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 at LPL Financial with 18 years of industry experience. She holds the Series 63 and Series 65 credentials and has previously worked at Elmer Ramiscal, Noel Martin, and Waddell & Reed, Inc. Alston is co-chair of the Regent University Alumni Society-Hampron Roads Chapter, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services while providing both discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

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.

Shane Scott is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James & Associates since 2013. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Catherine Vicente Salas is a financial advisor with Ameriprise Financial Services in Chesapeake, VA, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Nicholas Ingram is a financial advisor with LPL Financial based in Virginia Beach, VA, holding a Series 66 license and 16 years of industry experience. Prior to joining LPL Financial in 2022, he spent ten years with MML Investors Services LLC and MassMutual Life Insurance Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs including discretionary and non-discretionary management, supported by research and multiple portfolio options.

Adam Rex Sr. is a CFP® professional with 22 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. Prior to this, he worked at Invest Financial Corporation from 2009 to 2017. He holds roles outside of advising, including board membership with the National Association for Learning Development and volunteer service with the Walk to End Alzheimer’s Coastal Virginia chapter. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of platforms and proprietary as well as third-party strategies tailored to client objectives.

Dawn Peters is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Lincoln Financial Advisors Corporation, as well as operating her own advisory practice. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. 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.

Rob Cagliostro is a Planning Consultant at Fidelity Investments, where he has been serving clients since 2025. He focuses on creating financial plans that are tailored to clients' unique goals and values through a collaborative approach. Rob has held several roles at Fidelity Investments, including Relationship Manager and Investment Solutions Representative, before his current position. He also has experience as a Financial Advisor at UBS Financial Services and as a Member Service Representative at Navy Federal Credit Union. Rob holds a California Insurance License. Outside of his professional work, his interests include football, golf, military service, pets, and traveling.

Maria Holtz is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options including discretionary investment management and a broader range of financial products like insurance-related vehicles and bank deposit sweep programs.

Natalie Lippincott is a financial advisor with Edward Jones in Chesapeake, VA, holding a Series 66 designation and totaling one year of industry experience. Her work history includes multiple roles at Edward Jones dating back to 2015, as well as positions at Digital Nation USA, Spin Modern, and Al-Anon Family Groups, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, tax-efficient services, and affiliated investment products through a widespread network of advisors and branch offices.

James Somers is a Private Wealth Advisor at Merrill Private Wealth Management, where he leads a wealth management team. He serves the sophisticated wealth management needs of a select group of ultra-high net worth families and business leaders. James guides his team’s wealth management practice and is actively involved in portfolio development, wealth transfer, cash flow analysis, estate planning strategies, philanthropic planning, as well as credit and lending. He also leads The Somers Group's Investment Committee. James has worked in the financial services industry since 1996. He holds a Bachelor of Science degree in Finance from Old Dominion University and has earned the Certified Private Wealth Advisor® certification. His focus is on high-net-worth families throughout their wealth lifecycle, including accumulation, preservation, and distribution. He develops strategies aimed at minimizing taxes, monetizing and preserving assets, maximizing growth, and facilitating wealth transfer. In the community, James supports the Begin Again Foundation, The Charity Bowl, and The Pink Ride. He also serves on the Board of Trustees for the Old Dominion University Athletic Foundation. James resides in Virginia Beach with his wife, Stephanie, and their children. His personal interests include antique cars, golfing, and boating.

George Kamel is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, with prior roles at Metlife Securities, Massmutual Life Insurance, MML Investors Services, Pruco Securities, and The Prudential Insurance Company of America. Kamel also maintains outside appointments related to group insurance benefits and renewal commissions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and an integrated platform that includes insurance products and lending programs.