Andrew Zohorsky is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has prior experience at First Command Insurance Services and First Command Advisory Services. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Ryan Martin is a CFP® professional with 15 years of industry experience. He has worked at OSAIC since 2025 and previously spent 13 years with Lincoln Financial Advisors. Martin is a part owner of MPS Holdings LLC, a real estate investment entity, where he participates in decision-making but has no daily management responsibilities. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and offers integrated investment and financial planning services with access to third-party money managers and managed-account solutions.

Christy Gleason is a financial advisor at UBS Financial Services with eight years of experience at the firm and an additional eight years at MassMutual Financial Services. She holds a Series 66 designation. Based in Norfolk, VA, she has been active in the financial industry for a total of 16 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans according to goals and risk tolerances.

Justin Steil is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Jillian Kleine is a Financial Advisor at Merrill Lynch Wealth Management. She began her career with Merrill in 2005 as an intern while attending Old Dominion University, where she earned a Bachelor of Science in Business Administration. Jill works with individuals and families to provide personalized financial planning, leveraging the resources of Merrill and Bank of America to develop strategies aligned with her clients' unique goals. Her expertise encompasses areas such as college education planning, executive compensation, family wealth management, retirement planning, and small business strategies. Jill holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, reflecting her commitment to professional development and client service. Jill is involved in her community, serving on the boards of Catholic Charities of Eastern Virginia and the Parent Teacher Guild at Saint Gregory the Great Catholic School. She lives in Virginia Beach with her husband and three children. Outside of work, she enjoys cooking, playing tennis, reading, golfing, and baseball.

Dawn Burke is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets, Wells Fargo Clearing Services, and Morgan Stanley. Outside of her advisory role, Dawn serves on the foundation board of Westminster Presbyterian Church in Alexandria, Virginia. Merrill, along 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, and institutional investors.

Harold Gilbert is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is involved in an outside insurance brokerage business, TFA Benefits. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, and offers financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to advisory models and third-party managers, providing a range of investment options without sponsoring its own wrap fee program.

Joshua Harris is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his career in 1999 with Legg Mason Funds in Baltimore, MD, he has developed experience in the financial services industry, focusing on providing customized wealth management strategies for families and businesses. After graduating from the University of Virginia, Joshua moved back to Hampton Roads in 2001 to join a team of advisors at Legg Mason, which later became part of Morgan Stanley. In 2010, he transitioned to Merrill Lynch Wealth Management to leverage the wider range of services offered by the firm. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Joshua resides in Virginia Beach with his wife and two daughters. He is active in his community, serving on the boards of the Hope House Foundation and the Elizabeth River Project. He has also contributed as a trustee of Hampton Roads Academy and as an officer on the board of the Make-A-Wish Foundation.

Zachary Lampert is a financial advisor with Mass Mutual Investors Services in Norfolk, VA, holding a Series 66 designation and over 20 years of industry experience. He has been with Mass Mutual Investors Services since 2006 and with Mass Mutual Financial Group since 2005. Outside of his advisory role, he owns a timing equipment and track meet management software business and serves on the board of a local charitable organization supporting employment and day services for disabled individuals. 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, and charitable organizations. The firm emphasizes annual, collaborative planning relationships and offers specialized services such as divorce, estate-settlement, and employer-sponsored planning.

Malik Ricks is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he focuses on fostering a culture of trust, accountability, and growth for both clients and his team. Malik emphasizes purposeful planning and strong relationships to create meaningful and personal client interactions. Prior to his current role, Malik held several leadership positions within Fidelity Investments. He served as Team Leader for Workplace Planning and Advice from 2023 to 2025, Team Leader of the Help Desk from 2022 to 2023, and Team Leader of Client Service from 2021 to 2022. These roles reflect his experience in leading teams and providing client-focused financial planning services. Outside of his professional responsibilities, Malik enjoys fishing, fitness, exploring food, hiking, and outdoor adventures.

Katherine Richardson is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2012. Wells Fargo Advisors is a national securities firm providing 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.

Caleb Hunt is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at multiple financial and banking institutions, including JPMorgan Chase Bank and J.P. Morgan Securities. Mass Mutual Investors Services, LLC 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 offers structured, collaborative financial planning engagements using proprietary software and educational seminars.

Jaime Shaddix is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked at Gees Group. Jaime is based in Virginia Beach, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jeffrey Nowak is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Raymond James Financial Services Advisors Inc. Outside of advising, he is a board member of Sugar Plum Bakery and owner of Thaddeus J's real estate business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using a variety of portfolio management and model-based solutions.

Andrew Blanchard is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. His previous roles include positions at Ferguson Enterprise, TowneBank, Dick's Sporting Goods, and Liberty University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and investment options, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices.

Mary Barnett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s approach includes an investment policy statement-driven process and a range of investment options that notably include insurance-related vehicles and bank deposit sweep programs.

Don Iacono is a CFP® credentialed financial advisor with 44 years of industry experience. He has worked at OSAIC since 2024 and previously spent over a decade at Securities America Advisors and SECURITIES AMERICA, inc. In addition to his advisory role, he serves as an enrolled agent managing a full tax practice, instructs tax courses, and is a board member and treasurer for a nonprofit dental clinic. OSAIC serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable investors. The firm offers integrated brokerage and advisory services with a range of portfolio solutions supported by proprietary asset-allocation tools and connections to multiple third-party platforms.

Omunique Owens is a financial advisor with LPL Financial in Chesapeake, VA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at ABNB Federal Credit Union, CUSO Financial Services, and Fidelity Investments. Outside the advisory field, she has experience in fitness with Natural Bodyz Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kenny Dale is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Raymond James in 2025, he worked at Truist Advisory Services and BB&T Securities. He serves as a co-trustee and trustee for family and charitable investment trusts, including involvement with The Warfield Foundation, Inc. as a nonvoting director advising on investments. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with a range of specialized investment programs and institutional consulting services.

Connor Mathews is currently a Planning Consultant at Fidelity Investments, where he provides personalized holistic financial planning to local clients. He works with individuals and families to help clarify their financial situations and support their ability to reach their financial and life goals. Connor has experience in various consulting roles at Fidelity Investments, including serving as an Investment Consultant and a Financial Representative. He began his tenure with Fidelity Investments in 2022 and has held multiple positions within the firm since then.