Adam Rex Sr. is a CFP® professional with 22 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. Prior to this, he worked at Invest Financial Corporation from 2009 to 2017. He holds roles outside of advising, including board membership with the National Association for Learning Development and volunteer service with the Walk to End Alzheimer’s Coastal Virginia chapter. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of platforms and proprietary as well as third-party strategies tailored to client objectives.

Dawn Peters is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Lincoln Financial Advisors Corporation, as well as operating her own advisory practice. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alexandria Wiles is a financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS since 2019 and previously held roles at Merrill and in the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Rob Cagliostro is a Planning Consultant at Fidelity Investments, where he has been serving clients since 2025. He focuses on creating financial plans that are tailored to clients' unique goals and values through a collaborative approach. Rob has held several roles at Fidelity Investments, including Relationship Manager and Investment Solutions Representative, before his current position. He also has experience as a Financial Advisor at UBS Financial Services and as a Member Service Representative at Navy Federal Credit Union. Rob holds a California Insurance License. Outside of his professional work, his interests include football, golf, military service, pets, and traveling.

Maria Holtz is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options including discretionary investment management and a broader range of financial products like insurance-related vehicles and bank deposit sweep programs.

Natalie Lippincott is a financial advisor with Edward Jones in Chesapeake, VA, holding a Series 66 designation and totaling one year of industry experience. Her work history includes multiple roles at Edward Jones dating back to 2015, as well as positions at Digital Nation USA, Spin Modern, and Al-Anon Family Groups, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, tax-efficient services, and affiliated investment products through a widespread network of advisors and branch offices.

James Somers is a Private Wealth Advisor at Merrill Private Wealth Management, where he leads a wealth management team. He serves the sophisticated wealth management needs of a select group of ultra-high net worth families and business leaders. James guides his team’s wealth management practice and is actively involved in portfolio development, wealth transfer, cash flow analysis, estate planning strategies, philanthropic planning, as well as credit and lending. He also leads The Somers Group's Investment Committee. James has worked in the financial services industry since 1996. He holds a Bachelor of Science degree in Finance from Old Dominion University and has earned the Certified Private Wealth Advisor® certification. His focus is on high-net-worth families throughout their wealth lifecycle, including accumulation, preservation, and distribution. He develops strategies aimed at minimizing taxes, monetizing and preserving assets, maximizing growth, and facilitating wealth transfer. In the community, James supports the Begin Again Foundation, The Charity Bowl, and The Pink Ride. He also serves on the Board of Trustees for the Old Dominion University Athletic Foundation. James resides in Virginia Beach with his wife, Stephanie, and their children. His personal interests include antique cars, golfing, and boating.

George Kamel is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, with prior roles at Metlife Securities, Massmutual Life Insurance, MML Investors Services, Pruco Securities, and The Prudential Insurance Company of America. Kamel also maintains outside appointments related to group insurance benefits and renewal commissions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and an integrated platform that includes insurance products and lending programs.

Thomas Mayo is a CFP® with 49 years of industry experience. He is currently with OSAIC and has spent over 45 years at Lincon Financial Advisors Corp. In addition to his advisory role, he is also an insurance agent offering accident and health insurance, group benefits, disability insurance, fixed and equity-indexed annuities, life settlements, long-term care insurance, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to construct portfolios incorporating a wide range of investment products, managed on discretionary or non-discretionary bases.

Mark Desalvo is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he previously operated a personal music group from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, utilizing research and proprietary asset allocation models to tailor client strategies.

Robert Taylor III is a financial advisor with Morgan Stanley in Virginia Beach, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he also works as a contractor for DoorDash. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Ana Sierra Chavarria De Gaido is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 designations. She has two years of industry experience and previously worked at Fidelity Brokerage Services LLC and MassMutual Life Insurance Co. In addition to her advisory role, she is involved with Happy and Lite LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Ryan Riggs is a CFP® and ChFC® with 20 years of experience in the financial services industry. He currently works at MassMutual Investors Services and has held previous roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he also consults through Landing Enterprises LLC, focusing on business consulting with an emphasis on non-financial planning topics. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses data-driven tools and an annual collaborative planning process to develop recommendations, supporting various specialized planning services including divorce, estate settlement, and employer-sponsored programs.

Ross Winfield is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2023. Prior to this, he spent five years at Royal Alliance Associates and over 18 years combined at The Frieden Agency/John Hancock. Winfield serves on the boards of several local organizations, including Cape Henry Collegiate School, Virginia Beach Vision, and Transcendence, an arts and performing arts entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and provides a range of investment solutions across multiple platforms, combining proprietary and third-party strategies.

April Romero is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has eight years of industry experience and has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2017, as well as LaRoche Wealth Management since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and collaborative annual planning engagements.

Domenick Serafine is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has worked at Wells Fargo entities since 2009 and previously spent a year at Prudential Equity Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Edward Dawson is a financial advisor at Edward Jones in Virginia Beach, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for Gryphon Technologies and ManTech International from 2014 to 2023. He serves as a volunteer Financial Peace University Coordinator, teaching financial coaching to church and homeschool cooperative families and young adults to help them manage debt. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

John Mayo is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2021. In this role, he collaborates with families to develop and prioritize both long-term and short-term financial goals, emphasizing the importance of a sound investment strategy to help clients achieve these objectives. Prior to his current role, John worked as a Senior Financial Consultant at TD Ameritrade from 2018 to 2021, and as an Investment Consultant at Scottrade from 2014 to 2018. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, John enjoys camping, fitness activities, hiking, visiting museums, traveling, and practicing yoga.

Jakob Richmond is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, nA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with broad product distribution through its bank and insurance affiliates.

Andrew Martin is a financial advisor at MFB Investments, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Corbin & Company, PC, a public accounting firm where he serves as Vice President and is involved in administration, assurance, tax, litigation support, and business consulting. MFB Investments, LLC provides financial planning and assists clients, including individuals and corporations, in selecting third-party money managers. The firm does not directly manage assets but offers written recommendations and refers clients to external advisers for investment management.