Matthew Foster is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners in 2024, he worked at Dollar Tree, Inc. and held roles with Virginia Beach City Public Schools and the City of Virginia Beach. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Paula Feret is a CFP® and ChFC® with 18 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. She has been associated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 2008. Outside her advisory work, she is the Committee Chair for Cub Scout Pack 6 in Chesapeake, VA. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Kecia Dilday is a financial advisor with First Command Advisory Services in Virginia Beach, VA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 12 years of industry experience, having worked with First Command-affiliated firms since 2014. First Command Advisory Services, Inc. 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 comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios with discretionary authority.

R. Thomas Edwards Jr. is a financial advisor at Davenport & Company LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Davenport since 2017. Prior to that, he spent 21 years at Painewebber Incorporated and UBS Financial Services. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, delivered through multiple strategies and managed accounts.

Regis Bingham is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at the Suffolk Department of Social Services and Net Law Group Inc. Outside of finance, he has provided foster care family services and case management through social services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with various investment programs and access to third-party money managers.

Ashton Love is a financial advisor at Davenport & Company LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2019. Prior to that, he was with Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2019, and at Capital Group Companies in 2016 and 2017. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, public finance, and investment advisory services. The firm employs a team-based investment approach and manages a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Marion Plemmons is a financial advisor with First Command Advisory Services in Chesapeake, VA, holding the ChFC® designation and Series 63 and 65 licenses. She has 23 years of industry experience and has worked with First Command-affiliated firms since 2002. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular 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.

Benjamin Riggan is a financial advisor at Davenport & Company LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Davenport since 2021, following prior roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a wide range of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Mark Warden is a financial advisor at Clearstead Advisory Solutions with 24 years of industry experience. He holds a Series 65 designation and previously worked for Wilbanks, Smith & Thomas Asset Management LLC for 23 years. Outside of his advisory role, he serves as vice president of Nansemond Ventures LLC, a family-owned investment firm. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs an investment process that incorporates portfolio analytics, manager research, strategic asset allocation, and a proprietary Direct Indexing strategy.

Judy Se Fune is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has held various business roles, including owner and partner positions in multiple companies such as Tax Zone LLC and Southern Hospitality LLC. Outside of her advisory work, she has served as a caregiver through a Medicaid-funded private care program for her aging father. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, serving clients through a large advisor network with regulatory assets under management of approximately $1.7 billion.

Brianna Shughrou is a financial advisor with Clearstead Advisory Solutions, holding a Series 65 designation and 18 years of industry experience. She worked at Wilbanks, Smith & Thomas Asset Management LLC from 2006 to 2024 before joining Clearstead. Outside of her advisory role, she is associated with Shughrou LLC, a holding company for rental properties in Georgia. 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 process that incorporates portfolio analytics, manager research, and strategic asset allocation across a variety of investment vehicles.

John Atchison is a financial advisor with Davenport & Company LLC in Virginia Beach, VA. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including over three decades at Davenport & Company. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a variety of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams and supported by multiple specialized committees.

Andrew Strause is a financial advisor with First Command Advisory Services in Chesapeake, VA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his financial advisory roles, he served in the United States Navy for 21 years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and select third-party managers from approved lists.

Dimitrios Roumeliotis is a CFP® professional with six years of industry experience, currently serving at Davenport & Company LLC. His previous roles include positions at Anchorage Global, LLC, Deutsche Bank Securities Inc., and DB AG Filiale New York. Outside of his advisory work, he is involved with the American Hellenic Educational Progressive Association, managing treasury functions for the local chapter. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm combines a full advisory platform with an affiliated broker-dealer and manages a range of mutual funds and separately managed accounts.

Jordon Kampana is a financial advisor with Primerica Advisors, holding a Series 66 designation and based in Virginia Beach, VA. He has experience working at Park Avenue Securities, Guardian Life Insurance Company, and Geico. Park Avenue Securities LLC serves a diverse retail client base including individual investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary model portfolios, third-party managers, and digital advice platforms.

Carl Kaufman is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds the Series 65 designation and has worked at Cerity Partners since 2022, with prior experience at Palladium Registered Investment Advisors and at Sankaty Head Golf Course. He also spent several years in educational roles at the University of Georgia and Norfolk Academy. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Jessica Phillips is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 22 years of industry experience. Her prior work includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, and Wells Fargo Advisors. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Troy Barnes is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

James West is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mercedes-Benz Stadium and Seneca Buffalo Creek Casino. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Amy Berry is a CFP® and Series 65 registered advisor with three years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held positions at Buckingham Strategic Wealth, LLC and WealthQuest Financial. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate and institutional investors, providing investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture that integrates fundamental and quantitative analysis alongside third-party managers and alternative strategies.