Christopher Ferretti is a financial advisor with Integrated Wealth Concepts LLC in Chesapeake, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior firms include Ameriprise, Osaic FA, Inc., and LPL Financial. Outside of his advisory role, he coaches high school and club volleyball teams in North Carolina. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, typically employing a long-term investment approach while using model portfolios and third-party managers.

Corey Sullivan is a financial advisor with Eagle Strategies (New York Life) based in Norfolk, VA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles with New York Life Insurance Co. since 2012 and Nylife Securities LLC since 2013, alongside operating Mathas Financial Group LLC since 2019. Outside of his advisory work, he serves as a board member for Virginia Beach Project LifeSaver, a nonprofit focused on search and rescue efforts for individuals with cognitive disorders, and also acts as a Notary Public. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through an extensive network of investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, including advisory services connected to insurance and annuity products within an integrated New York Life affiliate structure.

Fred Banister Jr. is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Davenport & Company since 1994, totaling 32 years at the firm. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and a research-driven approach to manage separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.

Rachel Mast is a CFP® and Series 65-licensed advisor with two years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at Buckingham Strategic Wealth, The Sara Duncan Team, and Virginia Mennonite Missions. Mast’s background also includes positions related to faith-based leadership and a period with Shirley's Gourmet Popcorn. Focus Partners Wealth, LLC serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Ame Mccullin is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. Ame has worked with Suntrust Advisory Services and Wells Fargo entities prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Jeffrey Chernitzer is a PFS™ credentialed advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Wealthquest Financial Services, LLC, and maintained a long-standing role at Wall, Einhorn & Chernitzer, P.C. outside the investment field. He also serves on the board of the ODU Athletic Foundation, a nonprofit organization. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive suite of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Jeffrey Hale is a financial advisor at Commonwealth Financial Network with Series 66 registration and experience beginning in 2023. His work history includes roles at Milestone Financial and Commonwealth Financial Network, alongside a long-standing career in the United States Navy since 2007. 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 $212 billion in client assets. The firm provides a range of advisory support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody solutions.

Kenneth Shook is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with First Command since 2014 in various capacities, including roles at First Command Insurance Services and First Command Financial Planning. He serves as a board member and finance committee chair for the Wings Over America Scholarship Foundation, which provides scholarships to family members of current and former U.S. Navy aviation personnel. 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 multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from prescreened lists.

Christopher Larocca is a financial advisor with Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Truist Advisory Services and BB&T, among others. Outside of his advisory work, he participates in the Hampton Roads Estate Planning Council as an advisory board member and is involved in a horse boarding activity at his personal residence. Davenport & Company serves a range of clients including individuals, institutions, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm organizes its asset management through specialized portfolio teams and offers various advisory programs, including separately managed accounts and model portfolios.

Christina Bishop is a Series 66-licensed financial advisor with Valic Financial Advisors in Norfolk, VA, bringing three years of industry experience. Prior to her current role, she worked for Norfolk Public Schools for 15 years. Outside of her advisory work, she coaches a youth volleyball club to teach foundational skills in the sport. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Fan Zhang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and nine years of industry experience. They have worked at Transamerica Financial Advisors since 2017 and are also associated with Benefit Planners Inc, where they have been involved in tax management and health insurance services, including work during the 2020 health open enrollment period. Fan Zhang has prior experience with Virginia Commonwealth University. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Barclay Freeman is a financial advisor with Davenport & Company LLC, holding a Series 66 credential and six years of industry experience. His background includes roles at Truist Advisory Services, BB&T Securities, and Troutman Sanders LLP. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio manager teams and research groups.

Charlotte Doherty is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Davenport since 2011 and previously spent five years at Papa Johns. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s advisory platform includes separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a Manager Research group.

Andrew Kasiski is a financial advisor with Eagle Strategies (NY Life) in Virginia Beach, VA, holding a Series 66 designation and two years of industry experience. He has been affiliated with Eagle Strategies since 2025 and also operates Heritage Business Strategies, LLC. Kasiski serves as a board member for the Tip of the Spear Run, a nonprofit event that raises funds for the Navy SEAL Foundation. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within the New York Life affiliate structure.

Shemilore Oguntoye is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Key Investment Services in 2022, Oguntoye worked at several firms including Clarke Financial Management and First Command Financial Planning. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and due diligence, operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

John Piscitelli is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been with Davenport & Company since 2005. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services.

Jay Demeter is a Certified Financial Planner® with 43 years of experience in the financial services industry. He has been with Davenport & Company LLC since 2009 and also has a background at Citigroup Global Markets spanning two decades. He is based in Virginia Beach, VA. Davenport & Company LLC serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that oversees a range of separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Roger Scheffel Jr. is a financial advisor at Clearstead and Clearstead Advisory Solutions with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wilbanks, Smith & Thomas LLC since 2009. In addition to his advisory role, he serves as a portfolio manager and vice president in related investment firms, including Wilbanks Smith & Thomas Asset Management and WST Investment Trust. Clearstead serves affluent private and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs an institutional investment process using various strategies, including mutual funds, ETFs, separately managed accounts, alternatives, and a proprietary Direct Indexing strategy, managing approximately $33.9 billion in assets across more than 4,300 client relationships.

Donald Ebner is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 25 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and at SUNTRUST INVESTMENT SERVICES, Inc. since 2002. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting to implement its advice.

Steven Wilson is a financial advisor with Valic Financial Advisors in Virginia Beach, VA, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked at Valic Financial Advisors since 2017 and previously at Norfolk Southern. Wilson is also an insurance agent for non-securities insurance products through Agia. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.