Chris Tremble is a financial advisor with Mutual Advisors, LLC in Hampton, VA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Mutual Securities, Inc., Charles Schwab, and USAA Financial Services. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a combination of active and passive portfolio management strategies tailored to clients’ objectives, using various analytical approaches and technology platforms to support customized investment solutions.

Christopher Stout is a financial advisor at AlphaStar Capital Management with a Series 65 credential. He has been active in the industry since 2016, including roles at Paraclete Wealth Partners and Paraclete Wealth Management. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, participant account management, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches across various asset types and employs third-party portfolio construction technology.

Paige Fraasch is a financial advisor at Gradient Investments, LLC with eight years of industry experience. She holds a Series 65 designation and has been associated with Norseman Financial, Inc. and Norseman Advisory Group, Inc. since 2014, working approximately half of her time as an insurance agent involved in insurance services and product sales. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and a variety of other entities. The firm employs a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios, managing assets on a fee-only basis without acting as a custodian.

Jessica Harris is a financial advisor with Financial Security Advisory Inc in Newport News, VA, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with Financial Security Management, Inc. since 2004. Outside of her advisory role, Harris is active as an agent with Financial Security Group, Inc., where she prepares quotes and applications for life and health insurance as well as financial plans. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and long-term holdings, utilizing quantitative and qualitative methods to select investments and offering advisory programs through third-party platforms.

Kevin Joyce is a ChFC® credentialed financial advisor with 14 years of experience at Financial Security Management, Inc., now Financial Security Advisory Inc, based in Newport News, VA. He holds the Series 63 and Series 65 licenses and is involved as a shareholder in several local sports-related ventures, including Lionsbridge Football Club LLC and two sports venue companies, where he promotes team and venue relationships. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings. The firm uses quantitative and qualitative analysis to select investments and offers advisory programs through third-party platforms, managing portfolios that include mutual funds, stocks, bonds, ETFs, and alternative investments.

Nicholas Wellbrock is a financial advisor at Gradient Investments, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with Norseman Advisory Group, Inc., Osaic Wealth, Inc., and MCM Financial Management. His prior roles included assisting an Osaic advisor with client meetings and business operations. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and manages portfolios using various investment vehicles, emphasizing a referral-driven model and a high client-to-advisor ratio.

Percy Hundley Jr. is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Lombard Securities Inc. since 2013. Outside of his advisory role, Hundley provides life, health, long-term care, and disability insurance products through his business, Hundley and Associates. Lombard Advisers offers personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm uses both discretionary and non-discretionary programs, employing various analytical methods to construct and monitor portfolios, with a majority of assets managed on a non-discretionary basis.

Warren Miller II is a financial advisor with ValMark Advisers, Inc., holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with ValMark Advisers since 2015. Miller is also president and owner of Insurance Consultants of Virginia, Inc. and Insurance Brokers of Virginia, Inc., and serves as a board member of the William & Mary Athletic Foundation. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and ongoing portfolio monitoring.

Marcus Bauman is a financial advisor with Interactive Financial Advisors in Newport News, VA, holding a Series 66 designation and 16 years of industry experience. He has been with Interactive Financial Advisors since 2013 and also operates Bauman Financial, LLC, where he dedicates part of his time as an attorney within his financial practice. Previously, he was involved with Insound Audio, Inc. from 2013 to 2017. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models ranging from conservative to aggressive, primarily using ETFs and mutual funds, and integrates tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool in its investment approach.

Aenon Wallace is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and MetLife. He also serves as a Navy Reservist officer. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management and financial planning primarily through managed advisory programs using third-party portfolio managers on the Envestnet platform. The firm combines advisory and broker-dealer services within a banking/credit-union group, providing clients with advisory and commission-based options.

Timothy Joseph is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with First Command Financial Services and its affiliated entities since 2001. First Command Advisory Services, Inc. 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 provides financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios using a selected range of mutual funds, ETFs, and third-party managers.

David Wyman is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he served in the US Army for 23 years as an Aviation Maintenance Technician, instructor, and training developer. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Harold Roesch II is a financial advisor with First Command Advisory Services in Newport News, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with First Command since 2002 in various related capacities and serves as Executive Director of the VFW Foundation. He is also president of the Old Dominion Honor Flight, which organizes trips for veterans to visit Washington, DC monuments. 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 selected and monitored by an internal Investment Management Team and Wealth Portfolio Managers.

Kelsey Segawa is a financial advisor at First Command Advisory Services with four years of industry experience. Prior to joining the firm, Segawa served in the United States Air Force for four years and has held roles at First Command Insurance Services and First Command Brokerage Services. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Shelby Barnetti is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. Shelby has worked with various affiliates of First Command since 2016 and previously with Invested Capital, Inc. Outside of advisory work, Shelby manages Barnetti, LLC, an entity used to support her First Command business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding 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 and wealth portfolio managers who select and monitor model portfolios and approved third-party managers.

Mary Evans is a financial advisor at Davenport & Company LLC with 26 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2016. Outside of her advisory role, she serves as a trustee for the Christopher Newport University Board of Education and operates Mary Katherine Fine Art LLC, selling original paintings. Davenport & Company LLC serves individual and institutional clients including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, retail brokerage, and investment banking. The firm manages multiple mutual funds and employs dedicated portfolio teams to deliver separately managed accounts and other advisory programs.

Gregory Earwood is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2009 and also instructs classes at ECPI College of Technology. Additionally, he serves as a church steward for Liberty Baptist Church, participating in budget review and approval. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm’s platform includes third-party asset manager relationships and offers both discretionary and non-discretionary account options.

Alexis Riddick is a financial advisor with Osaic Institutions, Inc., holding a Series 66 designation and two years of industry experience. Prior to joining Osaic Institutions, Riddick worked at BayPort Credit Union and CUSO Financial Services, LP. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm uses a hybrid adviser and broker-dealer structure, offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions.

Joseph King is a financial advisor with GWN Securities Inc. in Hampton, VA, holding Series 65 and Series 63 credentials and 14 years of industry experience. His work history includes roles at Eudaimonia Enterprises Inc., LightHouse Financial Group LLC, and Ameritas Investment Corp., among others. He serves on the board of Reflective Perspective Corp., a nonprofit focused on relationship support and conflict resolution. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in certain legacy programs.

James Bales is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. He has been with Centaurus Financial since 2001 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Bales serves on the board of Lifespire of Virginia, a faith-based continuing care community, and is a second alternate board member for the Poquoson Board of Equalization, which reviews property tax assessments. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and other specialized services, employing both discretionary and non-discretionary arrangements with various analytical approaches.