Ellen Anderson is a financial advisor at Clearstead and Clearstead Advisory Solutions with 10 years of industry experience. She holds a Series 65 designation and has previously worked at Tull Financial Group, Inc. and Wilbanks Smith & Thomas Asset Management, LLC. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, and family office services. The firm manages approximately $33.9 billion in assets across 4,300 client relationships and applies institutional disciplines and a mix of investment strategies, including a proprietary Direct Indexing approach.

Gregory Addison is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2003. Truist Advisory Services offers 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 with non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

Kendra Bullock is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and four years of industry experience. She has worked at several firms including LPL Financial, Kestra Advisory, Janney Montgomery Scott, and Vanguard. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management services through a large network of investment adviser representatives, combining individualized asset allocation with access to both proprietary and third-party investment strategies.

Bert Henderson IV is a CFP® professional with 25 years of industry experience, currently serving at Truist Advisory Services. He has worked with SunTrust Advisory Services since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2002. Henderson holds board positions with the Elizabeth River Project, Hampton Roads Estate Planning Council, and Norfolk Collegiate School, contributing to charitable, educational, and estate planning initiatives in the Norfolk, VA area. 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 a structured oversight process for manager selection and reviews.

Rasheka Smith is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Truist, she worked at Charles Schwab and Bon Secours. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate operating model.

Daniel Lattarulo is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has 13 years of industry experience. His prior roles include positions at MissionSquare Investment Services, Bank of America, Merrill, SunTrust, Morgan Stanley, and Tull Financial Group. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based relationships across multiple program structures.

Justin Stehle is a financial advisor with Cerity Partners LLC in Norfolk, VA, holding a Series 65 designation and one year of industry experience. He previously worked at Laurel Wealth Advisors, LLC for three years and has additional experience in the construction and materials industries. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Sidney Phillips is a financial advisor with Eagle Strategies (NY Life) based in Norfolk, VA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. Phillips has been associated with Dominion Financial Partners, LLC since 2004 and with Nylife Securities Inc. and New York Life Insurance Company since 1996. He serves as a board member for the City of Virginia Beach Community Trust, an organization focused on future planning for individuals with mental disabilities. 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 emphasizes tailored advice across multiple program types and manages a significant portion of its assets on a non-discretionary basis, including relationships with defined contribution and defined benefit plans.

Carolyn Engler is a financial advisor at First Command Advisory Services with seven years of industry experience. She holds a Series 66 designation and previously served 20 years in the US Navy. Outside of her advisory role, Engler supports the local community as a Girl Scout Troop Leader and Financial Coordinator, and she serves as a court-appointed guardian and conservator. First Command Advisory Services is an SEC-registered investment adviser that primarily serves active-duty service members, their families, and other individual, corporate, and charitable clients. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Matthew Foster is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2024, he worked at Dollar Tree, Inc. and held roles with Virginia Beach City Public Schools and the City of Virginia Beach. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Paula Feret is a CFP® and ChFC® with 18 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. She has been associated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 2008. Outside her advisory work, she is the Committee Chair for Cub Scout Pack 6 in Chesapeake, VA. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

R. Thomas Edwards Jr. is a financial advisor at Davenport & Company LLC in Norfolk, VA, with 46 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for PaineWebber Incorporated and UBS Financial Services for 21 years. Edwards has been with Davenport since 2017. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on separately managed accounts and mutual fund management.

Regis Bingham is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at the Suffolk Department of Social Services and Net Law Group Inc. Outside of finance, he has provided foster care family services and case management through social services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with various investment programs and access to third-party money managers.

Marion Plemmons is a financial advisor with First Command Advisory Services in Chesapeake, VA, holding the ChFC® designation and Series 63 and 65 licenses. She has 23 years of industry experience and has worked with First Command-affiliated firms since 2002. 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 multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Mark Warden is a financial advisor at Clearstead Advisory Solutions with 24 years of industry experience. He holds a Series 65 designation and previously worked for Wilbanks, Smith & Thomas Asset Management LLC for 23 years. Outside of his advisory role, he serves as vice president of Nansemond Ventures LLC, a family-owned investment firm. Clearstead serves 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 and employs an investment process that incorporates portfolio analytics, manager research, strategic asset allocation, and a proprietary Direct Indexing strategy.

Judy Se Fune is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has held various business roles, including owner and partner positions in multiple companies such as Tax Zone LLC and Southern Hospitality LLC. Outside of her advisory work, she has served as a caregiver through a Medicaid-funded private care program for her aging father. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, serving clients through a large advisor network with regulatory assets under management of approximately $1.7 billion.

Brianna Shughrou is a financial advisor with Clearstead Advisory Solutions, holding a Series 65 designation and 18 years of industry experience. She worked at Wilbanks, Smith & Thomas Asset Management LLC from 2006 to 2024 before joining Clearstead. Outside of her advisory role, she is associated with Shughrou LLC, a holding company for rental properties in Georgia. 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 process that incorporates portfolio analytics, manager research, and strategic asset allocation across a variety of investment vehicles.

Andrew Strause is a financial advisor with First Command Advisory Services in Chesapeake, VA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his financial advisory roles, he served in the United States Navy for 21 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and select third-party managers from approved lists.

Dimitrios Roumeliotis is a financial advisor at Davenport & Company LLC with six years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior positions include roles at Anchorage Global, LLC and Deutsche Bank Securities Inc. Outside of his advisory work, Roumeliotis is involved with the American Hellenic Educational Progressive Association, where he manages treasury functions for the local chapter. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm combines a full advisory platform with an affiliated broker-dealer, offering various investment programs and acting as adviser to multiple mutual funds.

Jordon Kampana is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and one year of industry experience. He has worked at Guardian Life since 2023 and at Park Avenue Securities since 2025. Prior to entering financial advisory, he spent eight years at Geico. Park Avenue Securities LLC is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a blend of proprietary and third-party investment advisory programs.