Owen Van Syckle is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Eagle Strategies (NY Life), and New York Life Insurance Company. He is the founder of Van Syckle Group/Sales Acceleration Academy, a consulting and training business, and also works as an author and speaker. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments while operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

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.

John Jones is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Edward Jones and Strategic Wealth Management Solutions, LLC. Outside of his advisory work, he has experience owning a rental property in Fairhope, Alabama. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and periodic rebalancing, and offers access to alternative and private-market investments through various affiliated entities.

Robert Douglas is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016, following a prior role at Truist Investment Services beginning in 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Carl Hess Jr. is a financial advisor at First Command Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command and its affiliates 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 with discretionary authority under Investment Management Agreements.

John Wiedmaier is a CFP® professional with 28 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2017 and is also the owner of Milestone Financial, LLC, where he has been active since 2014. In addition to his advisory roles, he owns SSMM, LLC, an entity created to manage his office property. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including model portfolios and customized investment solutions, while enabling advisors to manage client portfolios with discretion.

Sean Hingley is a financial advisor at Steward Partners Investment Advisory, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves on the boards of The Marlin Club, the VMI Alumni Association audit committee, and the Broad Street Children's Foundation. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment adviser managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Amanda Otto is a CFP® professional with nine years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at Buckingham Strategic Wealth, LLC and Wells Fargo Bank. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kevin Cunningham is a financial advisor with Eagle Strategies (NY Life) based in Virginia Beach, VA. He holds a Series 66 designation and has been working in the industry since 2026. Prior to joining Eagle Strategies, he was affiliated with Heritage Business Strategies and New York Life. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Mary Natiello is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Suntrust Advisory Services and Suntrust Investment Services since 1999. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through a mix of discretionary and non-discretionary approaches.

William Kenney III is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and has two years of industry experience. He has worked within various divisions of First Command since 2023 and serves concurrently in the U.S. Navy, where he has been active since 2001. First Command Advisory Services, Inc. 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 multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers who select from preapproved managers and model portfolios.

Connor Fanney is a financial advisor at Clearstead Advisory Solutions with nine years of industry experience. He previously worked at Wilbanks Smith and Thomas Asset Management, LLC, and Cantor Fitzgerald & Co. He holds Series 63 and Series 65 licenses. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and uses a disciplined investment approach incorporating portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Edward Bohnslav is a financial advisor at Davenport & Company LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021, following prior roles at Truist Advisory Services and BB&T Securities. He serves on the board of the UVA Club of Tidewater, where he helps engage alumni and organize philanthropic events. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management employs dedicated portfolio manager teams and an Investment Policy Committee to manage separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.

Joshua Anderson is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2021 and previously at Prosperity Capital Advisors and CLP Financial Group. Anderson is also involved in non-variable insurance activities. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers portfolio management, financial planning, model portfolios, and retirement plan consulting through a large network of advisor representatives, combining individualized asset allocation with access to proprietary and third-party strategies.