Anthony Reed is a financial advisor with Edward Jones in Yorktown, VA, holding a Series 66 designation and 12 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. He is based in Norfolk, VA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm utilizes proprietary capital market assumptions and research to tailor client plans and offers services including fee-based financial planning, portfolio management, and alternative product distribution.

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 in the Norfolk, VA office. She joined Merrill Lynch in 2019 and has been part of the financial services industry since 2017. In her role, Carrie provides traditional investment advice and guidance, curates customized investment portfolio strategies aligned with clients' specific objectives, and offers solutions across various financial services including banking, lending, investments, retirement and savings, insurance, and wealth planning for individuals, families, and business owners. Carrie holds the Chartered Financial Consultant (ChFC®) designation and the Certified Exit Planning Advisor (CEPA®) designation, supporting her expertise in financial planning and business exit planning. She earned a Bachelor of Science degree in Business Administration and Management from Christopher Newport University. Carrie is a Senior Portfolio Advisor with access to a range of managed portfolio options, including ETFs, mutual funds, separately managed accounts, and alternatives. She leads a team of specialists providing personalized support in areas such as mortgage lending, estate planning, and insurance. Carrie is involved in professional organizations including the National Association for Women Business Owners (NAWBO) and the Virginia Beach SPCA. Her community involvement includes participation in the Christopher Newport Alumni Association, the Foodbank of Southeastern Virginia, and NAWBO. Personal interests include billiards, golfing, interior decorating, photography, reading, soccer, spending time with family, woodworking, and writing.

Thomas Dickson is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of advising, he serves as executive director on the board and finance committee of the General Douglas MacArthur Foundation, which supports education and research related to Douglas MacArthur and the preservation of American heritage. He is also a partial owner of companies involved in real estate investments and racehorse ownership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research, model-based asset allocations, and fee-based financial planning to tailor strategies to clients’ goals and risk tolerances. The firm blends institutional trading capabilities with wealth management and offers a broad range of capital markets services.

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 credential and no prior years of industry experience. His professional background includes roles at Dawn Covington State Farm, ITW CCNA, Fastenal, Lowe’s, 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, and institutional investors.

Elizabeth Ware is a financial advisor with LPL Financial in Newport News, VA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes over a decade at Raymond James Financial and Towne Bank. Outside of advising, she is also a notary. 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 advisors. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management options.

Michelle Mccoy is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior roles include positions at Bank of America NA, Merrill Lynch, Signature Financial Management/Brown Investment Advisory, and Godsey & Gibb Wealth Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

David Whitney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His career includes multiple roles at Wells Fargo Bank and service in the Virginia and Nevada Army National Guards from 2018 to 2024. 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 substantial assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Michele Brune is a financial advisor with Edward Jones in Yorktown, VA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She previously worked at Truist Advisory Services and BB&T-related firms from 2013 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

James Cumming II is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of his advisory role, he has involvement in sales of loan products and home-related services through Primerica affiliates and participates in renewable energy credits related to solar panels on his personal residence. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, emphasizing oversight and independent due diligence in its investment approach.

Willis Eames Jr. is a financial advisor with Osaic who holds the ChFC® designation and has 41 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining Osaic in 2023. He also owns a sole proprietorship through which he sells life, health, disability, and long-term care insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios that include a variety of investment products tailored to clients’ needs.

Kelsie Smith is a financial advisor with Edward Jones in Portsmouth, VA, holding a Series 66 designation and two years of industry experience. Prior to Edward Jones, she worked at Member Advantage and Geico. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds. The firm operates with a large nationwide network of advisors and branch offices and manages over $1 trillion in assets.