Byron Harrell is a financial advisor with Davenport & Company LLC, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. He has been with Davenport since 2009 and has prior experience at Citigroup Global Markets dating back to 2006. Outside of his advisory role, Harrell serves as a board member of the Ohef Shalom Synagogue in Norfolk, Virginia. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs a team-based approach to portfolio management and offers various advisory programs alongside managing several mutual funds and fixed-income strategies.

Charles Mccoy III is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Truist Advisory Services in 2021, he worked at Bb&T Securities, LLC and BB&T Investment Services, Inc. for a combined total of eight years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.

William Johns is a financial advisor with Truist Advisory Services in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career background includes roles at Wells Fargo Clearing and Mass Mutual Investors Services before joining Truist Investment Services in 2005. Outside of finance, he is CEO of SRJ Performance, a business supporting a young driver competing in the SPEC Miata racing series. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party platform arrangements to deliver a range of investment solutions.

Ashlee Bobzin is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at Shore Point Advisors, LLC, Northwestern Mutual, and Heron Ridge Golf Club. Bobzin also holds a licensed insurance agent role. Steward Partners Investment Advisory is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Megan Kelly is a CFP® professional with five years of industry experience, currently serving as an advisor at Creative Planning since 2023. Prior to this, she worked at AMJ Financial Wealth Management from 2018 to 2023 and has experience at Carroll Financial Associates. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by various specialized investment options and operates multiple affiliated legal, accounting, and trust services.

Robert Davanzo is a financial advisor with Eagle Strategies (NY Life), holding a Series 66 designation and one year of industry experience. He has worked with Eagle Strategies and Mathas Financial Group since 2025 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company dating back to 2024. Outside of his advisory roles, he has a background that includes marine services and education. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and maintains a significant portion of its assets under non-discretionary management.

Cameron Reuss is a financial advisor at Davenport & Company LLC with four years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021. His prior experience includes roles at Mass Mutual and involvement in the restaurant industry. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, and investment advisory programs. The firm employs dedicated portfolio teams and manages multiple mutual funds, providing both fee-based and commission-based account options.

Katey Birmingham is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2004. The firm serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. Davenport’s investment advisory division provides separately managed accounts, model delivery to third-party platforms, financial planning, and other advisory programs.

Naomi Brock is a financial advisor with Focus Partners Wealth, LLC in Norfolk, VA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her prior roles include positions at Henderson Financial Group and PNC Investments Inc. She also operated Treasure Life Fitness and Health, LLC for 10 years. Additionally, she is a licensed notary in Virginia. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Eric Bird is a financial advisor with Davenport & Company LLC in Virginia Beach, VA, holding a Series 66 credential and two years of industry experience. Prior to joining Davenport, he worked in professional soccer organizations including the United Soccer League-FC Tulsa and Major League Soccer-Houston Dynamo. Outside of his advisory role, Bird serves as a talent scout for the US Soccer Federation, assisting in identifying and developing youth soccer talent. Davenport & Company serves both individual and institutional clients, offering a range of investment and advisory services including asset management, financial planning, and public finance. The firm employs team-based portfolio management and provides access to multiple investment strategies through separately managed accounts, mutual funds, and ETFs.

Jackson Van Haaren is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Zukerman & Associates and 757 Marine Detail. Van Haaren is also affiliated with Old Dominion University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its platforms.

Amy Gold is a CFP® and ChFC® with 23 years of experience in the financial services industry. She is currently with Empower Advisory Group, having joined in 2023, and has previously worked at Personal Capital Advisors Corporation, Fidelity Brokerage Services LLC, LPL Financial, LLC, and Old National Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

William Cannon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 credentials and bringing 29 years of industry experience. He has worked with firms including LPL Financial LLC, Planning Solutions Group, Triad Advisors, and Glass Jacobson. He also serves as Director of Retirement Plan Services at Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach overseen by an internal Investment Committee.

Vincent Stigall is an advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously served 20 years in the United States Marine Corps. His work history also includes roles at First Command Insurance Services, First Command Brokerage Services, and Metropolitan Solutions. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, offering centrally managed model portfolios and third-party manager selections through a discretionary agreement.

Benjamin Stahl is a financial advisor with Valic Financial Advisors based in Virginia Beach, VA. He holds a Series 66 designation and has three years of industry experience, including time at Agia and previous roles in education and retail. He is also an appointed agent for non-securities insurance products through Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services, leveraging centralized technology and model solutions to manage approximately $29.2 billion across a large client base.

Paul Ferwerda is a CFA® charterholder with 38 years of industry experience. He is currently with Clearstead Advisory Solutions, where he has worked since 2024, following an eight-year tenure at Wilbanks, Smith & Thomas Asset Management, LLC. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning and compliance, family office administration, and institutional consulting/OCIO services. The firm employs institutional disciplines in its investment process, managing over $33.9 billion in assets through a combination of mutual funds, ETFs, separately managed accounts, and alternative investments.

Thomas Leeman is a financial advisor with Steward Partners Investment Advisory, LLC in Norfolk, VA, holding Series 63 and Series 66 licenses and with 26 years of industry experience. His prior firms include Raymond James Financial Services and Wells Fargo Advisors. He serves as an officer and board member of the Downtown Norfolk Council, a nonprofit focused on business and cultural initiatives in downtown Norfolk. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual, institutional, and charitable clients through a range of investment advisory, financial planning, and managed account programs, offering both discretionary and non-discretionary portfolio management across Steward Partners-branded and third-party solutions.

Melissa Bowyer is a financial advisor at Oppenheimer with 24 years of industry experience. She holds the Series 66 designation and has worked at Oppenheimer since 2019. Her prior experience includes roles at Ameriprise Financial Services, Raymond James Financial, and Morgan Stanley. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a wide range of advisory and consulting services, including equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Daniel Pizetoski is a CFA® charterholder and Series 65 licensee with five years of industry experience. He currently works at Clearstead Advisory Solutions and previously held roles at Wilbanks, Smith & Thomas Asset Management, Villanova University, and Coho Partners, Ltd. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment approach combining portfolio analytics, manager research, and strategic asset allocation across various account types.

Walker Phillips is a CFP® with 17 years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2022. Prior to joining Cerity Partners, he worked for seven years at Palladium Registered Investment Advisors. He holds the Series 66 designation and is based in Norfolk, VA. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.