Sharon Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked with Wells Fargo in various capacities since 2011, including her current role at Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as the treasurer for the Sandy Trace Homeowners Association in Henrico, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Jason Caldwell is a financial advisor at Wells Fargo Advisors in Virginia Beach, VA. He holds a Series 66 credential and has been with Wells Fargo Advisors since 2026. Prior to joining the firm, he held various roles including several years affiliated with James Madison University and work experience in the hospitality industry. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop customized recommendations.

Gregory Gleason is a financial advisor with Edward Jones in Virginia Beach, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones throughout his career, starting in 2008. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Sumner is a Series 66-licensed financial advisor with Fidelity in Virginia Beach, VA, with one year of industry experience. Prior to joining Fidelity, he worked at Republic Finance and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Robert Leavy is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. His prior work includes roles at TowneBank and teaching positions at James Madison University and Nansemond Suffolk Academy. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kevin Paasch is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Financial Group since 2005. Outside of his advisory role, he is involved in life and health insurance sales through Choice Insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports clients with educational seminars and a range of investment programs.

Joshua Yoskosky is a financial advisor with LPL Financial and holds Series 66 and Series 63 licenses. He has 11 years of industry experience with prior roles at Cantilever Wealth Management LLC, Union Bridge Capital, The Leaders Group Inc, Monti, Thompson & Getty, Bank of America, Merrill, and Pioneer Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from various sources to support discretionary and non-discretionary management strategies.

Terrell Mackey is a financial advisor at Merrill with a Series 66 designation and professional experience spanning roles in financial services and healthcare since 2015. His work history includes positions at Symmetry Financial Group, Veterans Affairs Hospital, New York Life, Riverside Hospital, Bank of America N.A., and Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Lucas Robertson is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He previously worked at Edward Jones for six years and served in the United States Navy for 20 years. Outside of financial advising, Robertson owns and manages several aviation-related businesses, including an aviation services company where he teaches flying and provides consulting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs with an emphasis on collaborative, goal-based planning.

Briana Turner is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She previously worked at Integrity Financial Group and has held multiple roles within the Cambridge Investment Research organization since 2021. Outside of her advisory work, she owns a crochet business. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, delivering customizable portfolio strategies across multiple platforms.

Antonis Panayiotou is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Greenbrier Management Company. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Mark King is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He previously worked with WFG Advisors and WFG Investments before joining Cambridge in 2017. King is also an independent insurance agent and a partner in an investment advisory business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment strategies through various custody platforms and proprietary and third-party models.

Kimberly Rosenfeld is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as Treasurer and a board member for the Riverview at the Preserve Homeowners Association, where she oversees budgeting, financial reporting, and community projects. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in delivering its advisory services.

Christopher Beale is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Painewebber Inc. since 2003. Outside of his advisory work, Beale serves as committee chairman and treasurer for Cub Scout Pack 63 in the Tidewater Council of the Boy Scouts of America, involved in youth education and skill development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

Gary Friedman is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at firms including ABNB Financial Credit Union, CUSO Financial Services, Oppenheimer & Co Inc, and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services, offering both discretionary and non-discretionary management and access to various research and model portfolios.

James Kitz is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he serves as trustee for a family trust related to the estate of a former UBS employee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Sharon Ryan is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Lincoln Financial Advisors Corporation for 32 years. In addition to her advisory role, she is licensed as an insurance agent offering fixed insurance products such as annuities, disability, health, long-term care, and traditional life insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, supporting both discretionary and non-discretionary management with access to multiple third-party platforms.

Joshua Rockwell is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2007. Outside of his advisory role, he is president of a business consulting firm focused on business continuation and succession planning and serves as a referral partner for fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and related services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Robert Chapman Bradshaw is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. He is the founding member of The Bradshaw Wealth Management Group and has been with Merrill Lynch since 2002. Robert works with high-net-worth families, trustees, owners of closely held businesses, nonprofit organizations, and administrators of corporate retirement plans. He helps clients design wealth management and investment strategies tailored to their financial and family goals by analyzing their assets, liabilities, estate planning needs, and tax circumstances. Robert began his financial services career in 1999. He is a qualified portfolio manager who builds and manages personalized or defined investment strategies, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and received his bachelor's degree in business administration from Coker College in Hartsville, South Carolina. Robert is also a member of the Certified Financial Planner Board of Standards, Inc. He lives in Virginia Beach with his wife, Megan, and their three sons, Max, Will, and Luke. Robert has served on the board of directors for The First Tee of Hampton Roads and is a past president of the Bennett's Creek Sertoma Club, an organization that focuses on helping hearing-impaired children in the Tidewater Region of Virginia. In his spare time, he enjoys outdoor activities and spending time with his family.

Chase Ely is a financial advisor with LPL Financial in Virginia Beach, VA, holding a Series 66 designation. Ely's experience includes roles at Virginia Asset Group, Kroger, and Radford University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management approaches supported by in-house and third-party research.