Jaime Shaddix is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked at Gees Group. Jaime is based in Virginia Beach, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jeffrey Nowak is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Raymond James Financial Services Advisors Inc. Outside of advising, he is a board member of Sugar Plum Bakery and owner of Thaddeus J's real estate business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using a variety of portfolio management and model-based solutions.

Andrew Blanchard is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. His previous roles include positions at Ferguson Enterprise, TowneBank, Dick's Sporting Goods, and Liberty University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and investment options, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices.

Mary Barnett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s approach includes an investment policy statement-driven process and a range of investment options that notably include insurance-related vehicles and bank deposit sweep programs.

Don Iacono is a CFP® credentialed financial advisor with 44 years of industry experience. He has worked at OSAIC since 2024 and previously spent over a decade at Securities America Advisors and SECURITIES AMERICA, inc. In addition to his advisory role, he serves as an enrolled agent managing a full tax practice, instructs tax courses, and is a board member and treasurer for a nonprofit dental clinic. OSAIC serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable investors. The firm offers integrated brokerage and advisory services with a range of portfolio solutions supported by proprietary asset-allocation tools and connections to multiple third-party platforms.

Omunique Owens is a financial advisor with LPL Financial in Chesapeake, VA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at ABNB Federal Credit Union, CUSO Financial Services, and Fidelity Investments. Outside the advisory field, she has experience in fitness with Natural Bodyz Fitness. 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 programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kenny Dale is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Raymond James in 2025, he worked at Truist Advisory Services and BB&T Securities. He serves as a co-trustee and trustee for family and charitable investment trusts, including involvement with The Warfield Foundation, Inc. as a nonvoting director advising on investments. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with a range of specialized investment programs and institutional consulting services.

Connor Mathews is currently a Planning Consultant at Fidelity Investments, where he provides personalized holistic financial planning to local clients. He works with individuals and families to help clarify their financial situations and support their ability to reach their financial and life goals. Connor has experience in various consulting roles at Fidelity Investments, including serving as an Investment Consultant and a Financial Representative. He began his tenure with Fidelity Investments in 2022 and has held multiple positions within the firm since then.

Robert Wilkes is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company for ten years. Outside of his advisory role, Wilkes serves as a basketball coach at Norfolk Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Russell Lewis is a financial advisor with Wells Fargo Clearing in Norfolk, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo-affiliated firms since 2012, including Wells Fargo Bank NA and Wells Fargo Advisors, LLC. 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 both brokerage and advisory solutions supported by extensive research and analytics.

Jeffery Bracewell Sr. is a financial advisor with LPL Financial based in Virginia Beach, VA, holding Series 63 and 66 licenses and bringing 27 years of industry experience. His prior roles include 14 years at Primis Bank and 13 years with Infinex Investments, Inc. He is also involved with Virginia Insurance Agency Solutions in a non-variable insurance capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services supported by extensive research and multiple portfolio management options.

Aubrey Billings is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services and Ameriprise Financial Services prior to joining Schwab. 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. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Devon Chandler is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously at Ameriprise Financial Services, Inc. from 2008 to 2020. He is involved in several community and nonprofit roles, including Vice President of the Brandon Chandler Foundation and Treasurer of Seapointe College. He also owns a transcription services business and creates original graphic designs for sale online. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate tailored financial recommendations primarily for clients with substantial investable assets.

Mark Stubbs is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2019. Prior to his financial services career, Stubbs worked in the railway industry in the United Kingdom. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Zackary Byrd is a financial advisor at Wells Fargo Clearing in Norfolk, VA, holding Series 63 and Series 65 licenses. He has been with Wells Fargo and its affiliates since 2025 and has prior experience in various customer service and operational roles across several companies. 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 roughly $671 billion in assets and employs over 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.

Anne Roach is a financial advisor with LPL Financial in Chesapeake, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Linsco/Private Ledger Corp. since 1999. Roach is also a licensed notary public and writes life insurance policies as a producer for several companies including West Coast Life, Genworth, Crump, Penn Mutual, and Brighthouse Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Kelly Frohsin is a CFP® professional with 26 years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, she worked at Truist Advisory Services and Truist Investment Services. She is involved with Towne Wealth Management, a support company associated with her current practice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, with notable municipal advisory capabilities and specialized SIMPLE IRA Employer Advisory services.

Megan Howell is a financial advisor at Raymond James Financial with nine years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for eight years and OneMain Financial for two years. Howell is based in Chesapeake, VA. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary advice using risk profiling and analytical tools, and it supports various advisory programs and institutional portfolio management.

Jennifer Anders is a CFP® with 28 years of industry experience. She is currently with Raymond James & Associates, where she has worked since 2019. Her prior experience includes roles at Bank of America and Merrill. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Sheilah Johnson is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 1998. 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 a range of clients including individuals, high-net-worth clients, and institutions.