Charles Lucy is a CFP® professional with 30 years of industry experience. He is currently with Bay Rivers Group Wealth Partners and has previously worked at Wells Fargo Advisors Financial Network LLC and Waterloo Capital. Outside of advisory work, he is a partner in a tax preparation business affiliated with his firm. Bay Rivers Group Wealth Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, employing a range of strategies including discretionary portfolio management and the use of mutual funds, ETFs, equities, and fixed-income instruments. The firm also operates an affiliated tax preparation service and owns its office property through a related entity.

Robert Kohn is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. He has worked at Northwestern Mutual Investment Management, LPL Financial, Private Advisor Group, and Bleakley Financial Group before joining Tenzing Financial LLC in 2025. Tenzing Financial serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, comprehensive wealth management, and standalone financial planning. The firm manages approximately $231 million for around 165 clients and employs a fiduciary approach using fundamental analysis to build long-term focused model portfolios.

Dan Joss is a seasoned Financial Life Planning professional. Dan Joss is among a small force of Life Planners, less than 200 in the U.S. and only a few dozen in the mid-Atlantic area. Dan founded Joss Financial in 2015, and now, in 2020, has joined with Katherine Brown to create Joss Brown Wealth Advisors. Their shared vision and faith along with combined talents and experiences will further enhance their clients' Life Plans. Dan excels at asking poignant questions to determine what inspires and motivates his clients. These initial planning sessions will be introspective and challenging. Long-time clients give testimony that one must think deeply in terms of their own personal values and ask questions like: “If you had more time or money, what would you do?” “What do you want to accomplish or attain so you will feel that you’ve had a life well-lived?” “What moves, touches, or inspires you?” Dan’s approach to financial planning: "living what matters" was born of his own life experiences. Originally from S

Meghan Hoover is a CFP® and holds a Series 65 license with one year of industry experience. She has worked at NovaPoint Capital LLC since 2025 and previously spent three years at The American College of Financial Services. Prior to her financial career, she served eight years with The 1st Capabilities Integration Group in the US Army. NovaPoint Capital LLC provides discretionary portfolio management and standalone financial planning to a range of clients including individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations, corporate entities, and other investment advisers. The firm employs a dividend-growth equity strategy focused on publicly traded, dividend-paying companies and combines quantitative, fundamental, and technical analysis to construct typically 30–50 stock portfolios.

Eric Rosenfeld is a financial advisor at Clear Capital Management LP in Gloucester, VA, holding a Series 65 designation with seven years of industry experience. He has been with Clear Capital Management since 2014. Clear Capital Management LP provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and certain retirement and corporate plans. The firm uses proprietary quantitative models and a "Natural Selection" algorithm to manage diversified portfolios that may include ETFs, covered-call strategies, and selective IPO participation.

Deven Joss is a CFP® professional with four years at Joss Brown Wealth Advisors and a total of two years in the financial industry. His prior work experience includes roles at several organizations such as Colonial Hills Golf Club and Liberty University. Joss Brown Wealth Advisors serves individuals, high-net-worth households, retirement plans, and charitable organizations with financial planning, investment management, and non-investment consulting on a fee-only basis. The firm manages approximately $162 million in assets and offers a mix of discretionary and non-discretionary services using a variety of platforms and custodians.

Michelle Robinson is a financial advisor at Joss Brown Wealth Advisors with six years of industry experience. She holds the CFP® designation and Series 65 license. Prior to her current role, she served six years as a Hampton Commonwealth Attorney. Outside of financial advising, she owns and manages Xcelling Champion, LLC, an online tutoring and coaching business focused on preparing students for the CFP® exam. Joss Brown Wealth Advisors serves individuals, high-net-worth households, retirement plans, charitable organizations, and other entities, providing financial planning, investment management, and non-investment consulting on a fee-only basis. The firm manages approximately $162 million in assets and offers both discretionary and non-discretionary services through a combination of digital platforms and independent managers.

Elizabeth Turner is a ChFC® financial advisor with United Wealth Management, LLC in Williamsburg, VA, where she has worked for one year. She has experience as a self-employed consultant and advisor dating back to 2017. United Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and plan participants. The firm emphasizes fundamental analysis and long-term investment strategies, managing approximately $406.6 million across about 257 client relationships as of December 2025.

