Rupal Master is a Series 65-licensed financial advisor with 11 years of industry experience. She has worked at Brown Advisory since 2018 and maintains a role at Signature Financial Management, Inc. since 2016. Outside of financial services, she is a partner in R.K. Management LLC, which operates the Howard Johnson Inn in Virginia Beach. Brown Advisory serves high-net-worth individuals, families, family offices, and select charitable trusts, providing integrated wealth management and portfolio management. The firm employs a long-term investment approach, blending global active and passive strategies with a focus on diversification, valuation, and tax efficiency, and features specialized affiliates and private market activities uncommon among many multi-team advisers.

Kevin Joyce is a ChFC® credentialed financial advisor with 14 years of experience at Financial Security Management, Inc., now Financial Security Advisory Inc, based in Newport News, VA. He holds the Series 63 and Series 65 licenses and is involved as a shareholder in several local sports-related ventures, including Lionsbridge Football Club LLC and two sports venue companies, where he promotes team and venue relationships. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings. The firm uses quantitative and qualitative analysis to select investments and offers advisory programs through third-party platforms, managing portfolios that include mutual funds, stocks, bonds, ETFs, and alternative investments.

Quinn Straayer is a financial advisor at Brown Advisory with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brown Advisory since 2018. Prior to that, he was with Signature Financial Management, Inc. from 2016. Brown Advisory serves high-net-worth individuals, families, family offices, and select charitable trusts and foundations, providing integrated wealth and portfolio management. The firm combines global active and passive strategies in a long-term investment approach and offers services including strategic planning, tax organization, and estate planning, alongside access to alternative investments through its Investment Solutions Group.

Nicholas Wellbrock is a financial advisor at Gradient Investments, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with Norseman Advisory Group, Inc., Osaic Wealth, Inc., and MCM Financial Management. His prior roles included assisting an Osaic advisor with client meetings and business operations. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and manages portfolios using various investment vehicles, emphasizing a referral-driven model and a high client-to-advisor ratio.

Percy Hundley Jr. is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Lombard Securities Inc. since 2013. Outside of his advisory role, Hundley provides life, health, long-term care, and disability insurance products through his business, Hundley and Associates. Lombard Advisers offers personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm uses both discretionary and non-discretionary programs, employing various analytical methods to construct and monitor portfolios, with a majority of assets managed on a non-discretionary basis.

Carter Furr Jr. is a financial advisor at Brown Advisory with 23 years of industry experience. He holds a Series 65 designation and has worked at Brown Advisory since 2018. Prior to that, he has been associated with Signature Financial Management, Inc. since 2002. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with third-party manager selection, supporting clients’ liquidity needs through various private fund vehicles and credit facilities.

Warren Miller II is a financial advisor with ValMark Advisers, Inc., holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with ValMark Advisers since 2015. Miller is also president and owner of Insurance Consultants of Virginia, Inc. and Insurance Brokers of Virginia, Inc., and serves as a board member of the William & Mary Athletic Foundation. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and ongoing portfolio monitoring.

Stephen Harlow is a ChFC®-designated financial advisor with 33 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at USA Financial Securities and his own firm, Harlow Financial Associates. Outside of advisory roles, he provides financial services and consulting through Ideas by Mike, LLC. Advisory Alpha is an SEC-registered multi-team firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team using a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.

Amanda Gift is a financial advisor at Brown Advisory in Norfolk, VA, with 27 years of industry experience. She has been with Brown Advisory since 2018 and has worked at Signature Financial Management, Inc. since 2002. She holds a Series 66 designation. Brown Advisory serves high-net-worth individuals, families, family offices, and select charitable trusts and foundations, offering integrated wealth and portfolio management along with strategic planning and specialized services. The firm employs a long-term investment approach that combines global active and passive strategies, risk management through diversification and valuation focus, and utilizes both affiliated and external managers supported by AI-enabled research tools.

Breann Savage Lyon is a financial advisor with Prospera Financial Services, Inc. in Norfolk, VA, holding a Series 66 designation and two years of industry experience. She has been with Prospera since 2018 and previously worked at Regent University from 2010 to 2018. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Adam King is a CFA® charterholder with 15 years of industry experience. He has worked at Brown Advisory since 2018 and has been with Signature Financial Management, Inc. since 2005. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach, combining active and passive strategies while managing risk through diversified allocations, valuation discipline, and attention to fees and taxes.

Marcus Bauman is a financial advisor with Interactive Financial Advisors in Newport News, VA, holding a Series 66 designation and 16 years of industry experience. He has been with Interactive Financial Advisors since 2013 and also operates Bauman Financial, LLC, where he dedicates part of his time as an attorney within his financial practice. Previously, he was involved with Insound Audio, Inc. from 2013 to 2017. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models ranging from conservative to aggressive, primarily using ETFs and mutual funds, and integrates tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool in its investment approach.

Aenon Wallace is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and MetLife. He also serves as a Navy Reservist officer. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management and financial planning primarily through managed advisory programs using third-party portfolio managers on the Envestnet platform. The firm combines advisory and broker-dealer services within a banking/credit-union group, providing clients with advisory and commission-based options.

Steven Milligan is a CFP® with 17 years of industry experience and is currently affiliated with Advisory Alpha, LLC. His career includes roles at multiple firms such as JB Wealth Advisors LLC and Blue Ridge Bank. Outside of advisory work, he is an adjunct lecturer at Old Dominion University teaching financial planning and is involved in business coaching, authorship, and speaking engagements through his own firm, Mike Milligan, LLC. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialized solutions like retirement plan services and 529/ HSA platforms. The firm also supports other registered investment advisors through subadvisory and co-advisory relationships and employs a diversified investment approach featuring managed portfolio series across various asset classes and strategies.

Matt Philips is a Financial Consultant at Fidelity Investments, where he has been since 2021. He assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. His approach includes building financial plans, identifying opportunities for improvement, and maintaining open communication. Matt has extensive experience within Fidelity Investments, having held various roles since 2006. His positions have included Planning Consultant, Senior Relationship Manager, and roles in the Investments Help Desk, Fixed Income Desk, and as an Investments Representative. This breadth of experience has contributed to his expertise in financial planning and investment management. Outside of his professional work, Matt is interested in traveling, volunteering, and writing.

Michelle Huffman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. Her prior work includes roles at Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory work, she serves as an insurance agent and owns Nottingham Wealth Management Group, a support company. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions, with an emphasis on ongoing monitoring and due diligence.

Kristen Zigrang is a CFP® at Clearstead Advisory Solutions with experience dating back to 2011. She previously worked at Wells Fargo and Wilbanks Smith & Thomas before joining Clearstead. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships, utilizing a disciplined investment process that includes strategic asset allocation, manager research, and proprietary Direct Indexing strategies.

Richard Schwartz is a financial advisor with Eagle Strategies (NY Life) in Norfolk, VA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Eagle Strategies since 2021 and has worked with affiliated firms including NYLIFE Securities LLC and NY Life Insurance Company since 2011. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Timothy Joseph is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with First Command Financial Services and its affiliated entities since 2001. First Command Advisory Services, Inc. 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 provides financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios using a selected range of mutual funds, ETFs, and third-party managers.

Bern Glasser is a financial advisor with Truist Advisory Services in Norfolk, VA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Old Point National Bank. Outside of his advisory work, he is a member of HBJR LLC, an LLC managing his family’s farm, where he has minimal involvement. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, 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.