Jennifer Cox is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has previously worked at the Episcopal Day School of Christ Church Parish and St. Michael Lutheran Preschool. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jacob Ness is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, Northwestern Mutual, and Virginia Wesleyan University. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Irene O'Brien is a financial advisor at Edward Jones in Norfolk, VA, with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Darien Mcdaniel II is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Wells Fargo Bank, Truist Bank, Stein Mart, and Dominion Homes of America. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Rhonda Leib is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 66 and Series 63 designations and previously spent 20 years at Davenport & Company LLC before joining Ameriprise in 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Debra Ianucci is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. Her prior roles include positions at Lincoln Financial Securities Corporation and Farmers Financial Solutions. Outside of advisory work, she operates an insurance agency and performs as a cantor for church ceremonies. OSAIC serves a diverse client base that includes individual investors, institutions, and charitable organizations, offering a range of brokerage, advisory, and managed account services supported by firm-provided asset-allocation tools and third-party platforms.

Navaneeth Saiprasad is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019, previously holding roles at Bank of America, SunTrust, and Best Buy. 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.

James Edwards is a CFP® with 18 years of industry experience, currently working at Raymond James & Associates. He previously spent 11 years at UBS Financial Services. Edwards serves on the board of the Financial Planning Association of Hampton Roads, where he helps plan speakers for monthly meetings. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Colin Ballard is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Prior to joining Morgan Stanley, he spent brief periods at APAX Leaders and Alsco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including personalized financial planning supported by structured tools and research, managing approximately $2.74 trillion in client assets.

Dawn Wheeler is a financial advisor with Mass Mutual Investors Services in Norfolk, VA, holding Series 63 and Series 65 credentials and nine years of industry experience. Her work history includes roles at MassMutual Life Insurance Co and MML Investor Services since 2016. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

William Breon is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Spectrum Financial, Inc. He is also the founder of Will Breon (Brand), a clothing and apparel business involved in clothing design, social media content creation, and website inventory management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Luke Kohart is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and 11 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, where he worked for seven years, as well as earlier positions at SII and The Frieden Agency. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals, employing a range of portfolio management strategies across various platform arrangements.

Sean Murphy is a CFP®-designated financial advisor with eight years of industry experience, currently with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he worked seven years at Edward Jones and has experience in mortgage finance. He serves as a board member of the Chesapeake Public Schools Educational Foundation, a nonprofit organization. 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 advisory services using analytical tools and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA employer consulting.

Timothy Hummel is a financial advisor with RBC Capital Markets in Virginia Beach, VA, holding a Series 66 designation and 12 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and Bank of America, N.A. In addition to his advisory role, he serves as president and instructor of TRH Inc, a sports instruction and training business. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, tailored to each client’s risk profile and investment preferences.

Henry Jones is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he serves as president of the Hampton Roads Lacrosse Officials Association and has worked as a lacrosse official since 1995. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various model-based and discretionary strategies.

Karen Mcnabb is a CFP® professional with 14 years of experience, currently advising clients at LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement with the Financial Planning Association of Hampton Roads. She has also served in community roles such as the Strawbridge Elementary PTA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research.

Jennifer Wilson is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been working with both Merrill and Bank of America since 2013 and 2015, respectively. Outside of her advisory role, she is a part-time group fitness instructor at Onelife Fitness in Virginia Beach. 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 for a range of clients including individuals, high-net-worth clients, and institutions.

Maureen Kane is a financial advisor at Edward Jones in Virginia Beach, VA, holding a Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2019, she served 11 years in the United States Navy. Outside of her advisory role, she manages residential rental properties in Virginia Beach and Annapolis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branch offices. The firm offers a range of investment strategies and affiliated products under a fiduciary standard.

Samuel Slagle is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Royal Alliance Associates and Signator Investors. He also operates The Frieden Agency as an insurance agent for various independent insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers tailored investment strategies across multiple custody platforms, proprietary and third-party model solutions, and maintains notable institutional features such as advisor transition programs and explicit conflict-of-interest controls.

Raymond Defrank is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the investment review committee of the Bishop Sullivan Catholic High School Foundation in Virginia Beach. 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 investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.