Tyler Summers is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His work history includes roles at Digital Intelligence Systems LLC and Il Giardino. Outside of finance, he owns and operates SUMMERSTEE, LLC, a business that sells quality T-shirts. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Graham Miller is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding a Series 66 designation and five years of industry experience. His prior work includes five years at Towne Bank before joining MassMutual and its affiliated MML Investors Services in 2021. Outside of advising, he owns and manages GCM Enterprise LLC, a bookkeeping business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a structured approach using firm-approved analytical tools.

Gary Briggs is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Raymond James Financial since 2009 and is also involved with Hampton Roads Financial, LLC as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through its unique affiliations.

Kyle Watts is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding a Series 66 designation and having 10 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2015 and 2016, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including comprehensive financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Josh Martinez is a financial advisor at Ameriprise Financial Services, LLC with four years of industry experience. He holds a Series 66 designation and has worked exclusively with Ameriprise since 2020. Prior to his advisory role, he held positions at several universities and in retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kiana Jens is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. She has worked at Wells Fargo Clearing since 2018 and was previously involved with Virginia Beach Adventure Park for five years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Malcolm Terrell is a financial advisor at Mass Mutual Investors Services with four years of industry experience. His prior roles include positions at Primerica Advisors and Guardian Life Insurance Company, along with nine years of service in the U.S. Navy. He is a Series 66 licensed professional and owns an investment-related LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools and collaborative planning processes.

Maureen Griffin is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 66 credentials and over 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs with a focus on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its advisory process.

Joseph Komarnicki is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Latitude Advisors, LLC and GWN Securities Inc. In addition to his advisory role, he serves as an independent insurance agent and is president of Komarnicki Financial Group, which provides tax and legal liability services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services, utilizing proprietary and third-party strategies with both discretionary and non-discretionary implementation options.

Buck Jones is a financial advisor at LPL Financial with 12 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company from 2018 to 2024, and at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management from 2013 to 2018. Jones holds Series 63 and Series 65 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Rusty Woods is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include Lincoln Financial Securities Corporation and Life of Virginia. Woods serves as president of the Hampton Bay Condo Association board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals.

Brandon Herring is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He has been associated with Wells Fargo entities since 2014, including Wells Fargo Clearing and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Garret Alcaraz is a financial advisor with Wells Fargo Clearing in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he serves on the finance committee of the Old Dominion University Education Foundation and is treasurer of the Tidewater Children’s Foundation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Timothy Callahan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Reese III is a CFP® designated financial advisor with Edward Jones, based in Suffolk, VA. He has 13 years of industry experience, having been with Edward Jones since 2012. 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 broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jesse Hampsher is a financial advisor with Primerica Advisors in Norfolk, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Hampsher has served in the U.S. Navy since 2004. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based investment strategies managed by third-party asset managers.

Ryan Helm is a financial advisor with Edward Jones in Chesapeake, VA, holding Series 63 and Series 66 registrations and five years of industry experience. His prior roles include positions at Charles Schwab & Co., Wells Fargo, Prudential, New York Life, and Suntrust Bank. Outside of advising, he is involved in collecting, selling, and filming Pokémon cards. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Matthew White is a financial advisor at Merrill in Virginia Beach, VA, holding a Series 66 designation with two years of industry experience. He has also served in the Army National Guard since 2014. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and monitoring through various program strategies and maintains close integration with Bank of America affiliates for trading and capital-markets support.

Mark Pond is a financial advisor with Osaic Wealth, Inc. in Chesapeake, VA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior experience includes roles at Sii and Oppenheimer. He also conducts investment and advisory business under the name Signature Financial Group, LLC. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to various managed account platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios tailored to client needs.

Ryan Nyboer is a financial advisor at Edward Jones with four years of industry experience. Before joining Edward Jones in 2022, he worked for Walmart for sixteen years. He holds a Series 66 designation and is based in Virginia Beach, VA. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.