Seth Blanton is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 19 years of experience in helping clients plan for their future. He specializes in personal retirement planning, portfolio management services, and retirement income. Seth takes a comprehensive approach to managing wealth by understanding each client's unique financial situation and priorities, creating customized strategies that adapt to changing needs and market conditions. Through his work, he leverages the investment insights of Merrill and the banking capabilities of Bank of America to address various aspects of clients' financial lives. He holds a Bachelor's Degree from the University of Virginia's College at Wise and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Seth is committed to delivering excellent service and supporting clients through every stage of life with care, respect, and dedication. He participates in community service, volunteering with local organizations, reflecting his connection to the communities he serves. Outside of his professional work, Seth enjoys boating, camping, music, and spending time with his family.

Kevin Heyman is a CFP® professional with 27 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. Prior to that, he spent seven years with Wells Fargo Advisors. Outside of his advisory role, Heyman is involved in local aquaculture businesses, including partnerships in oyster harvesting and ownership of a fishing vessel. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using comprehensive risk profiling and modeling tools, and supports various specialized advisory programs including municipal and public-finance services.

Allan Mcclure is a financial advisor with Primerica Advisors in Williamsburg, VA, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Fairlead Integrated, Huntington Ingalls Industries, and PFS Investments Inc. Outside of his advisory duties, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering advisory services based on model strategies developed by unaffiliated asset managers.

John Gajdek III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is a member of the Kiwanis Club of Ocean View and participates in a real estate investment group. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and committee-driven investment models.

Eugene O Leary is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2017, following prior roles at National Asset Management and National Securities Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, supported by research and various model portfolio options.

John Kaine is a financial advisor with Mass Mutual Investors Services in Newport News, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Metlife Securities Inc. for 22 years before joining Mass Mutual related entities in 2016 and 2017. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, collaborative financial planning engagements supported by firm-approved analytical tools.

Donte Smith is a Resident Director and financial advisor with Merrill. He began his financial services career in 2014 and has over eight years of experience serving clients in the Greater Richmond Region and other states. Donte focuses on helping individuals and families develop and implement financial strategies aimed at growing, managing, preserving, and transferring wealth to support their ideal financial futures. His areas of expertise include family wealth management, legacy planning, portfolio management, retirement income, and philanthropic planning. Donte holds a Bachelor's degree in Business Administration from Grand Valley State University in Grand Rapids, Michigan. Prior to his financial services career, he worked for Steelcase, Inc., the world's largest office furniture manufacturer, for ten years in various roles. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond his professional work, Donte is active in his community. He serves on the Board of Directors for the Black History Museum of Virginia and volunteers as a minister at M3 Church. He also coaches youth sports, supporting and mentoring young athletes. Donte resides in Glen Allen, Virginia with his two sons, Te'Ven and Aiden.

Ryan Lee is a CFA® charterholder with 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as treasurer for the Williamsburg Community Chapel, an interdenominational church in Williamsburg, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a notable range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jason Cooprider is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Company for 19 years. Jason is also involved with Cooprider Financial Partners, an entity connected to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Yvonne Gurley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has worked previously with Wells Fargo Advisors and has experience in both advisory and administrative roles, including supporting operations at Heyman Investment 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 offers tailored, non-discretionary planning using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Warren Martin is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 credential and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Peter Kokolis is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services without individual security recommendations, generally acting in an advisory capacity.

Camela Steele is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by quantitative tools and scenario modeling.

Amy Robinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a trustee for The Team Foundation at Trinity Lutheran Church and acts as a power of attorney for her niece. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Sterling Brightman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors. Outside of his advisory work, he serves as president of the Harwood Village Association in Yorktown, VA. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Ryann Macluskie is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup Global Markets and Morgan Stanley Smith Barney prior to his current role at Morgan Stanley Private Bank. He serves as a board member on the finance committee of the Glendale Gators Swim Team Booster Club in Newport News, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm’s financial planning approach includes structured discovery conversations and planning tools, leveraging modeling techniques without providing individual security recommendations as part of standalone plans.

Najib Khan is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and Langley Federal Credit Union, where he continues to serve as a financial advisor. Khan is also a member of the board of directors and treasurer for PROCU, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated companies.

James Hicks is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022. Prior to that, he held roles at E*Trade, TD Ameritrade, and Hampton Roads Academy. Hicks serves as the treasurer on the board of the Christopher Newport University Peninsula Alumni Chapter. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, and it offers a wide range of retail and institutional investment services.

Victoria Lyttle is a financial advisor with LPL Financial in Williamsburg, VA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory work, she serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management strategies.

Dennis Herndon III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Heyman Investment 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and has specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.