Steven Kennedy is a financial advisor with LPL Financial in Newport News, VA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior work includes positions at TowneBank, Raymond James Financial, and Truist Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Johanna Wiggins is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at Colonial Farm Credit for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Margarita Enciso is a financial advisor at Wells Fargo Clearing with industry credentials including Series 63 and Series 65 licenses. She has been with Wells Fargo Bank since 2013 and joined Wells Fargo Clearing in 2025. She is based in Virginia Beach, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s 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.

Lauren Kunkle is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Summit Grove Camp and Conference Center and operated Willow Branch Studio for a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Thomas Vitaletti is a CFP® professional with four years of industry experience, currently affiliated with Raymond James Financial in Hampton, VA. His prior experience includes roles at LPL Financial and Towne Bank. Outside of his advisory work, he is involved with Towne Wealth Management, supporting the investment division of FID Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, offering tailored non-discretionary advisory services supported by advanced analytical tools and a notable municipal advisory affiliation.

Curtis Lassiter is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2024, he worked at Bank of America, Merrill Lynch, Wells Fargo Clearing Services, and Wells Fargo Advisors. Outside of his advisory work, he owns Lassiter Media LLC, providing video and audio services for churches, and serves as the audio and video director for St. John Baptist Church. He is also a board member of Habitat for Humanity in Newport News, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eugene Kelly IV is a Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding business owners, executives, professionals, and families through financial decisions associated with significant life transitions such as business sales, relocations, and rapid company growth. He focuses on the period before liquidity events when owners have the most options and works to understand the broader effects of wealth creation, including demographic shifts and generational wealth transfer. His areas of expertise include corporate benefits, executive compensation, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Eugene holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Eugene's educational background includes a High School Diploma from Kempsville High School, studies at the College of William & Mary, and Regent University. Outside of his professional role, he enjoys adventure sports, camping, hiking, music, reading, traveling, watching movies, writing, and spending time with his family.

Tucker Mason is a financial advisor with Wells Fargo Clearing in Norfolk, VA. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2026, respectively. Prior to his financial services roles, he worked at Target, Petco, and Walmart, and completed four years of full-time education. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

James Heyman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience, including five years at Raymond James and five years at Wells Fargo Advisors. In addition to his advisory role, he is a managing partner of Heyman Investment Group and a partner in Heyman Oyster Company, which holds a stake in James River Holdings. He also serves as a voting board member of his condominium association. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also providing specialized municipal and public finance advisory services.

Wanda Austin is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. She serves as a board member of Riverside Regional Medical Center. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers advisory programs and financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets.

Collin Campbell is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been employed since 2018. He specializes in goals-based financial modeling and portfolio construction, leveraging his engineering background and Merrill's proprietary software to develop financial plans that help assess the feasibility of client goals. Prior to joining Merrill, Collin worked as a Client and Business Development Manager with Charlottesville-based engineering firm 2RW Consultants, Inc. Collin graduated from James Madison University with a Bachelor of Science in Integrated Science and Technology, concentrating in energy and minoring in Music Industry. He holds the Certified Private Wealth Advisor (CPWA) designation, obtained through the Investment Wealth Institute, and maintains Series 7 and Series 66 FINRA registrations as well as a Life and Health insurance license. In 2025, he completed the Yale School of Management Executive Education program and was named to the Forbes "Best-in-State Wealth Management Teams" list as part of the Bloemers Campbell Group. Outside of his professional work, Collin serves as an active board member and past President of the Rotary Club of Charlottesville. He is also involved with the Charlottesville Chamber of Commerce and volunteers by playing piano at Sentara Martha Jefferson Hospital. His community interests encompass philanthropic and volunteer activities.

Richard De Salvo is a financial advisor at UBS Financial Services with the Series 66 designation and one year of experience in the industry. Prior to joining UBS, he served in the United States Navy for 21 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and model-based asset allocations.

Bonnie Whitehurst is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 registrations and 43 years of industry experience. She has worked with Wells Fargo-affiliated firms since 2011. Outside of her advisory role, she serves as an associate pastor at Virginia Korean United Methodist Church. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to support its investment approach and operates on a large scale with more than 14,000 financial advisors.

Patrick Cvitanovich is a financial advisor with UBS Financial Services in Norfolk, VA. He holds Series 63 and Series 65 designations and has 27 years of industry experience, having worked at Painewebber Incorporated and UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and diversified capital markets expertise.

Kimberly Debusk is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She previously worked for Nationwide Advisory Services and Nationwide Insurance Co, with a combined tenure of 20 years at Nationwide. Her family is involved in an electrical contracting business in Newport News, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with various investment tools and platforms, including model portfolios, third-party asset management, and institutional programs.

Kimberly Henderson is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Raymond James since 2015, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, advisory programs, and institutional consulting, utilizing a range of portfolio management strategies and firm research to support tailored, primarily non-discretionary client relationships.

Shannon Green is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009, following roles at Citigroup Global Markets and Osaic FA, Inc. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured planning tools and investment modeling techniques.

Andrew Holloway is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting individuals, families, and business owners with building, preserving, and transferring wealth through comprehensive financial planning and personalized wealth management strategies. His approach involves understanding each client's unique goals and developing customized solutions that integrate investment management, retirement planning, risk management, estate considerations, and lending strategies. In addition to his client-focused work, Andrew develops strategic business relationships across various industries, aiding professionals and business owners in navigating complex financial decisions and identifying opportunities to enhance their financial well-being. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Hampden-Sydney College. Andrew is involved in his community through participation in organizations such as the Downtown Norfolk Civic League, Virginia Opera, and the Waterside Public Art Committee.

Sheryl Templeton is a financial advisor at Edward Jones in Chesapeake, VA, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2005. Outside of advisory work, she also works as a food delivery driver. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large nationwide advisor and branch network.

William Davis is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Mass Mutual Investors Services since 1985 and has been affiliated with MassMutual Life Insurance Company since 1978. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers tailored financial planning using firm-approved analytical tools and provides a range of investment and insurance solutions.