Dawn Wheeler is a financial advisor with Mass Mutual Investors Services in Norfolk, VA, holding Series 63 and Series 65 credentials and nine years of industry experience. Her work history includes roles at MassMutual Life Insurance Co and MML Investor Services since 2016. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

William Breon is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Spectrum Financial, Inc. He is also the founder of Will Breon (Brand), a clothing and apparel business involved in clothing design, social media content creation, and website inventory management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Sean Murphy is a CFP®-designated financial advisor with eight years of industry experience, currently with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he worked seven years at Edward Jones and has experience in mortgage finance. He serves as a board member of the Chesapeake Public Schools Educational Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA employer consulting.

Sara Crain is a financial advisor at Edward Jones with the Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Old Point National Bank for three years and was involved in the food service industry with Vinny's Pizza and Pasta and Rita's Italian Ice. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, investment strategies, and affiliated financial services.

Justin Morris is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 41 years of experience in the industry. He has been with Raymond James since 2016. Outside of his advisory role, he serves as an independent contractor supporting Hampton Roads Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Phillip Frix is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 32 years of industry experience, all of which he has spent with Edward Jones. He serves as Vice President of Finance for the Isle of Wight Volunteer Rescue Squad, where he advises on financial matters. 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 large nationwide network of financial advisors and branch offices.

Jennifer Duncan is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at Merrill, Bank of America NA, and San Blas Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large nationwide network of financial advisors and branches.

Raymond Defrank is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the investment review committee of the Bishop Sullivan Catholic High School Foundation in Virginia Beach. 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 investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Jacquelyn King is a Series 66 licensed financial advisor with eight years of industry experience. She is currently affiliated with Raymond James Financial Services Inc. and Hampton Roads Financial LLC in Suffolk, VA, where she also provides administrative support. Prior to this, she worked at Thrivent Financial for five years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm utilizes risk profiling and analytical tools to provide tailored non-discretionary planning and investment consulting.

Khyleena Kerr is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo in various roles since 2017, including positions at Wells Fargo Bank and Wells Fargo Clearing. Prior to her financial services career, she worked for Bubba's Seafood Restaurant and Crabhouse. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christopher Coffing is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Norfolk, Virginia. He has been serving clients in this capacity since 1984, focusing on customized wealth management strategies, equity markets, and money management. As a qualified Portfolio Manager, he constructs and oversees personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party strategies. His services extend to managing portfolios on a discretionary basis through the firm's Investment Advisory Program, with an emphasis on addressing the financial needs of high net worth individuals and families by considering factors such as risk tolerance, time horizon, liquidity requirements, and overall investment objectives. Mr. Coffing holds a Bachelor of Science degree from Xavier University and a Master of Science degree from Old Dominion University. He maintains FINRA Series 7, 63, and 65 registrations, as well as a Life and Health insurance license. Additionally, he has completed business coursework in management, finance, accounting, and economics, including programs at the Wharton School of the University of Pennsylvania and executive education at the Graduate Schools of Business at the University of Chicago and Harvard University. In his personal life, Christopher Coffing is married to Julie, and they have two sons who graduated from the University of Virginia. He is a grandfather as of 2016. His community involvement includes membership in the Norfolk Yacht & Country Club and serving as Chairperson of the Strategic Planning Committee for the Virginia Opera.

Kenneth Mcgahee II is a financial advisor at OSAIC with three years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining OSAIC, he worked at Securities America Advisors and Securities America, Inc., and before entering the financial industry, he spent seven years with First Team Automotive. Mcgahee is also involved in insurance sales and service through Nansemond River Financial Services. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs diverse investment strategies and platforms, including asset-allocation tools and third-party solutions, to manage portfolios across various asset classes.

Tanya Merchant is a Senior Financial Advisor at Merrill Lynch Wealth Management and a Personal Investment Advisor (PIA). She joined the financial services industry in 2005, beginning her career as a trainee at Merrill, where she held roles in operations and analysis. Since 2016, Tanya has served as a financial advisor at Morgan Stanley before joining The AHM Wealth Management Group in Virginia Beach. Tanya's expertise includes college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, socially responsible and values-based investing, and women and wealth. Her approach to wealth management is collaborative and holistic, designed to understand clients' unique priorities and financial situations to help them plan for their retirement and broader financial goals. She holds a Bachelor of Arts degree in Economics with a specialization in Finance from the University of Virginia. Tanya is actively involved in community and professional organizations including the Filipino-American Community Action Group, the Foodbank of Southeast Virginia, Forging Youth Resilience (formerly Steve's Club Denver), the Filipino American Chamber of Commerce of Virginia, and the Virginia Beach Chorale. Beyond her professional pursuits, she enjoys adventure sports, boxing, camping, cooking, drawing/sketching, hiking, music, singing, traveling, and spending time with her family.

Adam Tiller is a financial advisor at Edward Jones in Chesapeake, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for nine years at Nucor Steel Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michelle Grimsley is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and is based in Norfolk, VA. Michelle has been with Edward Jones since 2012 in various capacities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Katelin Shield is a financial advisor with UBS Financial Services in Norfolk, VA, holding a Series 66 designation and 16 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Dwight Wagaman is a financial advisor with LPL Financial, holding a Series 66 designation and based in Chesapeake, VA. He has worked in various roles including positions at ThayerMahan, Delta Defense, Point One USA, and Veterans United Home Loans, and served in the United States Navy from 2013 to 2021. He joined LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Michael Rapay is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and six years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, and Merrill. He is a member of the Hampton Roads Estate Planning Council, a local network of professionals focused on estate planning. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its investment recommendations.

Jeremy Byrnes is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been with Ameriprise since 2017, following a year at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies based on comprehensive analysis and ongoing advice.

Brandon Zenisek is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at City Wide and was self-employed, in addition to work in the wellness and retail sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.