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.

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.

Edward Dudley is a financial advisor at SEM Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SEM Wealth Management in 2021, he worked at Charter Communications, L2P Financial Partners, and SB Financial Group. SEM Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, and other entities, primarily through referrals from other financial professionals. The firm manages about $920 million in client assets and uses tactical, dynamic, and strategic model programs based on technical and quantitative techniques to guide discretionary investment decisions.

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.

Addison Brown is a financial advisor at Prospera Financial Services, Inc. with one year of industry experience and holds a Series 66 designation. Prior to joining Prospera, Brown worked at Jamestowne Investments and has experience in hospitality and retail sectors. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Keith Reagan Sr. is a financial advisor with Sowell Management in Williamsburg, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Prospera Financial Services, Merrill, and Truist Investment Services. Outside of his advisory work, he owns Keith Reagan Film and Video, a business producing wedding and corporate event films. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement plan advisory services. The firm utilizes multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through various platforms.

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.

John Doiron is a financial advisor at CL Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CL Wealth Management since 2013. He is also the owner of Doiron Wealth Management LLC, a separate investment-related business based in Lanexa, VA. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and access to third-party money managers, tailoring investment strategies through fundamental and technical analysis combined with custom model portfolios and periodic monitoring.

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.

Jessie Hughes is a CFP® professional with five years of industry experience, currently advising at Dakota Wealth, LLC since 2021. Prior to joining Dakota Wealth, Hughes worked at American Capital Planning for five years. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and businesses. The firm provides wealth management, investment management, financial planning, and retirement plan advisory services, employing customized, long-term portfolios with a range of investment vehicles and a focus on ongoing oversight and due diligence.

Clayton James is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 credential and 23 years of industry experience. His prior roles include positions at MICG Investment Management, LLC, Merrill, and A. G. Edwards & Sons, Inc. He serves on the boards of the Gloucester Community Foundation and the Rosewell Foundation in Gloucester, VA. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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 CFP® with six years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network. He previously worked at Agia and Valic Financial Advisors and has experience in both financial services and education. Bryan is also an agent for non-securities insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages over $212 billion in client assets. The firm offers a wide range of managed account programs, third-party asset manager access, and custody and clearing 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.