Daniel Ross is a financial advisor with Edward Jones in Virginia Beach, VA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm provides a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Wagner is a financial advisor with LPL Financial in Chesapeake, VA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with LPL Financial and its predecessor firm since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Lauren Overby is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2016. Outside of her advisory role, she participates in the Amazon Vine Program, writing product reviews based on items she receives for free. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Ryan Russo is a financial advisor with Wells Fargo Advisors in Chesapeake, VA, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at Steward Partners, Elan Wealth Management, Freedom Street Partners, Raymond James Financial Services, and Merrill Lynch. Outside of his advisory work, Russo is a board member of the Chesapeake Rotary Club, where he coordinates club operations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting specific net-worth requirements. The firm uses proprietary research and planning tools to develop client recommendations, with optional implementation through various brokerage and advisory programs.

Jessica Wyman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Financial Security Advisory Inc. and Financial Security Management, Incorporated. Outside of her advisory role, she is involved as an advisor and distributor for Advocare International, a health and wellness products company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports various advisory programs across its extensive network.

Kendrick Norfleet is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at General Electric Vernova for three years and served at Norfolk Naval Shipyard for thirteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jacob Ness is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, Northwestern Mutual, and Virginia Wesleyan University. 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Breon is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Spectrum Financial, Inc. He is also the founder of Will Breon (Brand), a clothing and apparel business involved in clothing design, social media content creation, and website inventory management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Sean Murphy is a CFP®-designated financial advisor with eight years of industry experience, currently with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he worked seven years at Edward Jones and has experience in mortgage finance. He serves as a board member of the Chesapeake Public Schools Educational Foundation, a nonprofit organization. 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 advisory services using analytical tools and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA employer consulting.

Adam Tiller is a financial advisor at Edward Jones in Chesapeake, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for nine years at Nucor Steel Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dwight Wagaman is a financial advisor with LPL Financial, holding a Series 66 designation and based in Chesapeake, VA. He has worked in various roles including positions at ThayerMahan, Delta Defense, Point One USA, and Veterans United Home Loans, and served in the United States Navy from 2013 to 2021. He joined LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national 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 from LPL Research and third-party subadvisors.

Brent Webber is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2019, he worked at Chubb and has experience in the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and various investment management options.

Carter Johns is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2019, following 14 years at Ameriprise Financial Services. Johns is also involved with JCG LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research, along with technology such as machine learning to support its investment strategies.

Robert Marchesano is a CFP® professional with 24 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has held roles at Atlantic Union Financial Consultants and Truist Advisory Services, among others. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes risk profiling and analytical tools to provide tailored, non-discretionary advice and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Karen White is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. She worked at Merrill Lynch for 30 years before joining Raymond James, where she has been since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide range of advisory programs, including municipal and public-finance services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Andrew Zohorsky is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has prior experience at First Command Insurance Services and First Command Advisory Services. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Harold Gilbert is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he is involved in an outside insurance brokerage business, TFA Benefits. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, and offers financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes matching clients to advisory models and third-party managers, providing a range of investment options without sponsoring its own wrap fee program.

Andrew Blanchard is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. His previous roles include positions at Ferguson Enterprise, TowneBank, Dick's Sporting Goods, and Liberty University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and investment options, operates under a fiduciary standard, and is notable for its extensive network of financial advisors and branch offices.

Anne Roach is a financial advisor with LPL Financial in Chesapeake, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Linsco/Private Ledger Corp. since 1999. Roach is also a licensed notary public and writes life insurance policies as a producer for several companies including West Coast Life, Genworth, Crump, Penn Mutual, and Brighthouse Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Megan Howell is a financial advisor at Raymond James Financial with nine years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for eight years and OneMain Financial for two years. Howell is based in Chesapeake, VA. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary advice using risk profiling and analytical tools, and it supports various advisory programs and institutional portfolio management.