Matthew Umlauf is a financial advisor with Forefront Asset Management, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Forefront since 2016. In addition to his advisory role, Mr. Umlauf is a professional musician and a member of the Virginia Symphony Orchestra, where he maintains an active concert schedule. Forefront Asset Management provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers holistic planning and employs a mix of fundamental and technical analysis to create individualized investment plans.

Scott Alperin is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is the principal of Alperin Financial Solutions, LLC and has prior experience with infinex Investments, Inc. In addition to his advisory role, he serves as an estate attorney at Alperin Law PLLC and is the sole member of Vested Title of Virginia, LLC, a title insurance agency. Alperin Financial Solutions provides investment advisory services to individuals, including high net worth clients, and corporate clients. The firm offers portfolio management, financial planning, and consulting services, combining discretionary and non-discretionary arrangements across a broad range of investment options and analytical approaches.

Timothy Davis is a financial advisor at NetAdvizor Wealth LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, Ritter, Virok, Lambert & Associates, and Ameriprise Financial Services. Outside of advisory work, he is involved in a bookkeeping and accounting firm focused on small businesses, where he directs sales and marketing efforts. NetAdvizor Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading focus, offering both discretionary and non-discretionary management.

Arthur Grizzle is a CFA® charterholder with eight years of industry experience. He is currently a financial advisor at Martello Retirement and Wealth, LLC and has held roles at Huntington Ingalls Industries and Vantage Consulting Group. Outside of his advisory work, he manages the pension plan’s alternative investment program at Huntington Ingalls Industries. Martello Retirement and Wealth serves individual and high-net-worth clients, focusing on those nearing or in retirement. The firm provides fee-only financial planning and portfolio management with a planning-first approach that integrates multiple aspects of clients’ financial lives and primarily uses passive ETFs alongside quantitative and proprietary strategies.

Stephen Burton is a financial advisor at Rauch Advisory LLC in Chesapeake, VA, holding a Series 65 designation with 10 years of industry experience. He has been with Rauch Advisory since 2015 and is also involved in multiple business ventures, including ownership of a marketing firm that assists business owners with growth and exit strategies. Rauch Advisory serves individual and high-net-worth clients, managing approximately 139 client relationships through its wrap fee program that utilizes third-party model strategies and ETFs. The firm provides discretionary asset management alongside non-discretionary financial planning and retirement consulting services, and it offers business-owner consulting and exit-planning services.

Rachel Wren is a financial advisor with Altura Wealth Advisors in Virginia Beach, VA, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Northwestern Mutual and The Opus Group. She is also a licensed insurance agent, dedicating part of her time to insurance sales and implementing insurance recommendations. Altura Wealth Advisors manages approximately $235 million for individuals, trusts, estates, businesses, and retirement plans. The firm uses model portfolios with ETFs and low-cost mutual funds, combining fundamental and cyclical analysis with Modern Portfolio Theory in a primarily long-term investment approach.

Kelly Krause is a CFP® professional with 11 years of industry experience, currently serving as an investment advisor representative at JJSA Advisors, Ltd. in Virginia Beach, VA. Her prior work includes roles with United Planners' Financial Services and Beachbody, LLC. In addition to her advisory role, she is a commissioned notary public. JJSA Advisors, Ltd. is a small advisory firm with two representatives serving approximately 187 individual and small-business clients, including high-net-worth individuals. The firm offers comprehensive financial planning and investment management services, typically implementing diversified, mutual fund–focused portfolios through the SEI Advisor Network.

Charles Russell is a financial advisor with Alperin Financial Solutions, LLC and holds Series 63, 65, and 66 licenses. He has 21 years of industry experience, including prior roles at Merrill Lynch and Charles Schwab. Alperin Financial Solutions provides investment advisory services to individuals, including high-net-worth clients, and corporate clients, offering portfolio management, financial planning, and consulting. The firm uses both discretionary and non-discretionary arrangements and incorporates a range of investment strategies and asset classes.

Dylan Quitoni is a financial advisor at JJSA Advisors, Ltd. with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to his financial advisory roles, Dylan worked in various positions including at Tryon International Equestrian Center and several restaurant groups. JJSA Advisors, Ltd. serves individual investors, small businesses, trusts, estates, and charitable organizations by providing comprehensive financial planning and investment management. The firm emphasizes fundamental analysis, diversification, and tax considerations, primarily managing portfolios on a non-discretionary basis using institutional asset allocation programs.

Kevin Moravek is a financial advisor at October Effect Ltd. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors Corp. for 14 years. Outside of his advisory role, he is also involved in fixed insurance sales. October Effect Ltd. provides discretionary asset management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, as well as qualified plans. The firm employs a range of strategies including asset allocation, technical analysis, and the use of leverage and derivatives, and it offers performance-based separately managed accounts with complex fee arrangements.

