Luke Messer is a financial advisor at Forefront Asset Management, LLC in Virginia Beach, VA. He holds a Series 65 designation and has three years of industry experience, all with Forefront Asset Management. Forefront Asset Management serves individuals, retirement plans, corporations, trusts, estates, and charitable organizations, managing approximately $137 million in regulatory assets for about 300 clients. The firm provides holistic financial planning and consulting alongside portfolio management, using a mix of fundamental and technical analysis, and offers services including retirement planning, estate planning, education planning, wealth transfer, family office services, and private asset management.

Randolph Henderson III is a CFP® and ChFC® with 19 years of industry experience. He is currently with HarborPoint Wealth Partners and has held previous roles at LPL Financial and Northwestern Mutual. Henderson serves as Board Treasurer for both the Don Carey REECH Foundation and the Virginia Uplift Foundation. HarborPoint Wealth Partners serves individuals—including high-net-worth clients—small businesses, retirement plans, and charitable organizations. The firm offers wealth management, investment management, financial planning, retirement plan consulting, tax preparation, and educational seminars, employing a blended active and passive investment approach with discretionary management and client-imposed restrictions.

Robert Fulton is a CFP® with 22 years of industry experience. He is currently with Compton Wealth Advisory Group, LLC, where he has worked since 2024, following roles at Bank of America, Merrill, Toner Asset Management Group, AdvicePeriod, and Signature Financial Management. Compton Wealth Advisory Group provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and foundations, including high-net-worth and ultra-high-net-worth clients. The firm manages portfolios using a variety of asset types and offers family office services, retirement-plan participant education, and integrated financial planning with access to institutional custodial services and alternative investments.

Mark Rienerth is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He has worked at several firms, including Avenir Private Advisors, Kovack Securities, and Capital Guardian Wealth Management. Rienerth serves as a board member on the endowment committee of Ghent United Methodist Church. Lebenthal Global Advisors provides investment advisory services to individuals, trusts, retirement accounts, small businesses, and employee benefit plans. The firm offers customized and model portfolios, discretionary and non-discretionary management, financial planning, and pension consulting, managing approximately $820 million in assets across a multi-advisor team.

William Overton is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Tull Financial Group, Inc. since 2019 and previously held a position at Signature Family Wealth Advisors. Prior to his advisory career, he was affiliated with Virginia Tech for four years. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and businesses, including retirement plan support. The firm uses a tactical asset allocation approach combining passive and active investments, offers written Investment Policy Statements, and involves multiple generations in planning where appropriate.

Mark Compton is a Series 66-licensed financial advisor with 25 years of industry experience. He is a founding member of Compton Wealth Advisory Group, LLC, where he has worked since 2016, following nine years at LPL Financial. Outside of his advisory work, he serves on the Compton Family Foundation board and holds trustee roles for several family trusts. Compton Wealth Advisory Group provides investment management, financial planning, and retirement-plan consulting primarily for high-net-worth individuals, their trusts, and estates. The firm manages approximately $720 million in assets and combines a high assets-per-advisor model with client education and plan participant workshops as part of its retirement services.

Gerald Sullivan is a financial advisor at Gratus Wealth Advisors LLC with 26 years of industry experience. He holds a Series 65 designation and has worked previously at NewEdge Advisors, LLC, CPA Investment Advisors, LLC, and Sullivan, Andrews, & Taylor, PC. Gratus Wealth Advisors manages discretionary assets for individuals, nonprofits, corporations, and retirement plan sponsors, using fundamental analysis and modern portfolio theory within individualized accounts. The firm offers asset management, financial planning, consulting, and retirement plan advisory services.

Phillip Saunders is a Series 65 credentialed advisor at Joss Brown Wealth Advisors with four years of industry experience. He has worked with Joss Brown Wealth Advisors and its affiliated group since 2021. His prior roles include positions at Virginia Tech and Partners in Financial Planning, as well as involvement with the Virginia Future Farmers of America Association and Crossroads Camp. Joss Brown Wealth Advisors serves individuals, high-net-worth households, retirement plans, charitable organizations, and other entities, providing financial planning, investment management, and non-investment consulting on a fee-only basis. The firm manages approximately $162 million in assets and offers a combination of digital platforms, third-party managers, and personalized planning services.

Ashley Juliano is a financial advisor at Bay Capital Advisors, LLC in Virginia Beach, VA. She holds a Series 65 designation and has one year of industry experience. Prior to joining Bay Capital Advisors, she worked at Accenture Federal Services and was involved with Kings High Media LLC. Bay Capital Advisors is a fee-only advisory firm serving individual, high-net-worth, business, and charitable clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a top-down macroeconomic and fundamental investment approach, customizing portfolios primarily with mutual funds and ETFs, and manages approximately $196 million across about 175 client relationships.

Jason Lavarias is a financial advisor with Fitzwilliams Wealth Management, Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining Fitzwilliams Wealth Management in 2021, he worked at AE Wealth Management and Intervest International. Outside of finance, he is the general manager and flight instructor at Indoor Skydiving Virginia, LLC, a recreational indoor skydiving facility. Fitzwilliams Wealth Management provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a multi-sub-advisor approach with active management strategies and monitors client portfolios continuously.

