Leah Douvres is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Merrill in 2021. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Mckendree Jr. is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and 20 years of industry experience. He has worked with Raymond James since 2019 and previously spent three years with Compton Wealth Advisory Group. Outside of his advisory role, he is the owner of Bombolage, LLC, a non-investment-related business. 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 non-discretionary planning tailored to client goals and supports a range of advisory programs, including notable public finance and SIMPLE IRA employer consulting services.

Angel Dodson is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Ameriprise, Truist Advisory Services, Merrill, and various mortgage companies. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software and offers specialized programs including divorce planning and employer-sponsored planning services.

Alisa Frenck is a financial advisor with Fidelity Investments in Virginia Beach, VA, holding a Series 66 designation and 10 years of industry experience. She previously worked at Davenport for seven years before joining Fidelity, where she has been employed since 2022. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to multiple registered investment companies and employs systematic methodologies and AI-driven tools in its portfolio management.

Kenneth Wren Jr. is a financial advisor at Raymond James Financial with over 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James Financial and TowneBank since 2004. Wren serves as a board member for the Portsmouth Chesapeake Area Foundation, which provides grants to local schools for special needs equipment. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored planning to support client goals and provides specialized municipal and public finance advisory services.

Daniel Henderson is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC from 2013 to 2016. Outside of his advisory role, Henderson serves as a football official for the Hampton Roads Sports Officials Association and is currently an election official for the City of Virginia Beach. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

Nicole Hogan is a financial advisor with Wells Fargo Clearing in Virginia Beach, VA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Outside of her advisory role, she owns and operates Hogan Homes, LLC, a business focused on renovating and selling houses. 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 solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Bradley Zisser is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Wells Fargo Bank, Atlantic Bay Mortgage Group, and MassMutual Investors Services. 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’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Donald Smith is a financial advisor at Edward Jones in Portsmouth, VA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a member of the Stock Pickers of Tidewater Club, a social club based in Portsmouth. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Debra Clendenin is a financial advisor with Raymond James Financial in Virginia Beach, VA, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. She has previously worked at Financial Security Management, Inc. for 18 years and has been with Raymond James Financial Services, Inc. and O'Brien Financial Management since 2026. 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, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools and risk profiling to support client goals, with specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Courtney Richard is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Richard serves on the board of the Financial Planners Association of Hampton Roads and performs improv and sketch comedy with Push Comedy Theater. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and capital market assumptions to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Dana Crawford is a financial advisor with Merrill in Norfolk, VA, holding a Series 66 designation and 19 years of industry experience. She has worked at Merrill since 2007, following a brief tenure at Ameriprise. In addition to her advisory role, she serves as a power of attorney for her parents. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Longfritz Jr. is a financial advisor with Edward Jones in Chesapeake, VA, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of over 23,700 advisors.

Amy Holcombe is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley, Fidelity Investments, and Charles Schwab in various capacities. Her current role at Morgan Stanley began in 2025. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured processes and firm-approved tools.

David Zacharias is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Park Avenue Securities LLC and Guardian Life Insurance Co of America. Outside of his advisory role, he is president of a real estate consulting 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 offers ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and typically recommends investment strategies rather than specific products.

David Hadder is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Edward Grossmann Jr. is a financial advisor with Edward Jones in Virginia Beach, VA, holding Series 63 and Series 66 designations and with 26 years of industry experience. He has been with Edward Jones since 2000. 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 supported by a large national network of financial advisors and branch offices.

Gregory Watts is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007 and previously at IA Dean Witter Reynolds since 1981. Watts serves on the regional boards of Hope International and Friends for African Development. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, offering services primarily in an advisory capacity without individual security recommendations in standalone plans.

Owen O Shaughnessy is a financial advisor with Charles Schwab & Co., Inc. in Virginia Beach, VA. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at Alperin Law, PLLC, Arkad, LLC, and TowneBank, as well as several years in the restaurant and education sectors. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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’s model combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized supervision and custody services.

Julian Vendura is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include various positions outside the financial sector, such as work in the hospitality and food service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing charitable gift funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and oversight controls.