Marion Plemmons is a financial advisor with First Command Advisory Services in Chesapeake, VA, holding the ChFC® designation and Series 63 and 65 licenses. She has 23 years of industry experience and has worked with First Command-affiliated firms since 2002. 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 multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Benjamin Riggan is a financial advisor at Davenport & Company LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. In addition to his advisory role, he serves as a trustee managing an investment account. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, and advisory services. The firm’s investment approach features dedicated portfolio teams, an Investment Policy Committee, and a Manager Research team overseeing separately managed accounts, mutual funds, and fixed-income strategies.

Mark Warden is a financial advisor at Clearstead Advisory Solutions with 24 years of industry experience. He holds a Series 65 designation and previously worked for Wilbanks, Smith & Thomas Asset Management LLC for 23 years. Outside of his advisory role, he serves as vice president of Nansemond Ventures LLC, a family-owned investment firm. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs an investment process that incorporates portfolio analytics, manager research, strategic asset allocation, and a proprietary Direct Indexing strategy.

Judy Se Fune is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has held various business roles, including owner and partner positions in multiple companies such as Tax Zone LLC and Southern Hospitality LLC. Outside of her advisory work, she has served as a caregiver through a Medicaid-funded private care program for her aging father. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, serving clients through a large advisor network with regulatory assets under management of approximately $1.7 billion.

Brianna Shughrou is a financial advisor with Clearstead Advisory Solutions, holding a Series 65 designation and 18 years of industry experience. She worked at Wilbanks, Smith & Thomas Asset Management LLC from 2006 to 2024 before joining Clearstead. Outside of her advisory role, she is associated with Shughrou LLC, a holding company for rental properties in Georgia. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that incorporates portfolio analytics, manager research, and strategic asset allocation across a variety of investment vehicles.

John Atchison is a financial advisor with Davenport & Company LLC in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Davenport & Company since 1994. Davenport & Company serves individual and institutional clients—including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations—providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversee strategies across various managed account and mutual fund offerings.

Andrew Strause is a financial advisor with First Command Advisory Services in Chesapeake, VA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his financial advisory roles, he served in the United States Navy for 21 years. 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 provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to manage model portfolios and select third-party managers from approved lists.

Dimitrios Roumeliotis is a financial advisor at Davenport & Company LLC with six years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior positions include roles at Anchorage Global, LLC and Deutsche Bank Securities Inc. Outside of his advisory work, Roumeliotis is involved with the American Hellenic Educational Progressive Association, where he manages treasury functions for the local chapter. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm combines a full advisory platform with an affiliated broker-dealer, offering various investment programs and acting as adviser to multiple mutual funds.

Jordon Kampana is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and one year of industry experience. He has worked at Guardian Life since 2023 and at Park Avenue Securities since 2025. Prior to entering financial advisory, he spent eight years at Geico. Park Avenue Securities LLC is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a blend of proprietary and third-party investment advisory programs.

Kathy Clay is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Merrill for 17 years before joining Truist in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and an Equity Research team that employs AI-enabled tools.

Carl Kaufman is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds the Series 65 designation and has worked at Cerity Partners since 2022, with prior experience at Palladium Registered Investment Advisors and at Sankaty Head Golf Course. He also spent several years in educational roles at the University of Georgia and Norfolk Academy. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Jessica Phillips is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 22 years of industry experience. Her prior work includes roles at BB&T Securities, SunTrust Advisory Services, SunTrust Investment Services, and Wells Fargo Advisors. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Troy Barnes is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

James West is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mercedes-Benz Stadium and Seneca Buffalo Creek Casino. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Amy Berry is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and WealthQuest Financial. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and business management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

James Wood is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Truist Investment Services, BB&T Securities, and BB&T Investments. Wood is based in Norfolk, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

James Diersen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2016. He holds the Series 66 designation and is based in Virginia Beach, VA. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services to individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of advisory programs and manages multiple mutual funds, with investment management organized around dedicated portfolio teams, an Investment Policy Committee, and a Manager Research team.

Michael Schwing is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to his advisory role, he served four years in the United States Navy and currently holds a position as a Public Affairs Officer (O3) in the US Naval Reserves, managing the Readiness Department and a team of four personnel. 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 that utilize model portfolios and third-party managers selected by an internal Investment Management Team.

Anthony Papa is a financial advisor at Davenport & Company LLC in Virginia Beach, VA, holding a Series 66 designation with five years of industry experience. Prior to joining Davenport in 2021, he worked for ten years at the Federal National Mortgage Association (Fannie Mae). Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, and investment banking. The firm’s investment advisory division manages separately managed accounts, model delivery, and advisory programs, supporting clients with a team-based approach and a variety of mutual fund and fixed-income strategies.

Rankin Ring III is a CFP® with 14 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, LLC and Wealthquest Financial Services LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party separate account managers, and private funds within an enhanced open architecture framework.