Nikki Nunes is a financial advisor at Truist Advisory Services with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at SunTrust Investment Services since 2014. Outside of advisory work, she is a Virginia Notary Public. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Itxel De Lucy is a financial advisor with First Command Advisory Services in Newport News, VA. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his financial services career, he served 22 years in the United States Air Force. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, using model portfolios and approved third-party managers.

Jonathon Waechter is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and served 20 years in the United States Coast Guard before beginning his advisory career. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized investment team and Wealth Portfolio Managers using approved third-party managers.

Richard Henry is a financial advisor with Davenport & Company LLC in Williamsburg, VA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Davenport & Company since 2002. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management features dedicated portfolio manager teams and a Manager Research team that oversee various investment strategies across separate accounts, mutual funds, and ETFs.

Robert Self is a financial advisor with Eagle Strategies (NY Life) based in Yorktown, VA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. In addition to his role at Eagle Strategies since 2025, he operates Frontline Financial Strategies, LLC, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages a significant portion of its assets on a non-discretionary basis.

Jason Perry is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 designation and previously served in the US Air Force for five years. His career background includes roles at First Command Insurance Services, Brokerage Services, and Financial Services, all since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team, delivering a structured approach to portfolio construction and oversight.

Randall Austill is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining the firm, he served 39 years in the U.S. Air Force. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team.

Michael Sigmon is a CFP® professional with six years of experience in the financial services industry. He has worked at firms including Summit Financial Partners and Cornerstone Wealth before joining Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a range of adviser support services, including managed account programs, access to third-party asset managers, and custody and clearing services.

Jacob Bales is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2014. He also operates James Bales Financial, providing financial planning and client services independently. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a variety of investment strategies and provides both discretionary and non-discretionary portfolio management through platforms like CLASSIC Plus.

Shelton Daniels is a financial advisor with First Command Advisory Services in Newport News, VA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked solely with First Command entities since 2013. Daniels also serves as a Professor of Military Science in the US Army Reserves, teaching and training ROTC cadets at Norfolk State University. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Jacob Clark is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds a Series 66 designation and has been with Davenport since 2020. Prior to joining Davenport, Clark worked at Virginia Tech from 2016 to 2020. He serves on the advisory board of the RF Wilkinson Family YMCA, attending monthly meetings and volunteering at events. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers a range of advisory programs through dedicated portfolio manager teams and manages several mutual funds and fixed-income strategies.

Christopher Walls is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. He previously worked for Davenport & Company LLC for nine years before joining Sanctuary in 2023. Walls serves on the Boy Scouts of America equipment committee and participates on the investment committee for King Of Glory Lutheran Church. He is also the Chief Investment Officer for Trustbuilders Law Group, advising on asset allocation for clients of the firm. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent advisors who utilize various investment approaches and platforms, offering both discretionary and non-discretionary account management.

Arthur Chambers II is a financial advisor at Truist Advisory Services with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His career includes roles at Truist Investment Services and SunTrust Advisory Services, reflecting a long tenure within the Truist enterprise. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across Truist’s broker-dealer and banking affiliates.

Estrellita Zamora is a financial advisor with Truist Advisory Services in Williamsburg, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her career includes roles at Truist Investment Services, Wells Fargo Clearing, Wells Fargo Advisors, and Wachovia Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and an integrated inter-affiliate platform.

Margaret Taylor is a financial advisor with OSAIC Institutions, INC. She holds a Series 66 designation and has 24 years of industry experience. Her work history includes roles at Bayport Credit Union, Cuso Financial Services, LP, and Wells Fargo Clearing. Taylor is also the owner of Grace Financial LLC, an educational and informational investment-related business. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a service model that includes third-party promoters and subadvisory relationships.

Alison Foley is a financial advisor at Davenport & Company LLC with 18 years of industry experience. She holds a Series 66 designation and has been with Davenport since 2007. Outside of her advisory role, Alison serves as Treasurer for the Colonial Connections Networking Group, is a member of the Williamsburg United Methodist Church Endowment Committee, and is Vice Chair of the Board of Directors for the Peake Childhood Center, a nonprofit early childhood education organization. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with investment management delivered through dedicated portfolio teams and various advisory programs.

Roger Banville is a financial advisor with Eagle Strategies (New York Life) based in Williamsburg, VA. He holds Series 63 and Series 66 designations and has 30 years of industry experience. Banville has been with New York Life and Nylife Distributors LLC since 2012. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with various client types including defined contribution and defined benefit plans.

Thomas Hurford is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Stratos in 2013, he worked at The Huntington Investment Company for seven years. Outside of his advisory role, he is involved in a family business that refurbishes and sells older sailboats, as well as creative writing projects including fiction and screenwriting. Stratos Wealth Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to various investment strategies, and retirement plan consulting through a network of investment adviser representatives.

James Mccormick is a financial advisor at Davenport & Company LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2015. Outside of his advisory role, he serves as the head coach for the James City County Public Schools swim team. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team, overseeing separately managed accounts, mutual funds, ETF model portfolios, and unified managed accounts.

Melody Glass is a financial advisor with Truist Advisory Services, holding a Series 66 credential and 15 years of industry experience. She has been with Truist since 2015, including roles at BB&T Securities and Truist Investment Services. Outside of her advisory work, she is the author of a children’s book titled *Bubbles & Bullies*. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its affiliated broker-dealer and bank.