Haley Gebhart is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as prior experience in the country club and athletic club sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts.

Jesse Hanson is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, Olio Financial Planning, and Crosspoint Wealth/Northwestern Mutual Investment Services. He also has a background in education, with four years at Virginia Tech and four years at Lord Botetourt High School. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Steven Sykes is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms, including MassMutual Life Insurance Company, MML Investors Services, Cetera, Langley Federal Credit Union, and UBS Financial Services. Outside of his advisory role, he is involved as a partner in a real estate investment business and owns a lawn care service. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-supported planning methods and provides a range of event-driven planning programs.

Brian Mc Cullough is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding a Series 66 designation and seven years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2018, with prior roles at Electronic Systems Inc and Manhattan College. In addition to his advisory role, he holds an insurance broker position with Combined Insurance Company and owns an LLC used for pass-through compensation purposes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software tools to deliver written recommendations in collaborative annual planning engagements.

Dylan Robbins is a financial advisor at Ameriprise in Virginia Beach, VA, holding a Series 66 designation. He has been with Ameriprise since 2025 and has previous professional experience at Hampden-Sydney College and Hanover County Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies. The firm uses a centralized service team and proprietary tools to support these recommendations within a defined investment universe.

Paul Brousseau is a financial advisor with Primerica Advisors in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1994 and with Primerica Financial Services since 1993. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Michael Walbridge is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at Cambridge Investment Research Advisors and has held prior roles at Mass Mutual, JP Morgan Chase Bank, PNC Investments, and Morgan Stanley. In addition to his advisory work, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Michael Fowler is a financial advisor with Raymond James & Associates in Norfolk, VA, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. Prior to joining Raymond James in 2019, he worked at Bank of America and Merrill, with tenure spanning from 2009 to 2019. Fowler serves as a director on the Pier Pointe condominium board and is a member of the advisory board for the Town Point Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Rida Said is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having six years of industry experience. She has worked at Wells Fargo Clearing since 2019 and has been with Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Renee Rickrode is a financial advisor with Edward Jones in Virginia Beach, VA, holding CFP®, ChFC®, and Series 66 credentials and bringing 17 years of industry experience. She has worked at Edward Jones since 2009. Outside of her advisory role, she serves as trustee and president of Aspire Holdings LLC, a commercial property owner. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Leidy Gonzalez is a financial advisor at Morgan Stanley with 10 years of industry experience. She has held positions at Morgan Stanley Private Bank, National Association since 2017 and previously worked at Fidelity Brokerage Services LLC. Gonzalez also has experience with 9Rounds during 2017. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Christopher Wilkinson is a financial advisor with Merrill in Norfolk, VA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Bank of America, N.A. and Merrill for the past 10 years. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Weinberg is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James in 2023, he worked at Truist Bank and its affiliated firms from 2014 to 2023. He serves on the board and finance committee of the Norfolk Convention & Visitors Bureau and participates on the financial review committee for the United Way of South Hampton Roads. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools to support client goals.

Aaron Fenn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Virginia Beach, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Susan Atkinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Magdalena Becker is a Series 66-licensed financial advisor at Merrill with three years of industry experience. Her work history includes two separate periods at Merrill totaling four years, interspersed with time dedicated to homemaking. Merrill, along 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 variety of model-based and discretionary investment strategies.

Tejas Bartakke is a financial advisor at Fidelity with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Integrated Wealth Concepts, LLC, LPL Financial, Bank of America, N.A., and Merrill. Outside of advisory work, he serves as an assistant varsity baseball coach for Virginia Beach City Public Schools. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe, with a particular focus on systematic methodologies and long-term asset allocation.

Lucius Breeden is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved as president and treasurer of the Breeden-Adams Foundation, which supports cancer research, and serves as a trustee for multiple investment-related family and community funds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a broad investment menu that includes insurance-related products and bank deposit sweep options.

Forrest Williams Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2020, he spent 27 years at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. He is also involved as an insurance agent specializing in life, disability, long-term care, and group insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

Tommy Johnson Sr. is a financial advisor with LPL Financial in Virginia Beach, VA, holding the ChFC® and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Voya Financial Advisors. Outside of advisory work, he is involved with US Leaders Protective Services, a non-investment related business. 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 and brokerage services, including financial planning and retirement plan consulting, and supports both discretionary and non-discretionary management with access to model portfolios, research, and innovative technologies.