Andre Dawkins is a financial advisor with OSAIC in Virginia Beach, VA, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has worked at several firms including Lincoln Financial Advisors Corporation and METLIFE Securities Inc. Outside of his advisory role, he coaches a middle school basketball team. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of portfolio construction tools and offers access to third-party money managers and wrap programs.

Stephen Whitfield is a financial advisor at Raymond James & Associates with 37 years of industry experience. He has been with Raymond James since 2014 and holds the Series 63 and Series 65 licenses. Outside of his advisory role, he manages a rental property in Virginia Beach. 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, non-discretionary investment consulting, and specialized municipal advisory services.

Michael Estrada is a financial advisor with LPL Financial based in Chesapeake, VA. He holds a Series 66 license and has two years of industry experience. Estrada has held roles at LPL Financial since 2023 and is the managing member of ACME Consulting and Marketing LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a network of over 22,800 advisors.

Jared Stephensen is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Home Care Pulse and Medical Recovery Services, as well as a period focused on full-time education and mission work. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and holds distinctive registrations and advisory roles uncommon among large institutional peers.

Dale White is a financial advisor with Ameriprise in Virginia Beach, VA, holding Series 63, 65, and 66 credentials and having 37 years of industry experience. He has been with Ameriprise and its affiliates since 2012. Outside of his advisory work, White serves on the Board of Directors for Greenville Presbyterian Theological Seminary and is involved with a professional networking group as well as church activities. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services, primarily within Ameriprise-managed accounts.

Vicki Soyars is a financial advisor with Ameriprise in Virginia Beach, VA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies. The firm utilizes an investment approach influenced by its affiliated products and employs a centralized service team for retirement income planning.

Katelyn Philleo is a financial advisor with Raymond James & Associates and holds the Series 66 designation. She has two years of industry experience and previously worked with municipal entities including the City of Virginia Beach and the City of Norfolk. She also spent four years with the Page Family Foundation and has experience in nonprofit and science museum sectors. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Melissa Briley is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 designation and five years of industry experience. Her career includes prior roles at Raymond James Financial Services and earlier tenure with Ameriprise Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, 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 recommendations through a centralized consulting team.

Patrick Franklin Jr. is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. He has been with Merrill since 2006 and concurrently associated with Bank of America since 2006, currently serving since 2025 with Bank of America, N.A. Outside of his advisory role, he manages a personal trust for which he acts as grantor and trustee. 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 serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies.

Patrick Kelley is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill Lynch since 2012. 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 plans, corporations, and charitable organizations.

Jonathan Woods is a financial advisor with Cambridge Investment Research Advisors based in Virginia Beach, VA. He holds the Series 66 designation and has been with Cambridge Investment Research firms since 2024. His background includes various roles outside the industry, including work at educational institutions and local businesses. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, offering a range of portfolio management options and access to both proprietary and third-party strategies.

Jenieza Alston is a financial advisor with LPL Financial in Chesapeake, VA, holding the Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her previous roles include positions at Elmer Ramiscal and Noel Martin, and she has been involved with various insurance agencies and business networks. Outside of advising, she co-chairs the Regent University Alumni Society - Hampton Roads Chapter, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of advisors.

Andrew Mackay is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at Featurespace, Inc. for four years and IBM for three years. Raymond James & Associates is a large 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 charitable organizations, offering tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Dawn Knasas is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. Her background includes roles at MassMutual Insurance Company and Systems Planning and Analysis, as well as service as a U.S. Navy Reserve Captain where she worked as a program analyst supporting NATO initiatives. She is based in Virginia Beach, VA. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements using firm-approved tools and a range of event-driven planning programs.

Phillip Deyerle is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. He has experience working at MassMutual Life Insurance Co. and MML Investors Services, LLC since 2025. Prior to his financial services career, he was employed at the University of Virginia and The Lycra Company. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with an emphasis on collaborative, goal-based planning using firm-approved analytical tools.

Shahzeib Parvez is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Park Avenue Securities LLC, Guardian Life Insurance Company, and Oppenheimer & Co, Inc. He serves on several nonprofit boards, including the Virginia Beach Historical Houses Foundation and Chesapeake Humane Society, and holds treasurer roles in multiple community organizations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and proprietary software to deliver collaborative financial plans and offers various investment and planning programs.

Frederick Hope is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at American Cemetery Supplies, Virginia Pilot Association, Moran Towing, OBX Parasail, Hampden-Sydney College, and Norfolk Academy. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements utilizing firm-approved tools and provides various investment programs and educational seminars.

Mari Hurd is a financial advisor at Raymond James & Associates with 40 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Scott & Stringfellow and Bb&T Securities. Outside of her advisory role, she acts as the designated family agent for Poland Family LLC, attending meetings and voting interests on their behalf. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Kevin Luebbert is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Wells Fargo Advisors and U.S. Bancorp Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Jodie Brewington is a financial advisor with Merrill in Virginia Beach, VA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. Her prior work includes roles at Bank of America, N.A., New York Life, and NyLife Securities. Outside of her advisory duties, she serves as an executor for family estates. 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 supported by internal investment teams and third-party managers for a range of individual and institutional clients.