Brent Webber is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2019, he worked at Chubb and has experience in the food service industry. 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 advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and various investment management options.

Robert Byles is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as Treasurer and Finance Committee Chairman for St. Bride's Church in Chesapeake, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment choices, including insurance-related products and bank deposit sweep options.

John Cavanagh is a financial advisor with Equitable Advisors in Norfolk, VA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Equitable Advisors since 2017, including time under its predecessor AXA Advisors. In addition to his advisory role, he operates an online clothing business using a print-on-demand service. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Carter Johns is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2019, following 14 years at Ameriprise Financial Services. Johns is also involved with JCG LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research, along with technology such as machine learning to support its investment strategies.

Richard Gulledge is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Newport News, VA, and has 12 years of industry experience. He has been with Wells Fargo Bank NA since 2014 and has worked in various capacities within the Wells Fargo organization, including Wells Fargo Advisors, LLC. Outside of his advisory role, he works as a delivery driver for Instacart and Walmart. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Alexandria Jones is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broader range of financial products than typical for large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Robert Marchesano is a CFP® professional with 24 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has held roles at Atlantic Union Financial Consultants and Truist Advisory Services, among others. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes risk profiling and analytical tools to provide tailored, non-discretionary advice and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Karen White is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. She worked at Merrill Lynch for 30 years before joining Raymond James, where she has been since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide range of advisory programs, including municipal and public-finance services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Marc Hines is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as the treasurer for the Virginia Beach Audubon Society. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Katherine Ferrazzara is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously spent two years with Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Andrew Zohorsky is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has prior experience at First Command Insurance Services and First Command Advisory Services. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Christy Gleason is a financial advisor at UBS Financial Services with eight years of experience at the firm and an additional eight years at MassMutual Financial Services. She holds a Series 66 designation. Based in Norfolk, VA, she has been active in the financial industry for a total of 16 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans according to goals and risk tolerances.

Justin Steil is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Dawn Burke is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets, Wells Fargo Clearing Services, and Morgan Stanley. Outside of her advisory role, Dawn serves on the foundation board of Westminster Presbyterian Church in Alexandria, Virginia. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Harold Gilbert is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is involved in an outside insurance brokerage business, TFA Benefits. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, and offers financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to advisory models and third-party managers, providing a range of investment options without sponsoring its own wrap fee program.

Katherine Richardson is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2012. Wells Fargo Advisors is a national securities firm providing 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.

Andrew Blanchard is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. His previous roles include positions at Ferguson Enterprise, TowneBank, Dick's Sporting Goods, and Liberty University. 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 strategies and investment options, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices.

Omunique Owens is a financial advisor with LPL Financial in Chesapeake, VA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at ABNB Federal Credit Union, CUSO Financial Services, and Fidelity Investments. Outside the advisory field, she has experience in fitness with Natural Bodyz Fitness. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kenny Dale is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Raymond James in 2025, he worked at Truist Advisory Services and BB&T Securities. He serves as a co-trustee and trustee for family and charitable investment trusts, including involvement with The Warfield Foundation, Inc. as a nonvoting director advising on investments. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with a range of specialized investment programs and institutional consulting services.

Thomas Carlson is a financial advisor with OSAIC based in Newport News, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Securities America Advisors and SECURITIES AMERICA, inc. for ten years each. Outside of his advisory role, Carlson is an assistant secretary on the Rotary Club of Newport News board and serves as an elder at Colony Friends Church. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various tools and platforms to construct and manage portfolios across asset classes with discretionary and non-discretionary options.