Corey Creech is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Cetera and Cetera Investment Services since 2019 and was previously with Foresters Financial Services for nine years. Outside of his advisory role, he operates a photography business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Timothy Davern is a financial advisor with Cambridge Investment Research Advisors in Virginia Beach, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including six years at Lincoln Financial Securities Corporation before joining Cambridge in 2018. Outside of his advisory role, he is an independent insurance agent representing various companies through Retirement Planning Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base ranging from individual investors to institutional retirement-plan sponsors. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, utilizing a variety of platform arrangements and proprietary as well as third-party model strategies.

Alison Rodriguez is a financial advisor with Raymond James Financial in Virginia Beach, VA, holding Series 65 and Series 63 designations and 10 years of industry experience. She previously worked at Financial Security Management, Inc. for a decade before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting supported by advanced analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Melissa Chalkias is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. outside of her advisory role, she has a 50% ownership in a rental property in Yorktown, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Harry Reidenbach II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adam Winfield is a Financial Advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He has held positions at Royal Alliance Associates, INC. and The Frieden Agency/John Hancock. He serves as a board member of NAIFA-Tidewater. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using multiple platform arrangements and both proprietary and third-party strategies.

Anderson Casseus is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and one year of industry experience. He served in the U.S. Navy for 22 years before joining Primerica Financial Services and PFS Investments Inc. Casseus is also involved in real estate as an agent and co-owns businesses related to transportation and realty management in Virginia Beach, VA. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and utilizes model-delivery strategies managed by unaffiliated asset managers.

Caleb Dorman is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he collaborates with clients to create personalized financial plans, meets with them regularly to review these plans, and provides trusted guidance through various financial life-cycles. Prior to his current position, Caleb gained experience as an Investment Consultant at Fidelity Investments from 2022 to 2025, and as a Financial Representative at the same firm from 2021 to 2022. This progression reflects his ongoing commitment to financial consulting within Fidelity Investments.

Halie Murray is a financial advisor with Wells Fargo Clearing in Virginia Beach, VA, holding a Series 66 designation and two years of industry experience. She previously worked for Merrill for ten years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, utilizing research and analytics to support diversified investment solutions across brokerage and advisory platforms.

Gayle Blachura is a CFP® and ChFC® with 26 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc., having joined in 2026 after a long tenure at Financial Security Advisory Inc. She is also an agent at Financial Security Group, Inc., where she prepares life and health insurance quotes and applications and provides financial planning and advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes tailored, non-discretionary planning supported by analytical tools and maintains specialized services such as municipal advisory support and the SIMPLE IRA Employer Advisory & Consulting Services program.

Carter Schanck is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds a Series 66 designation and has worked previously with Wells Fargo Clearing Services and in roles at Virginia Beach Life Saving Service and Virginia Tech. Wells Fargo Advisors Financial Network operates as a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and tools to develop recommendations.

Cameron Miller is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA. He holds a Series 66 designation and has 14 years of industry experience. Since 2013, he has been associated with Mass Mutual Investors Services and Massachusetts Life Insurance Co. Outside of his advisory role, he serves as a consultant managing bookkeeping operations for GCM Enterprise LLC. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative annual planning to deliver written financial recommendations to its clients.

Walter King is a CFP® with 38 years of experience in the financial industry. He currently works at OSAIC and was previously with FSC Securities Corporation for 35 years. Outside of his advisory role, he owns West Financial Enterprises, which provides bookkeeping and tax return preparation services, and he is a partner in a commercial real estate leasing business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by various asset-allocation and portfolio management tools.

James Ritter is a CFP®-designated financial advisor with 38 years of industry experience, currently serving at Ameriprise in Virginia Beach, VA. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized written recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Danielle Henning is a Series 66-licensed financial advisor with Merrill, based in Norfolk, VA, and has 11 years of industry experience. She has been with Merrill since 2015 and also worked at Bank of America, N.A. for four years. Merrill, together 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 strategies for individuals, high-net-worth clients, and institutional investors.

Carl Crespi is a financial advisor at Merrill in Norfolk, VA, holding a Series 66 designation. He has professional experience at Bank of America, Merrill, and several organizations in the sports and education sectors. 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, pensions, corporations, and charitable organizations.

Patricia Sutton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Lisa Romano is a financial advisor with UBS Financial Services in Norfolk, VA, holding a Series 66 designation and 9 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services, delivering tailored strategies based on proprietary research and model-based asset allocations.

Roland Martin is a CFP® professional with 34 years of experience in the financial services industry. He has worked with OSAIC since 2024 and previously spent a decade at Securities America Advisors. Outside of his advisory role, he serves as a deacon at Riverbend Church and is a board member of the Charted Way Foundation, contributing financial planning expertise to the nonprofit. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services with a variety of investment platforms and portfolio management options.

Bruce Weber is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.