Bobbi Sawyers is a financial advisor at UBS Financial Services with 37 years of industry experience. She has been with UBS since 1995. Outside of her advisory role, she is involved in seasonal event staffing in Norfolk, VA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering access to proprietary research and various capital markets services.

Catherine King is a financial advisor with Wells Fargo Clearing in Norfolk, VA. She holds a Series 66 designation and has two years of industry experience. She has been with Wells Fargo Clearing since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Garland Bowden is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with various Morgan Stanley entities since 1995, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Bowden serves on the advisory board of the Stonebridge Education Foundation, focusing on demographic and at-risk scholarship issues. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers structured financial planning and manages approximately $2.74 trillion in client assets.

Susanne Robinson is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, Bank of America, and Merrill. She is based in Newport News, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mark Griffin is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Shane Scott is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Cristina Mangrum is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has worked at Wells Fargo Bank, N.A. since 2016 and was previously employed at Shamin. Outside of finance, she is involved in the hospitality industry as a waitress for Mahi's LLC in Virginia Beach. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a broad range of financial products that include insurance-related vehicles and bank deposit sweep options.

Catherine Vicente Salas is a financial advisor with Ameriprise Financial Services in Chesapeake, VA, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Bonnie Blaylock is a CFP® professional with 14 years of experience in financial advising. She is currently with Ameriprise and previously worked at Cetera and Langley Federal Credit Union. In addition to her advisory role, she is involved in independent insurance brokering focusing on whole life and fixed annuity products. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Hannah Spata is a financial advisor with Merrill in Norfolk, VA, holding a Series 66 designation and beginning her industry career in 2026. Her prior experience includes roles at Bank of America, N.A., and ownership of Hannah Greene Spata LLC. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Ingram is a financial advisor with LPL Financial based in Virginia Beach, VA, holding a Series 66 license and 16 years of industry experience. Prior to joining LPL Financial in 2022, he spent ten years with MML Investors Services LLC and MassMutual Life Insurance Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs including discretionary and non-discretionary management, supported by research and multiple portfolio options.

Cabell Birdsong is a financial advisor at OSAIC with 61 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for 12 years prior to joining OSAIC. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management tools and access to third-party money managers and wrap programs.

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.

Whitney Sigler is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2025, Sigler worked at Cetera Investment Advisors, LLC and Cetera Investment Services LLC, and has concurrent experience at Langley Federal Credit Union in a sales assistant role supporting financial advisors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice.

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.