Scott Schuett is a financial advisor at Impact Partnership Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has previously operated his own advisory business. Outside of his advisory work, Schuett is an owner and agent involved in insurance sales. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework supported by a third-party services platform.

Laura Gwathmey is a CFP® with six years of industry experience, currently affiliated with Prospera Financial Services, Inc. She has worked at Dominion Capital Partners since 2015. Gwathmey holds the Series 66 designation. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base that includes individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Andrew Avery is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms including Paraclete Wealth Partners, Clearstead Advisory Solutions, and Wilbanks Smith and Thomas Asset Management. Prior to his advisory career, he held positions at Harris Teeter and Taco Bell. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs strategic and tactical investment approaches using a range of securities and third-party portfolio construction technology, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Chris Tremble is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Charles Schwab and USAA in various investment and financial planning capacities. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, employing a mix of passive and active investment strategies tailored to client objectives.

Christopher Stout is a financial advisor at AlphaStar Capital Management with a Series 65 credential. He has been active in the industry since 2016, including roles at Paraclete Wealth Partners and Paraclete Wealth Management. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, participant account management, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches across various asset types and employs third-party portfolio construction technology.

Paige Fraasch is a financial advisor at Gradient Investments, LLC with eight years of industry experience. She holds a Series 65 designation and has been associated with Norseman Financial, Inc. and Norseman Advisory Group, Inc. since 2014, working approximately half of her time as an insurance agent involved in insurance services and product sales. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and a variety of other entities. The firm employs a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios, managing assets on a fee-only basis without acting as a custodian.

Kevin Felty is a financial advisor at Coppell Advisory Solutions LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Coppell Advisory Solutions LLC and Felty Life Agency since 2021. Outside of his advisory role, Felty is employed as a surgical technician at Children's Hospital of the King's Daughters. Coppell Advisory Solutions LLC, doing business as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm utilizes an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to manage client portfolios.

Daniel Smith is a financial advisor at Gradient Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Royal Wealth Management and American Senior Benefits. Outside of his advisory role, he is involved in insurance services and group health plan sales through independent agencies. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering services on a non-discretionary basis.

Jessica Harris is a financial advisor with Financial Security Advisory Inc in Newport News, VA, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with Financial Security Management, Inc. since 2004. Outside of her advisory role, Harris is active as an agent with Financial Security Group, Inc., where she prepares quotes and applications for life and health insurance as well as financial plans. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and long-term holdings, utilizing quantitative and qualitative methods to select investments and offering advisory programs through third-party platforms.

Kevin Joyce is a ChFC® credentialed financial advisor with 14 years of experience at Financial Security Management, Inc., now Financial Security Advisory Inc, based in Newport News, VA. He holds the Series 63 and Series 65 licenses and is involved as a shareholder in several local sports-related ventures, including Lionsbridge Football Club LLC and two sports venue companies, where he promotes team and venue relationships. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings. The firm uses quantitative and qualitative analysis to select investments and offers advisory programs through third-party platforms, managing portfolios that include mutual funds, stocks, bonds, ETFs, and alternative investments.

Nicholas Wellbrock is a financial advisor at Gradient Investments, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with Norseman Advisory Group, Inc., Osaic Wealth, Inc., and MCM Financial Management. His prior roles included assisting an Osaic advisor with client meetings and business operations. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and manages portfolios using various investment vehicles, emphasizing a referral-driven model and a high client-to-advisor ratio.

Percy Hundley Jr. is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Lombard Securities Inc. since 2013. Outside of his advisory role, Hundley provides life, health, long-term care, and disability insurance products through his business, Hundley and Associates. Lombard Advisers offers personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm uses both discretionary and non-discretionary programs, employing various analytical methods to construct and monitor portfolios, with a majority of assets managed on a non-discretionary basis.

Warren Miller II is a financial advisor with ValMark Advisers, Inc., holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with ValMark Advisers since 2015. Miller is also president and owner of Insurance Consultants of Virginia, Inc. and Insurance Brokers of Virginia, Inc., and serves as a board member of the William & Mary Athletic Foundation. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and ongoing portfolio monitoring.

Stephen Harlow is a ChFC®-designated financial advisor with 33 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at USA Financial Securities and his own firm, Harlow Financial Associates. Outside of advisory roles, he provides financial services and consulting through Ideas by Mike, LLC. Advisory Alpha is an SEC-registered multi-team firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team using a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.

Breann Savage Lyon is a financial advisor with Prospera Financial Services, Inc. She holds a Series 66 designation and has 2 years of industry experience. Prior to joining Prospera, she worked at Regent University for eight years. Prospera Financial Services, Inc. is a multi-team firm serving individuals—including high-net-worth clients—corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors and offers investment advisory and financial planning services through various platforms and customizable portfolio solutions.

Marcus Bauman is a financial advisor with Interactive Financial Advisors in Newport News, VA, holding a Series 66 designation and 16 years of industry experience. He has been with Interactive Financial Advisors since 2013 and also operates Bauman Financial, LLC, where he dedicates part of his time as an attorney within his financial practice. Previously, he was involved with Insound Audio, Inc. from 2013 to 2017. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models ranging from conservative to aggressive, primarily using ETFs and mutual funds, and integrates tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool in its investment approach.

Aenon Wallace is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual, and Metropolitan Life Insurance Company. Wallace also serves as a Navy Reservist officer. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts by offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring, rebalancing, and optional tax and impact overlay services.

Steven Milligan is a CFP® with 17 years of industry experience and is currently affiliated with Advisory Alpha, LLC. His career includes roles at multiple firms such as JB Wealth Advisors LLC and Blue Ridge Bank. Outside of advisory work, he is an adjunct lecturer at Old Dominion University teaching financial planning and is involved in business coaching, authorship, and speaking engagements through his own firm, Mike Milligan, LLC. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialized solutions like retirement plan services and 529/ HSA platforms. The firm also supports other registered investment advisors through subadvisory and co-advisory relationships and employs a diversified investment approach featuring managed portfolio series across various asset classes and strategies.

Timothy Joseph is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with First Command Financial Services and its affiliated entities since 2001. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios using a selected range of mutual funds, ETFs, and third-party managers.

Kenneth Royster is a financial advisor with Stratos Wealth Partners, Ltd., holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including long tenures at MetLife Securities Inc. and LPL Financial, LLC. Royster is also involved in real estate rental management through a separate business entity. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.