Courtney Thompson is a financial advisor at Edward Jones in Suffolk, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2018, Thompson worked in the hospitality and catering industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

John Mckendree Jr. is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and 20 years of industry experience. He has worked with Raymond James since 2019 and previously spent three years with Compton Wealth Advisory Group. Outside of his advisory role, he is the owner of Bombolage, LLC, a non-investment-related business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports a range of advisory programs, including notable public finance and SIMPLE IRA employer consulting services.

Kenneth Wren Jr. is a financial advisor at Raymond James Financial with over 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James Financial and TowneBank since 2004. Wren serves as a board member for the Portsmouth Chesapeake Area Foundation, which provides grants to local schools for special needs equipment. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored planning to support client goals and provides specialized municipal and public finance advisory services.

Amy Belcher is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at multiple Cetera entities since 2021, as well as at Voya Financial Advisors and Carson Wealth Management Group earlier in her career. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers, with assets exceeding $256 billion under management.

Donald Smith is a financial advisor at Edward Jones in Portsmouth, VA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a member of the Stock Pickers of Tidewater Club, a social club based in Portsmouth. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leigh Elder is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Julian Sanderson Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Securities America Advisors and Securities America, Inc. for ten years. In addition to his advisory role, he has been an insurance agent for Penn Mutual Life Insurance Co. since 2009. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct and manage portfolios that include various asset classes.

John De Vore is a financial advisor with Raymond James Financial holding a Series 66 credential and one year of industry experience. His prior work includes roles at TowneBank, the United States House of Representatives, and the Senate of Virginia. He has also been involved with the Greater Williamsburg Chamber of Commerce and worked in local business and education settings. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers unique municipal and public-finance advisory services within a large advisor network.

Lauren Kunkle is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Summit Grove Camp and Conference Center and operated Willow Branch Studio for a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Robert Johnson Jr. is a financial advisor with OSAIC, holding the CFP® and ChFC® designations and over 40 years of industry experience. He previously spent 12 years at Securities America Advisors, Inc. In addition to his advisory work, he serves as an executor for a family friend. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation, risk management, and access to third-party managed solutions.

Joshua West is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, West is a licensed life insurance agent and is the sole managing member of Hampton Roads Financial, LLC, a support company related to his work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized municipal and SIMPLE IRA consulting services.

Peter Trotman is a financial advisor at Merrill with a Series 66 credential and no prior years of industry experience. His professional background includes roles at Dawn Covington State Farm, ITW CCNA, Fastenal, Lowe’s, and Southern Virginia University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michelle Mccoy is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior roles include positions at Bank of America NA, Merrill Lynch, Signature Financial Management/Brown Investment Advisory, and Godsey & Gibb Wealth Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kelsie Smith is a financial advisor with Edward Jones in Portsmouth, VA, holding a Series 66 designation and two years of industry experience. Prior to Edward Jones, she worked at Member Advantage and Geico. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds. The firm operates with a large nationwide network of advisors and branch offices and manages over $1 trillion in assets.

Andrew Baillie is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and carrying 17 years of industry experience. His prior roles include positions at Securities America Advisors, Cetera Advisors LLC, and Investors Capital Corporation. Outside of his advisory work, he is a shareholder in a hospitality group involved in the development of a restaurant facility in Virginia Beach. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers and multiple advisory platforms. The firm employs various asset-allocation tools, risk assessments, and third-party solutions to construct diversified portfolios tailored to client needs.