Brian Franklin is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® and Series 66 designations and having 11 years of industry experience. He has worked at Navy Federal entities since 2016 and spent one year at Osaic FA, Inc. Outside of advising, he maintains a real estate rental property in Virginia Beach, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm primarily offers managed advisory programs utilizing third-party portfolio managers, financial planning, and retirement-plan fiduciary services, combining advisory and commission-based channels within its banking and credit-union affiliated structure.

Danielle Mefford is a financial advisor at Gradient Advisors, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Ruggiero Wealth Management, LLC. Mefford is also the owner and advisor of Legacy Financial Planning and Insurance Services, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a variety of clients including individuals, retirement plans, trusts, estates, and businesses. The firm operates primarily through third-party money managers and Investment Advisor Representatives, using a largely non-discretionary model and various analytical tools to guide portfolio management.

Kyleah Lee is a financial advisor at Prosperity Capital Advisors with 12 years of industry experience. She holds a Series 65 designation and has a background including roles in public education as an assistant principal and work with CLP Tax Advisory. Outside of financial advising, she is involved in education administration. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and provides a range of advisory and intermediary services.

Jeffrey Powell is a CFP® professional with 21 years of industry experience, currently working at Navy Federal Investment Services, LLC since 2017. He previously spent five years at Ameriprise before joining Navy Federal Financial Group in 2010. Powell holds the Series 66 designation and is based in Virginia Beach, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs utilizing third-party portfolio managers and offers a range of layered investment solutions including automated ETF portfolios.

Lisa Chenet is a financial advisor at Prosperity Capital Advisors with nine years of industry experience. She holds a Series 65 designation and has worked at Prosperity Capital Advisors since 2016 and CLP Tax and Wealth Advisory since 2015. In addition to her advisory role, she is an agent soliciting fixed insurance sales through various companies. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Lester Litchfield II is a financial advisor at Sound Income Strategies, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with MML Investors Services, MassMutual Life Insurance Company, and Horace Mann Investors, Inc. Outside of his advisory role, he serves as Business Manager at Colonial Baptist Church and is a board member of the Grace Biblical Counseling Ministry. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, offering a range of asset management and insurance planning services.

Sarah Turner is a financial advisor at Truist Advisory Services with five years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Bank, NA, and ICON plc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support its investment approach.

Scott Danner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with multiple Steward Partners entities since 2023 and has prior experience at Freedom Street Partners, LLC and Raymond James Financial Services. Outside of his advisory role, he is the author of a book for financial advisors. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Sabrina Waddell is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Bankers Life, she served in the U.S. Navy for 24 years. Waddell is also appointed as an insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life insurance, health, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and offers both wrap and non-wrap programs.

Calvin Hatcher is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has been with Truist Investment Services since 2000 and Truist Advisory Services since 2016. Outside of his advisory work, he is a co-owner of Cafe Milo and is involved in real estate investment as managing partner of Hatcher Pardis Real Estate Investment, LLC, and as owner of Hatcher & Associates LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Luyen Nguyen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Nguyen has worked with Transamerica Financial Advisors since 2012 and currently owns UWB LLC, a business entity used to manage business expenses. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services, supported by a large network of advisors and multiple program platforms.

Brian Kiefer is a CFP® professional with eight years of experience, currently serving at First Command Advisory Services. His background includes roles at multiple First Command affiliates since 2017 and prior work at Jump, as well as seven years of service in the U.S. Army National Guard. He is also the owner and manager of Brian M Kiefer & Associates, LLC, a non-investment-related business. First Command Advisory Services is an SEC-registered investment adviser specializing in financial planning and wrap-fee asset management programs for individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm uses a centralized investment management team to design and manage model portfolios, emphasizing in-person financial coaching and an employee-ownership structure.

Don Meredith is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and 21 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016. Meredith is also involved in several business entities related to financial services and insurance. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customizable portfolios and a range of model and wrap-fee programs.

Leigha Tabbi is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has six years of industry experience and previously worked at LPL Financial, Appalachian State University, and Hampton Roads Academy. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to brokerage services through LPL Financial and employs various portfolio management strategies supported by technology platforms.

Robert Woods is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and has been with AE Wealth Management since 2016. Woods also operates Woods Financial, where he works as an insurance agent involved in insurance and annuity sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors, operating primarily through discretionary model portfolios and a platform-based approach.

Dawn Thompson Mayfield is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at firms including Freedom Street Partners, Raymond James Financial Services, TowneBank, and UBS Financial Services. Outside of her advisory role, she is Vice President of Mayfield Designs, Inc., where she assists with billing and record keeping. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

Christopher Ferretti is a financial advisor with Integrated Wealth Concepts LLC in Chesapeake, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior firms include Ameriprise, Osaic FA, Inc., and LPL Financial. Outside of his advisory role, he coaches high school and club volleyball teams in North Carolina. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, typically employing a long-term investment approach while using model portfolios and third-party managers.

Kenneth Shook is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with First Command since 2014 in various capacities, including roles at First Command Insurance Services and First Command Financial Planning. He serves as a board member and finance committee chair for the Wings Over America Scholarship Foundation, which provides scholarships to family members of current and former U.S. Navy aviation 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, delivering investment management through a centralized team that selects model portfolios and third-party managers from prescreened lists.

Fan Zhang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and nine years of industry experience. They have worked at Transamerica Financial Advisors since 2017 and are also associated with Benefit Planners Inc, where they have been involved in tax management and health insurance services, including work during the 2020 health open enrollment period. Fan Zhang has prior experience with Virginia Commonwealth University. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Scott Tompkins is a financial advisor with First Command Advisory Services in Chesapeake, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining the firm, Tompkins worked for the Department of Defense as a U.S. Navy Civil Service employee for 13 years. He is a co-owner of an Amway multi-level marketing business, which he holds inactive alongside his spouse. 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.