Owen O Shaughnessy is a financial advisor with Charles Schwab & Co., Inc. in Virginia Beach, VA. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at Alperin Law, PLLC, Arkad, LLC, and TowneBank, as well as several years in the restaurant and education sectors. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s model combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized supervision and custody services.

Julian Vendura is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include various positions outside the financial sector, such as work in the hospitality and food service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing charitable gift funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and oversight controls.

Hoyte Cole is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward Jones since 1997 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as Vice President of the Coastal Virginia Chapter of the University of Arkansas Alumni Association, overseeing and planning events for local alumni. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. 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.

Sae Kim is a CFP® professional with 26 years of experience in the financial services industry. Currently affiliated with Raymond James Financial in Virginia Beach, VA, Kim has held roles at various firms including Financial Security Group, Inc. outside of Raymond James, where they have provided life and health insurance sales and financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and also maintains specialized programs in municipal advisory and retirement plan services.

Russell Weinstein is a financial advisor at Wells Fargo Clearing with one year of industry experience. He previously worked at Buzz Franchise Brands and Virginia Beach EMS, and he studied at the University of South Carolina. Weinstein holds the Series 66 designation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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 sources.

Stephen Aquilino is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He worked at Next Financial Group, Inc. for 26 years before joining LPL Financial in 2025. Aquilino is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with a range of financial services and overseeing over $819 billion in discretionary assets.

Richard White is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nirali Trovato is a CFP® certificant with eight years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has previously worked at TowneBank, Cary Street Partners Investment Advisory, LLC, and Waypoint Advisors LLC. Trovato supports the Towne Wealth Management brand in a non-investment-related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a fact-finding and risk-profiling approach using modeling tools to tailor non-discretionary planning and consulting to client goals.

Haley Gebhart is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as prior experience in the country club and athletic club sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts.

Jesse Hanson is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, Olio Financial Planning, and Crosspoint Wealth/Northwestern Mutual Investment Services. He also has a background in education, with four years at Virginia Tech and four years at Lord Botetourt High School. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Steven Sykes is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms, including MassMutual Life Insurance Company, MML Investors Services, Cetera, Langley Federal Credit Union, and UBS Financial Services. Outside of his advisory role, he is involved as a partner in a real estate investment business and owns a lawn care service. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-supported planning methods and provides a range of event-driven planning programs.

Brian Mc Cullough is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding a Series 66 designation and seven years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2018, with prior roles at Electronic Systems Inc and Manhattan College. In addition to his advisory role, he holds an insurance broker position with Combined Insurance Company and owns an LLC used for pass-through compensation purposes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software tools to deliver written recommendations in collaborative annual planning engagements.

Dylan Robbins is a financial advisor at Ameriprise in Virginia Beach, VA, holding a Series 66 designation. He has been with Ameriprise since 2025 and has previous professional experience at Hampden-Sydney College and Hanover County Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies. The firm uses a centralized service team and proprietary tools to support these recommendations within a defined investment universe.

Paul Brousseau is a financial advisor with Primerica Advisors in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1994 and with Primerica Financial Services since 1993. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Michael Walbridge is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at Cambridge Investment Research Advisors and has held prior roles at Mass Mutual, JP Morgan Chase Bank, PNC Investments, and Morgan Stanley. In addition to his advisory work, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Renee Rickrode is a financial advisor with Edward Jones in Virginia Beach, VA, holding CFP®, ChFC®, and Series 66 credentials and bringing 17 years of industry experience. She has worked at Edward Jones since 2009. Outside of her advisory role, she serves as trustee and president of Aspire Holdings LLC, a commercial property owner. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Leidy Gonzalez is a financial advisor at Morgan Stanley with 10 years of industry experience. She has held positions at Morgan Stanley Private Bank, National Association since 2017 and previously worked at Fidelity Brokerage Services LLC. Gonzalez also has experience with 9Rounds during 2017. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Aaron Fenn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Virginia Beach, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory 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.

Susan Atkinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Tejas Bartakke is a financial advisor at Fidelity with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Integrated Wealth Concepts, LLC, LPL Financial, Bank of America, N.A., and Merrill. Outside of advisory work, he serves as an assistant varsity baseball coach for Virginia Beach City Public Schools. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe, with a particular focus on systematic methodologies and long-term asset allocation.