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.

Ralph Chesson III is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1999. He employs a comprehensive approach to wealth management, incorporating banking, investment management, trust administration, and lending to meet the needs of his clients. Ralph focuses on a range of financial areas including retirement planning, investment strategies, trust services, business transition planning, and structured credit and lending. He holds a Bachelor of Arts degree in Economics from Hampden-Sydney College. Ralph is a Personal Investment Advisor (PIA) and collaborates closely with specialists at Merrill Lynch, Bank of America, and other professionals such as attorneys, CPAs, and tax specialists to provide tailored advice that aligns with the individual objectives of his clients. Outside of his professional work, Ralph is involved with St. Andrews Episcopal Church and enjoys spending time with his family. His approach centers on building strong relationships and providing personalized attention while leveraging the resources of one of the world’s largest financial services firms.

Thomas Cherry is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Navy Federal Investment Services, and Bank of America. Cherry is also involved with Chartway Federal Credit Union in Virginia Beach, VA. 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, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Jennifer Jones is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2016. Jones is also the owner and president of Jones, LLC, a financial services firm, and serves as an agent for fixed insurance products including life, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of program structures and investment strategies supported by a nationwide network of advisors.

Olga Alexander is a financial advisor at Merrill with a Series 66 license and four years of industry experience. She has worked at Merrill since 2019 and at Bank of America since 2022. Outside of her advisory role, she is involved as a general partner and managing member of Crestline Holdings LLC, which manages rental properties in Virginia Beach. 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 plans, corporations, and charitable organizations with various model-based and discretionary investment strategies.

Alton Anders Jr. is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Infinex Investments, Inc. and Virginia Asset Group. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Kempsville Masonic Lodge No. 196 in Virginia Beach. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

John Gillis III is a financial advisor with LPL Financial, holding a Series 66 license and four years of industry experience. His work history includes roles at LPL Financial as well as positions at Embry-Riddle Aeronautical University, Ameriprise Financial, and Weed Man Lawn Care. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of discretionary and non-discretionary management strategies supported by research and technology.

Steven Annunziato is a financial advisor with Merrill in Virginia Beach, VA, holding a Series 66 designation and nine years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2016 and 2017, respectively. In addition to his advisory role, he serves on the boards of local organizations including the Scouts of America Tidewater Council, OSC Association, and Francis Asbury United Methodist Church, where he contributes to finance committees and supports fundraising efforts. 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 plans, corporations, and charitable organizations, utilizing in-house and third-party managers along with strategic and tactical asset allocation approaches.