Andrea Scott is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of her advisory role, she serves as a trustee and conservator for her daughter. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Ryan Russo is a financial advisor with Wells Fargo Advisors in Chesapeake, VA, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Steward Partners, Elan Wealth Management, Freedom Street Partners, Raymond James Financial Services, and Merrill Lynch. Outside of his advisory work, Russo is a board member of the Chesapeake Rotary Club, where he coordinates club operations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting specific net-worth requirements. The firm uses proprietary research and planning tools to develop client recommendations, with optional implementation through various brokerage and advisory programs.

Jim Hendricks is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial matters including investing, retirement planning, and saving for unexpected expenses. Additionally, Jim facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jim specializes in helping clients manage complex financial priorities such as purchasing a home, funding college education, caring for elderly parents, and preparing for healthcare needs. He collaborates one-on-one with clients to define their goals and design portfolio strategies suited to their objectives. As clients' situations evolve, Jim offers ongoing advice to adjust their financial plans accordingly. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from Kansas State University.

Maurice Clarke is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2006. Outside of his advisory work, Clarke owns and operates a business consulting and coaching firm serving business owners. 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 financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

Diamond Melvin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, Melvin worked at Wells Fargo Bank and Geico. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Alisha Auldridge is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she operates a food reviewing business. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Morey is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, serving in various roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to his tenure at Fidelity, he worked as an Operations Specialist at Peak Brokerage Services from 2018 to 2019. In his work, Robert focuses on connecting with clients to understand their motivations and designing customized financial plans that align with their needs, goals, and preferences. His professional experience encompasses client relationship management and financial planning within the investment services sector. Outside of his professional role, Robert has personal interests that include baseball, fitness, hiking, outdoor adventures, snowboarding, and traveling.

Josef Paolo Equitan is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial in 2024, he worked at Emergent LLC and has held positions at Uber and T-Mobile USA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research.

Parker Hannahs is a financial advisor with Osaic Wealth, Inc. based in Virginia Beach, VA. He holds the Series 66 designation and has six years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Group and served in a role with the Virginia Alcoholic Beverage Control Authority. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a network of affiliated advisors, employing asset-allocation tools and third-party platforms to construct portfolios that include a broad range of investment products.

Jessica Wyman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Financial Security Advisory Inc. and Financial Security Management, Incorporated. Outside of her advisory role, she is involved as an advisor and distributor for Advocare International, a health and wellness products company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports various advisory programs across its extensive network.

Sallie Pagano is a financial advisor at OSAIC with 25 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes 12 years at Securities America Advisors, Inc. In addition to her advisory role, she is involved in marketing for Investor Securities Group, Inc. and provides insurance and HSA services through Bay Investment Group. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports multiple investment platforms, combining proprietary resources with third-party solutions.

John Van Selow is a financial advisor with Edward Jones in Virginia Beach, VA, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Nathaniel Bethea is a financial advisor with Raymond James Financial holding a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fulton Financial Advisors. He is also the owner of Romar Wealth, an independent contractor business supporting his work at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through various advisory programs and institutional consulting.

Nathaniel Kabaitan is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2011. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jane Griffith is a financial advisor at Ameriprise with seven years of industry experience. She has been with Ameriprise since 2019, previously working at CLP Financial Group. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Steven Strickland is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advisory approach, with a focus on assets held in Ameriprise Managed Accounts.

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 at Merrill with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1983. Outside of her advisory role, she also holds power of attorney for her spouse. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.