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.

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.

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.

Caroline Pace is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Clearstead Advisory Solutions and has previously worked at Wilbanks Smith & Thomas, The Vanguard Group, and White Pine Wealth Management. Prior to her financial services career, she was employed at Virginia Tech and Midlothian High School. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm manages approximately $33.9 billion in assets and uses an institutional investment approach incorporating portfolio analytics, manager research, and strategic asset allocation across a range of investment vehicles.

Carter Steil is a financial advisor with Principal Financial Services in Norfolk, VA, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance since 2019 and previously worked at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions from 2015 to 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Paul Holman is a financial advisor with Eagle Strategies (NY Life) based in Norfolk, VA, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Co since 2009 and has held roles at Waterside Financial Group, Diamond Springs Financial, and Mathas Financial Group. Holman is also involved in brokering non-registered insurance products and operates under the DBA names Diamond Springs Financial, LLC and Mathas Financial Group, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and offers tailored solutions including financial plans, fee-based advice, and co-advisory relationships within an integrated New York Life affiliate structure.

Christopher Tisdale is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, with one year of industry experience. He holds a Series 66 designation and previously worked at Big Game Books & Manuscripts, Massey Services, Inc., Diamond Exterminators, and Bah-Hum-Bug Pest & Termite. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages portfolios through dedicated teams and offers a range of advisory programs, including separately managed accounts and mutual funds.

Zackary Nelson is a financial advisor with First Command Advisory Services in Virginia Beach, VA. He holds the CFP® designation and Series 66 license, with six years of industry experience. Prior to joining First Command, he served seven years in the US Navy. First Command Advisory Services, an SEC-registered investment adviser, serves 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ellen Anderson is a financial advisor at Clearstead and Clearstead Advisory Solutions with 10 years of industry experience. She holds a Series 65 designation and has previously worked at Tull Financial Group, Inc. and Wilbanks Smith & Thomas Asset Management, LLC. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, and family office services. The firm manages approximately $33.9 billion in assets across 4,300 client relationships and applies institutional disciplines and a mix of investment strategies, including a proprietary Direct Indexing approach.

Gregory Addison is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2003. Truist Advisory Services offers 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 with non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate operating structure.

Michaele Wheeler is a financial advisor at Davenport & Company LLC with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Davenport since 2017. Her prior experience includes roles at Bb&T Securities and Scott & Stringfellow. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment advisory services, managing portfolios through dedicated teams and overseeing several mutual funds and fixed-income strategies.

Scott Campbell is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and previously served in the United States Air Force from 2012 to 2020. His career in financial services has been exclusively with First Command since 2019. First Command Advisory Services 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 offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers using model portfolios and approved third-party managers.

Garry Dilday is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and previously worked for Leidos for twelve years. 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.

Kendra Bullock is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and four years of industry experience. She has worked at several firms including LPL Financial, Kestra Advisory, Janney Montgomery Scott, and Vanguard. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management services through a large network of investment adviser representatives, combining individualized asset allocation with access to both proprietary and third-party investment strategies.