Hey there, I’m Leland! I love building relationships and coaching people, which is what really brought me alive during the 6 years I worked in the personal finance industry before starting PeaceLink Financial Planning LLC (PLFP). It has been said that personal finance is more personal than finance. I find that true. Finances touch every area of one’s life. Finances are a tool in our lives that can cause one of two things; they can be a source of stress and anxiety or a source of confidence and excitement. I am passionate about helping individuals and families foster confidence and an abundance mindset around their life goals through the financial planning process. After many years working in the insurance and broker-dealer world, I grew tired of transactional relationships. I was working to do financial planning, but It was more product sales than relationships. That is where PeaceLink Financial Planning LLC came in. When I am not working with my clients, you can find me spending time with my wife, Lindy, our son, Levi, and our pup, Sutton, being with family and friends, playing pickleball, or doing anything that involves water (swimming, surfing, boating, drinking water, etc). As your Financial Planner, I promise you honesty, transparency, and commitment to your success.

Roger Crook Jr. is a CFP® and ChFC® with 15 years of industry experience, currently serving as a co-founder and client-facing advisor at Altura Wealth Advisors. He previously worked at Northwestern Mutual Investment Services, LLC for 14 years and has experience providing insurance advice through a related agency. Crook also owns an S-Corp that holds his shares in LCW Services, LLC. Altura Wealth Advisors offers discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses customized, model-based portfolios emphasizing ETFs and low-cost mutual funds, applying fundamental and cyclical analysis alongside Modern Portfolio Theory.

Doreen Roadman is an investment advisor representative with JJSA Advisors, Ltd. in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with JJSA Advisors since 2005 and has a background that includes tax preparation and serving as finance chairperson for Sandbridge Community Chapel. JJSA Advisors, Ltd. is a small advisory firm serving individual and small-business clients, including high-net-worth individuals, with comprehensive financial planning and investment management services. The firm typically implements diversified, mutual fund-focused portfolios using the SEI Advisor Network for institutional asset allocation and manager selection.

Charles Culver is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently with Martello Retirement and Wealth, LLC in Virginia Beach, VA. His prior experience includes roles at Bankers Healthcare Group and StratusLIVE. Martello Retirement and Wealth serves individual and high-net-worth clients, focusing on those nearing or in retirement, and offers fee-only comprehensive financial planning alongside portfolio management and consulting. The firm emphasizes a planning-first approach and typically implements portfolios using passive ETFs and quantitative strategies, managing most client assets on a non-discretionary basis.

Repp Lambert II is an advisor at Altura Wealth Advisors with 29 years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC from 1996 to 2025. Lambert holds Series 63 and Series 65 licenses and is based in Virginia Beach, VA. Outside of advisory services, he is an owner of a Papa Johns' franchise. Altura Wealth Advisors provides discretionary investment management, comprehensive wealth management, financial planning, insurance consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses customized, model-based portfolios with low-cost ETFs and mutual funds, applying fundamental and cyclical analysis alongside Modern Portfolio Theory to establish strategic allocations.

Stephen Saal is a financial advisor at Virginia Wealth Management Group, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 12 years. He is a 50% owner of VWMG Partners, LLC. Virginia Wealth Management Group provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, and businesses. The firm employs a risk-adjusted, tax-aware approach using both active and passive strategies and integrates financial planning outcomes into portfolio construction.

Lynne Mallory is a CFA® charterholder with 22 years of industry experience. She has been with Edgewater Asset Management since 1991. The firm serves a limited clientele of individuals, families, trusts, and corporations, providing fee-only fiduciary discretionary investment management and fixed-fee consulting services. Edgewater’s investment approach combines top-down economic analysis with active sector allocation, using a range of securities tailored to client objectives and tax considerations.

Kevin James is a financial advisor with October Effect Ltd. in Virginia Beach, VA, holding a Series 66 credential and over 20 years of industry experience. His prior work includes more than a decade at Lincoln Financial Advisors Corporation. He is also involved in insurance sales as an insurance agent. October Effect Ltd. provides discretionary asset management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, offering tailored portfolios that incorporate asset allocation, technical analysis, and various trading strategies including leverage and derivatives. The firm serves as a co-advisor to third-party asset managers and manages performance-based separately managed accounts with unique features such as affiliation with broker-dealers and explicit use of borrowing and derivatives.

Neely Elstrodt is a financial advisor with October Effect Ltd. in Virginia Beach, VA, holding a Series 66 designation and bringing 16 years of industry experience. She has served at October Effect Ltd. since 2015 and also works as treasurer of Tehel & Company, Inc., where she prepares tax returns for individuals and corporations. October Effect Ltd. provides discretionary asset management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, as well as qualified plans. The firm uses a range of investment strategies, including asset allocation, technical analysis, and derivative instruments, and offers performance-based separately managed accounts.

Tyler Leiphart is a financial advisor with HarborPoint Wealth Partners in Virginia Beach, VA. He holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at RKL Private Wealth and Northwestern Mutual Wealth Management Company. HarborPoint Wealth Partners serves individuals, small businesses, retirement plans, and charitable organizations, offering wealth management, investment management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a blended investment approach using fundamental analysis and Modern Portfolio Theory, combining active and passive strategies, with most accounts managed on a discretionary basis.