David Hopkins is a Series 66-credentialed financial advisor with Edward Jones in Virginia Beach, VA, where he has worked since 2019. He has seven years of industry experience, including three years with the Department of the Navy prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

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.

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.

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 possessing 28 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he is a managing partner at American Business Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations nationwide. The firm offers a range of advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Michael Chinn is a financial advisor at LPL Financial with 28 years of industry experience. He previously worked at Nationwide and Nationwide Securities, Inc. for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

Kendrick Norfleet is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at General Electric Vernova for three years and served at Norfolk Naval Shipyard for thirteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Brandon Mowfy is a CFP® professional with eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and worked at EKS Group, LLC from 2015 to 2017. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

John Searing is a financial advisor with UBS Financial Services in Norfolk, VA, holding a Series 66 license and having 28 years of industry experience. His previous roles include positions at Bank of America and Merrill Lynch. Outside of his advisory work, he serves in several nonprofit roles, including director and past president of Lee's Friends Helping People Live with Cancer, and is active with the Rotary Club of Norfolk. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Heather Miller Tokarz is a financial advisor with Ameriprise in Norfolk, VA, holding a Series 66 designation and 18 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is involved in a food vending and employee training business and participates as a pollworker during elections. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering non-discretionary, research-driven recommendations that integrate tax-efficient strategies and income planning. The firm combines algorithmic tools with advisor oversight and offers a broad range of advisory, brokerage, and insurance solutions.

Robert Craun is a financial advisor at Edward Jones in Norfolk, VA, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2011. 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 through a broad network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

Mark Flores is a CFP® professional with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses and is based in Chesapeake, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christin Byrd is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Jacob Ness is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, Northwestern Mutual, and Virginia Wesleyan University. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steve Koziol is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors from 2012 to 2025. OSAIC serves a broad range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance questionnaires, and access to third-party money managers across various investment products.

Irene O'Brien is a financial advisor at Edward Jones in Norfolk, VA, with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Darien Mcdaniel II is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Wells Fargo Bank, Truist Bank, Stein Mart, and Dominion Homes of America. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Navaneeth Saiprasad is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019, previously holding roles at Bank of America, SunTrust, and Best Buy. 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.