Jennifer Kantowski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2014. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Hoeft is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked previously at American Financial Network and MassMutual Commonwealth. Outside of his advisory role, Hoeft serves as a baseball instructor and head coach for youth teams at his family’s business, Grand Slam II, and is a Second Lieutenant in the U.S. Army Reserves, Signal Corps. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides additional capital markets and custody services.

Robert Nottingham is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a co-trustee for his father’s trust and has a minority ownership interest in a family farm used for timber and hunting. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Cheryl Donahue is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 40 years of industry experience. She has been with Merrill since 1983. Outside of her advisory role, she serves as power of attorney for her spouse. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jeffrey Sirkin is a financial advisor at Merrill in Virginia Beach, VA, holding a Series 66 designation. He has prior experience as a military service officer with the US Navy and has worked at Bank of America since 2026. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Julia Marina Villegas Hernandez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles in various sectors including shipping and retail. She is also the owner of Papeleria by Villegas Ventures, an Etsy shop specializing in digital invitation templates. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, pension plans, and corporate fiduciaries.

Scott Mosley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has been with Wells Fargo Clearing since 2020 and has prior experience at Wells Fargo Bank, NA and Walgreens. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Austin Gammon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been in the financial industry since 2024, with prior experience at New York Life Insurance Company and Heritage Business Strategies, LLC. His background also includes roles in law enforcement and technology support. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jennifer Giancola is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Virginia Beach. She is a member of The Hirschfeld Giancola Group and works with clients to develop comprehensive financial strategies based on their life priorities and goals. Jennifer began her career in financial services in 2004 as a business banker at Wachovia and joined Merrill Lynch as a Financial Advisor in 2008. Her areas of expertise include executive compensation, family wealth management strategies, personal retirement planning, tax minimization, and retirement income planning. She emphasizes a consultative approach and coordinates with external professionals such as attorneys and tax advisors to create cohesive financial plans. She earned a Bachelor of Business Administration in Finance from the College of William & Mary and holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and Personal Investment Advisor (PIA) designation. Outside of work, Jennifer enjoys music, spending time with her family, and traveling.

Kevin Humphreys is a financial advisor with Thrivent Investment Management in Virginia Beach, VA. He holds Series 63 and Series 66 designations and has 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across various planning topics. The firm offers these services primarily through a network of financial advisors and separates planning from managed-account services under a consolidated billing option called "WealthPlan."

David Hopkins is a Series 66-credentialed financial advisor with Edward Jones in Virginia Beach, VA, where he has worked since 2019. He has seven years of industry experience, including three years with the Department of the Navy prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Adam Steiner is a CFP® professional with 22 years of industry experience. He is currently with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., where he has worked since 2021. Prior to that, he was with Lincoln Financial Securities Corporation for 13 years and Jefferson Pilot Financial for over 20 years. Steiner also serves as an independent insurance agent through Vision Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and nonprofits. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent financial professionals who utilize a range of portfolio management strategies and platform arrangements.

Andrew Rivenbark is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. He has been with Raymond James since 2008 and is involved in nonprofit activities, serving as a committee member for New Creation United Methodist Church and as Secretary/Treasurer on the advisory board of St. Mary's Home. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Shandre Harasty is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2008. She holds the Series 66 designation and is based in Suffolk, VA. Outside of her advisory role, she is president of the Christian Women's Business Network of Hampton Roads and a member of the Supplemental Retirement Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Amy Tucker is a CFP® professional with nine years of industry experience, currently advising at Edward Jones since 2016. Prior to joining Edward Jones, she worked at World Financial Group and was a Notary Signing Agent. She also has experience with Beloved Africa, an outside activity spanning four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

John Noonan is a Private Wealth Advisor with expertise in working with high net worth families and entrepreneurs. He focuses on legacy planning, portfolio construction, and liability management, serving clients such as entrepreneurs, executives, athletes, and families who require coordinated financial strategies. John's approach emphasizes understanding clients' goals and priorities to build flexible strategies that adapt to changing market conditions and life stages. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). John earned a Bachelor's Degree from Virginia Polytechnic Institute & State University. John participates in community volunteering activities and enjoys personal interests such as golfing, hiking, skiing, and spending time with his family.

Charles Drescher is a financial advisor with MassMutual Investors Services and holds the Series 63 and Series 66 licenses. He has 18 years of industry experience and has worked at firms including Guardian Life Insurance Company and Park Avenue Securities. Drescher also operates his own business advisory and consulting firm, Crankset Group of Virginia. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing annual relationships using firm-approved software to analyze client goals and deliver written recommendations.

James Ramsay is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience as a Financial Advisor, having worked at First Financial Group from 2020 to 2022 and at Opus Wealth Strategies from 2018 to 2020. James partners with clients to create and maintain financial plans that align with their personal goals, focusing on developing flexible strategies that adapt to life's changes.

Leslie Doyle is a financial advisor with Merrill, holding a Series 66 designation and 27 years of industry experience. She has been with Merrill since 2009 and has also been affiliated with Bank of America, N.A. since 2002. Outside of her advisory role, she serves as a board member for Children's Health Systems, a healthcare organization providing pediatric care regardless of family ability to pay. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and charitable organizations.

Lindsey Roberts is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. She has previously worked at Davenport & Company LLC and BB&T Bank, among other firms. Lindsey is based in Norfolk, VA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.