Patrycja Plucinski is a CFP®-certified financial advisor with 20 years of industry experience, currently serving clients at Edward Jones since 2018. She previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. Outside of advising, she owns and manages a rental property in Chesapeake, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment and advisory solutions supported by a nationwide network of more than 23,000 financial advisors.

Anderson Reames is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Raymond James, he worked in various roles including teaching positions at Hampden-Sydney College and York High School, as well as involvement with Reames Realty Group. 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 employs risk profiling and analytical modeling in its non-discretionary planning and consulting, supports municipal and public-finance work, and offers specialized advisory programs such as a SIMPLE IRA Employer Advisory & Consulting Services program.

Amy Georges is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has worked previously at Morgan Stanley and Oppenheimer & Co. Inc, returning to Merrill in 2021 where she continues to advise clients. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal teams and third-party managers.

Cynthia Norris is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. She previously worked at Avantax Investment Services and 1ST Global Advisors before joining Cetera. In addition to her advisory role, she is a partner at Carmines, Robbins & Company, a tax and public accounting firm, and serves on the finance committee at Bethel Baptist Church in Yorktown, VA. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios.

Alexandra Hale is a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works with Merrill clients to understand their current financial situations and to introduce solutions available through Merrill and Bank of America. She aims to empower clients with knowledge and tools to manage their financial lives effectively. Alexandra has expertise in general investing, retirement planning, and saving for unexpected events. She emphasizes understanding what is important to her clients and their families to help create strategies that pursue their financial goals. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Delaware.

Seth Williams is a financial advisor with Wells Fargo Clearing in Norfolk, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His background includes roles at Wells Fargo Bank, Lids, Foot Locker, Papa Johns, and other companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

Anthony Reed is a financial advisor with Edward Jones in Yorktown, VA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Mark Fendrick is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of a Wealth Management team based in Newport News, Virginia, and Rogers, Arkansas. He works with clients to help them achieve their financial goals through tailored strategies. His expertise includes education planning, family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from Christopher Newport University and is a Personal Investment Advisor (PIA). A native of the Virginia peninsula, Mark graduated from Hampton High School and Christopher Newport College prior to its transition to university status. Mark is involved in his community through participation in the Rotary Club of Oyster Point and support for St. Jude Children's Research Hospital. In his personal time, he enjoys golfing, music, reading, and tennis.

Andrew Merchant is a financial advisor with Merrill in Norfolk, VA, holding a Series 66 credential and bringing 19 years of industry experience. He has been with Merrill and its affiliate Bank of America since 2013. Merchant serves as President and Advisory Board Member of the Hampton Roads Financial Planning Association, a charitable organization in Virginia Beach. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Christopher Davis is a financial advisor with UBS Financial Services, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Edward Jones. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research.

Tracy Collins is a financial advisor at UBS Financial Services with 33 years of industry experience. She has held her current position at UBS since 2007. Collins holds Series 63 and Series 65 registrations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets, research, and lending services.

Joshua West is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, West is a licensed life insurance agent and is the sole managing member of Hampton Roads Financial, LLC, a support company related to his work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized municipal and SIMPLE IRA consulting services.

James Blassingham III is a financial advisor with Equitable Advisors in Norfolk, VA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Mony Securities Corporation from 1992 to 2005. In addition to his advisory role, he is president and owner of Capstone Benefit Services, Inc., a business providing employee benefits services to clients. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset-management programs. The firm uses a network of Investment Adviser Representatives and offers both proprietary and third-party investment solutions.

Carrie Riordan is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Norfolk, VA. She has been a part of the financial services industry since 2017 and joined Merrill Lynch in 2019. Carrie holds the Chartered Financial Consultant (ChFC) designation, the Certified Exit Planning Advisor (CEPA) designation, and the Personal Investment Advisor (PIA) designation. She received her Bachelor's degree in Business Administration and Management from Christopher Newport University. As a Senior Portfolio Advisor, Carrie curates investment portfolios tailored to her clients' specific objectives, utilizing a range of managed portfolio options including ETFs, mutual funds, separately managed accounts, market-linked investments, and alternatives. She provides comprehensive financial planning services covering banking, lending, investments, retirement and savings, insurance, and wealth planning for individuals, families, and business owners. Carrie also leads a team of specialists to support her clients' additional financial needs. Carrie is involved in several professional and community organizations including the National Association for Women Business Owners (NAWBO), Christopher Newport Alumni Association, and the Foodbank of Southeastern Virginia. Her personal interests include billiards, golfing, interior decorating, photography, reading, soccer, spending time with family, woodworking, and writing.

Thomas Dickson is a financial advisor with UBS Financial Services in Norfolk, VA, holding a Series 66 designation and 20 years of industry experience. Prior to joining UBS in 2019, he worked at Bank of America, Merrill, and Edward Jones. Outside of his advisory work, he serves on the board and finance committee of the General Douglas MacArthur Foundation, which focuses on education and preservation of American heritage. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Stephanie Bonniville is a financial advisor with Edward Jones in Poquoson, VA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in businesses including a construction contracting company and a working farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Thomas Ganun is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Quentin Daugherty is a financial advisor at Edward Jones in Hampton, VA, holding a Series 66 designation. He joined Edward Jones in 2026 and previously operated an outdoor living business for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Peter Trotman is a financial advisor at Merrill with a Series 66 designation and no prior advisory industry experience. His career includes roles at Bank of America, Dawn Covington State Farm, ITW CCNA, Fastenal, Lowes, and Southern Virginia University. 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.

Elizabeth Ware is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial, Raymond James Financial Services, and Towne Bank. Ware is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by various operational and research tools.