Jewell Willis is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Centaurus Financial since 2007. Willis also owns and instructs workshops for Federal Employee Benefit Advisers, providing employee benefit training seminars to federal agencies. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm provides financial planning, portfolio management, and retirement-plan consulting through a variety of platforms and employs both discretionary and non-discretionary management approaches.

Clinton Mann is a CFP®-certified financial advisor with Valic Financial Advisors, based in Virginia Beach, VA, and has eight years of industry experience. He has been with Valic Financial Advisors since 2017 and also holds an agent position with Agia, where he is involved with non-securities insurance products. Additionally, he has been affiliated with Young Life since 2013. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

George Benish Jr. is a CFP® professional with 33 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been associated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1993. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on individuals, corporate and charitable clients, with an emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.

Clarke Payne is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Truist Advisory Services and has held various roles within Truist and its predecessors since 2013. His background also includes positions at the Wayne Country Development Alliance and Campbell University. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Jeffrey Whiteside is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Raymond James Financial, Wells Fargo Clearing, and J.P. Morgan Securities. He is also an associate at Freedom Street Partners, where he serves as a Client Relationship Manager. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a variety of investment advisory and financial planning services.

Nicole Brown Griffin is a CFP® with seven years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. Her background includes roles at Wealth Avenue and ownership of Late Bloom Divorce, LLC, a business focused on divorce-related services, as well as Late Bloom Advising, LLC, which provides tax preparation and accounting services. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and atypical 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 and is noted for its predominantly non-discretionary asset management.

Reed Sloat is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Freedom Street Partners and Raymond James Financial Services Advisors. Sloat serves on the Chesapeake, VA Other Post Employment Benefits (OPEB) board of directors. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Jason Hopkins is a financial advisor with First Command Advisory Services in Virginia Beach, VA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory roles, Hopkins served 22 years as a Military Officer in the United States Coast Guard, where he has been a Strategic Advisor for the past four years. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Erin Jackson is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience and has previously worked at Park Avenue Securities, Guardian Life Insurance, Financial Growth Partners, and GEICO Insurance Agency. Outside of her advisory role, she serves as the President of the BNI Chapter Prestige Worldwide and works part-time with Shipt. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm utilizes a mix of proprietary model portfolios, third-party strategists, and digital advice solutions to implement investment strategies.

Kenneth Sessoms is a financial advisor at Davenport & Company LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Davenport in 2021, he worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages a range of strategies through dedicated portfolio teams and serves as adviser to several mutual funds while providing a combination of fee-based and commission-based account options.

Robert Schup is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Financial LLC, Capital Analysts, and Lincoln Investment. His professional background also includes roles at Bayport Credit Union and Securities America Advisors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of advisor representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Ana Paula Cumpa is a financial advisor with First Command Advisory Services holding a Series 66 designation and six years of industry experience. Her career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank N.A. She has been with First Command Advisory Services and affiliated entities since 2022. 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 wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Harriett Dolan is a financial advisor with First Command Advisory Services in Virginia Beach, VA. She holds a Series 66 designation and has five years of industry experience, all with various entities within the First Command organization since 2015. 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, using a centralized Investment Management Team to design and manage model portfolios.

Mario Papa is a CFP®-designated financial advisor with 42 years of industry experience. He has been with Davenport & Company LLC in Virginia Beach, VA, for 35 years. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages a range of strategies through dedicated portfolio teams and oversees six mutual funds, combining a broker-dealer and advisory platform to provide diversified investment solutions.

Naomi Files is a financial advisor at First Command Advisory Services with Series 66 credentials and two years of industry experience. She has held various roles within First Command since 2022 and is also employed as a project coordinator at Tatitlek Federal Services Inc. Additionally, she serves as a trustee for Nooma Church, where she oversees insurance coverage and corporate compliance matters. 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 offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment team for portfolio management and third-party manager selection.

Maria Ross is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Integrated Wealth Concepts since 2016, with prior experience at LPL Financial, Osaic FA, Inc., and Ameriprise. In addition to her advisory work, she is a notary public. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach using mutual funds, ETFs, equities, and fixed income, alongside third-party asset managers.

Heather Mc Kinstry is a financial advisor with First Command Advisory Services in Virginia Beach, VA. She holds a Series 66 designation and has nine years of industry experience. Outside of her advisory work, she serves as an Acute Hepatic Porphyria Ambassador for Alnylam Pharmaceuticals, sharing her personal experiences with the condition at various events and training programs. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporations, 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, employing a centralized Investment Management Team to design and manage portfolios using mutual funds, ETFs, and third-party managers.

Daniel Neice is a CFP® professional with 19 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021, and has held positions at firms including DNP&P Group LLC and Waddell & Reed, Inc. He was also involved with the Duke Alumni Club of Hampton Roads for 14 years. 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 services including financial planning, asset management programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Kaitlyn Sanchirico is a financial advisor with Fidelity in Virginia Beach, VA, holding the Series 66 designation and bringing four years of industry experience. Her prior roles include positions at Egidio Assante Lennon Wealth Management LLC and multiple appointments at the University of New Haven. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios. The firm serves a broad client base, including charitable funds and registered investment companies, and integrates technologies such as AI in its investment process.

Gavin Mease is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at TIAA-CREF Individual & Institutional Services, The White House Historical Association, and MLB Network Inc. Fidelity’s Strategic Advisers LLC, where Gavin is based, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.