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.

John Kokolis is a financial advisor with Morgan Stanley in Williamsburg, VA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Franklin Belvin is a financial advisor at Edward Jones with 36 years of industry experience. He has held his current position since 1990 and holds Series 63, Series 65, and Series 66 designations. Outside of his advisory work, he owns a storage business in Yorktown, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, investment options, and affiliated services, supported by one of the largest networks of advisors and branch offices in the industry.

Gerald Dagostino is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is affiliated with Cetera and Mosaic Wealth Advisors LLC, serving as president and CEO of the latter since 2014. In addition to his advisory work, he operates a CPA firm providing tax preparation, financial statements, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of portfolio management and consulting services through a large nationwide network of independent advisors, utilizing both discretionary and non-discretionary program structures.

David De Blass is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2018. Prior to that, he worked at Lumber Liquidators and Newtown Automotive. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Carder is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 21 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2006. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Steven Kennedy is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and totaling 39 years of industry experience. His prior roles include positions at Townebank and Raymond James Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and technology-driven strategies.

Johanna Wiggins is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at Colonial Farm Credit for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Thomas Vitaletti is a CFP® professional with four years of industry experience, currently affiliated with Raymond James Financial in Hampton, VA. His prior experience includes roles at LPL Financial and Towne Bank. Outside of his advisory work, he is involved with Towne Wealth Management, supporting the investment division of FID Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, offering tailored non-discretionary advisory services supported by advanced analytical tools and a notable municipal advisory affiliation.

Curtis Lassiter is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2024, he worked at Bank of America, Merrill Lynch, Wells Fargo Clearing Services, and Wells Fargo Advisors. Outside of his advisory work, he owns Lassiter Media LLC, providing video and audio services for churches, and serves as the audio and video director for St. John Baptist Church. He is also a board member of Habitat for Humanity in Newport News, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Susan Orange is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her prior work includes roles at Wells Fargo Advisors LLC from 2009 to 2016 and subsequent positions within Raymond James firms since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools like risk profiling and probability modeling to support client decisions, with specialized municipal advisor affiliations and customized advisory programs.

James Heyman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience, including five years at Raymond James and five years at Wells Fargo Advisors. In addition to his advisory role, he is a managing partner of Heyman Investment Group and a partner in Heyman Oyster Company, which holds a stake in James River Holdings. He also serves as a voting board member of his condominium association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also providing specialized municipal and public finance advisory services.

Wanda Austin is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of her advisory role, she serves as a board member of Riverside Regional Medical Center. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured tools and modeling techniques, providing advisory services without individual security recommendations as part of standalone plans.

Zachary Sprinkle is a financial advisor with LPL Financial in Williamsburg, VA. He holds a Series 66 designation and began his advisory career in 2024. Prior to joining the financial industry, he has work experience with companies including Amazon and The Vitamin Shoppe. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

Robert Carmines is a CFP® with 26 years of industry experience, currently serving as an advisor at Cetera since 2025. He has held roles at Avantax Advisory Services and 1ST Global Advisors, among others. He also owns Carmines Robbins Financial Services, LLC and serves as a trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to independent advisors nationwide. The firm serves a broad range of clients, including individuals, retirement plans, and institutional accounts, with services spanning portfolio management, financial planning, and access to third-party managers.

Kimberly Debusk is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Nationwide Advisory Services and Nationwide Insurance Company. Kimberly is linked to a family-owned electrical contracting business and has a minor ownership interest in a non-variable insurance firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with investment management supported by internal and third-party research and model portfolios.

Ethan Powell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2017 and also works with Wells Fargo Bank NA. Outside of his advisory role, Powell owns an indoor golf facility through Powell Solutions, LLC, and works as a part-time Uber driver in Williamsburg, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.