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 based in Norfolk, VA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Her career includes roles at Wells Fargo Clearing, Raymond James Financial Services, Inc., and multiple Steward Partners entities. Outside of advisory work, she serves as an insurance agent and manages Nottingham Wealth Management Group, a support company. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management programs.

Kristen Zigrang is a CFP® professional at Clearstead Advisory Solutions with 15 years of industry experience. She previously worked at Wilbanks Smith & Thomas and Wells Fargo before joining Clearstead in 2024. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships and employs a disciplined investment process combining portfolio analytics, strategic asset allocation, and diversified investment vehicles.

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.

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.

Leah Echols is a financial advisor with Truist Advisory Services in Norfolk, VA, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes two years at Wells Fargo Clearing and Wells Fargo Bank and six years at Truist Bank. Outside of her advisory role, she operates LUV 2 TRAVEL AND TOURS. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary management supported by third-party platforms and an AI-enabled research team.

Robert Mundin is a financial advisor with Clearstead Advisory Solutions, holding a Series 65 designation and five years of industry experience. Prior to joining Clearstead in 2024, he worked at Wilbanks, Smith & Thomas Asset Management from 2020 to 2024 and has held positions in insurance and wealth management firms. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and utilizes institutional investment disciplines across diversified portfolios with a range of investment vehicles and proprietary strategies.

Daniel Powell is a CFA® charterholder with 21 years of industry experience. He is currently with Clearstead Advisory Solutions, where he has worked since 2024, following eight years at Wilbanks, Smith & Thomas Asset Management, LLC. Powell holds the Series 63 and Series 65 licenses. Clearstead serves affluent private clients and institutional investors, providing investment management, financial and tax planning, family office administration, and institutional consulting. The firm employs institutional investment disciplines across a range of strategies and offers specialized services including a proprietary Direct Indexing strategy and pooled access to private managers.

Henry Harris III is a CFA® charterholder with 23 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent 14 years at Palladium Partners, LLC. Harris serves as treasurer of the General Douglas MacArthur Foundation and holds multiple trustee and board roles with nonprofit and community organizations, including healthcare, conservation, and local arts institutions. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, and institutional investors. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, tax and insurance support, and alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Jonathan Morris is a financial advisor at Cerity Partners LLC in Norfolk, VA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He previously worked at Palladium Partners, LLC for 14 years before joining Cerity Partners. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and rebalancing strategies using proprietary quantitative screens and offers access to alternative and private-market investments.

Cheryl Furlong is a CFP® and PFS™ credentialed advisor with 26 years of experience in financial planning and wealth management. She has worked at Focus Partners Wealth, LLC since 2024, following six years at Buckingham Asset Management, LLC and eighteen years at Wealthquest Financial Services, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services, including investment management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach combining active and passive strategies, quantitative analysis, and specialized tools such as trend-following and options overlay strategies.

Edward Stein is a financial advisor with Eagle Strategies (NY Life) in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2008 and concurrently affiliated with Nylife Securities LLC and New York Life Insurance Company since 2007. Outside of his advisory role, Stein is the owner of Macro Planners, LLC, and serves as a board member for the Bayview Shores Homeowners Association. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers a variety of program types tailored to individual and institutional clients, with a majority of assets managed on a non-discretionary basis.

Kurt Evertz is a financial advisor at Clearstead Advisory Solutions with a Series 65 credential and four years of industry experience. He previously worked at Wilbanks Smith & Thomas Asset Management, where he managed three private fund investment vehicles. Clearstead serves both affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs an institutional investment process using a range of strategies including mutual funds, ETFs, separately managed accounts, alternative investments, and a proprietary Direct Indexing strategy.

Sandra Sheehan is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds the Series 66 designation and has worked at Davenport since 2022. Outside of her advisory role, she owns and operates The Ideal Nest, LLC, a small business focused on furniture refinishing and handmade home decor. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, public finance, and investment banking services. The firm manages a range of portfolios and mutual funds through dedicated teams and combines brokerage and advisory platforms as an employee-owned company with a history dating to 1863.

David Wyman is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he served in the US Army for 23 years as an Aviation Maintenance Technician, instructor, and training developer. 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.

Sean Barker is a CFP® and ChFC® with nine years of experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at NYLIFE Securities LLC and New York Life Insurance Co since 2017, as well as prior experience at Beall's Incorporated and Lexington Hospital for Cats. Outside of his financial advisory work, he is a member of Mondo Cookie Company, a business that makes and sells custom cookies. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.