Michael Broadhurst is a CFP® professional with 38 years of experience in the financial industry. He has worked at Heritage Wealth Management Group, Ltd since 2020 and previously spent 19 years with Financial Counselors of Virginia, Inc. Outside of his advisory role, he operates an audio and video recording and editing business and is a member of the Rotary Club of Portsmouth. Heritage Wealth Management Group provides investment advice and financial planning services to individuals, trusts, pension plans, banks, and other institutions. The firm employs a macroeconomic investment approach combining fundamental, technical, and quantitative analyses, and utilizes a broad range of asset classes and implementation tools.

Lynne Mallory is a CFA® charterholder with 22 years of industry experience. She has been with Edgewater Asset Management since 1991. The firm serves a limited clientele of individuals, families, trusts, and corporations, providing fee-only fiduciary discretionary investment management and fixed-fee consulting services. Edgewater’s investment approach combines top-down economic analysis with active sector allocation, using a range of securities tailored to client objectives and tax considerations.

Kevin James is a financial advisor with October Effect Ltd. in Virginia Beach, VA, holding a Series 66 credential and over 20 years of industry experience. His prior work includes more than a decade at Lincoln Financial Advisors Corporation. He is also involved in insurance sales as an insurance agent. October Effect Ltd. provides discretionary asset management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, offering tailored portfolios that incorporate asset allocation, technical analysis, and various trading strategies including leverage and derivatives. The firm serves as a co-advisor to third-party asset managers and manages performance-based separately managed accounts with unique features such as affiliation with broker-dealers and explicit use of borrowing and derivatives.

Martin King is a Series 65-licensed financial advisor at Tyton Wealth with two years of industry experience. He has prior experience managing client relationships and consulting on international investment and insurance through Tyton Capital Advisors from 2013 to 2018. Outside of his advisory work, King serves as CEO of Housekey, a real estate investment and consulting firm based in Tokyo. Tyton Wealth Management provides discretionary portfolio management and investment planning primarily to individual and high-net-worth clients, utilizing a combination of cyclical, fundamental, and technical analysis alongside modern portfolio theory. The firm manages approximately $28.5 million in assets across 34 client relationships and employs both long-term and higher-risk trading strategies, including options and margin transactions.

Neely Elstrodt is a financial advisor with October Effect Ltd. in Virginia Beach, VA, holding a Series 66 designation and bringing 16 years of industry experience. She has served at October Effect Ltd. since 2015 and also works as treasurer of Tehel & Company, Inc., where she prepares tax returns for individuals and corporations. October Effect Ltd. provides discretionary asset management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, as well as qualified plans. The firm uses a range of investment strategies, including asset allocation, technical analysis, and derivative instruments, and offers performance-based separately managed accounts.

Tyler Leiphart is a financial advisor with HarborPoint Wealth Partners in Virginia Beach, VA. He holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at RKL Private Wealth and Northwestern Mutual Wealth Management Company. HarborPoint Wealth Partners serves individuals, small businesses, retirement plans, and charitable organizations, offering wealth management, investment management, financial planning, retirement plan consulting, and tax preparation services. The firm employs a blended investment approach using fundamental analysis and Modern Portfolio Theory, combining active and passive strategies, with most accounts managed on a discretionary basis.

Brian Tran is a financial advisor with Altura Wealth Advisors in Virginia Beach, VA, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining Altura Wealth Advisors, he worked at Northwestern Mutual Investment Services LLC from 2021 to 2023. Outside of finance, Tran has experience working in the fitness industry. Altura Wealth Advisors provides discretionary investment management, comprehensive wealth management, financial planning, insurance consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses customized, model-based portfolios focused on exchange-traded funds and low-cost mutual funds, applying fundamental and cyclical analysis alongside Modern Portfolio Theory to determine strategic asset allocations.

Stephanie Davis is a financial advisor with HarborPoint Wealth Partners and holds a Series 66 designation. She has 17 years of industry experience and has previously worked at firms including LPL Financial, Northwestern Mutual Investment Services, and Raymond James Financial Services. Davis is also a commissioned notary in the state of Virginia. HarborPoint Wealth Partners serves individuals, including high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a blend of active and passive investment strategies based on fundamental analysis and Modern Portfolio Theory, managing most client accounts on a discretionary basis while accommodating client-imposed restrictions.

Drew Hanessian is a CFP® with five years of industry experience, currently serving at Alperin Financial Solutions, LLC. Prior to joining Alperin, he worked at Ballast Point Financial Planning, LLC and has a military background with eight years in the United States Navy. Alperin Financial Solutions provides investment advisory services to individuals, including high net worth clients, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a variety of investment types and analytical approaches.

Zachary Tekamp is a CFP® professional with five years of experience, currently serving at Heritage Wealth Management Group, Ltd. His prior experience includes roles at Commonwealth Financial Network, Clarendon Wealth Management, Signature Family Wealth Advisors, and Wall, Einhorn & Chernitzer. Tekamp is a Peer Review Editor for the Journal of Financial Planning and serves on the Virginia Tech Pamplin College of Business Recent Alumni Board. Heritage Wealth Management Group offers discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and employee benefit plans. The firm employs a passive, risk-based diversification approach and provides a wide range of planning services while acting as a fiduciary for retirement plans under ERISA when engaged.

