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.

Kimberly Murray is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2010. Outside of her advisory role, she is the owner of a family business. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

George Whitmore is a financial advisor with Raymond James Financial Services Advisors, Inc. in Virginia Beach, VA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Bb&T Securities and Scott & Stringfellow. Whitmore is also associated with TowneBank in a banking capacity. 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, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and analytical tools to align client goals with investment strategies and supports a broad advisor network with municipal and public-finance expertise.

Victoria Naughton is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2012 and 2013, respectively. Outside of her advisory role, she serves as a director for The Church at 1740 in Chesapeake, VA, where she is involved in directing charitable donations. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carl Pierson Jr. is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2004. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and investment models to support client strategies. The firm manages approximately $2.74 trillion in client assets and offers financial plans through direct and corporate agreements.

Carol Mc Lawhorn is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Wells Fargo Advisors. 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 individuals, high-net-worth clients, and institutional investors.

Dylan Alvarado is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 credential. He joined Ameriprise in 2025 and has previous work experience outside the industry, including roles at Academy Sports + Outdoors and Virginia Tech Rec Sports. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Robert Pickett is a financial advisor with MassMutual Investors Services in Virginia Beach, VA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including 10 years at MassMutual Investors Services and Massachusetts Mutual Life Insurance Co. He is president of Pickett Financial Services LLC, where he manages the brokerage business for First Financial Group and engages in insurance sales, financial planning, and investment management. 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 using firm-approved software and event-driven planning programs.

Jeff Calhoun is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Alphastar Capital Management and TransAmerica Financial Advisors. Calhoun also operates a tax preparation and accounting business, Convergent Strategies, LLC, in Virginia Beach. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

David Johnson is a financial advisor with Merrill in Norfolk, VA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Bank of America and Merrill since 2011. He serves as a board member on a committee for the Norfolk State University Foundation. Merrill provides a broad range of investment and wealth management services to individuals, retirement plans, corporations, charities, and institutional clients. The firm offers multiple managed account programs and manager-selection strategies, supported by integration with Bank of America’s broader banking and capital markets platform.

Connor Davis is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in insurance sales through his own firm, CW Strategies LLC. 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 ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships that utilize firm-approved analytical tools.