Alton Anders Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Infinex Investments, Inc. and Virginia Asset Group. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Kempsville Masonic Lodge No. 196 in Virginia Beach. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

John Gillis III is a financial advisor with LPL Financial, holding a Series 66 license and four years of industry experience. His work history includes roles at LPL Financial as well as positions at Embry-Riddle Aeronautical University, Ameriprise Financial, and Weed Man Lawn Care. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of discretionary and non-discretionary management strategies supported by research and technology.

Gregory Otto is a financial advisor with Wells Fargo Advisors in Norfolk, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Wells Fargo Advisors since 2009. Wells Fargo Advisors is a large institutional firm serving a broad client base with a comprehensive range of investment and financial planning services.

Paul Gregory is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has held various roles across the insurance and financial services sectors, including a nine-year tenure with Waddell & Reed and insurance agencies. Gregory has been active as an insurance agent with multiple carriers alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to research and diverse investment strategies.

Alana Pesnell Harrell is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, PNC Financial Services, and Langley Federal Credit Union. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by internal research and third-party analytics.

Kristina Sevier is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her financial services career in 2012, with experience at USAA before joining Merrill Lynch. In 2018, she became part of the Morris Sevier Wealth Management Group, advancing from Client Associate to Financial Advisor. Kristina assists clients in managing their individual wealth and offers a comprehensive approach grounded in understanding their unique goals. Her expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and addressing the financial needs of women and wealth. Kristina holds the Personal Investment Advisor (PIA) designation. Kristina earned a high school diploma from Salem Senior High School and a bachelor's degree from Indiana Wesleyan University. She lives in Norfolk, Virginia with her husband, who is active duty in the US Navy, their two children, and their family dog. She is involved with various groups and organizations in the military community and enjoys running, hiking, traveling, and spending time with her family.

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.

Angel Dodson is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Ameriprise, Truist Advisory Services, Merrill, and various mortgage companies. 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 emphasizes collaborative, annual financial planning engagements using firm-approved software and offers specialized programs including divorce planning and employer-sponsored planning 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.

Daniel Henderson is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC from 2013 to 2016. Outside of his advisory role, Henderson serves as a football official for the Hampton Roads Sports Officials Association and is currently an election official for the City of Virginia Beach. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

Michael Johnson Clyburn is a Senior Financial Advisor with the TWN Wealth Management Group at Merrill Lynch Wealth Management. Since joining Merrill in 2017, he has focused on advancing client goals by leveraging the products and services offered through Merrill and Bank of America. His role includes portfolio advisory services with a particular emphasis on alternative investments, as well as personal wealth planning and analysis. Michael holds a bachelor's degree with a double major in Mathematics and Psychology from Amherst College, where he was also a member of the varsity football team. He maintains the professional designation of Personal Investment Advisor (PIA). His client expertise encompasses areas such as retirement planning, family wealth management, tax minimization, and services tailored to endowments, foundations, non-profits, and small businesses. In addition to his professional responsibilities, Michael is involved with the Ridgewood High School Alumni Association. He lives in Red Bank, New Jersey, and spends his personal time with family and friends, enjoying activities such as boating, baseball, football, running, music, and travel.

Bradley Zisser is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Wells Fargo Bank, Atlantic Bay Mortgage Group, and MassMutual Investors Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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.

Joseph Cummings Jr. is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously served in the U.S. Navy for 19 years. Outside of his advisory work, he volunteers as a coach for The Honor Foundation, assisting transitioning Special Operations Forces service members. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers.

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.

Courtney Richard is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Richard serves on the board of the Financial Planners Association of Hampton Roads and performs improv and sketch comedy with Push Comedy Theater. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and capital market assumptions to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

William Longfritz Jr. is a financial advisor with Edward Jones in Chesapeake, VA, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million 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 investment strategies and advisory services through a nationwide network of over 23,700 advisors.

Amy Holcombe is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley, Fidelity Investments, and Charles Schwab in various capacities. Her current role at Morgan Stanley began in 2025. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured processes and firm-approved tools.

David Zacharias is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Park Avenue Securities LLC and Guardian Life Insurance Co of America. Outside of his advisory role, he is president of a real estate consulting business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and typically recommends investment strategies rather than specific products.