Steven Cornelius is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has 26 years of experience in financial services and focuses on helping clients plan for their financial future by understanding their goals and priorities. Steven utilizes the tools and resources provided by Fidelity to collaborate with clients in designing strategies aimed at retirement and other financial objectives. Prior to his current role, Steven served as an Investment Consultant at Fidelity Investments from 2023 to 2024. His previous experience includes positions such as Divisional Sales Manager at Transamerica from 2015 to 2023, Head of Distribution at RevenueShares ETFs from 2013 to 2014, Divisional Vice President at Hartford Financial Services from 2005 to 2013, and Regional Director at Hartford Financial Services from 1999 to 2004. Outside of his professional work, Steven has interests that include comedy, fitness, football, social events with friends, tennis, and traveling.

William West is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior roles include nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. He serves as Treasurer for the Tidewater African Cultural Alliance, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Bryce Mcvey is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Agi, DW1, and Keller Williams. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios that incorporate mutual funds, ETFs, and ETPs.

Emily Capps is a financial advisor with LPL Financial based in Virginia Beach, VA, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Infinex Investments, Inc. for nine years and has been affiliated with Virginia Asset Group for 16 years. In addition to her advisory role, she holds a notary position and is involved with Virginia Insurance Agency Solutions, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Amy Georges is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, with intervening roles at Oppenheimer & Co. Inc and Morgan Stanley. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Denise Mitchell is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Merrill since 2013, based in Virginia Beach, VA. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Mc Lean is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at Ameriprise in Virginia Beach, VA. She has been with Ameriprise in various capacities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized, research-driven recommendations through a centralized consulting team that leverages algorithmic tools alongside professional oversight.

Kenneth Prudhomme currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. Prior to this role, he was the WPA Team Leader from 2022 to 2024 and the Service Team Leader from 2020 to 2022 at Fidelity Investments. Throughout his tenure, Kenneth has focused on driving growth and fostering a culture of belonging by challenging limits, amplifying voices, and empowering every associate's future. Kenneth's professional experience spans leadership roles within Fidelity Investments, where he has developed expertise in team leadership and operational management. Outside of his professional responsibilities, Kenneth has interests in comedy, football, museums, parenthood, and soccer.

Karl Klinger is a CFP® professional with 32 years of industry experience, currently serving at LPL Financial since 2025. Prior to joining LPL, he spent 22 years with Next Financial Group Inc and four years at Raymond James Financial Services. Outside of advising, he is the owner of CTP Business Services LLC and has been involved in tax preparation and accounting through Bernadette M Vaughan Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Virginia Sanchez is a Series 66 licensed financial advisor with Edward Jones in Virginia Beach, VA, where she has worked since 2018. She has seven years of industry experience, including prior roles at ARDX Foundation, Inc. and ARDX. Outside of her advisory work, Sanchez is an ordained minister authorized to perform weddings and funerals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Robert Corcoran is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors from 2002 to 2025. In addition to his advisory role, he is also an insurance agent, focusing on the sale and service of fixed annuities, health, life, and disability insurance. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to manage portfolios across multiple investment types, serving individual investors, corporations, pension plans, and charitable organizations.

Michael Murphy is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 22 years of industry experience. He previously worked at Lincoln Financial Securities for seven years before joining Cambridge Investment Research in 2014. Outside of his advisory role, Murphy serves as a race director for a community event and is involved in intellectual property development through a holding company he operates. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm utilizes multiple portfolio management platforms and offers both proprietary and third-party strategies tailored to client objectives, supported by a network of independent financial professionals.

Gary Zaugg is a CFP® and ChFC® with 40 years of experience in the financial services industry. He has been with Raymond James Financial since 2009 and has also worked with the Virginia Institute of Collaborative Professionals since 2007. Outside of his advisory role, he serves as assistant treasurer for the Great Bridge Sons of the American Revolution. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Lisa Dieter is a Financial Advisor at Merrill Lynch Wealth Management, where she joined in 2026. She has been in the financial services industry since 2011, bringing 15 years of experience in helping clients accomplish their financial goals through personalized planning and investment guidance. Lisa's expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, portfolio management, socially responsible investing, women and wealth, tax minimization, and retirement income. Prior to joining Merrill Lynch, Lisa spent 10 years working with non-profits and their leaders. She holds a Bachelor's Degree from Mary Baldwin College and is a Personal Investment Advisor (PIA). Lisa focuses on understanding clients' unique financial objectives to develop tailored wealth management solutions aimed at managing investment risk and achieving long-term goals. Lisa lives in Virginia Beach, Virginia, with her husband Patrick and their four children. She is involved with the Amniotic Fluid Embolism Foundation and incorporates community participation as part of her professional philosophy.

Edwin Horner IV is a financial advisor with Raymond James & Associates, holding Series 63, Series 65, and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Raymond James in 2018, he worked at Truist Advisory Services and BB&T Securities. He also serves as a trustee for family trusts alongside his brother, a role in which he does not receive compensation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and investment consulting typically on a non-discretionary basis.

Francis Mclennan is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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.

Frank Mcdonnell is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for 17 years before joining Cape Henry Private Wealth Group and Raymond James in 2018. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytic tools, supports a broad advisor network, and has specialized municipal and public-finance advisory capabilities.

Ted Tignor is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Raymond James since 2009 and previously was involved with First Landing Financial. Outside of advisory work, he is also a musician and singer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning and advisory services supported by analytical tools and maintains unique affiliations, including municipal advisory capabilities.

Alexander Werth is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2014. 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. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kharah James is a financial advisor with Raymond James Financial Services Advisors Inc. in Virginia Beach, VA, holding Series 63 and Series 65 credentials and having 12 years of industry experience. Since 2015, James has been associated with Raymond James and Towne Bank, where they serve as an associate and employee. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to individual and institutional clients, employing analytical tools for tailored, non-discretionary planning and supporting a wide network of advisors and affiliated firms.