James Diersen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2016. He holds the Series 66 designation and is based in Virginia Beach, VA. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of advisory programs and manages multiple mutual funds, with investment management organized around dedicated portfolio teams, an Investment Policy Committee, and a Manager Research team.

Michael Schwing is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and three years of industry experience. Before joining First Command, he served in the United States Navy from 2019 to 2023 and currently holds a position as a Public Affairs Officer in the US Naval Reserves, managing the Readiness Department and personnel. First Command Advisory Services is an SEC-registered firm that provides financial planning and asset management services primarily to individuals, corporations, and charitable organizations, with a focus on active-duty service members and their families. The firm utilizes a centralized Investment Management Team to design and manage model portfolios, offering multiple wrap-fee programs with a mix of mutual funds, ETFs, and third-party managed sleeves.

Anthony Papa is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding a Series 66 designation with five 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 serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, and investment banking. The firm’s investment advisory division manages separately managed accounts, model delivery, and advisory programs, supporting clients with a team-based approach and a variety of mutual fund and fixed-income strategies.

Isaiah Porter is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Virginia Beach, VA. He has one year of industry experience and prior roles at Alloy Wealth Virginia and Kenneth Porter and Company. Porter served five years in the United States Army before entering the financial services industry. Foundations Investment Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm utilizes fundamental, technical, and cyclical analysis combined with model portfolios and an asymmetric rebalancing approach.

Rankin Ring III is a CFP® with 14 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, LLC and Wealthquest Financial Services LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party separate account managers, and private funds within an enhanced open architecture framework.

Malysses Moy is a financial advisor with First Command Advisory Services in Chesapeake, VA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining First Command, Moy was self-employed and operates a pet sitting and dog walking business. 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 wrap-fee asset management programs using model portfolios 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 13 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, following a nine-year tenure at Palladium Partners, LLC. Outside of his advisory role, he serves as a board member of the Virginia Stage Company, overseeing the general business of the theatre. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens and third-party managers, and it operates multiple private-markets offerings along with affiliated pension consulting and insurance services.

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 with Clearstead Advisory Solutions, holding a Series 65 license and four years of industry experience. He previously worked at Wilbanks Smith & Thomas Asset Management for six years and at Target Group for three years. Outside of his current role, he has contributed to Wilbanks Smith & Thomas as a portfolio specialist, assisting with mutual fund analysis and reporting. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm manages approximately $33.9 billion in assets and applies institutional investment disciplines across accounts using a diversified mix of strategies, including a proprietary Direct Indexing approach.

Rebecca Maxwell Scott is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding a Series 66 designation with three years of industry experience. She has worked at Davenport & Company since 2021 and was previously with Truist for 14 years. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, and advisory services. The firm uses a team-based approach to portfolio management and offers a range of separately managed accounts, mutual funds, and municipal bond strategies.

George Nottingham is a CFP® professional with 40 years of experience in the financial services industry. He is affiliated with Steward Partners Investment Advisory, LLC and has previously worked at firms including Raymond James Financial Services, Wells Fargo Clearing, and Legg Mason Wood Walker. He is involved with the Rotary Club of Norfolk and serves on its budget and finance committee. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients, offering a range of advisory and managed account solutions through both proprietary and third-party portfolios.

Lewis Georges is a financial advisor at Davenport & Company LLC in Norfolk, VA, with 31 years of industry experience. He has been with Davenport for 28 years. Outside of his advisory role, he owns and teaches aerobics at a health club. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with investment strategies managed by dedicated teams and 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 roles at MSI Financial Services and LPL Financial. 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, and retirement consulting services. The firm uses a network model combined with technology platforms and offers discretionary and non-discretionary portfolio management through various analytical approaches.

Webster Nicholson Jr. is a financial advisor at Stratos Wealth Partners, Ltd with eight years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and First Command Insurance Services, Inc. Additionally, he has been employed at the University of Massachusetts Global since 2015. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture platform that integrates multiple third-party managers and offers customized portfolio management and specialized planning services.

Kristen Gardner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her career includes roles at Truist Investment Services and BB&T-related firms since 2014. Gardner is a member of Suffolk Business Women, a networking organization that supports women in business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation, fiduciary support, and manager selection through discretionary and non-discretionary strategies, supported by integrated inter-affiliate services.

George Benish Jr. is a CFP® professional with 33 years of industry experience, currently serving at First Command Advisory Services since 2015. He has been associated with First Command Financial Services, Inc. and First Command Financial Planning, Inc. since 1993. First Command Advisory Services, Inc. is an SEC-registered investment adviser focused on individuals, corporate and charitable clients, with an emphasis 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 a centralized Investment Management Team.