Leo Somera is a financial advisor at Apforia in Virginia Beach, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Apforia, he spent 20 years at DFAS-JFLL/IN. Apforia serves primarily individual and high-net-worth clients, offering investment management and comprehensive financial planning through a team of about 10 advisors. The firm employs a goal- and risk-based investment process that incorporates both passive and active strategies, with many advisors operating as separate Tenant Firms under a fee-only fiduciary framework.

Chad Williamson is a CFP® with 10 years of industry experience, currently serving at Gratus Wealth Advisors LLC in Virginia Beach, VA. He has previously worked with firms including Purshe Kaplan Sterling Investments, NewEdge Securities, and Truist Investment Services. Outside of his advisory role, Williamson is a deacon at Virginia Beach Community Chapel, where he is involved with the Helping Hands Ministry. Gratus Wealth Advisors manages over $822 million in discretionary assets, serving individuals, nonprofit organizations, corporations, and retirement plan sponsors. The firm employs fundamental analysis and modern portfolio theory in managing customized accounts, offering asset management, financial planning, and retirement plan advisory services.

Ryan Whited is a financial advisor at Wealthtrak Advisors with 10 years of industry experience. He holds a Series 65 designation and has been with Wealthtrak Advisors since 2014. The firm provides discretionary portfolio management, financial planning, advisory consulting, and sub-advisory services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Wealthtrak Advisors employs a combination of fundamental, technical, and charting analysis across both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance.

Ronald Searles is a financial advisor at Fitzwilliams Wealth Management Inc. in Chesapeake, VA, holding a Series 65 designation with two years of industry experience. He previously worked at Merck for ten years before joining Fitzwilliams Financial, Inc. and Fitzwilliams Wealth Management, Inc. He is also involved in insurance sales and services through Fitzwilliams Financial. Fitzwilliams Wealth Management, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a range of actively managed strategies through third-party sub-advisors and monitors client accounts continuously.

Philip Tull is a financial advisor at Tull Financial Group, Inc. with six years of industry experience. He holds a Series 65 designation and has worked at Tull Financial Group since 2016. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and employer retirement plans of various sizes. The firm employs a tactical asset-allocation strategy using a combination of passive index ETFs, actively managed funds, dividend-paying stocks, and fixed income, with a strong emphasis on participant education and a documented multi-generation family-planning approach.

Axel Bellars is a financial advisor at Bellars Harris Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at firms including CPC Advisors, Raymond James Financial Services, Bank of America, and Merrill Lynch. Outside of advisory work, he is the owner of AJB Holdings Inc. and serves as Power of Attorney for a family member’s financial affairs. Bellars Harris Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, and qualified retirement plans. The firm employs a fundamentally driven, generally long-term investment approach tailored to each client’s objectives and offers services such as retirement plan advisory and family-office coordination.

Isaac Hon is a financial advisor at Tull Financial Group, Inc. in Chesapeake, VA, holding the Series 65 designation. He has one year of industry experience, having previously worked at Northwestern Mutual, Quillify, and Oral Roberts University. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and employer retirement plans. The firm uses a tactical asset-allocation framework with a combination of passive index ETFs, actively managed funds, dividend-paying stocks, and fixed income, emphasizing participant education and multi-generation family planning.

Edward Sallee is a financial advisor with Bay Capital Advisors, LLC in Virginia Beach, VA, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. Prior to his financial advisory career, he worked at ProEquities, Inc. and serves as a Captain in the U.S. Navy. Outside of his advisory role, he is president of two business consulting firms focused on expense reduction and serves as a board member for a local nonprofit supporting court-appointed special advocates. Bay Capital Advisors is a fee-only firm serving individual, high-net-worth, business, and charitable clients, managing approximately $196 million across 175 relationships with a four-advisor team. The firm employs a top-down macroeconomic and fundamental investment process with customized portfolios typically using mutual funds and ETFs, and it offers both discretionary management and a range of planning and consulting services.

John Sherrill Jr. is a financial advisor with Elevatus Wealth Management, LLC, holding a Series 66 license and 18 years of industry experience. He previously worked at Edward Jones for 18 years before joining Elevatus Wealth Management. Elevatus Wealth Management serves individual and high-net-worth clients, as well as institutional and retirement plan sponsors, providing discretionary investment management, financial planning, and separately managed account servicing. The firm employs both active and passive investment strategies and offers services including financial consulting, trustee roles, and advisory relationships with broker-dealers.

Ian Rivero is a CFP®-designated financial advisor at Power Wealth Management with 14 years of industry experience. He previously worked at Calamos Wealth Management LLC and Baker Avenue Asset Management LP. Outside of advisory work, Mr. Rivero is involved in retirement workshop consulting through My Retirement Workshops, LLC. Power Wealth Management serves individuals, estates, and trusts with holistic wealth management, discretionary portfolio management, standalone financial planning, and retirement plan consulting. The firm manages approximately $430 million in discretionary assets across about 250 client relationships.