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.

Maria Abrams is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Janney Montgomery Scott, Lincoln Financial Advisors, and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Travis Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill Lynch in 2010. In his role, Travis focuses on addressing complex financial issues for individuals, families, and businesses, working closely with his team to ensure comprehensive evaluation and management of financial needs. He is also a member of The Somers Group’s Investment Committee. Travis earned a Bachelor of Science in Quantitative Economics from the United States Naval Academy and a Master of Business Administration from the University of Phoenix. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Before entering the financial services sector, Travis served as a Supply Corps Officer in the U.S. Navy, with assignments including Logistics Officer for SEAL Team Four and assistant supply officer aboard the USS Donald Cook. Outside of his professional work, Travis has served on the board at his church and resides in Virginia Beach, Virginia with his wife and their four children. He enjoys playing golf, tennis, and soccer.

Jason Adkins is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Metlife Securities, Inc. and Metropolitan Life Insurance Co. for 11 years before joining Mass Mutual. Outside of his advisory role, he is co-owner and president of JRA Homes LLC, a real estate business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative annual planning engagements.

Steven Brezenski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. Outside of his advisory role, he works as an Uber driver in Chesapeake, 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 services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep programs.

David Webber is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Linsco/Private Ledger Corp. since 1996. In addition to his advisory role, he is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Edmond Johnson III is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has 45 years of industry experience, including 30 years at MassMutual Investors Services and 10 years with MassMutual Life Insurance Company. In addition to his advisory role, he consults with owners of closely held family businesses on succession planning. MassMutual Investors Services, LLC serves individual and institutional clients including high-net-worth individuals, business owners, and charitable organizations, offering financial planning, asset management, and educational programs. The firm emphasizes collaborative, tailored financial planning using firm-approved analytical tools.

Corey Jones is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He has worked at multiple firms, including MML Investors Services and MassMutual Life Insurance Co, and owns CRJ Construction, where he provides bookkeeping services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and structured, collaborative planning engagements.

David Abbott is a Vice President and Financial Consultant currently with Fidelity Investments, a role he has held since 2019. Prior to this, he served as Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2015 to 2019. His professional experience encompasses financial consulting and client-focused planning. David is committed to understanding his clients thoroughly and leads them through a collaborative planning process. This approach supports tailored financial strategies and helps clients work towards their most important goals. He holds a California Insurance License. Outside of his professional work, David participates in activities such as family engagement, fishing, fitness, golf, parenthood, and table tennis.

Mario Kokolis is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. His previous roles include positions at Bank of America, Merrill, and Morgan Stanley. He is a 50% owner of Scotland Associates, LLC, a residential real estate-related business. Wells Fargo Advisors is a nationwide securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Taylor Youmans is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked previously at UBS Financial Services and currently holds a Series 66 designation. Outside of his advisory role, he serves on the volunteer board of the Norfolk Family YMCA and is involved with the ODU alumni association's finance and programs committees. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets, with an emphasis on structured planning tools and advisory-only services.

Philip Campbell is a Senior Financial Advisor and Managing Director specializing in wealth management and portfolio management services at Merrill Lynch Wealth Management. With over 35 years of experience, he is a founding partner of his nationally recognized team. Philip leads the portfolio management practice and retirement plan consulting for the group’s small business and corporate clients, focusing on family wealth management, institutional and corporate benefit services, retirement income, and ESG investing strategies. Philip holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning and the Certified Plan Fiduciary Advisor® (CPFA®) designation from the National Association of Plan Advisors (NAPA). He earned a Bachelor of Science degree in Sociology from the University of North Carolina, Charlotte. Over his career, Philip has assisted many families in protecting, growing, and transitioning wealth, with some relationships spanning multiple generations. He has been recognized on the Forbes “Best-in-State Wealth Advisors” list for four consecutive years from 2021 through 2024, and on Barron’s “Top 1,200 Financial Advisors” list in 2023 and 2024. Philip and his wife, Karen, reside in Virginia Beach, where they raised their three adult sons. His community involvement includes board service for the Virginia Stage Company and volunteer work as a youth sports coach. His personal interests include baseball, basketball, boating, cooking, football, gardening, golfing, pickleball, family time, and watching movies, with beekeeping as a more recent passion.

Norman Harres is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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, incorporating research and analytics from internal and third-party sources.

Matthew Budde is a financial advisor with Thrivent Investment Management in Virginia Beach, VA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to his current role at Thrivent, he worked in real estate with eXp Realty LLC and O'Brien Realty. Outside of advising, he has experience as a landlord. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various financial planning topics without implementing the recommendations directly.

Natalie Eden is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning her financial career in 1998 and joining Merrill in 2007, she has worked with individuals and businesses to develop customized strategies focused on pursuing both current and long-term financial goals. Natalie assists clients with a wide range of wealth management needs, including investments, estate planning, retirement planning strategies, and personalized portfolio management. Her expertise covers areas such as college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, and retirement income. Natalie holds several professional designations, including the Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree in psychology from Metropolitan State University of Denver. Residing in Virginia Beach, Natalie is active in her church and works with nonprofit organizations to combat human trafficking. She enjoys running and spending time at the beach with her two children, alongside her interests in adventure sports, biking, boating, hiking, horseback riding, skiing, traveling, and volleyball.

Judson Rodman Jr. is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and was previously with Citigroup Global Markets. Outside of finance, he operates JHR Photography. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory services to individual and institutional clients, including customized financial planning supported by structured discovery processes and analytical tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning solutions.

Mark Dorsey is a financial advisor with Ameriprise in Norfolk, VA, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Marc Weiss is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he operates a travel agency, booking travel for clients on a limited basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven process grounded in modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

Kevin Heninger is a financial advisor with MassMutual Investors Services in Virginia Beach, VA, holding a Series 66 designation and one year of industry experience. His work history includes roles at MML Investors Services, MassMutual Life Insurance Co/Clarke Financial Management, and American Funds. Outside of his advisory role, he operates a retail business selling sports cards online. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based recommendations.

Frederick Hughes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. Outside of his advisory role, Hughes serves as a soccer coach for the YMCA of South Hampton Roads. 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 management. 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.