Christopher Russi is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets starting in 1996. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

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 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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 with LPL Financial, holding a Series 66 designation and one year of industry experience. He previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Sterling Financial Group, where he has eight years of experience. Outside of his advisory role, he assists at Chesapeake Tax Service in preparing client tax returns. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party research, and various investment strategies.

Patrycja Plucinski is a CFP®-certified financial advisor with 20 years of industry experience, currently serving clients at Edward Jones since 2018. She previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. Outside of advising, she owns and manages a rental property in Chesapeake, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment and advisory solutions supported by a nationwide network of more than 23,000 financial advisors.

Bryce Mcvey is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Agi, DW1, and Keller Williams. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios that incorporate mutual funds, ETFs, and ETPs.

Emily Capps is a financial advisor with LPL Financial and holds a Series 66 designation. She has 10 years of industry experience, previously working at Infinex Investments, Inc. for nine years and Virginia Asset Group for sixteen years. She is also involved with Virginia Insurance Agency Solutions, Inc., a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Amy Georges is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, with intervening roles at Oppenheimer & Co. Inc and Morgan Stanley. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Denise Mitchell is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Merrill since 2013, based in Virginia Beach, VA. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexandra Hale is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to define their financial goals and develop portfolio strategies tailored to pursue those objectives. Alexandra provides ongoing advice and adapts these strategies as clients' situations evolve. She offers expertise in general investing, retirement planning, and saving for unexpected events. Alexandra emphasizes understanding clients' priorities to help them create effective financial plans. Alexandra holds a Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from the University of Delaware. She communicates with clients in both English and Spanish.

Kenneth Prudhomme currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. Prior to this role, he was the WPA Team Leader from 2022 to 2024 and the Service Team Leader from 2020 to 2022 at Fidelity Investments. Throughout his tenure, Kenneth has focused on driving growth and fostering a culture of belonging by challenging limits, amplifying voices, and empowering every associate's future. Kenneth's professional experience spans leadership roles within Fidelity Investments, where he has developed expertise in team leadership and operational management. Outside of his professional responsibilities, Kenneth has interests in comedy, football, museums, parenthood, and soccer.

Seth Williams is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 licenses. He has one year of industry experience and began his career in financial services with Wells Fargo Bank, N.A. in 2023. Prior to this, he worked in a variety of roles outside finance across several industries. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from internal and third-party sources to support a range of brokerage and advisory solutions.

Andrew Merchant is a financial advisor with Merrill in Norfolk, VA, holding a Series 66 credential and bringing 19 years of industry experience. He has been with Merrill and its affiliate Bank of America since 2013. Merchant serves as President and Advisory Board Member of the Hampton Roads Financial Planning Association, a charitable organization in Virginia Beach. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Christopher Davis is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. He is based in Norfolk, VA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm utilizes proprietary capital market assumptions and research to tailor client plans and offers services including fee-based financial planning, portfolio management, and alternative product distribution.

Karl Klinger is a CFP® professional with 32 years of industry experience, currently advising clients at LPL Financial since 2025. Prior to joining LPL Financial, he spent 22 years with Next Financial Group Inc. He is also involved in tax preparation and accounting through Bernadette M Vaughan Inc and owns CTP Business Services LLC in Virginia Beach, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, and nonprofits nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Tracy Collins is a financial advisor at UBS Financial Services with 33 years of industry experience. She has held her current position at UBS since 2007. Collins holds Series 63 and Series 65 registrations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets, research, and lending services.