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.

Edwin Horner IV is a financial advisor with Raymond James & Associates, holding Series 63, Series 65, and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Raymond James in 2018, he worked at Truist Advisory Services and BB&T Securities. He also serves as a trustee for family trusts alongside his brother, a role in which he does not receive compensation. 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 municipalities, offering financial planning and investment consulting typically on a non-discretionary basis.

Thomas Dickson is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of advising, he serves as executive director on the board and finance committee of the General Douglas MacArthur Foundation, which supports education and research related to Douglas MacArthur and the preservation of American heritage. He is also a partial owner of companies involved in real estate investments and racehorse ownership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research, model-based asset allocations, and fee-based financial planning to tailor strategies to clients’ goals and risk tolerances. The firm blends institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Francis Mclennan is a financial advisor at Wells Fargo Clearing with 29 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 to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frank Mcdonnell is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for 17 years before joining Cape Henry Private Wealth Group and Raymond James in 2018. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytic tools, supports a broad advisor network, and has specialized municipal and public-finance advisory capabilities.

Quentin Daugherty is a financial advisor at Edward Jones in Hampton, VA, holding a Series 66 designation. He joined Edward Jones in 2026 and previously operated an outdoor living business for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Ted Tignor is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Raymond James since 2009 and previously was involved with First Landing Financial. Outside of advisory work, he is also a musician and singer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning and advisory services supported by analytical tools and maintains unique affiliations, including municipal advisory capabilities.

Alexander Werth is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2014. 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 model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.