Mark Tekamp is a financial advisor at Heritage Wealth Management Group, Ltd in Norfolk, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Heritage Wealth Management Group since 2008. Heritage Wealth Management Group provides investment advice and financial planning to individuals, trusts, pension plans, banks, and other institutions, offering both discretionary and non-discretionary portfolio management alongside standalone or integrated planning and business-consulting services. The firm’s investment approach combines macroeconomic analysis, fundamental and technical methods, and quantitative indicators to guide asset allocation, utilizing a wider range of asset classes and implementation tools than many peers.

William Smith is a CFP® professional with two years of industry experience, currently serving at Wealthway Financial Advisors. He has worked at Wealthway Financial Advisors since 2020, with interim roles at LUX Wealth Planning and Henderson Financial Group. Wealthway Financial Advisors provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and select corporate and retirement plan clients. The firm employs a manager-of-managers approach based on Modern Portfolio Theory, constructing diversified portfolios with a focus on long-term holdings and quarterly reviews.

William Roach is a financial advisor at Dominion Capital Wealth Advisors in Norfolk, VA, holding the Series 66 designation with 24 years of industry experience. He has been with Dominion Capital Wealth Advisors and its affiliated broker-dealer, YR Securities, since 2014. Outside of his advisory role, Roach is involved as a member in multiple investment entities focused on syndicate tax credits. Dominion Capital Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, endowments, small businesses, and retirement plans. The firm employs a combination of asset-allocation frameworks and various analytical approaches to build diversified portfolios, managing both discretionary and non-discretionary accounts for approximately 109 clients.

Thomas Lukic is a CFA® charterholder with 24 years of industry experience. He has been with Sandpiper Capital, LLC since 2008. Sandpiper Capital is a fee-only investment adviser managing approximately $20.2 million in discretionary client assets, providing portfolio management to individual and charitable clients through model asset-allocation portfolios. The firm emphasizes Modern Portfolio Theory and risk management, combining diversified market exposure with proprietary risk-budgeting models and monthly account reviews.

Jennifer Nelson is a Series 66-licensed financial advisor with Dominion Capital Wealth Advisors in Norfolk, VA, bringing 18 years of industry experience. She has worked at Yur Securities, Inc. and Dominion Capital Wealth Advisors since 2014 and holds a 25% ownership stake in Yur Securities, a FINRA member firm. Dominion Capital Wealth Advisors serves individuals, high-net-worth clients, trusts, endowments, small businesses, and retirement plans, managing approximately $58.7 million in assets. The firm employs a range of investment strategies and offers discretionary and non-discretionary account management along with comprehensive financial planning.

Jeffrey Miller is a financial advisor at Courage Miller Partners LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Courage Miller Partners since 2008. In addition to his advisory role, he provides part-time consulting services to an auto repair business. Courage Miller Partners LLC offers investment management, retirement plan consulting, and financial planning services to individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $419 million in client assets and employs a tailored investment approach using fundamental, technical, charting, and cyclical analysis.

David Kenerson Jr. is a CFA charterholder with 22 years of industry experience. He has been with Virginia Global Asset Management, LLC since 2006. Outside of his advisory work, Mr. Kenerson is actively involved with several nonprofit organizations, including serving as Chair of the Edmarc Foundation and holding leadership roles with The Hospice for Children, Norfolk State University Foundation, The Samaritan House Foundation, and Scenic Virginia. Virginia Global Asset Management is a two-advisor firm that provides discretionary and non-discretionary portfolio management, financial planning, and trust and retirement account services. The firm serves both individual and institutional clients and employs an investment approach combining top-down macro analysis with bottom-up fundamental research and a contrarian orientation.

Kevin Zywna is a CFP® and holds a Series 65 license with 28 years of industry experience. He has been with Wealthway Financial Advisors since 2007. Wealthway Financial Advisors provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and select corporate and retirement plan clients. The firm employs a manager-of-managers approach using asset-allocation optimization tools to construct diversified portfolios focused on long-term holdings and periodic rebalancing.

Stephen Korving is a CFP® with 21 years of industry experience and currently a principal at Courage Korving Miller Partners, LLC. He has been with Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of analytical methods and strategies, and offers ongoing monitoring and reporting while typically recommending Schwab or Fidelity as custodians.

Michael Broadhurst is a CFP® professional with 38 years of experience in the financial industry. He has worked at Heritage Wealth Management Group, Ltd since 2020 and previously spent 19 years with Financial Counselors of Virginia, Inc. Outside of his advisory role, he operates an audio and video recording and editing business and is a member of the Rotary Club of Portsmouth. Heritage Wealth Management Group provides investment advice and financial planning services to individuals, trusts, pension plans, banks, and other institutions. The firm employs a macroeconomic investment approach combining fundamental, technical, and quantitative analyses, and utilizes a broad range of asset classes and implementation tools.