Robert Messer is a CFP®-designated financial advisor with 19 years of industry experience. He has been with Forefront Asset Management, LLC since 2015 and also serves as president of Bayside Financial Group Inc. in Virginia Beach. Messer is licensed to sell non-variable life insurance through Raymond James Insurance Group, where he works part-time as an insurance agent. Forefront Asset Management, LLC provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs a holistic planning approach and uses a combination of fundamental and technical analysis to manage portfolios, which include mutual funds, ETFs, common stock, and other investment vehicles.

Luke Messer is a financial advisor at Forefront Asset Management, LLC in Virginia Beach, VA. He holds a Series 65 designation and has three years of industry experience, all with Forefront Asset Management. Forefront Asset Management serves individuals, retirement plans, corporations, trusts, estates, and charitable organizations, managing approximately $137 million in regulatory assets for about 300 clients. The firm provides holistic financial planning and consulting alongside portfolio management, using a mix of fundamental and technical analysis, and offers services including retirement planning, estate planning, education planning, wealth transfer, family office services, and private asset management.

Randolph Henderson III is a CFP® and ChFC® with 19 years of industry experience. He is currently with HarborPoint Wealth Partners and has held previous roles at LPL Financial and Northwestern Mutual. Henderson serves as Board Treasurer for both the Don Carey REECH Foundation and the Virginia Uplift Foundation. HarborPoint Wealth Partners serves individuals—including high-net-worth clients—small businesses, retirement plans, and charitable organizations. The firm offers wealth management, investment management, financial planning, retirement plan consulting, tax preparation, and educational seminars, employing a blended active and passive investment approach with discretionary management and client-imposed restrictions.

Robert Fulton is a CFP® with 22 years of industry experience. He is currently with Compton Wealth Advisory Group, LLC, where he has worked since 2024, following roles at Bank of America, Merrill, Toner Asset Management Group, AdvicePeriod, and Signature Financial Management. Compton Wealth Advisory Group provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and foundations, including high-net-worth and ultra-high-net-worth clients. The firm manages portfolios using a variety of asset types and offers family office services, retirement-plan participant education, and integrated financial planning with access to institutional custodial services and alternative investments.

Mark Rienerth is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He has worked at several firms, including Avenir Private Advisors, Kovack Securities, and Capital Guardian Wealth Management. Rienerth serves as a board member on the endowment committee of Ghent United Methodist Church. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolios, discretionary and non-discretionary management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

William Overton is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Tull Financial Group, Inc. since 2019 and previously held a position at Signature Family Wealth Advisors. Prior to his advisory career, he was affiliated with Virginia Tech for four years. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and businesses, including retirement plan support. The firm uses a tactical asset allocation approach combining passive and active investments, offers written Investment Policy Statements, and involves multiple generations in planning where appropriate.

Mark Compton is a Series 66-licensed financial advisor with 25 years of industry experience. He is a founding member of Compton Wealth Advisory Group, LLC, where he has worked since 2016, following nine years at LPL Financial. Outside of his advisory work, he serves on the Compton Family Foundation board and holds trustee roles for several family trusts. Compton Wealth Advisory Group provides investment management, financial planning, and retirement-plan consulting primarily for high-net-worth individuals, their trusts, and estates. The firm manages approximately $720 million in assets and combines a high assets-per-advisor model with client education and plan participant workshops as part of its retirement services.

Gerald Sullivan is a financial advisor at Gratus Wealth Advisors LLC with 26 years of industry experience. He holds a Series 65 designation and has worked previously at NewEdge Advisors, LLC, CPA Investment Advisors, LLC, and Sullivan, Andrews, & Taylor, PC. Gratus Wealth Advisors manages discretionary assets for individuals, nonprofits, corporations, and retirement plan sponsors, using fundamental analysis and modern portfolio theory within individualized accounts. The firm offers asset management, financial planning, consulting, and retirement plan advisory services.

Ashley Juliano is a financial advisor at Bay Capital Advisors, LLC in Virginia Beach, VA. She holds a Series 65 designation and has one year of industry experience. Prior to joining Bay Capital Advisors, she worked at Accenture Federal Services and was involved with Kings High Media LLC. Bay Capital Advisors is a fee-only advisory firm serving individual, high-net-worth, business, and charitable clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a top-down macroeconomic and fundamental investment approach, customizing portfolios primarily with mutual funds and ETFs, and manages approximately $196 million across about 175 client relationships.

Jason Lavarias is a financial advisor with Fitzwilliams Wealth Management, Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining Fitzwilliams Wealth Management in 2021, he worked at AE Wealth Management and Intervest International. Outside of finance, he is the general manager and flight instructor at Indoor Skydiving Virginia, LLC, a recreational indoor skydiving facility. Fitzwilliams Wealth Management provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a multi-sub-advisor approach with active management strategies and monitors client portfolios continuously.