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.

Andrea Mc Murran is a Certified Financial Planner® with 25 years of experience in the financial services industry. She is currently a Vice President and Financial Advisor at Towne Bank, affiliated with Raymond James Financial Services Advisors, Inc. Her prior experience includes two decades at Monaco Capital Management, LLC and Raymond James Financial Services. Outside of her advisory role, she co-owns a real estate rental property with her husband. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Robert Yeh is a CFP® professional with over 32 years of experience in the financial services industry. He has been with Ameriprise since 2005, including its affiliated entities, and is currently based in Virginia Beach, VA. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jeffrey Brown is a financial advisor with Merrill in Norfolk, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Curtis Hanson is a financial advisor with UBS Financial Services, holding a Series 66 designation and 10 years of industry experience. He has worked at UBS Financial Services since 2015, with a two-year tenure at LPL Financial in between. Hanson is based in Norfolk, VA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Jody Otterson is a financial advisor with OSAIC, holding a Series 66 designation and bringing 12 years of industry experience. Prior to joining OSAIC in 2025, Otterson worked for Lincoln Financial Advisors Corporation for 11 years. Outside of advisory work, Otterson is involved as an insurance agent offering accident and health insurance, annuities, and life insurance, and is affiliated with Heritage Financial Consultants, LLC. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

William Dudley III is a CFP® professional with 24 years of industry experience, currently serving at Mass Mutual Investors Services since 2022. His prior experience includes roles at Guardian Life Insurance Co and Primerica Advisors. Outside of his advisory work, he is involved as a partner in Patriots Paths, LLC, an organization focused on placing veterans transitioning from military service into civilian employment, and serves as treasurer/partner of a barbecue trailer business called Feast with The Beast. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm employs structured, collaborative planning engagements using firm-approved analytical tools and offers a range of investment and educational programs.

Xavier Davis is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Marriott, Great Eastern Resort Corporation, NYLIFE Securities LLC, New York Life, Dashmart, and Norfolk State University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Justin Sanders is a financial advisor with Wells Fargo Clearing in Norfolk, VA. He holds Series 65 and Series 63 licenses and has been with Wells Fargo Bank, N.A. since 2016, transitioning to Wells Fargo Clearing in 2025. Prior to his financial services career, he worked at Target in 2016. 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 across more than 14,000 advisors, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

David Burlin is a financial advisor with Merrill in Norfolk, VA, holding Series 63 and Series 65 designations and having 38 years of industry experience. He has worked with Merrill and its predecessor entities since 1988 and has been associated with Bank of America since 2009. Burlin is an owner of two family businesses unrelated to investment advisory services. Merrill, along 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 plans, corporations, and charitable organizations.

Richard McMillan is a financial advisor with LPL Financial in Virginia Beach, VA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at Virginia Asset Group and Infinex Investments, Inc., spanning more than 30 years across both firms. McMillan is also associated with McMillan Wealth Management Inc. 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, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Byron Barnes is a financial advisor at Edward Jones in Norfolk, VA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Merrill Lynch, Bank of America, Suntrust Investment Services, and PNC Bank. Outside of finance, he was involved with Stove The Restaurant for 16 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Hirschfeld is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies aligned with their unique ambitions and priorities. His approach centers on the investor, focusing on understanding each client's life and goals to recommend appropriate solutions and monitor progress over time. Kevin's areas of expertise include college education planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Old Dominion University and the Personal Investment Advisor (PIA) designation. Born and raised in Hampton Roads, Kevin resides there with his wife, Shelby, and their three children. Outside of his professional role, he is involved in the community through the Ocean Park Volunteer Rescue Squad. His personal interests include baseball, basketball, boating, yoga, traveling, and spending time with his family.

Ronald Furnish is a financial advisor with Raymond James Financial in Virginia Beach, VA, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He has worked with Raymond James Financial Services since 2005 and TowneBank since 2011. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting and supports institutional consulting and portfolio management across a large advisor network.

Donald Hannahs is a CFP® professional with 39 years of industry experience, currently affiliated with OSAIC in Virginia Beach, VA since 2025. His prior experience includes roles at Lincoln Financial Advisors Corporation, LPL Financial, and Wealth Enhancement Advisory Services, among others. Outside of his advisory role, he teaches adult education courses at the Virginia Beach Public School Adult Learning Center. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and investment advisory services such as financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios across multiple asset classes on discretionary or non-discretionary terms.

Michael Barclift is a financial advisor at LPL Financial with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Charles Schwab, Waddell & Reed, and various insurance carriers. Barclift has been involved with community organizations such as the Norfolk Police Foundation and the Portsmouth Boat Club. 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 and financial planning services supported by research and diverse investment strategies.