Ted Tignor is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Raymond James since 2009 and previously was involved with First Landing Financial. Outside of advisory work, he is also a musician and singer. 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 planning and advisory services supported by analytical tools and maintains unique affiliations, including municipal advisory capabilities.

Peter Trotman is a financial advisor at Merrill with a Series 66 credential and no prior years of industry experience. His professional background includes roles at Dawn Covington State Farm, ITW CCNA, Fastenal, Lowe’s, and Southern Virginia University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Ware is a financial advisor with LPL Financial in Newport News, VA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes over a decade at Raymond James Financial and Towne Bank. Outside of advising, she is also a notary. 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 and financial planning services, utilizing model portfolios, third-party research, and various management options.

Michelle Mccoy is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior roles include positions at Bank of America NA, Merrill Lynch, Signature Financial Management/Brown Investment Advisory, and Godsey & Gibb Wealth Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. 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.

Alexander Werth is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2014. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Whitney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His career includes multiple roles at Wells Fargo Bank and service in the Virginia and Nevada Army National Guards from 2018 to 2024. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages substantial assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Kharah James is a financial advisor with Raymond James Financial Services Advisors Inc. in Virginia Beach, VA, holding Series 63 and Series 65 credentials and having 12 years of industry experience. Since 2015, James has been associated with Raymond James and Towne Bank, where they serve as an associate and employee. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to individual and institutional clients, employing analytical tools for tailored, non-discretionary planning and supporting a wide network of advisors and affiliated firms.

Andre Dawkins is a financial advisor with OSAIC in Virginia Beach, VA, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has worked at several firms including Lincoln Financial Advisors Corporation and METLIFE Securities Inc. Outside of his advisory role, he coaches a middle school basketball team. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of portfolio construction tools and offers access to third-party money managers and wrap programs.

Stephen Whitfield is a financial advisor at Raymond James & Associates with 37 years of industry experience. He has been with Raymond James since 2014 and holds the Series 63 and Series 65 licenses. Outside of his advisory role, he manages a rental property in Virginia Beach. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Michael Estrada is a financial advisor with LPL Financial in Chesapeake, VA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Duke University and Rein.ai. Outside of his advisory work, he is the managing member of ACME Consulting and Marketing LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, leveraging model portfolios, third-party research, and advanced technologies across its offerings.

Jared Stephensen is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior roles include positions at Home Care Pulse and Medical Recovery Services, as well as a period focused on full-time education and mission work. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and holds distinctive registrations and advisory roles uncommon among large institutional peers.

James Cumming II is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of his advisory role, he has involvement in sales of loan products and home-related services through Primerica affiliates and participates in renewable energy credits related to solar panels on his personal residence. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, emphasizing oversight and independent due diligence in its investment approach.

Dale White is a financial advisor with Ameriprise in Virginia Beach, VA, holding Series 63, 65, and 66 credentials and having 37 years of industry experience. He has been with Ameriprise and its affiliates since 2012. Outside of his advisory work, White serves on the Board of Directors for Greenville Presbyterian Theological Seminary and is involved with a professional networking group as well as church activities. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver these services, primarily within Ameriprise-managed accounts.

Willis Eames Jr. is a financial advisor with Osaic who holds the ChFC® designation and has 41 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining Osaic in 2023. He also owns a sole proprietorship through which he sells life, health, disability, and long-term care insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios that include a variety of investment products tailored to clients’ needs.

Vicki Soyars is a financial advisor with Ameriprise in Virginia Beach, VA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies. The firm utilizes an investment approach influenced by its affiliated products and employs a centralized service team for retirement income planning.

Katelyn Philleo is a financial advisor with Raymond James & Associates and holds the Series 66 designation. She has two years of industry experience and previously worked with municipal entities including the City of Virginia Beach and the City of Norfolk. She also spent four years with the Page Family Foundation and has experience in nonprofit and science museum sectors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

Kelsie Smith is a financial advisor with Edward Jones in Portsmouth, VA, holding a Series 66 designation and two years of industry experience. Prior to Edward Jones, she worked at Member Advantage and Geico. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds. The firm operates with a large nationwide network of advisors and branch offices and manages over $1 trillion in assets.

Melissa Briley is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 designation and five years of industry experience. Her career includes prior roles at Raymond James Financial Services and earlier tenure with Ameriprise Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Patrick Kelley is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill Lynch since 2012. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Woods is a financial advisor with Cambridge Investment Research Advisors based in Virginia Beach, VA. He holds the Series 66 designation and has been with Cambridge Investment Research firms since 2024. His background includes various roles outside the industry, including work at educational institutions and local businesses. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, offering a range of portfolio management options and access to both proprietary and third-party strategies.