Matthew Casella is a financial advisor with Truist Advisory Services in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2008. Outside of his advisory role, he assists with his wife’s bakery business at a local farmers market by helping with set up and other tasks. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Mcrae Stuckey is a financial advisor at Cerity Partners LLC with a Series 65 credential and no prior industry experience. Before joining Cerity Partners, he worked in education at the College of William and Mary and The Steward School. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, and institutional investors. The firm uses tailored asset allocation, manager selection, and periodic rebalancing with proprietary quantitative screens alongside third-party managers and individual securities.

Jacob Bales is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2014. He also operates James Bales Financial, providing financial planning and client services independently. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a variety of investment strategies and provides both discretionary and non-discretionary portfolio management through platforms like CLASSIC Plus.

Robert Silva is a financial advisor with First Command Advisory Services in Virginia Beach, VA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with First Command Advisory Services since 2015 and has also worked with affiliated First Command entities since 2014. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to select and monitor model portfolios from approved funds and third-party managers.

Timothy Mc Daniel is a financial advisor at Clearstead Advisory Solutions with two years of industry experience. He holds a Series 65 designation and previously worked at Wilbanks Smith & Thomas, OVM, Draper and Kramer Mortgage Corp., and TowneBank Mortgage. Outside of his advisory role, he is the founder of ChangeGrower, a mental health company. Clearstead serves affluent private clients and institutional investors by 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 a disciplined investment approach that includes portfolio analytics, manager research, and strategic asset allocation across a range of investment vehicles.

Shannon Chain is a financial advisor with First Command Advisory Services in Norfolk, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining First Command Advisory Services, he worked with affiliated First Command entities since 2016. He serves as Treasurer for the Suffolk Youth Athletic Association, managing softball and baseball registration funds and payments. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Mark Bondi is a CFP® and holds a Series 66 license, with 15 years of experience in the financial industry. He has been with Valic Financial Advisors since 2010 and also serves as an agent with Agia. Outside of his advisory work, he is an elder board member and facilitator at Trinity Church in Virginia Beach, VA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet UMA models for portfolio construction and management.

Thomas Raddatz is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 66 licenses and has 31 years of industry experience. He has worked with New York Life Insurance Co. since 1994 and operates Waterside Financial Group, LLC, which provides health, disability, group life, and dental insurance products. He also serves as a National Committee Person for the Tidewater Association of Insurance and Financial Advisors. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within the integrated structure of New York Life.

Shelton Daniels is a financial advisor with First Command Advisory Services in Newport News, VA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked solely with First Command entities since 2013. Daniels also serves as a Professor of Military Science in the US Army Reserves, teaching and training ROTC cadets at Norfolk State University. 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 using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Nancy Mitchel is a financial advisor at Truist Advisory Services with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Merrill and Bank of America. Outside of her advisory role, she serves as Chairwoman of the Salvation Army of the Virginia Peninsula, where she presides over advisory board meetings. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Robert Landolfi Jr. is a financial advisor with First Command Advisory Services in Chesapeake, VA, holding a Series 66 designation and seven years of industry experience. Prior to his financial advisory career, he served in the U.S. Coast Guard for 26 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 provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design, monitor, and rebalance portfolios from approved mutual funds, ETFs, and third-party managers.

Byron Harrell is a financial advisor with Davenport & Company LLC, holding CFP® and Series 66 credentials and bringing 24 years of industry experience. He has been with Davenport since 2009 and has prior experience at Citigroup Global Markets dating back to 2006. Outside of his advisory role, Harrell serves as a board member of the Ohef Shalom Synagogue in Norfolk, Virginia. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs a team-based approach to portfolio management and offers various advisory programs alongside managing several mutual funds and fixed-income strategies.

Charles Mccoy III is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Truist Advisory Services in 2021, he worked at Bb&T Securities, LLC and BB&T Investment Services, Inc. for a combined total of eight years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.

William Johns is a financial advisor with Truist Advisory Services in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career background includes roles at Wells Fargo Clearing and Mass Mutual Investors Services before joining Truist Investment Services in 2005. Outside of finance, he is CEO of SRJ Performance, a business supporting a young driver competing in the SPEC Miata racing series. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party platform arrangements to deliver a range of investment solutions.

Ashlee Bobzin is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. She holds a Series 65 credential and has previously worked at Shore Point Advisors, LLC, Northwestern Mutual, and Heron Ridge Golf Club. Bobzin also holds a licensed insurance agent role. Steward Partners Investment Advisory is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Megan Kelly is a CFP® professional with five years of industry experience, currently serving as an advisor at Creative Planning since 2023. Prior to this, she worked at AMJ Financial Wealth Management from 2018 to 2023 and has experience at Carroll Financial Associates. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by various specialized investment options and operates multiple affiliated legal, accounting, and trust services.

Robert Davanzo is a financial advisor with Eagle Strategies (NY Life), holding a Series 66 designation and one year of industry experience. He has worked with Eagle Strategies and Mathas Financial Group since 2025 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company dating back to 2024. Outside of his advisory roles, he has a background that includes marine services and education. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and maintains a significant portion of its assets under non-discretionary management.

Cameron Reuss is a financial advisor at Davenport & Company LLC with four years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021. His prior experience includes roles at Mass Mutual and involvement in the restaurant industry. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, and investment advisory programs. The firm employs dedicated portfolio teams and manages multiple mutual funds, providing both fee-based and commission-based account options.

Katey Birmingham is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2004. The firm serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. Davenport’s investment advisory division provides separately managed accounts, model delivery to third-party platforms, financial planning, and other advisory programs.

Naomi Brock is a financial advisor with Focus Partners Wealth, LLC in Norfolk, VA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her prior roles include positions at Henderson Financial Group and PNC Investments Inc. She also operated Treasure Life Fitness and Health, LLC for 10 years. Additionally, she is a licensed notary in Virginia. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.