David Kenerson III is a financial advisor at Virginia Global Asset Management, LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining the advisory field, he spent 17 years at Hanover Research. Virginia Global Asset Management is a small firm with two advisors that manages discretionary and non-discretionary portfolios, financial planning, and trust and retirement services for individual and institutional clients. The firm employs a combination of top-down macro analysis and bottom-up fundamental research with a contrarian approach, focusing on concentrated sector exposure and multi-year holding periods.

Heinz Koch is a financial advisor at Courage Miller Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Courage Miller Partners since 2013, including a role at Courage Korving Miller Partners since 2022. Courage Miller Partners provides discretionary and non-discretionary investment management, retirement plan consulting, and financial planning to individuals, charitable organizations, corporations, and retirement plans. The firm serves around 218 clients with three advisors and manages approximately $419 million in client assets, tailoring portfolios using fundamental, technical, charting, and cyclical analysis.

Claude Royal is a financial advisor at Royal Wealth Management with 18 years of industry experience. He holds a Series 65 credential and has previously worked at Wealthdrive, Inc., Ace Capital, and Royal Wealth Insurance Agency, Inc. In addition to his advisory work, he has been involved in modern home construction since 1982. Royal Wealth Management serves individual and high-net-worth clients as well as retirement plans, trusts, estates, and business entities. The firm manages approximately $36.45 million for around 124 clients and offers portfolio management, financial planning, retirement benefits consulting, and insurance products through an affiliated agency.

Timothy Davis is a financial advisor at NetAdvizor Wealth LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, Ritter, Virok, Lambert & Associates, and Ameriprise Financial Services. Outside of advisory work, he is involved in a bookkeeping and accounting firm focused on small businesses, where he directs sales and marketing efforts. NetAdvizor Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading focus, offering both discretionary and non-discretionary management.

Arthur Grizzle is a CFA® charterholder with eight years of industry experience. He is currently a financial advisor at Martello Retirement and Wealth, LLC and has held roles at Huntington Ingalls Industries and Vantage Consulting Group. Outside of his advisory work, he manages the pension plan’s alternative investment program at Huntington Ingalls Industries. Martello Retirement and Wealth serves individual and high-net-worth clients, focusing on those nearing or in retirement. The firm provides fee-only financial planning and portfolio management with a planning-first approach that integrates multiple aspects of clients’ financial lives and primarily uses passive ETFs alongside quantitative and proprietary strategies.

Mark Tekamp is a financial advisor at Heritage Wealth Management Group, Ltd in Norfolk, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Heritage Wealth Management Group since 2008. Heritage Wealth Management Group provides investment advice and financial planning to individuals, trusts, pension plans, banks, and other institutions, offering both discretionary and non-discretionary portfolio management alongside standalone or integrated planning and business-consulting services. The firm’s investment approach combines macroeconomic analysis, fundamental and technical methods, and quantitative indicators to guide asset allocation, utilizing a wider range of asset classes and implementation tools than many peers.

Stephen Burton is a financial advisor at Rauch Advisory LLC in Chesapeake, VA, holding a Series 65 designation with 10 years of industry experience. He has been with Rauch Advisory since 2015 and is also involved in multiple business ventures, including ownership of a marketing firm that assists business owners with growth and exit strategies. Rauch Advisory serves individual and high-net-worth clients, managing approximately 139 client relationships through its wrap fee program that utilizes third-party model strategies and ETFs. The firm provides discretionary asset management alongside non-discretionary financial planning and retirement consulting services, and it offers business-owner consulting and exit-planning services.

William Smith is a CFP® professional with two years of industry experience, currently serving at Wealthway Financial Advisors. He has worked at Wealthway Financial Advisors since 2020, with interim roles at LUX Wealth Planning and Henderson Financial Group. Wealthway Financial Advisors provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and select corporate and retirement plan clients. The firm employs a manager-of-managers approach based on Modern Portfolio Theory, constructing diversified portfolios with a focus on long-term holdings and quarterly reviews.

Rachel Wren is a financial advisor with Altura Wealth Advisors in Virginia Beach, VA, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Northwestern Mutual and The Opus Group. She is also a licensed insurance agent, dedicating part of her time to insurance sales and implementing insurance recommendations. Altura Wealth Advisors manages approximately $235 million for individuals, trusts, estates, businesses, and retirement plans. The firm uses model portfolios with ETFs and low-cost mutual funds, combining fundamental and cyclical analysis with Modern Portfolio Theory in a primarily long-term investment approach.

William Roach is a financial advisor at Dominion Capital Wealth Advisors in Norfolk, VA, holding the Series 66 designation with 24 years of industry experience. He has been with Dominion Capital Wealth Advisors and its affiliated broker-dealer, YR Securities, since 2014. Outside of his advisory role, Roach is involved as a member in multiple investment entities focused on syndicate tax credits. Dominion Capital Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, endowments, small businesses, and retirement plans. The firm employs a combination of asset-allocation frameworks and various analytical approaches to build diversified portfolios, managing both discretionary and non-discretionary accounts for approximately 109 clients.

