Justin Sorensen is a financial advisor at Edward Jones in Suffolk, VA, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he is involved in green energy startups and is a co-owner or manager of several small business ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, supported by a large national network of advisors and branch offices.

Russell Lewis is a financial advisor with Wells Fargo Clearing in Norfolk, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo-affiliated firms since 2012, including Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Mark Stubbs is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2019. Prior to his financial services career, Stubbs worked in the railway industry in the United Kingdom. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zackary Byrd is a financial advisor at Wells Fargo Clearing in Norfolk, VA, holding Series 63 and Series 65 licenses. He has been with Wells Fargo and its affiliates since 2025 and has prior experience in various customer service and operational roles across several companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.

Anne Roach is a financial advisor with LPL Financial in Chesapeake, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Linsco/Private Ledger Corp. since 1999. Roach is also a licensed notary public and writes life insurance policies as a producer for several companies including West Coast Life, Genworth, Crump, Penn Mutual, and Brighthouse Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Megan Howell is a financial advisor at Raymond James Financial with nine years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for eight years and OneMain Financial for two years. Howell is based in Chesapeake, VA. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary advice using risk profiling and analytical tools, and it supports various advisory programs and institutional portfolio management.

Jennifer Anders is a CFP® with 28 years of industry experience. She is currently with Raymond James & Associates, where she has worked since 2019. Her prior experience includes roles at Bank of America and Merrill. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Sheilah Johnson is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 1998. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Ralph Chesson III is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1999. He employs a comprehensive approach to wealth management, incorporating banking, investment management, trust administration, and lending to meet the needs of his clients. Ralph focuses on a range of financial areas including retirement planning, investment strategies, trust services, business transition planning, and structured credit and lending. He holds a Bachelor of Arts degree in Economics from Hampden-Sydney College. Ralph is a Personal Investment Advisor (PIA) and collaborates closely with specialists at Merrill Lynch, Bank of America, and other professionals such as attorneys, CPAs, and tax specialists to provide tailored advice that aligns with the individual objectives of his clients. Outside of his professional work, Ralph is involved with St. Andrews Episcopal Church and enjoys spending time with his family. His approach centers on building strong relationships and providing personalized attention while leveraging the resources of one of the world’s largest financial services firms.

Jennifer Jones is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2016. Jones is also the owner and president of Jones, LLC, a financial services firm, and serves as an agent for fixed insurance products including life, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of program structures and investment strategies supported by a nationwide network of advisors.

Courtney Thompson is a financial advisor at Edward Jones in Suffolk, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2018, Thompson worked in the hospitality and catering industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

John Gillis III is a financial advisor with LPL Financial, holding a Series 66 license and four years of industry experience. His work history includes roles at LPL Financial as well as positions at Embry-Riddle Aeronautical University, Ameriprise Financial, and Weed Man Lawn Care. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of discretionary and non-discretionary management strategies supported by research and technology.

Gregory Otto is a financial advisor with Wells Fargo Advisors in Norfolk, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Wells Fargo Advisors since 2009. Wells Fargo Advisors is a large institutional firm serving a broad client base with a comprehensive range of investment and financial planning services.

Paul Gregory is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has held various roles across the insurance and financial services sectors, including a nine-year tenure with Waddell & Reed and insurance agencies. Gregory has been active as an insurance agent with multiple carriers alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to research and diverse investment strategies.

Alana Pesnell Harrell is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, PNC Financial Services, and Langley Federal Credit Union. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by internal research and third-party analytics.

Kristina Sevier is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her financial services career in 2012, with experience at USAA before joining Merrill Lynch. In 2018, she became part of the Morris Sevier Wealth Management Group, advancing from Client Associate to Financial Advisor. Kristina assists clients in managing their individual wealth and offers a comprehensive approach grounded in understanding their unique goals. Her expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and addressing the financial needs of women and wealth. Kristina holds the Personal Investment Advisor (PIA) designation. Kristina earned a high school diploma from Salem Senior High School and a bachelor's degree from Indiana Wesleyan University. She lives in Norfolk, Virginia with her husband, who is active duty in the US Navy, their two children, and their family dog. She is involved with various groups and organizations in the military community and enjoys running, hiking, traveling, and spending time with her family.

John Mckendree Jr. is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and 20 years of industry experience. He has worked with Raymond James since 2019 and previously spent three years with Compton Wealth Advisory Group. Outside of his advisory role, he is the owner of Bombolage, LLC, a non-investment-related business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports a range of advisory programs, including notable public finance and SIMPLE IRA employer consulting services.

Kenneth Wren Jr. is a financial advisor at Raymond James Financial with over 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James Financial and TowneBank since 2004. Wren serves as a board member for the Portsmouth Chesapeake Area Foundation, which provides grants to local schools for special needs equipment. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored planning to support client goals and provides specialized municipal and public finance advisory services.

Michael Johnson Clyburn is a Senior Financial Advisor with the TWN Wealth Management Group at Merrill Lynch Wealth Management. Since joining Merrill in 2017, he has focused on advancing client goals by leveraging the products and services offered through Merrill and Bank of America. His role includes portfolio advisory services with a particular emphasis on alternative investments, as well as personal wealth planning and analysis. Michael holds a bachelor's degree with a double major in Mathematics and Psychology from Amherst College, where he was also a member of the varsity football team. He maintains the professional designation of Personal Investment Advisor (PIA). His client expertise encompasses areas such as retirement planning, family wealth management, tax minimization, and services tailored to endowments, foundations, non-profits, and small businesses. In addition to his professional responsibilities, Michael is involved with the Ridgewood High School Alumni Association. He lives in Red Bank, New Jersey, and spends his personal time with family and friends, enjoying activities such as boating, baseball, football, running, music, and travel.

Bradley Zisser is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Wells Fargo Bank, Atlantic Bay Mortgage Group, and MassMutual Investors Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.