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.

Martin King is a Series 65-licensed financial advisor at Tyton Wealth with two years of industry experience. He has prior experience managing client relationships and consulting on international investment and insurance through Tyton Capital Advisors from 2013 to 2018. Outside of his advisory work, King serves as CEO of Housekey, a real estate investment and consulting firm based in Tokyo. Tyton Wealth Management provides discretionary portfolio management and investment planning primarily to individual and high-net-worth clients, utilizing a combination of cyclical, fundamental, and technical analysis alongside modern portfolio theory. The firm manages approximately $28.5 million in assets across 34 client relationships and employs both long-term and higher-risk trading strategies, including options and margin transactions.

Zachary Tekamp is a CFP® professional with five years of experience, currently serving at Heritage Wealth Management Group, Ltd. His prior experience includes roles at Commonwealth Financial Network, Clarendon Wealth Management, Signature Family Wealth Advisors, and Wall, Einhorn & Chernitzer. Tekamp is a Peer Review Editor for the Journal of Financial Planning and serves on the Virginia Tech Pamplin College of Business Recent Alumni Board. Heritage Wealth Management Group offers discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and employee benefit plans. The firm employs a passive, risk-based diversification approach and provides a wide range of planning services while acting as a fiduciary for retirement plans under ERISA when engaged.

Mark Rienerth is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He has worked at several firms, including Avenir Private Advisors, Kovack Securities, and Capital Guardian Wealth Management. Rienerth serves as a board member on the endowment committee of Ghent United Methodist Church. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolios, discretionary and non-discretionary management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

Gerald Sullivan is a financial advisor at Gratus Wealth Advisors LLC with 26 years of industry experience. He holds a Series 65 designation and has worked previously at NewEdge Advisors, LLC, CPA Investment Advisors, LLC, and Sullivan, Andrews, & Taylor, PC. Gratus Wealth Advisors manages discretionary assets for individuals, nonprofits, corporations, and retirement plan sponsors, using fundamental analysis and modern portfolio theory within individualized accounts. The firm offers asset management, financial planning, consulting, and retirement plan advisory services.

Kenneth Mason is a financial advisor with Mason & Associates, LLC in Newport News, VA, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Mason & Associates since 2010 and previously spent 17 years at Centaurus Financial, Inc. Mason & Associates, LLC provides investment management and financial planning services to individuals, high-net-worth clients, and trusts. The firm employs diversified, risk-based model portfolios using mutual funds and ETFs and offers both discretionary and non-discretionary management, often utilizing independent sub-advisers while maintaining oversight. The firm also delivers educational seminars, particularly on federal employee retirement benefits, and coordinates tax services through third-party consultants.

Phillip Saunders is a Series 65 credentialed advisor at Joss Brown Wealth Advisors with four years of industry experience. He has worked with Joss Brown Wealth Advisors and its affiliated group since 2021. His prior roles include positions at Virginia Tech and Partners in Financial Planning, as well as involvement with the Virginia Future Farmers of America Association and Crossroads Camp. 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 a combination of digital platforms, third-party managers, and personalized planning services.

Chad Williamson is a CFP® with 10 years of industry experience, currently serving at Gratus Wealth Advisors LLC in Virginia Beach, VA. He has previously worked with firms including Purshe Kaplan Sterling Investments, NewEdge Securities, and Truist Investment Services. Outside of his advisory role, Williamson is a deacon at Virginia Beach Community Chapel, where he is involved with the Helping Hands Ministry. Gratus Wealth Advisors manages over $822 million in discretionary assets, serving individuals, nonprofit organizations, corporations, and retirement plan sponsors. The firm employs fundamental analysis and modern portfolio theory in managing customized accounts, offering asset management, financial planning, and retirement plan advisory services.

Arcelia Wicker is a financial advisor at Bay Capital Advisors, LLC with three years of industry experience. She holds the ChFC® designation and the Series 65 license. Prior to joining Bay Capital Advisors, she served in the United States Navy for seven years. Bay Capital Advisors is a fee-only advisory firm serving individual and high-net-worth clients, as well as business and charitable entities. The firm employs a top-down macroeconomic and fundamental analysis approach combined with a core-satellite implementation, managing approximately $196 million across about 175 client relationships.

Simcha Terwilliger is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with SLP Wealth and has prior experience at Fox & Company Wealth Management and The Advisory Firm of Katherine L. Brown, LLC. Terwilliger also works as a student loan consultant, providing repayment and forgiveness planning for federal and private student loans. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm uses diversified, risk-based portfolios primarily composed of no-load mutual funds and ETFs and offers additional services such as tax preparation and non-discretionary 401(k) plans.