Keith Reagan Sr. is a financial advisor with Sowell Management, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Merrill since 2004 and was previously with Prospera Financial Services, Inc. from 2009 to 2021. Outside of his advisory work, he owns a film and video production business specializing in weddings and corporate events. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers portfolio management, financial planning, and retirement-plan advisory services through a network of over 100 independent advisors, employing various management styles and providing a range of solutions including model portfolios and unified managed accounts.

Peter Gore is a CFP® and CFA® with 28 years of industry experience. He is currently with Level Four Advisory Services and has previously worked at Cantella & Co., Inc. for 17 years. Outside of his advisory role, Gore is an insurance agent involved in life and health insurance sales. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across a diverse client base, including individuals, retirement plans, corporations, and nonprofit organizations. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both internal and third-party managers.

Christy Hinson Holloway is a Series 66-credentialed advisor with 19 years of industry experience, currently with Sowell Management since 2021. She previously worked at Prospera Financial Services Inc for 12 years. Outside of her advisory role, she is co-owner of Empowered Thermography, a digital infrared thermal imaging business. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers a range of model portfolios and third-party manager solutions through an independent-contractor model of over 100 investment adviser representatives.

Caitlin Allard is a CFP® with five years of industry experience, currently serving as an advisor at The Wealth Consulting Group. She previously worked at Sentinel Wealth Management, The Legacy Foundation, and Abaco Systems. Outside of her advisory role, she serves on the advisory board of the local YMCA, where she assists with community outreach and membership efforts. The Wealth Consulting Group is an SEC-registered wealth management firm that serves individual clients, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing a mix of active and passive strategies alongside proprietary algorithmic services and legal implementation support.

Jessie Hughes is a CFP® professional with four years of industry experience, currently advising at Dakota Wealth, LLC. Prior to joining Dakota Wealth in 2021, Jessie worked at American Capital Planning from 2016 to 2021. Dakota Wealth, LLC serves a diverse range of clients including individuals, trusts, foundations, retirement plans, charitable organizations, and businesses. The firm focuses on customized, primarily long-term portfolios using a variety of investment vehicles and provides services ranging from wealth management to retirement plan advisory, emphasizing ongoing oversight and due diligence.

George Askew is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Davenport & Company since 1990, totaling 36 years at the firm. Davenport & Company serves individual and institutional clients such as 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, operating through dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

Clifford Weddington is a CFP® and ChFC® professional with over 22 years of experience in financial planning and advisory services. He has been with First Command Advisory Services since 2015 and has held various roles across affiliated First Command entities since 2003. Weddington is also the owner of The Weddington Group LLC, a financial planning accounting firm. First Command Advisory Services serves 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 team to manage model portfolios and select approved third-party managers.

Traver Hardesty is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds the Series 66 designation and has worked at Truist and its predecessor firms since 2013, including Bb&T Securities and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services for individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program supported by a combination of discretionary and non-discretionary strategies.

Benjamin Bryan is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 66 designations and six years of industry experience. He previously worked at Agia and VALIC Financial Advisors and has also held various positions at James Madison University. In addition to his advisory role, he is an agent for non-securities insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Aurora Streeter is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds a Series 66 credential and has worked at First Command in various roles since 2017, including time at Wells Fargo Clearing and the University of Maryland University College. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a notable 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 a centralized Investment Management Team and Wealth Portfolio Managers.

Bryson Spangler is a financial advisor with First Command Advisory Services in Williamsburg, VA. He holds the Series 66 designation and has three years of industry experience. Prior to his advisory role, he served in the U.S. Coast Guard from 2016 to 2023. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios built from mutual funds, ETFs, and third-party managers selected by a centralized Investment Management Team.

Cheryl Savage is a Series 66-credentialed financial advisor with 16 years of industry experience. She is currently with Empower Advisory Group and previously worked at SunTrust Advisory Services and Suntrust Investment Services. Outside of her advisory work, she is a commissioned Notary Public in the state of Virginia. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.