William West is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior roles include nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. He serves as Treasurer for the Tidewater African Cultural Alliance, a nonprofit organization. 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, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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.

Susan Mc Lean is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at Ameriprise in Virginia Beach, VA. She has been with Ameriprise in various capacities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized, research-driven recommendations through a centralized consulting team that leverages algorithmic tools alongside professional oversight.

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.

Virginia Sanchez is a Series 66 licensed financial advisor with Edward Jones in Virginia Beach, VA, where she has worked since 2018. She has seven years of industry experience, including prior roles at ARDX Foundation, Inc. and ARDX. Outside of her advisory work, Sanchez is an ordained minister authorized to perform weddings and funerals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Robert Corcoran is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors from 2002 to 2025. In addition to his advisory role, he is also an insurance agent, focusing on the sale and service of fixed annuities, health, life, and disability insurance. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to manage portfolios across multiple investment types, serving individual investors, corporations, pension plans, and charitable organizations.

James Blassingham III is a financial advisor with Equitable Advisors in Norfolk, VA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Mony Securities Corporation from 1992 to 2005. In addition to his advisory role, he is president and owner of Capstone Benefit Services, Inc., a business providing employee benefits services to clients. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset-management programs. The firm uses a network of Investment Adviser Representatives and offers both proprietary and third-party investment solutions.

Carrie Riordan is a Wealth Management Advisor at Merrill Lynch Wealth Management in the Norfolk, VA office. She joined Merrill Lynch in 2019 and has been part of the financial services industry since 2017. In her role, Carrie provides traditional investment advice and guidance, curates customized investment portfolio strategies aligned with clients' specific objectives, and offers solutions across various financial services including banking, lending, investments, retirement and savings, insurance, and wealth planning for individuals, families, and business owners. Carrie holds the Chartered Financial Consultant (ChFC®) designation and the Certified Exit Planning Advisor (CEPA®) designation, supporting her expertise in financial planning and business exit planning. She earned a Bachelor of Science degree in Business Administration and Management from Christopher Newport University. Carrie is a Senior Portfolio Advisor with access to a range of managed portfolio options, including ETFs, mutual funds, separately managed accounts, and alternatives. She leads a team of specialists providing personalized support in areas such as mortgage lending, estate planning, and insurance. Carrie is involved in professional organizations including the National Association for Women Business Owners (NAWBO) and the Virginia Beach SPCA. Her community involvement includes participation in the Christopher Newport Alumni Association, the Foodbank of Southeastern Virginia, and NAWBO. Personal interests include billiards, golfing, interior decorating, photography, reading, soccer, spending time with family, woodworking, and writing.

Michael Murphy is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 22 years of industry experience. He previously worked at Lincoln Financial Securities for seven years before joining Cambridge Investment Research in 2014. Outside of his advisory role, Murphy serves as a race director for a community event and is involved in intellectual property development through a holding company he operates. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm utilizes multiple portfolio management platforms and offers both proprietary and third-party strategies tailored to client objectives, supported by a network of independent financial professionals.

Gary Zaugg is a CFP® and ChFC® with 40 years of experience in the financial services industry. He has been with Raymond James Financial since 2009 and has also worked with the Virginia Institute of Collaborative Professionals since 2007. Outside of his advisory role, he serves as assistant treasurer for the Great Bridge Sons of the American Revolution. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Lisa Dieter is a Financial Advisor at Merrill Lynch Wealth Management, where she joined in 2026. She has been in the financial services industry since 2011, bringing 15 years of experience in helping clients accomplish their financial goals through personalized planning and investment guidance. Lisa's expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, portfolio management, socially responsible investing, women and wealth, tax minimization, and retirement income. Prior to joining Merrill Lynch, Lisa spent 10 years working with non-profits and their leaders. She holds a Bachelor's Degree from Mary Baldwin College and is a Personal Investment Advisor (PIA). Lisa focuses on understanding clients' unique financial objectives to develop tailored wealth management solutions aimed at managing investment risk and achieving long-term goals. Lisa lives in Virginia Beach, Virginia, with her husband Patrick and their four children. She is involved with the Amniotic Fluid Embolism Foundation and incorporates community participation as part of her professional philosophy.