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.

Elijah Yurkin is a financial advisor with OSAIC, holding Series 65 and Series 63 designations and possessing 11 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. for a combined total of nine years. Outside of his advisory role, he serves as a budget committee member at Fox Hill Baptist Church. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large adviser network, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a range of investment types.

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.

Jennifer Duncan is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at Merrill, Bank of America NA, and San Blas Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a large nationwide network of financial advisors and branches.

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.

Khyleena Kerr is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo in various roles since 2017, including positions at Wells Fargo Bank and Wells Fargo Clearing. Prior to her financial services career, she worked for Bubba's Seafood Restaurant and Crabhouse. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Bryan Rex is a CFP® and ChFC® with 28 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2017. Prior to this, he worked at Invest Financial Corporation from 2009 to 2017. He is also owner of Cornerstone Financial Services Inc., where he acts as an independent insurance agent and vice president of planning. Cambridge Investment Research Advisors serves a broad client base including individuals at various wealth levels, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Christopher Coffing is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Norfolk, Virginia. He has been serving clients in this capacity since 1984, focusing on customized wealth management strategies, equity markets, and money management. As a qualified Portfolio Manager, he constructs and oversees personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party strategies. His services extend to managing portfolios on a discretionary basis through the firm's Investment Advisory Program, with an emphasis on addressing the financial needs of high net worth individuals and families by considering factors such as risk tolerance, time horizon, liquidity requirements, and overall investment objectives. Mr. Coffing holds a Bachelor of Science degree from Xavier University and a Master of Science degree from Old Dominion University. He maintains FINRA Series 7, 63, and 65 registrations, as well as a Life and Health insurance license. Additionally, he has completed business coursework in management, finance, accounting, and economics, including programs at the Wharton School of the University of Pennsylvania and executive education at the Graduate Schools of Business at the University of Chicago and Harvard University. In his personal life, Christopher Coffing is married to Julie, and they have two sons who graduated from the University of Virginia. He is a grandfather as of 2016. His community involvement includes membership in the Norfolk Yacht & Country Club and serving as Chairperson of the Strategic Planning Committee for the Virginia Opera.

Ferdinand Perez is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 29 years of industry experience. He has worked at Cambridge Investment Research since 2019, previously at Lincoln Financial Securities Corporation for six years and Massachusetts Mutual Life Insurance Company for 20 years. Perez is also an independent insurance agent and an owner/partner of Retirement Planning Solutions, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies across various platform arrangements.

Tanya Merchant is a Senior Financial Advisor at Merrill Lynch Wealth Management and a Personal Investment Advisor (PIA). She joined the financial services industry in 2005, beginning her career as a trainee at Merrill, where she held roles in operations and analysis. Since 2016, Tanya has served as a financial advisor at Morgan Stanley before joining The AHM Wealth Management Group in Virginia Beach. Tanya's expertise includes college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, socially responsible and values-based investing, and women and wealth. Her approach to wealth management is collaborative and holistic, designed to understand clients' unique priorities and financial situations to help them plan for their retirement and broader financial goals. She holds a Bachelor of Arts degree in Economics with a specialization in Finance from the University of Virginia. Tanya is actively involved in community and professional organizations including the Filipino-American Community Action Group, the Foodbank of Southeast Virginia, Forging Youth Resilience (formerly Steve's Club Denver), the Filipino American Chamber of Commerce of Virginia, and the Virginia Beach Chorale. Beyond her professional pursuits, she enjoys adventure sports, boxing, camping, cooking, drawing/sketching, hiking, music, singing, traveling, and spending time with her family.

Adam Tiller is a financial advisor at Edward Jones in Chesapeake, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for nine years at Nucor Steel Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michelle Grimsley is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and is based in Norfolk, VA. Michelle has been with Edward Jones since 2012 in various capacities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Hoffman is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Hoffman serves as a board member and finance/investment committee member of the Tidewater Jewish Foundation, contributing to the strategic planning and management of its endowment. 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 diverse client base, offering financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a nationwide adviser force.

Jennifer Tunstall is a Series 66-licensed financial advisor with Morgan Stanley, based in Virginia Beach, VA, and has 21 years of industry experience. She has worked with Morgan Stanley since 2009 and has been part of Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process that incorporates firm-approved tools and modeling techniques.

Penny Crowell is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mass Mutual and its affiliates since 1999. In addition to her advisory role, Crowell is involved in the sale of individual life and health insurance. Mass Mutual Investors Services, LLC 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 programs, with an emphasis on collaborative goal analysis and a range of investment strategies.