Hunter Johnson is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Christopher Newport University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, offering planning services without individual security recommendations as part of the standalone program.

Sharon Hishok is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Melanie Bray is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked within Wells Fargo affiliates since 2011, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach 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.

Tyler Campbell is a financial advisor with Edward Jones in Virginia Beach, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Keller Williams Town Center and served six years in the United States Navy. He has also worked as a referral agent in real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of investment advisory programs and maintains affiliated capabilities including trust services, mutual funds, and securities-based lending.

Deborah Flores is a financial advisor with Wells Fargo Clearing in Norfolk, VA, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Brooks is a CFP® and CFA® with 21 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors Inc. and has previously worked at Truist Advisory Services, BB&T Securities, and UBS Financial Services. Brooks serves as a director on the board of the Hampton Roads Estate Planning Council. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs advanced analytical tools to support client goals, while also maintaining a municipal advisor affiliation that supports public finance work.

Stephen Noffsinger is a financial advisor with LPL Financial in Virginia Beach, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Davenport & Company LLC, and Nationwide Securities. Outside of his advisory work, he is employed part-time at Integrity Energy Solutions. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with access to models and research from multiple sources.

James Joynes is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been associated with Morgan Stanley and its affiliated entities since 2007, and his career also includes time at IA Dean Witter Reynolds Inc. since 1981. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a planning process that uses firm-approved tools and modeling techniques to support client decision-making.

Heiner Kessler is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at ABNB Federal Credit Union, CUSO Financial Services, PNC Investments, and PNC Bank. 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 offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Nicholas Parr is a financial advisor at OSAIC with seven years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors from 2018 to 2025. Outside of his advisory role, he is involved in managing several family-run and partnership real estate ventures. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers a wide range of integrated brokerage, investment advisory, and financial planning services, employing tools such as asset-allocation models, risk tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

Vincent O'Reilly is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo, he served seven years with the Bermuda Police Service. Outside of his advisory role, he teaches drama and stagecraft at Center Stage Academy in Yorktown, Virginia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary investment management options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.