Shahzeib Parvez is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Park Avenue Securities LLC, Guardian Life Insurance Company, and Oppenheimer & Co, Inc. He serves on several nonprofit boards, including the Virginia Beach Historical Houses Foundation and Chesapeake Humane Society, and holds treasurer roles in multiple community organizations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and proprietary software to deliver collaborative financial plans and offers various investment and planning programs.

Frederick Hope is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at American Cemetery Supplies, Virginia Pilot Association, Moran Towing, OBX Parasail, Hampden-Sydney College, and Norfolk Academy. 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 financial planning engagements utilizing firm-approved tools and provides various investment programs and educational seminars.

Michael Duffy is a financial advisor at Merrill with 41 years of industry experience. He holds a Series 63 designation and has been with Merrill since 1982, working concurrently with Bank of America since 2009. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients, providing managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by integration with Bank of America’s broader banking and capital-markets platform.

Kevin Luebbert is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Wells Fargo Advisors and U.S. Bancorp Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Jodie Brewington is a financial advisor with Merrill in Virginia Beach, VA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. Her prior work includes roles at Bank of America, N.A., New York Life, and NyLife Securities. Outside of her advisory duties, she serves as an executor for family estates. 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 strategies supported by internal investment teams and third-party managers for a range of individual and institutional clients.

Marie Ramirez is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Davenport & Co. LLC for 13 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and a broad range of capital markets services.

Benjamin Huger IV is a financial advisor with UBS Financial Services in Norfolk, VA, holding a Series 66 designation and nine years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is an assistant coach for the varsity lacrosse team at Cape Henry Collegiate and serves on the board of directors for Habitat for Humanity, where he participates in project reviews, home building, and fundraising. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory services, combining institutional trading capabilities with wealth management.

Bobbi Sawyers is a financial advisor at UBS Financial Services with 37 years of industry experience. She has been with UBS since 1995. Outside of her advisory role, she is involved in seasonal event staffing in Norfolk, VA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering access to proprietary research and various capital markets services.

Catherine King is a financial advisor with Wells Fargo Clearing in Norfolk, VA. She holds a Series 66 designation and has two years of industry experience. She has been with Wells Fargo Clearing since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mark Griffin is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Cristina Mangrum is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has worked at Wells Fargo Bank, N.A. since 2016 and was previously employed at Shamin. Outside of finance, she is involved in the hospitality industry as a waitress for Mahi's LLC in Virginia Beach. 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 advice. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a broad range of financial products that include insurance-related vehicles and bank deposit sweep options.

Catherine Vicente Salas is a financial advisor with Ameriprise Financial Services in Chesapeake, VA, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise since 2007. 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 focuses on dependable income sources and tax-aware withdrawal strategies.

Hannah Spata is a financial advisor with Merrill in Norfolk, VA, holding a Series 66 designation and beginning her industry career in 2026. Her prior experience includes roles at Bank of America, N.A., and ownership of Hannah Greene Spata LLC. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Baillie is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Securities America Advisors, Cetera Advisors, Investors Capital Corp., and First Command Brokerage Services. Outside of his advisory work, he is a 40% shareholder in Baillie Hospitality Group Corporation, involved in developing a restaurant facility in Virginia Beach. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Nicholas Ingram is a financial advisor with LPL Financial based in Virginia Beach, VA, holding a Series 66 license and 16 years of industry experience. Prior to joining LPL Financial in 2022, he spent ten years with MML Investors Services LLC and MassMutual Life Insurance Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs including discretionary and non-discretionary management, supported by research and multiple portfolio options.

Cabell Birdsong is a financial advisor at OSAIC with 61 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for 12 years prior to joining OSAIC. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management tools and access to third-party money managers and wrap programs.

Adam Rex Sr. is a CFP® professional with 22 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. Prior to this, he worked at Invest Financial Corporation from 2009 to 2017. He holds roles outside of advising, including board membership with the National Association for Learning Development and volunteer service with the Walk to End Alzheimer’s Coastal Virginia chapter. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of platforms and proprietary as well as third-party strategies tailored to client objectives.

Alexandria Wiles is a financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS since 2019 and previously held roles at Merrill and in the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Rob Cagliostro is a Planning Consultant at Fidelity Investments, where he has been serving clients since 2025. He focuses on creating financial plans that are tailored to clients' unique goals and values through a collaborative approach. Rob has held several roles at Fidelity Investments, including Relationship Manager and Investment Solutions Representative, before his current position. He also has experience as a Financial Advisor at UBS Financial Services and as a Member Service Representative at Navy Federal Credit Union. Rob holds a California Insurance License. Outside of his professional work, his interests include football, golf, military service, pets, and traveling.

Natalie Lippincott is a financial advisor with Edward Jones in Chesapeake, VA, holding a Series 66 designation and totaling one year of industry experience. Her work history includes multiple roles at Edward Jones dating back to 2015, as well as positions at Digital Nation USA, Spin Modern, and Al-Anon Family Groups, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, tax-efficient services, and affiliated investment products through a widespread network of advisors and branch offices.