John Noonan is a Private Wealth Advisor with expertise in working with high net worth families and entrepreneurs. He focuses on legacy planning, portfolio construction, and liability management, serving clients such as entrepreneurs, executives, athletes, and families who require coordinated financial strategies. John's approach emphasizes understanding clients' goals and priorities to build flexible strategies that adapt to changing market conditions and life stages. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). John earned a Bachelor's Degree from Virginia Polytechnic Institute & State University. John participates in community volunteering activities and enjoys personal interests such as golfing, hiking, skiing, and spending time with his family.

Charles Drescher is a financial advisor with MassMutual Investors Services and holds the Series 63 and Series 66 licenses. He has 18 years of industry experience and has worked at firms including Guardian Life Insurance Company and Park Avenue Securities. Drescher also operates his own business advisory and consulting firm, Crankset Group of Virginia. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing annual relationships using firm-approved software to analyze client goals and deliver written recommendations.

Robert Briscoe is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 designation and 19 years of industry experience. He has worked with Ameriprise and its affiliate since 2008. Outside of his advisory role, he provides paraplanning support through Platinum Service Solutions Inc., assisting with account management and client relationships. Ameriprise offers comprehensive retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools, while providing a broad range of advisory, brokerage, and insurance solutions.

James Ramsay is a Financial Consultant currently working at Fidelity Investments since 2022. He has experience as a Financial Advisor, having worked at First Financial Group from 2020 to 2022 and at Opus Wealth Strategies from 2018 to 2020. James partners with clients to create and maintain financial plans that align with their personal goals, focusing on developing flexible strategies that adapt to life's changes.

Catherine Springer is a financial advisor with Morgan Stanley in Newport News, VA, holding a Series 66 designation and five years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Wells Fargo, and Edward Jones Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Leslie Doyle is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 1999, including her current tenure since 2009, alongside her ongoing role at Bank of America, N.A. since 2002. Outside of her advisory work, Doyle serves as a board member for Children's Health Systems, a nonprofit hospital focused on pediatric care in Norfolk, VA. 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, corporations, and charitable organizations, leveraging internal and third-party portfolio managers.

Lindsey Roberts is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial, Towne Wealth Management, Davenport & Company LLC, and BB&T Bank. Roberts is based in Norfolk, VA. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Peter Workman is a financial advisor with LPL Financial in Norfolk, VA, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he is a managing partner at American Business Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations nationwide. The firm offers a range of advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Jeremy Jones is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Capital Group/Capital Research and Management for nine years. Outside of his advisory role, he manages rental properties, handling rental income and property maintenance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Tami Peterson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Raymond James since 2001, including five years at the current firm entity, and worked briefly at Easan Katir from 2018 to 2020. Outside of advising, she serves as an executive assistant to a branch manager at The Pinnacle Group in Virginia Beach. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm emphasizes tailored, non-discretionary advice through analytical tools and supports various advisory programs, including municipal finance and SIMPLE IRA employer consulting services.

Charles Mas is a financial advisor with Ameriprise in Newport News, VA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His career includes roles at several firms such as ValMark Securities, Foresters Advisory Services, and Thrivent Investment Management. Outside of his advisory work, he serves as a Financial Planning Analyst for Clarinity, Inc., where he creates and updates financial plans and manages advisory business activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides detailed recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kendrick Norfleet is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at General Electric Vernova for three years and served at Norfolk Naval Shipyard for thirteen years. 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 and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Howard Lininger is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Shawn Neighbor is a financial advisor with Morgan Stanley in Newport News, VA, holding a Series 66 designation and bringing 26 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in real estate investment and property management in Hampton and Williamsburg, VA. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and serves a broad client base through various retail and institutional offerings.

Brandon Mowfy is a CFP® professional with eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and worked at EKS Group, LLC from 2015 to 2017. 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.

Maria Schneider is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes positions at Chartway Federal Credit Union and Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kevin Oakes is a financial advisor with LPL Financial in Virginia Beach, VA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company from 1996 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

John Williamson is a CFP®-certified financial advisor with 41 years of industry experience, currently serving clients at LPL Financial since 2025. Prior to joining LPL, he worked for NEXT Financial Group Inc. for 24 years. He also operates John Williamson CFP & Associates, through which he provides non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning services, and investment management solutions supported by both proprietary and third-party research.

Gertrude Quinto is a ChFC® with 29 years of experience in the financial services industry, currently affiliated with Cambridge Investment Research Advisors since 2020. Her prior experience includes roles at Money Concepts Capital Corp, Chesapeake Financial Group, Infinex Investments, and Chesapeake Investment Services. She is also president of Quinto Financial Services, LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, and charitable organizations, by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and proprietary and third-party strategies, with options for both discretionary and non-discretionary management tailored to client objectives.

Michelle Lowry is a Series 66-licensed financial advisor with Merrill, based in Virginia Beach, VA, and has 22 years of industry experience. She has worked at Merrill since 2008 and has been with Bank of America N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.