Darin Ely is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Primis Bank, infinex Investments, Inc., Virginia Asset Group, and Bi Investments, LLC. Outside of his advisory work, he is a co-owner of F2 Systems LLC, a non-investment-related business. LPL Financial delivers advisory and brokerage services through a large nationwide network, serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and institutional platforms, employing both proprietary and third-party strategies alongside technology tools to support advisors.

Austin Storck is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, he served in the United States Navy from 2015 to 2022. He has contributed as an author, writing chapters on networking for personal growth in a published book. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients with a range of financial planning and consulting services, employing various portfolio management styles supported by affiliated research and sub-advisers.

Forrest Williams Jr. is a financial advisor at LPL Financial with over 32 years of industry experience. He previously worked for MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for 27 years. Williams is licensed as a Series 63 and Series 65 representative and also works as a non-variable insurance agent in Virginia Beach, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs, while supporting its network of over 22,800 advisors with various operational and research tools.

Tommy Johnson Sr. is a ChFC® credentialed financial advisor with 24 years of industry experience. He is currently with LPL Financial and has prior experience at firms including Morgan Stanley and VOYA Financial Advisors. Outside of advisory work, he is involved in a protective services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions with a range of advisory and brokerage services, offering model portfolios, third-party asset management, and institutional platforms.

Shawna Gaye Watts is a financial advisor with Primerica Advisors in Virginia Beach, VA, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked with Primerica Advisors and related Primerica entities since 2020. Outside of her advisory work, she owns Kreatively Chic Events, an event planning business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and provides wrap-fee solutions rather than institutional pension or profit-sharing plan management.

Travis Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill Lynch in 2010. In his role, Travis focuses on addressing complex financial issues for individuals, families, and businesses, working closely with his team to ensure comprehensive evaluation and management of financial needs. He is also a member of The Somers Group’s Investment Committee. Travis earned a Bachelor of Science in Quantitative Economics from the United States Naval Academy and a Master of Business Administration from the University of Phoenix. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Before entering the financial services sector, Travis served as a Supply Corps Officer in the U.S. Navy, with assignments including Logistics Officer for SEAL Team Four and assistant supply officer aboard the USS Donald Cook. Outside of his professional work, Travis has served on the board at his church and resides in Virginia Beach, Virginia with his wife and their four children. He enjoys playing golf, tennis, and soccer.

Jason Adkins is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Metlife Securities, Inc. and Metropolitan Life Insurance Co. He is also co-owner and president of JRA Homes LLC, a real estate business. MassMutual 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, with planning engagements structured as annual, collaborative relationships using firm-approved software to analyze client goals.

Andrew Collins is a financial advisor with OSAIC based in Virginia Beach, VA, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He previously worked at Sii from 2007 to 2018 before joining OSAIC in 2018. Collins is also involved with Collins Financial Group, Inc., where he conducts sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing multiple advisory platforms and third-party solutions.

Edmond Johnson III is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has 45 years of industry experience, including 30 years at MassMutual Investors Services and 10 years with MassMutual Life Insurance Company. In addition to his advisory role, he consults with owners of closely held family businesses on succession planning. MassMutual Investors Services, LLC serves individual and institutional clients including high-net-worth individuals, business owners, and charitable organizations, offering financial planning, asset management, and educational programs. The firm emphasizes collaborative, tailored financial planning using firm-approved analytical tools.

Corey Jones is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He has worked at multiple firms, including MML Investors Services and MassMutual Life Insurance Co, and owns CRJ Construction, where he provides bookkeeping services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and structured, collaborative planning engagements.

David Abbott is a Vice President and Financial Consultant currently with Fidelity Investments, a role he has held since 2019. Prior to this, he served as Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2015 to 2019. His professional experience encompasses financial consulting and client-focused planning. David is committed to understanding his clients thoroughly and leads them through a collaborative planning process. This approach supports tailored financial strategies and helps clients work towards their most important goals. He holds a California Insurance License. Outside of his professional work, David participates in activities such as family engagement, fishing, fitness, golf, parenthood, and table tennis.

Taylor Youmans is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked previously at UBS Financial Services and currently holds a Series 66 designation. Outside of his advisory role, he serves on the volunteer board of the Norfolk Family YMCA and is involved with the ODU alumni association's finance and programs committees. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets, with an emphasis on structured planning tools and advisory-only services.

Matthew Budde is a financial advisor with Thrivent Investment Management in Virginia Beach, VA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to his current role at Thrivent, he worked in real estate with eXp Realty LLC and O'Brien Realty. Outside of advising, he has experience as a landlord. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various financial planning topics without implementing the recommendations directly.

Natalie Eden is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning her financial career in 1998 and joining Merrill in 2007, she has worked with individuals and businesses to develop customized strategies focused on pursuing both current and long-term financial goals. Natalie assists clients with a wide range of wealth management needs, including investments, estate planning, retirement planning strategies, and personalized portfolio management. Her expertise covers areas such as college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, and retirement income. Natalie holds several professional designations, including the Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree in psychology from Metropolitan State University of Denver. Residing in Virginia Beach, Natalie is active in her church and works with nonprofit organizations to combat human trafficking. She enjoys running and spending time at the beach with her two children, alongside her interests in adventure sports, biking, boating, hiking, horseback riding, skiing, traveling, and volleyball.

Judson Rodman Jr. is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and was previously with Citigroup Global Markets. Outside of finance, he operates JHR Photography. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory services to individual and institutional clients, including customized financial planning supported by structured discovery processes and analytical tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning solutions.

Marc Weiss is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he operates a travel agency, booking travel for clients on a limited basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven process grounded in modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

Kevin Heninger is a financial advisor with MassMutual Investors Services in Virginia Beach, VA, holding a Series 66 designation and one year of industry experience. His work history includes roles at MML Investors Services, MassMutual Life Insurance Co/Clarke Financial Management, and American Funds. Outside of his advisory role, he operates a retail business selling sports cards online. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based recommendations.

Kimberly Murray is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2010. Outside of her advisory role, she is the owner of a family business. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

George Whitmore is a financial advisor with Raymond James Financial Services Advisors, Inc. in Virginia Beach, VA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Bb&T Securities and Scott & Stringfellow. Whitmore is also associated with TowneBank in a banking capacity. 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, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and analytical tools to align client goals with investment strategies and supports a broad advisor network with municipal and public-finance expertise.

Carl Pierson Jr. is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2004. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and investment models to support client strategies. The firm manages approximately $2.74 trillion in client assets and offers financial plans through direct and corporate agreements.