James Wood is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Truist Investment Services, BB&T Securities, and BB&T Investments. Wood is based in Norfolk, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

James Diersen is a financial advisor at Davenport & Company LLC with 13 years of industry experience. He holds the CFP® and Series 66 designations and has been with Davenport since 2016. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, fixed income, public finance, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees strategies across multiple account types and manages six mutual funds.

Michael Schwing is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to his advisory role, he served four years in the United States Navy and currently holds a position as a Public Affairs Officer (O3) in the US Naval Reserves, managing the Readiness Department and a team of four personnel. 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 that utilize model portfolios and third-party managers selected by an internal Investment Management Team.

Anthony Papa is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding a Series 66 designation with four years of industry experience. Prior to joining Davenport in 2021, he worked for ten years at the Federal National Mortgage Association (Fannie Mae). 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 broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various strategies and managed account solutions.

Rankin Ring III is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He previously worked at Buckingham Strategic Wealth, LLC and Wealthquest Financial Services LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of services from investment management to tax and business management. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and offers access to a broad platform of affiliated service companies and specialized investment solutions.

Malysses Moy is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials. Moy has less than one year of industry experience and prior work includes roles in several First Command entities as well as ownership of a pet sitting and dog walking business. Outside of finance, Moy founded and operates Monique's Pet Sitting & Dog Walking. First Command Advisory Services is an SEC-registered firm 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 managed by a centralized Investment Management Team.

Valerie Rivera is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior experience includes roles at Raymond James Financial Services Advisors Inc. and Edward Jones. She also serves as Chief Operating Officer at Freedom Street Partners. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Justin Topping is a CFA® charterholder with 12 years of industry experience. He is currently with Cerity Partners Retirement Plan Consultants, where he has worked since 2022, and previously spent nine years at Palladium Partners, LLC. He serves as a board member for the Virginia Stage Company, overseeing its general business as a trustee. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, offering ERISA fiduciary services, participant advice, plan design, and administrative support. The firm emphasizes asset-allocation driven model portfolios, written investment policy statements, and ongoing monitoring, managing the majority of its assets on a non-discretionary basis.

Daniel Pennant is a Series 66-licensed financial advisor at First Command Advisory Services with six years of industry experience. His prior roles include positions at Bank of America, Merrill, and LPL Financial. Outside of advisory work, he serves as a director for Kingdom Authority Ministries Outreach, a nonprofit organization, and owns a coaching business focused on leadership and conflict management. 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 managed by a centralized Investment Management Team.

Michael Disharoon is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked for Palladium Registered Investment Advisors for 10 years. He serves on the Board of Trustees for the Virginia Retirement System, attending board and sub-committee meetings. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, 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.

Timothy Hewitt is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Valic since 2014. In addition to his advisory role, he is an agent for non-securities insurance products at AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed account programs, financial planning, and brokerage services.

Ryan Stallard is a financial advisor at Clearstead Advisory Solutions with four years of industry experience. He holds a Series 65 designation and has worked at Wilbanks Smith & Thomas Asset Management since 2018, focusing on portfolio analysis and mutual fund oversight alongside his current role. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm applies institutional disciplines across accounts, offering a range of investment vehicles including mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing strategy.

Rebecca Maxwell Scott is a financial advisor at Davenport & Company LLC with three years of industry experience. She holds the Series 66 designation and has worked at Davenport since 2021. Prior to joining Davenport, she spent 14 years at Truist. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through multiple strategies and investment vehicles.

George Nottingham is a CFP® professional with 39 years of experience in the financial services industry. He is currently affiliated with Steward Partners Investment Advisory, LLC and has worked at major firms including Raymond James Financial Services and Wells Fargo Clearing. Nottingham is active in the Norfolk community as a member of the Rotary Club of Norfolk, serving on its budget and finance committee. 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, estates, and charitable organizations, offering a range of advisory and portfolio management services.

Lewis Georges is a financial advisor at Davenport & Company LLC with 31 years of industry experience. He has been with Davenport since 1998 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Georges owns and instructs aerobics at a health club in Norfolk, VA. 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 broad 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.

Stephen Bowery is a CFP®, CFA®, and Series 65 credentialed advisor with 24 years of industry experience. He is currently with Clearstead Advisory Solutions, where he has worked since 2024. Prior to this, he spent four years at Wilbanks Smith and Thomas Asset Management and 19 years at Virginia Capital Strategies. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm employs an institutional investment process across its discretionary and non-discretionary accounts and manages approximately $33.9 billion in assets through a team of 59 advisors.

Sean Manos is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James Financial Services and Bank of America. He is also involved with Freedom Street Partners in Chesapeake, VA, where he dedicates significant time as a registered associate. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services that include both discretionary and non-discretionary options.

Kyle Arcand is a financial advisor with Independent Advisor Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including tenures at LPL Financial, MSI Financial, and Mass Mutual. Outside of his advisory work, he owns and operates a small peach orchard. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs discretionary and non-discretionary portfolio management strategies, leveraging technology platforms and a network model that includes dually registered representatives and access to third-party estate-planning resources.

Webster Nicholson Jr. is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Stratos Wealth Partners and LPL Financial in 2024, he spent six years at First Command Insurance Services and related entities. He also has a background in the United States Navy with 26 years of service and has been employed by the University of Massachusetts Global since 2015. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios across multiple custodians and sub-advisors.

Kristen Gardner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. She has worked at Truist Advisory Services and its affiliated entities since 2015, including Bb&T Securities. Gardner is a member of Suffolk Business Women, an organization focused on networking and supporting business professionals in the Suffolk area. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and manager due diligence.