Rebecca Gutches is a financial advisor with Wells Fargo Clearing in Newport News, VA, holding a Series 63 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Tatyana Fields is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their priorities and develop tailored financial strategies aimed at achieving their short-, mid-, and long-term goals. She provides guidance on a range of areas including investing, retirement planning, saving for unexpected expenses, and offers access to specialists in banking, credit, home financing, and small business solutions. Tatyana’s expertise encompasses college education planning, family wealth management, employee financial health, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, women and wealth, and retirement income. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of New England. She is active in several professional organizations, including the Merrill GVA Power of 10 Group, Merrill Women's Exchange, and Yorktown Women's Group. Outside of her professional commitments, Tatyana is involved in community organizations such as the American Red Cross, Carry the Load, and St. Jude Children's Research Hospital. Her personal interests include boating, camping, golfing, pickleball, running, skiing, traveling, and spending time with her family.

Jessica Wyman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Financial Security Advisory Inc. and Financial Security Management, Incorporated. Outside of her advisory role, she is involved as an advisor and distributor for Advocare International, a health and wellness products company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports various advisory programs across its extensive network.

Nathaniel Bethea is a financial advisor with Raymond James Financial holding a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fulton Financial Advisors. He is also the owner of Romar Wealth, an independent contractor business supporting his work at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through various advisory programs and institutional consulting.

Shannon Sealey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2017, with prior experience at Cetera Advisor Networks and Woodbury Financial Services. Outside of advising, Sealey is involved in insurance sales through her own company, Sealey Asset Strategies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions across multiple custody platforms and includes both discretionary and non-discretionary strategies tailored to client objectives.

Jennifer Kantowski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Hoeft is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked previously at American Financial Network and MassMutual Commonwealth. Outside of his advisory role, Hoeft serves as a baseball instructor and head coach for youth teams at his family’s business, Grand Slam II, and is a Second Lieutenant in the U.S. Army Reserves, Signal Corps. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides additional capital markets and custody services.

Robert Nottingham is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a co-trustee for his father’s trust and has a minority ownership interest in a family farm used for timber and hunting. 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 services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Cheryl Donahue is a financial advisor at Merrill with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1983. Outside of her advisory role, she also holds power of attorney for her spouse. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julia Marina Villegas Hernandez is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, she held roles in various sectors including shipping, sales, solar energy, and education. She is also the owner of Papeleria by Villegas Ventures, an Etsy shop specializing in digital invitation templates. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, and institutions.

Austin Gammon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo since 2025 and has prior experience at New York Life Insurance Company, Heritage Business Strategies, LLC, and several other organizations. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to implement diversified investment strategies.

Andrew Rivenbark is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Raymond James and TowneBank since 2008. Outside of his advisory role, he serves on the investment committees of New Creation United Methodist Church and St. Mary's Home, where he holds the position of Secretary/Treasurer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nolia Anderson is a financial advisor at Ameriprise with 39 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm delivers non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and asset bucketing, supported by algorithmic automation and oversight from a centralized consulting team.

Shandre Harasty is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2008. She holds the Series 66 designation and is based in Suffolk, VA. Outside of her advisory role, she is president of the Christian Women's Business Network of Hampton Roads and a member of the Supplemental Retirement Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Amy Tucker is a CFP® and holds a Series 66 license. She has nine years of industry experience, all with Edward Jones, where she has worked since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Catherine Springer is a financial advisor with Morgan Stanley in Newport News, VA, holding a Series 66 designation and five years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Wells Fargo, and Edward Jones Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Leslie Doyle is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 1999, including her current tenure since 2009, alongside her ongoing role at Bank of America, N.A. since 2002. Outside of her advisory work, Doyle serves as a board member for Children's Health Systems, a nonprofit hospital focused on pediatric care in Norfolk, VA. 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, corporations, and charitable organizations, leveraging internal and third-party portfolio managers.

Lindsey Roberts is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial, Towne Wealth Management, Davenport & Company LLC, and BB&T Bank. Roberts is based in Norfolk, VA. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Peter Workman is a financial advisor with LPL Financial in Norfolk, VA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at LPL Financial since 2005 and previously at MSI Financial Services, Inc. from 2001 to 2005. He is a managing partner at American Business Services, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeremy Jones is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Capital Group/Capital Research and Management for nine years. Outside of his advisory role, he manages rental properties, handling rental income and property maintenance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.