Victoria Goldsberry is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Wells Fargo, she worked at Woodmen Financial Services and Woodmen of the World Life Insurance Society, among other roles in various sectors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Emily Robbins is a financial advisor with LPL Financial in Virginia Beach, VA, holding a Series 66 credential and 17 years of industry experience. She has worked with Virginia Asset Group since 2008 and was previously associated with Monarch Bank and Infinex Investments, Inc. Outside of advising, she serves as a notary public. 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 a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors and various integrated financial products.

Elizabeth Wagner is a financial advisor with LPL Financial in Chesapeake, VA, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. She has been with LPL Financial (formerly LINSCO/Private Ledger Corp.) for 30 years. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Garrett Smith is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Meridian Wealth Partners and AXA Advisors. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advice and access to discretionary separately managed accounts. The firm combines advisory, brokerage, custody, and cash-sweep services within an integrated operational structure.

Michael Travis is a CFP® with 49 years of experience in financial advising. He has been with LPL Financial since 2019, following 28 years at United Planners' Financial Services of America and over three decades at Financial Designs of Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a broad platform and extensive network of advisors.

James Harrington is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Lauren Overby is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2013. Outside of her advisory work, she participates in the Amazon Vine Program, writing unbiased product reviews. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Jason Bozard is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include positions at Royal Alliance Associates and Jhfn Sii. Outside of advising, he serves as treasurer of a homeowners association and coaches youth athletics in Virginia Beach. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual, institutional, and retirement-plan clients through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services with a range of portfolio management options, proprietary and third-party strategies, and both discretionary and non-discretionary investment implementations.

Jennifer Cornforth is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding a Series 63 designation and bringing 36 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market simulations.

Sean Connor is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. His prior work includes roles at Regent University, Duck Donuts, and Dick's Sporting Goods. He serves on the Board of Directors of ConnorMedia, Inc. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning through a centralized consulting team.

Andrea Scott is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she serves as a trustee and conservator for her daughter. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Ryan Russo is a financial advisor with Wells Fargo Advisors in Chesapeake, VA, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Steward Partners, Elan Wealth Management, Freedom Street Partners, Raymond James Financial Services, and Merrill Lynch. Outside of his advisory work, Russo is a board member of the Chesapeake Rotary Club, where he coordinates club operations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting specific net-worth requirements. The firm uses proprietary research and planning tools to develop client recommendations, with optional implementation through various brokerage and advisory programs.

Jim Hendricks is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial matters including investing, retirement planning, and saving for unexpected expenses. Additionally, Jim facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jim specializes in helping clients manage complex financial priorities such as purchasing a home, funding college education, caring for elderly parents, and preparing for healthcare needs. He collaborates one-on-one with clients to define their goals and design portfolio strategies suited to their objectives. As clients' situations evolve, Jim offers ongoing advice to adjust their financial plans accordingly. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from Kansas State University.

Maurice Clarke is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2006, following a year at Equitable Advisors. Outside of his advisory role, he owns a business consulting and coaching firm focused on serving business owners. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements that use firm-approved tools to analyze client goals.

Vern Emlin White is a financial advisor at Ameriprise in Virginia Beach, VA, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Charles Schwab & Co., Charles Schwab Bank, and Townebank. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Diamond Melvin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, Melvin worked at Wells Fargo Bank and Geico. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Alisha Auldridge is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she operates a food reviewing business. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Morey is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, serving in various roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to his tenure at Fidelity, he worked as an Operations Specialist at Peak Brokerage Services from 2018 to 2019. In his work, Robert focuses on connecting with clients to understand their motivations and designing customized financial plans that align with their needs, goals, and preferences. His professional experience encompasses client relationship management and financial planning within the investment services sector. Outside of his professional role, Robert has personal interests that include baseball, fitness, hiking, outdoor adventures, snowboarding, and traveling.

Josef Paolo Equitan is a financial advisor with LPL Financial in Virginia Beach, VA, holding Series 63 and Series 65 registrations. He has one year of industry experience, with prior roles at Emergent LLC and a long tenure at T-Mobile USA. Outside of finance, he has worked with Uber for nine years. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Parker Hannahs is a financial advisor with Osaic Wealth, Inc. based in Virginia Beach, VA. He holds the Series 66 designation and has six years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Group and served in a role with the Virginia Alcoholic Beverage Control Authority. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a network of affiliated advisors, employing asset-allocation tools and third-party platforms to construct portfolios that include a broad range of investment products.