Antwan Gibson is a financial advisor with Eagle Strategies (NY Life) based in Norfolk, VA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with firms including NYLIFE Securities LLC and New York Life Insurance Company and is the owner of Gibson Financial Strategies LLC. Outside of finance, he operates DJ Twan G Entertainment, a professional DJ service providing musical entertainment for various events. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities for retirement investors within an integrated New York Life affiliate structure.

James Mills Jr. is a CFP® credentialed advisor with 36 years of experience, currently with Truist Advisory Services. He has worked at SunTrust Advisory Services since 2016 and with SunTrust Investment Services since 2000. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its manager-selection programs and advisory services.

Alisha Muroni is a CFP® professional with 11 years of industry experience, currently serving at First Command Advisory Services since 2015. She has worked within affiliated entities of First Command since 2014. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves 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, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.

Elizabeth Delude is a CFA® charterholder with 18 years of industry experience. She is currently with Cerity Partners LLC in Norfolk, VA, where she has worked since 2022, following roles at Palladium Registered Investment Advisors and Financial Security Group. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers and individual securities.

Jonathan Taylor is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has worked at Cerity Partners LLC since 2022 and previously spent nine years at Palladium Partners, LLC. 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 access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Richard Wilcox is a CFP® with five years of industry experience, currently associated with Infinex Investments, Inc. He is also linked to Southern Bank and Trust and Somerton Friends Meeting, each since 2013. Wilcox has authored a book that is pending publication outside of the investment field. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Julia Malin is a CFP® professional with three years of industry experience. She is currently with Cerity Partners LLC and has previously worked at Palladium LLC and Wells Fargo. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens combined with third-party managers and individual securities.

Susan Nottingham is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Wells Fargo Clearing. She is also the owner of Nottingham Wealth Management Group, a support company unrelated to investment advising. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Thomas Mcnally is a CFA® charterholder and holds a Series 65 license, with 21 years of industry experience. He has been with Clearstead Advisory Solutions since 2024 and previously spent 19 years at Wilbanks, Smith & Thomas Asset Management, where he served as a portfolio manager and analyst. Clearstead serves both affluent private clients and institutional investors, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm utilizes institutional disciplines and a range of investment strategies, including a proprietary Direct Indexing approach, to manage approximately $33.9 billion in assets across more than 4,300 client relationships.

Jeffrey Whiteside is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Raymond James Financial, Wells Fargo Clearing, and J.P. Morgan Securities. He is also an associate at Freedom Street Partners, where he serves as a Client Relationship Manager. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a variety of investment advisory and financial planning services.

Meghan Cottrell is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Palladium Registered Investment Advisors, Abacus Accounting, and in other roles across different sectors. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in assets under management. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Nicole Brown Griffin is a CFP® with seven years of industry experience currently affiliated with United Planners Financial Services of America, where she has worked since 2023. Her prior roles include positions at Wealth Avenue and ownership of Late Bloom Divorce, LLC, which operates both investment-related and non-investment-related services. She also owns Late Bloom Advising, LLC, a business focused on tax preparation and accounting. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and estates. The firm’s advisory services are delivered by independent representatives using various custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Reed Sloat is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Freedom Street Partners and Raymond James Financial Services Advisors. Sloat serves on the Chesapeake, VA Other Post Employment Benefits (OPEB) board of directors. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Jason Hopkins is a financial advisor with First Command Advisory Services in Virginia Beach, VA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his advising career, he served 22 years as a Military Officer in the United States Coast Guard, where he was a Strategic Advisor for four years. 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 various wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios.

Lawrence Bernert III is a CFA® charterholder with 27 years of industry experience. He is currently with Clearstead Advisory Solutions, joining in 2024 after nearly three decades at Wilbanks, Smith & Thomas Asset Management LLC. 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 institutional disciplines and a range of investment strategies, including a proprietary Direct Indexing approach and access to private managers through the ClearAccess platform.

Erin Toler is a financial advisor with Guardian Life and holds a Series 66 credential. She has two years of industry experience and previously worked at Financial Growth Partners and GEICO Insurance Agency. Outside of her advisory role, Erin serves as President of the BNI Chapter Prestige Worldwide in Virginia Beach. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, and retirement consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary portfolio management.

Bentley Dudek is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners in 2026, he worked at Hasler & Company, Inc. for four years and held positions at Thriveworks Counseling, Anchor Financial, the City of Norfolk, and Virginia Military Institute. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Kenneth Sessoms is a financial advisor at Davenport & Company LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Davenport in 2021, he worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages a range of strategies through dedicated portfolio teams and serves as adviser to several mutual funds while providing a combination of fee-based and commission-based account options.

Robert Schup is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Financial LLC, Capital Analysts, and Lincoln Investment. His professional background also includes roles at Bayport Credit Union and Securities America Advisors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of advisor representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Ana Paula Cumpa is a financial advisor with First Command Advisory Services holding a Series 66 designation and six years of industry experience. Her career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank N.A. She has been with First Command Advisory Services and affiliated entities since 2022. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.