Anthony Reed is a financial advisor with Edward Jones in Yorktown, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shannon Chittenden is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and offers various investment and planning services backed by extensive client assets.

Mark Fendrick is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of a Wealth Management team based in Newport News, Virginia, and Rogers, Arkansas. He works with clients to help them achieve their financial goals through tailored strategies. His expertise includes education planning, family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from Christopher Newport University and is a Personal Investment Advisor (PIA). A native of the Virginia peninsula, Mark graduated from Hampton High School and Christopher Newport College prior to its transition to university status. Mark is involved in his community through participation in the Rotary Club of Oyster Point and support for St. Jude Children's Research Hospital. In his personal time, he enjoys golfing, music, reading, and tennis.

Stephanie Bonniville is a financial advisor with Edward Jones in Poquoson, VA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in businesses including a construction contracting company and a working farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Thomas Ganun is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Quentin Daugherty is a financial advisor at Edward Jones in Hampton, VA, holding a Series 66 designation. He joined Edward Jones in 2026 and previously operated an outdoor living business for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Melanie Walton is a Series 66 licensed financial advisor with Morgan Stanley in Williamsburg, VA, bringing 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets starting in 2007. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct-to-client and corporate financial planning arrangements.

Elizabeth Ware is a financial advisor with LPL Financial in Newport News, VA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes over a decade at Raymond James Financial and Towne Bank. Outside of advising, she is also a notary. 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 advisors. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management options.

Cathleen Dillon is a Series 66 licensed financial advisor with 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 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 and offers both brokerage and advisory solutions.

Michele Brune is a financial advisor with Edward Jones in Yorktown, VA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She previously worked at Truist Advisory Services and BB&T-related firms from 2013 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Frank Smith is a financial advisor at Cetera with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Voya Financial Advisors, Bank of America, and Merrill. Outside of his advisory role, he is also an independent insurance agent and serves as President and CEO of Sphinx Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with various program options and notable scale, managing over $256 billion in assets.

Angel Sledge is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Angel worked at Equitable Advisors and has held various roles in academic and nonprofit organizations, including North Carolina A&T State University and the Ozzie Smith Sports Academy. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its model portfolios, advisory roles with registered investment companies, and use of systematic methodologies including AI and machine learning in its investment process.

James Cumming II is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of his advisory role, he has involvement in sales of loan products and home-related services through Primerica affiliates and participates in renewable energy credits related to solar panels on his personal residence. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, emphasizing oversight and independent due diligence in its investment approach.

Noah Scruggs is a CFP® professional with seven years of experience in financial advising. He currently works at Ameriprise and previously held positions at Raymond James Financial and Davenport and Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Willis Eames Jr. is a financial advisor with Osaic who holds the ChFC® designation and has 41 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining Osaic in 2023. He also owns a sole proprietorship through which he sells life, health, disability, and long-term care insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios that include a variety of investment products tailored to clients’ needs.

Eric Froyen is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including 23 years at Metlife Securities Inc. and over 10 years affiliated with MassMutual. In addition to his advisory role, he is involved in individual life, disability, long-term care, and health insurance sales through First Financial Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop collaborative, goal-based recommendations.

Michael Keating is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement income planning. He focuses on helping clients ensure their income remains sufficient to maintain dignity and independence throughout retirement. His approach emphasizes creating long-term financial strategies paired with disciplined adherence to those plans across varying market conditions. With more than 30 years of experience in the financial services industry, Michael began his career as an institutional broker with several Wall Street firms in New York City. He later worked as a financial consultant for individuals and contributed to starting a market making and equity trading desk at a boutique investment firm. Currently, he works closely with clients to address retirement income challenges and navigate financial implications of life transitions. Michael holds a Bachelor of Science degree in Finance from Boston College and is a Personal Investment Advisor (PIA). He is involved in the Boston College Alumni Association and has contributed to his community as a youth baseball and basketball coach in Williamsburg, VA. Outside of work, he enjoys fishing, golfing, music, traveling, and watching movies.

Zachary Allen is a Financial Advisor at Merrill Lynch Wealth Management. He works primarily with Gen X professionals, millennials, active-duty military members, veterans, and retirees, providing guidance tailored to their unique financial goals. Zachary focuses on areas including retirement planning and income strategies, financial planning, investment management, estate and legacy planning services, as well as wealth accumulation and preservation. He takes a holistic and personalized approach, emphasizing listening to clients to understand their goals and concerns. His professional philosophy centers on offering financial advice that is understandable and actionable, helping clients make confident decisions aligned with what matters most to them. Zachary holds the designation of Personal Investment Advisor (PIA). Zachary holds a Bachelor's Degree from Old Dominion University. Outside of his professional work, he enjoys cooking, playing soccer, and spending time with his family.

Larry Golub is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved as an ambassador with AG1 Nutritionals, a retail and online store based in Carson City, Nevada. Morgan Stanley Wealth Management offers advisory services to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, with a wide range of investment and planning programs.

Christina Michelson is a financial advisor at Edward Jones in Newport News, VA, holding a Series 66 designation with two years of industry experience. She previously worked at BayPort Credit Union for six years and Walgreens for three years. Outside of her advisory role, she owns Michelson Travel LLC, a travel agency based in Yorktown, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a widespread network of advisors and branch offices across the United States.