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 with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, she worked at FIDELITY Brokerage Services LLC and briefly at 9Rounds. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery and planning tools, with an emphasis on advisory services and extensive client assets under management.

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 Series 66-licensed financial advisor with Raymond James Financial in Norfolk, VA, bringing 12 years of industry experience. He has spent his career largely with Raymond James Financial and Truist-related entities. Weinberg serves as a board member and Finance Committee member for the Norfolk Convention & Visitors Bureau and participates in the Financial Review Committee at 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 individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and is noted for affiliations that support municipal and public finance work.

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 CFP® with 12 years of industry experience, currently serving as a financial advisor at Fidelity. His prior work includes roles at Integrated Wealth Concepts, LPL Financial, Bank of America, Merrill, and Waddell & Reed. He also serves as an assistant varsity baseball coach for Virginia Beach City Public Schools. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 at LPL Financial with over 32 years of industry experience. He previously worked for MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for 27 years. Williams is licensed as a Series 63 and Series 65 representative and also works as a non-variable insurance agent in Virginia Beach, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs, while supporting its network of over 22,800 advisors with various operational and research tools.

Tommy Johnson Sr. is a ChFC® credentialed financial advisor with 24 years of industry experience. He is currently with LPL Financial and has prior experience at firms including Morgan Stanley and VOYA Financial Advisors. Outside of advisory work, he is involved in a protective services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions with a range of advisory and brokerage services, offering model portfolios, third-party asset management, and institutional platforms.

Shawna Gaye Watts is a financial advisor with Primerica Advisors in Virginia Beach, VA, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked with Primerica Advisors and related Primerica entities since 2020. Outside of her advisory work, she owns Kreatively Chic Events, an event planning business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and provides wrap-fee solutions rather than institutional pension or profit-sharing plan management.