Christopher Holloway is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. for 11 years. Outside of his advisory role, he serves as president of Investor Securities Group, Inc., an insurance sales business. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with financial planning and retirement plan consulting. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various securities and alternative investments.

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.

Autumn Epler is a CFP® certificant and holds a Series 66 license, with nine years of experience in the financial industry. She has been with Edward Jones since 2016 and previously worked at Natty Beau LLC for one year. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Daniel Roose is a financial advisor with Primerica Advisors in Williamsburg, VA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Kailen Gildersleeve Denton is a Certified Financial Planner® with 19 years of industry experience. She is currently with Morgan Stanley, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Her credentials include the CFP®, Series 63, and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and varied advisory programs.

Julie Kandel Pogue is a financial advisor with Morgan Stanley in Williamsburg, VA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Shanda Bortner is a financial advisor at MassMutual Investors Services with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with MassMutual Life Insurance Company and MML Investors Services since 2017, following earlier roles at Carroll Financial Associates and Cetera Advisor Networks. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual relationships that use firm-approved software for goal analysis and strategy recommendations.

Barbara Spady is a Series 66 licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 21 years of industry experience. She has been associated with Raymond James since 2012 and has worked at TowneBank since 2015. Her ancillary involvement includes non-owner roles with Quill Private Wealth and Towne Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs customized planning and analytical tools to guide client decisions and supports a wide network of advisors with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Mark Matney is a financial advisor with Primerica Advisors in Williamsburg, VA, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked concurrently in legal practice with Poquoson Law Group P.C., Holcomb Law, PC, and previously operated Matney Law, PLLC. Outside of his advisory and legal roles, he owns Victory Holdings, LLC. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs third-party asset managers vetted through independent due diligence and provides custody and trade execution via Pershing and Primerica Brokerage Services.

Courtney Hamilton is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Hamer Fitness. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Eastburn is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Cetera, and Langley Federal Credit Union. Eastburn serves as a board member of Sister Cities of Newport News, an organization focused on building international cooperation between cities. OSAIC Wealth, Inc. serves a diverse client base including individual and institutional investors through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct portfolios across multiple asset classes.

Walter Mowry is a CFP® with 28 years of industry experience, currently affiliated with Raymond James Financial in Williamsburg, VA. He has worked with Raymond James Financial and its related entities since 2009 and also has been associated with Legacy Financial Group, LLC since 2010. Outside of advisory work, he is involved in managing real estate holdings and serves as a trustee for a trust account. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.