Reed, and various insurance carriers. Barclift has been involved with community organizations such as the Norfolk Police Foundation and the Portsmouth Boat Club. 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 and financial planning services supported by research and diverse investment strategies.

Mark Mcgahee is a CFP® with 33 years of experience in the financial services industry. He is currently affiliated with OSAIC and has held roles at Securities America Advisors, Inc. and Nansemond River Financial Services, where he is also the owner. Mcgahee writes a financial column for the Suffolk News Herald. OSAIC serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Kim Cyr is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, Kim worked at Wells Fargo Advisors LLC for seven years. She is based in Virginia Beach, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.