James Albert is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2015. Prior to that, he was with Mass Mutual Investors Services for eight years and MICG Investment Management, LLC for one year. Outside of his advisory role, he is a part-owner of a family HVAC business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms.

Amy King is a financial advisor at Mass Mutual Investors Services with two years of industry experience. She holds a Series 66 designation and has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2020. Prior to this, she spent nine years at JTH Tax, Inc. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and various educational programs.

Eugene Kelly IV is a Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding business owners, executives, professionals, and families through financial decisions associated with significant life transitions such as business sales, relocations, and rapid company growth. He focuses on the period before liquidity events when owners have the most options and works to understand the broader effects of wealth creation, including demographic shifts and generational wealth transfer. His areas of expertise include corporate benefits, executive compensation, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Eugene holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Eugene's educational background includes a High School Diploma from Kempsville High School, studies at the College of William & Mary, and Regent University. Outside of his professional role, he enjoys adventure sports, camping, hiking, music, reading, traveling, watching movies, writing, and spending time with his family.

Tyler Van Selow is a financial advisor at Edward Jones in Virginia Beach, VA, holding Series 65 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Virginia Investment Advisory, Dogwood Partners, LLC, Masonry Capital Management, LLC, and Virginia National Bankshares Corp. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Brooke Walthall is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she held roles at United Property Associates, Thornton Electrical Company, and other organizations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of financial advisors and branch offices.

Charles Lovelace is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 credential and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he assists with tax preparation for a family-owned tax service. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service focused on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, employing a research-driven and algorithm-supported approach to retirement income recommendations.

Tucker Mason is a financial advisor with Wells Fargo Clearing in Norfolk, VA. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2026, respectively. Prior to his financial services roles, he worked at Target, Petco, and Walmart, and completed four years of full-time education. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Rickey Mayo is a CFP® professional affiliated with Raymond James Financial in Virginia Beach, VA, with 42 years of industry experience. His career includes roles at Fulton Financial Advisors and RPM Advisory Services at the Bay. Outside of finance, he has worked as a wine consultant and sommelier for nine years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients, using tailored non-discretionary planning supported by analytical modeling and technology tools.

Collin Campbell is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been employed since 2018. He specializes in goals-based financial modeling and portfolio construction, leveraging his engineering background and Merrill's proprietary software to develop financial plans that help assess the feasibility of client goals. Prior to joining Merrill, Collin worked as a Client and Business Development Manager with Charlottesville-based engineering firm 2RW Consultants, Inc. Collin graduated from James Madison University with a Bachelor of Science in Integrated Science and Technology, concentrating in energy and minoring in Music Industry. He holds the Certified Private Wealth Advisor (CPWA) designation, obtained through the Investment Wealth Institute, and maintains Series 7 and Series 66 FINRA registrations as well as a Life and Health insurance license. In 2025, he completed the Yale School of Management Executive Education program and was named to the Forbes "Best-in-State Wealth Management Teams" list as part of the Bloemers Campbell Group. Outside of his professional work, Collin serves as an active board member and past President of the Rotary Club of Charlottesville. He is also involved with the Charlottesville Chamber of Commerce and volunteers by playing piano at Sentara Martha Jefferson Hospital. His community interests encompass philanthropic and volunteer activities.

Richard De Salvo is a financial advisor at UBS Financial Services with the Series 66 designation and one year of experience in the industry. Prior to joining UBS, he served in the United States Navy for 21 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and model-based asset allocations.

Bonnie Whitehurst is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 registrations and 43 years of industry experience. She has worked with Wells Fargo-affiliated firms since 2011. Outside of her advisory role, she serves as an associate pastor at Virginia Korean United Methodist Church. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to support its investment approach and operates on a large scale with more than 14,000 financial advisors.

Heather Stouder is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2020 and previously worked for M & M Hospitality Group for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a broad nationwide network of financial advisors and branch offices.

Christopher Russi is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets from 1996 to 2009. Russi has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and modeling techniques and offers a range of investment and advisory services through its broad platform.

John Rhoades is a financial advisor with Edward Jones in Norfolk, VA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Rhoades owns and operates Rocky's Culture Co., a Virginia Beach-based art and concept design business specializing in creative design consulting, mural artwork, and event coordination. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large nationwide network of financial advisors and branch offices, and provides additional affiliated capabilities including trust services and securities-based lending.

Patrick Cvitanovich is a financial advisor with UBS Financial Services in Norfolk, VA. He holds Series 63 and Series 65 designations and has 27 years of industry experience, having worked at Painewebber Incorporated and UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and diversified capital markets expertise.

Kimberly Henderson is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Raymond James since 2015, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, advisory programs, and institutional consulting, utilizing a range of portfolio management strategies and firm research to support tailored, primarily non-discretionary client relationships.

Andrew Holloway is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting individuals, families, and business owners with building, preserving, and transferring wealth through comprehensive financial planning and personalized wealth management strategies. His approach involves understanding each client's unique goals and developing customized solutions that integrate investment management, retirement planning, risk management, estate considerations, and lending strategies. In addition to his client-focused work, Andrew develops strategic business relationships across various industries, aiding professionals and business owners in navigating complex financial decisions and identifying opportunities to enhance their financial well-being. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Hampden-Sydney College. Andrew is involved in his community through participation in organizations such as the Downtown Norfolk Civic League, Virginia Opera, and the Waterside Public Art Committee.

Steven Cornelius is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has 26 years of experience in financial services and focuses on helping clients plan for their financial future by understanding their goals and priorities. Steven utilizes the tools and resources provided by Fidelity to collaborate with clients in designing strategies aimed at retirement and other financial objectives. Prior to his current role, Steven served as an Investment Consultant at Fidelity Investments from 2023 to 2024. His previous experience includes positions such as Divisional Sales Manager at Transamerica from 2015 to 2023, Head of Distribution at RevenueShares ETFs from 2013 to 2014, Divisional Vice President at Hartford Financial Services from 2005 to 2013, and Regional Director at Hartford Financial Services from 1999 to 2004. Outside of his professional work, Steven has interests that include comedy, fitness, football, social events with friends, tennis, and traveling.

Sheryl Templeton is a financial advisor at Edward Jones in Chesapeake, VA, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2005. Outside of advisory work, she also works as a food delivery driver. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large nationwide advisor and branch network.

Jonathan Speight is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Grove Point Advisors, Grove Point Investments, and Sterling Financial Group. Outside of his advisory role, he assists with client tax returns at Chesapeake Tax Service and serves as Business Manager at Sterling Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of investment adviser representatives and utilizes various portfolio strategies, including discretionary and non-discretionary approaches.