Joshua West is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, West is a licensed life insurance agent and is the sole managing member of Hampton Roads Financial, LLC, a support company related to his work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized municipal and SIMPLE IRA consulting services.

Robert Corcoran is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors from 2002 to 2025. In addition to his advisory role, he is also an insurance agent, focusing on the sale and service of fixed annuities, health, life, and disability insurance. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to manage portfolios across multiple investment types, serving individual investors, corporations, pension plans, and charitable organizations.

James Blassingham III is a financial advisor with Equitable Advisors in Norfolk, VA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Mony Securities Corporation from 1992 to 2005. In addition to his advisory role, he is president and owner of Capstone Benefit Services, Inc., a business providing employee benefits services to clients. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset-management programs. The firm uses a network of Investment Adviser Representatives and offers both proprietary and third-party investment solutions.

Carrie Riordan is a Wealth Management Advisor at Merrill Lynch Wealth Management in the Norfolk, VA office. She joined Merrill Lynch in 2019 and has been part of the financial services industry since 2017. In her role, Carrie provides traditional investment advice and guidance, curates customized investment portfolio strategies aligned with clients' specific objectives, and offers solutions across various financial services including banking, lending, investments, retirement and savings, insurance, and wealth planning for individuals, families, and business owners. Carrie holds the Chartered Financial Consultant (ChFC®) designation and the Certified Exit Planning Advisor (CEPA®) designation, supporting her expertise in financial planning and business exit planning. She earned a Bachelor of Science degree in Business Administration and Management from Christopher Newport University. Carrie is a Senior Portfolio Advisor with access to a range of managed portfolio options, including ETFs, mutual funds, separately managed accounts, and alternatives. She leads a team of specialists providing personalized support in areas such as mortgage lending, estate planning, and insurance. Carrie is involved in professional organizations including the National Association for Women Business Owners (NAWBO) and the Virginia Beach SPCA. Her community involvement includes participation in the Christopher Newport Alumni Association, the Foodbank of Southeastern Virginia, and NAWBO. Personal interests include billiards, golfing, interior decorating, photography, reading, soccer, spending time with family, woodworking, and writing.

Michael Murphy is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 22 years of industry experience. He previously worked at Lincoln Financial Securities for seven years before joining Cambridge Investment Research in 2014. Outside of his advisory role, Murphy serves as a race director for a community event and is involved in intellectual property development through a holding company he operates. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm utilizes multiple portfolio management platforms and offers both proprietary and third-party strategies tailored to client objectives, supported by a network of independent financial professionals.

Thomas Dickson is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of advising, he serves as executive director on the board and finance committee of the General Douglas MacArthur Foundation, which supports education and research related to Douglas MacArthur and the preservation of American heritage. He is also a partial owner of companies involved in real estate investments and racehorse ownership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research, model-based asset allocations, and fee-based financial planning to tailor strategies to clients’ goals and risk tolerances. The firm blends institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Quentin Daugherty is a financial advisor at Edward Jones in Hampton, VA, holding a Series 66 designation. He joined Edward Jones in 2026 and previously operated an outdoor living business for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Peter Trotman is a financial advisor at Merrill with a Series 66 credential and no prior years of industry experience. His professional background includes roles at Dawn Covington State Farm, ITW CCNA, Fastenal, Lowe’s, and Southern Virginia University. 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.

Michelle Mccoy is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior roles include positions at Bank of America NA, Merrill Lynch, Signature Financial Management/Brown Investment Advisory, and Godsey & Gibb Wealth Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. 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.

David Whitney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His career includes multiple roles at Wells Fargo Bank and service in the Virginia and Nevada Army National Guards from 2018 to 2024. 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 substantial assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Andre Dawkins is a financial advisor with OSAIC in Virginia Beach, VA, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has worked at several firms including Lincoln Financial Advisors Corporation and METLIFE Securities Inc. Outside of his advisory role, he coaches a middle school basketball team. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of portfolio construction tools and offers access to third-party money managers and wrap programs.

Michael Estrada is a financial advisor with LPL Financial in Chesapeake, VA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Duke University and Rein.ai. Outside of his advisory work, he is the managing member of ACME Consulting and Marketing LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, leveraging model portfolios, third-party research, and advanced technologies across its offerings.

Dale White is a financial advisor with Ameriprise in Virginia Beach, VA, holding Series 63, 65, and 66 credentials and having 37 years of industry experience. He has been with Ameriprise and its affiliates since 2012. Outside of his advisory work, White serves on the Board of Directors for Greenville Presbyterian Theological Seminary and is involved with a professional networking group as well as church activities. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services, primarily within Ameriprise-managed accounts.

Vicki Soyars is a financial advisor with Ameriprise in Virginia Beach, VA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies. The firm utilizes an investment approach influenced by its affiliated products and employs a centralized service team for retirement income planning.

Kelsie Smith is a financial advisor with Edward Jones in Portsmouth, VA, holding a Series 66 designation and two years of industry experience. Prior to Edward Jones, she worked at Member Advantage and Geico. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds. The firm operates with a large nationwide network of advisors and branch offices and manages over $1 trillion in assets.

Melissa Briley is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 designation and five years of industry experience. Her career includes prior roles at Raymond James Financial Services and earlier tenure with Ameriprise Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Patrick Franklin Jr. is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. He has been with Merrill since 2006 and concurrently associated with Bank of America since 2006, currently serving since 2025 with Bank of America, N.A. Outside of his advisory role, he manages a personal trust for which he acts as grantor and trustee. 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 serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies.

Brian Hennessy is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he serves as an assistant baseball coach at Norfolk Academy. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Tyrone Noel is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America, N.A. since 2011 and 2012, respectively. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tara Corrigall is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS since 1987. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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 strategies to clients’ goals and risk tolerances.