Thomas Lukic is a CFA® charterholder with 24 years of industry experience. He has been with Sandpiper Capital, LLC since 2008. Sandpiper Capital is a fee-only investment adviser managing approximately $20.2 million in discretionary client assets, providing portfolio management to individual and charitable clients through model asset-allocation portfolios. The firm emphasizes Modern Portfolio Theory and risk management, combining diversified market exposure with proprietary risk-budgeting models and monthly account reviews.

Kelly Krause is a CFP® professional with 11 years of industry experience, currently serving as an investment advisor representative at JJSA Advisors, Ltd. in Virginia Beach, VA. Her prior work includes roles with United Planners' Financial Services and Beachbody, LLC. In addition to her advisory role, she is a commissioned notary public. JJSA Advisors, Ltd. is a small advisory firm with two representatives serving approximately 187 individual and small-business clients, including high-net-worth individuals. The firm offers comprehensive financial planning and investment management services, typically implementing diversified, mutual fund–focused portfolios through the SEI Advisor Network.

Charles Russell is a financial advisor with Alperin Financial Solutions, LLC and holds Series 63, 65, and 66 licenses. He has 21 years of industry experience, including prior roles at Merrill Lynch and Charles Schwab. Alperin Financial Solutions provides investment advisory services to individuals, including high-net-worth clients, and corporate clients, offering portfolio management, financial planning, and consulting. The firm uses both discretionary and non-discretionary arrangements and incorporates a range of investment strategies and asset classes.

Dylan Quitoni is a financial advisor at JJSA Advisors, Ltd. with one year of industry experience. He holds the Series 65 and Series 63 designations. Prior to his financial advisory roles, Dylan worked in various positions including at Tryon International Equestrian Center and several restaurant groups. JJSA Advisors, Ltd. serves individual investors, small businesses, trusts, estates, and charitable organizations by providing comprehensive financial planning and investment management. The firm emphasizes fundamental analysis, diversification, and tax considerations, primarily managing portfolios on a non-discretionary basis using institutional asset allocation programs.

Kevin Moravek is a financial advisor at October Effect Ltd. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors Corp. for 14 years. Outside of his advisory role, he is also involved in fixed insurance sales. October Effect Ltd. provides discretionary asset management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, as well as qualified plans. The firm employs a range of strategies including asset allocation, technical analysis, and the use of leverage and derivatives, and it offers performance-based separately managed accounts with complex fee arrangements.

Jennifer Nelson is a Series 66-licensed financial advisor with Dominion Capital Wealth Advisors in Norfolk, VA, bringing 18 years of industry experience. She has worked at Yur Securities, Inc. and Dominion Capital Wealth Advisors since 2014 and holds a 25% ownership stake in Yur Securities, a FINRA member firm. Dominion Capital Wealth Advisors serves individuals, high-net-worth clients, trusts, endowments, small businesses, and retirement plans, managing approximately $58.7 million in assets. The firm employs a range of investment strategies and offers discretionary and non-discretionary account management along with comprehensive financial planning.

Hey there, I’m Leland! I love building relationships and coaching people, which is what really brought me alive during the 6 years I worked in the personal finance industry before starting PeaceLink Financial Planning LLC (PLFP). It has been said that personal finance is more personal than finance. I find that true. Finances touch every area of one’s life. Finances are a tool in our lives that can cause one of two things; they can be a source of stress and anxiety or a source of confidence and excitement. I am passionate about helping individuals and families foster confidence and an abundance mindset around their life goals through the financial planning process. After many years working in the insurance and broker-dealer world, I grew tired of transactional relationships. I was working to do financial planning, but It was more product sales than relationships. That is where PeaceLink Financial Planning LLC came in. When I am not working with my clients, you can find me spending time with my wife, Lindy, our son, Levi, and our pup, Sutton, being with family and friends, playing pickleball, or doing anything that involves water (swimming, surfing, boating, drinking water, etc). As your Financial Planner, I promise you honesty, transparency, and commitment to your success.

Roger Crook Jr. is a CFP® and ChFC® with 15 years of industry experience, currently serving as a co-founder and client-facing advisor at Altura Wealth Advisors. He previously worked at Northwestern Mutual Investment Services, LLC for 14 years and has experience providing insurance advice through a related agency. Crook also owns an S-Corp that holds his shares in LCW Services, LLC. Altura Wealth Advisors offers discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses customized, model-based portfolios emphasizing ETFs and low-cost mutual funds, applying fundamental and cyclical analysis alongside Modern Portfolio Theory.

Jeffrey Miller is a financial advisor at Courage Miller Partners LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Courage Miller Partners since 2008. In addition to his advisory role, he provides part-time consulting services to an auto repair business. Courage Miller Partners LLC offers investment management, retirement plan consulting, and financial planning services to individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $419 million in client assets and employs a tailored investment approach using fundamental, technical, charting, and cyclical analysis.

Doreen Roadman is an investment advisor representative with JJSA Advisors, Ltd. in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with JJSA Advisors since 2005 and has a background that includes tax preparation and serving as finance chairperson for Sandbridge Community Chapel. JJSA Advisors, Ltd. is a small advisory firm serving individual and small-business clients, including high-net-worth individuals, with comprehensive financial planning and investment management services. The firm typically implements diversified, mutual fund-focused portfolios using the SEI Advisor Network for institutional asset allocation and manager selection.