Patrycja Plucinski is a CFP®-certified financial advisor with 20 years of industry experience, currently serving clients at Edward Jones since 2018. She previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. Outside of advising, she owns and manages a rental property in Chesapeake, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment and advisory solutions supported by a nationwide network of more than 23,000 financial advisors.

Anderson Reames is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Raymond James, he worked in various roles including teaching positions at Hampden-Sydney College and York High School, as well as involvement with Reames Realty Group. 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, pension plans, corporations, and institutional clients. The firm employs risk profiling and analytical modeling in its non-discretionary planning and consulting, supports municipal and public-finance work, and offers specialized advisory programs such as a SIMPLE IRA Employer Advisory & Consulting Services program.

Cynthia Norris is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. She previously worked at Avantax Investment Services and 1ST Global Advisors before joining Cetera. In addition to her advisory role, she is a partner at Carmines, Robbins & Company, a tax and public accounting firm, and serves on the finance committee at Bethel Baptist Church in Yorktown, VA. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios.

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.

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.

Christopher Davis is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. He is based in Norfolk, VA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm utilizes proprietary capital market assumptions and research to tailor client plans and offers services including fee-based financial planning, portfolio management, and alternative product distribution.

Tracy Collins is a financial advisor at UBS Financial Services with 33 years of industry experience. She has held her current position at UBS since 2007. Collins holds Series 63 and Series 65 registrations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets, research, and lending services.

Joshua West is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, West is a licensed life insurance agent and is the sole managing member of Hampton Roads Financial, LLC, a support company related to his work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized municipal and SIMPLE IRA consulting services.

Thomas Dickson is a financial advisor with UBS Financial Services in Norfolk, VA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of advising, he serves as executive director and finance committee member for the General Douglas MacArthur Foundation, which focuses on education and preservation of American heritage. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, tailoring strategies using proprietary research and model-based asset allocations.

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.

Peter Trotman is a financial advisor at Merrill with a Series 66 credential and no prior years of industry experience. His professional background includes roles at Dawn Covington State Farm, ITW CCNA, Fastenal, Lowe’s, and Southern Virginia University. 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, and institutional investors.

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.

Michelle Mccoy is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior roles include positions at Bank of America NA, Merrill Lynch, Signature Financial Management/Brown Investment Advisory, and Godsey & Gibb Wealth Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

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.

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.

Kelsie Smith is a financial advisor with Edward Jones in Portsmouth, VA, holding a Series 66 designation and two years of industry experience. Prior to Edward Jones, she worked at Member Advantage and Geico. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds. The firm operates with a large nationwide network of advisors and branch offices and manages over $1 trillion in assets.

Tara Corrigall is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS since 1987. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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 strategies to clients’ goals and risk tolerances.