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.

David Kenerson Jr. is a CFA charterholder with 22 years of industry experience. He has been with Virginia Global Asset Management, LLC since 2006. Outside of his advisory work, Mr. Kenerson is actively involved with several nonprofit organizations, including serving as Chair of the Edmarc Foundation and holding leadership roles with The Hospice for Children, Norfolk State University Foundation, The Samaritan House Foundation, and Scenic Virginia. Virginia Global Asset Management is a two-advisor firm that provides discretionary and non-discretionary portfolio management, financial planning, and trust and retirement account services. The firm serves both individual and institutional clients and employs an investment approach combining top-down macro analysis with bottom-up fundamental research and a contrarian orientation.

Charles Culver is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently with Martello Retirement and Wealth, LLC in Virginia Beach, VA. His prior experience includes roles at Bankers Healthcare Group and StratusLIVE. Martello Retirement and Wealth serves individual and high-net-worth clients, focusing on those nearing or in retirement, and offers fee-only comprehensive financial planning alongside portfolio management and consulting. The firm emphasizes a planning-first approach and typically implements portfolios using passive ETFs and quantitative strategies, managing most client assets on a non-discretionary basis.

Repp Lambert II is an advisor at Altura Wealth Advisors with 29 years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC from 1996 to 2025. Lambert holds Series 63 and Series 65 licenses and is based in Virginia Beach, VA. Outside of advisory services, he is an owner of a Papa Johns' franchise. Altura Wealth Advisors provides discretionary investment management, comprehensive wealth management, financial planning, insurance consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses customized, model-based portfolios with low-cost ETFs and mutual funds, applying fundamental and cyclical analysis alongside Modern Portfolio Theory to establish strategic allocations.

Kevin Zywna is a CFP® and holds a Series 65 license with 28 years of industry experience. He has been with Wealthway Financial Advisors since 2007. 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 using asset-allocation optimization tools to construct diversified portfolios focused on long-term holdings and periodic rebalancing.

Stephen Korving is a CFP® with 21 years of industry experience and currently a principal at Courage Korving Miller Partners, LLC. He has been with Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of analytical methods and strategies, and offers ongoing monitoring and reporting while typically recommending Schwab or Fidelity as custodians.

Stephen Saal is a financial advisor at Virginia Wealth Management Group, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wells Fargo Advisors Financial Network LLC for 12 years. He is a 50% owner of VWMG Partners, LLC. Virginia Wealth Management Group provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, and businesses. The firm employs a risk-adjusted, tax-aware approach using both active and passive strategies and integrates financial planning outcomes into portfolio construction.

Michael Broadhurst is a CFP® professional with 38 years of experience in the financial industry. He has worked at Heritage Wealth Management Group, Ltd since 2020 and previously spent 19 years with Financial Counselors of Virginia, Inc. Outside of his advisory role, he operates an audio and video recording and editing business and is a member of the Rotary Club of Portsmouth. Heritage Wealth Management Group provides investment advice and financial planning services to individuals, trusts, pension plans, banks, and other institutions. The firm employs a macroeconomic investment approach combining fundamental, technical, and quantitative analyses, and utilizes a broad range of asset classes and implementation tools.

Lynne Mallory is a CFA® charterholder with 22 years of industry experience. She has been with Edgewater Asset Management since 1991. The firm serves a limited clientele of individuals, families, trusts, and corporations, providing fee-only fiduciary discretionary investment management and fixed-fee consulting services. Edgewater’s investment approach combines top-down economic analysis with active sector allocation, using a range of securities tailored to client objectives and tax considerations.