Mario Papa is a CFP®-designated financial advisor with 42 years of industry experience. He has been with Davenport & Company LLC in Virginia Beach, VA, for 35 years. 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 oversees six mutual funds, combining a broker-dealer and advisory platform to provide diversified investment solutions.

Erin Abate is a financial advisor at Clearstead Advisory Solutions with a Series 65 credential and several years of related experience, including roles at Wilbanks Smith and Thomas Asset Management LLC and Wholesale Screening Solutions. Prior to her advisory career, she worked in education at the University of Maryland and Howard Community College, and also has experience in the salon industry. Clearstead serves affluent private clients and institutional investors, managing approximately $33.9 billion in assets across more than 4,300 client relationships. The firm applies institutional investment disciplines and offers a variety of services including portfolio management, financial planning, and family office administration.

Naomi Files is a financial advisor at First Command Advisory Services with Series 66 credentials and two years of industry experience. She has held various roles within First Command since 2022 and is also employed as a project coordinator at Tatitlek Federal Services Inc. Additionally, she serves as a trustee for Nooma Church, where she oversees insurance coverage and corporate compliance matters. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment team for portfolio management and third-party manager selection.

Sophia Ivancich is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Clearstead Advisory Solutions and has previously worked at firms including R. W. Baird and Cambridge Investment Research Advisors. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, family office administration, and consulting services. The firm employs an institutional investment process across various account types, utilizing a mix of mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing strategy.

Nicholas Arcand is a financial advisor at Independent Advisor Alliance, LLC with eight years of industry experience. He holds the Series 66 designation and has worked with firms including LPL Financial and Blackridge Financial. Arcand provides investment advisory services through Independent Advisor Alliance and has additional experience with life, health, and long-term care insurance. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Maria Ross is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Integrated Wealth Concepts since 2016, with prior experience at LPL Financial, Osaic FA, Inc., and Ameriprise. In addition to her advisory work, she is a notary public. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach using mutual funds, ETFs, equities, and fixed income, alongside third-party asset managers.

Ryan Cobb is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2014. He holds a Series 66 license and is based in Norfolk, VA. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages a range of strategies through dedicated portfolio teams and offers advisory programs such as separately managed accounts and unified managed accounts.

Heather Mc Kinstry is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services. She has been with First Command in various roles since 2017. Outside of advising, she serves as an Acute Hepatic Porphyria Ambassador for Alnylam Pharmaceuticals, sharing her personal experiences with the condition at events and training programs. 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 multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage portfolios with a disciplined manager selection process.

Chase Pappas is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has held roles at Cerity Partners since 2024. Prior to his advisory career, he was involved with Virginia Polytechnic Institute and State University and worked at Princess Anne Country Club. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and offers specialized private-market investment programs alongside affiliated consulting and insurance services.

Lee Hernquist is a financial advisor with Wells Fargo Clearing in Norfolk, VA, holding a Series 63 designation and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. 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.

Daniel Neice is a CFP® professional based in Chesapeake, VA, with 19 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously worked at DNP&P Group LLC. Neice has also been involved with organizations such as the Financial Planning Association and the Duke Alumni Club of Hampton Roads. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research from LPL and third-party subadvisors.

Kaitlyn Sanchirico is a financial advisor with Fidelity in Virginia Beach, VA, holding the Series 66 designation and bringing four years of industry experience. Her prior roles include positions at Egidio Assante Lennon Wealth Management LLC and multiple appointments at the University of New Haven. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios. The firm serves a broad client base, including charitable funds and registered investment companies, and integrates technologies such as AI in its investment process.

Gavin Mease is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at TIAA-CREF Individual & Institutional Services, The White House Historical Association, and MLB Network Inc. Fidelity’s Strategic Advisers LLC, where Gavin is based, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Luke Pitcher is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, TGA Sports, and held roles at various educational and country club establishments. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Sean Jones is a financial advisor with Edward Jones in Chesapeake, VA. He holds the CFP®, ChFC®, and Series 66 credentials and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Raytheon and II Corps Consultants. Outside of his advisory role, he owns Death Wish For Life LLC, an internet-based retail clothing business focused on print-on-demand apparel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Rachel Maria Jeffries is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise, she worked at Plant Factory Interiors LLC and Prosper Insurance. Outside of her advisory role, she serves as a brand ambassador for Chix Event Services, LLC, participating in local music festivals to provide samples and promotional materials. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies, primarily focusing on assets managed within Ameriprise.

Kelly Janzen is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Raymond James and Associates, Inc. for 13 years and has experience assisting with retail restock and recovery at SPARC Group LLC/Aeropostale. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Jernigan is a financial advisor with Raymond James Financial based in Virginia Beach, VA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He also leads The Pinnacle Group as CEO and President, a business he has owned since 2005. Jernigan has worked at Raymond James Financial since 2009 and has extensive experience managing regional advisory operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal advisory services, along with specialized consulting programs such as SIMPLE IRA Employer Advisory & Consulting Services.

John Gillis Jr. is a financial advisor with LPL Financial in Chesapeake, VA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 14 years prior to joining LPL Financial in 2019. He is also the managing member of JCG LLC, an investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, 529 account management, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

Scott Matheson is a CFP®-certified financial advisor at Ameriprise with 32 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at Wells Fargo Advisors from 2009 to 2017. He serves on the Board of Directors for the Southeastern Virginia Community Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides clients with written reports and ongoing advice focused on income planning and tax-aware withdrawal strategies.