Jennifer Jones is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2016. Jones is also the owner and president of Jones, LLC, a financial services firm, and serves as an agent for fixed insurance products including life, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of program structures and investment strategies supported by a nationwide network of advisors.

Olga Alexander is a financial advisor at Merrill with a Series 66 license and four years of industry experience. She has worked at Merrill since 2019 and at Bank of America since 2022. Outside of her advisory role, she is involved as a general partner and managing member of Crestline Holdings LLC, which manages rental properties in Virginia Beach. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with various model-based and discretionary investment strategies.

John Gillis III is a financial advisor with LPL Financial, holding a Series 66 license and four years of industry experience. His work history includes roles at LPL Financial as well as positions at Embry-Riddle Aeronautical University, Ameriprise Financial, and Weed Man Lawn Care. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of discretionary and non-discretionary management strategies supported by research and technology.

Paul Gregory is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has held various roles across the insurance and financial services sectors, including a nine-year tenure with Waddell & Reed and insurance agencies. Gregory has been active as an insurance agent with multiple carriers alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to research and diverse investment strategies.

William Longfritz Jr. is a financial advisor with Edward Jones in Chesapeake, VA, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million 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 investment strategies and advisory services through a nationwide network of over 23,700 advisors.

Maria Abrams is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Janney Montgomery Scott, Lincoln Financial Advisors, and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

David Webber is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Linsco/Private Ledger Corp. since 1996. In addition to his advisory role, he is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Jeff Calhoun is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Alphastar Capital Management and TransAmerica Financial Advisors. Calhoun also operates a tax preparation and accounting business, Convergent Strategies, LLC, in Virginia Beach. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Michael Chu is a financial advisor with LPL Financial in Chesapeake, VA, holding a Series 66 designation and 26 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining LPL Financial in 2019. Outside of his advisory work, he is a commissioned notary in Virginia and acts in a fiduciary capacity through a power of attorney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources alongside both discretionary and non-discretionary management.

Jason Legato is a financial advisor at Edward Jones in Chesapeake, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he served in the United States Navy for 21 years. He is the president of a local Business Networking International chapter in Virginia Beach, facilitating meetings and supporting chapter leadership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, SMAs, affiliated mutual funds, and tax-efficient services.

Lelis Pond is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior firms include Royal Alliance Associates, Inc., Signator Investors, Inc., and Oppenheimer. Additionally, he conducts investment and insurance business through Signature Financial Group, LLC, focusing on sales and marketing of securities, fixed annuities, and insurance products. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to pension plans and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct portfolios that may include a wide range of investment products.

Dennis Greene is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL in 2025, he worked at Edward Jones for one year and spent 25 years with the U.S. Department of Housing & Urban Development. He also serves as a FINRA arbitrator. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

John Murphy is a financial advisor at Raymond James Financial with 34 years of industry experience. He previously worked at Edward Jones from 1991 to 2025 before joining Raymond James in 2025. Outside of advising, he is a partner and owner of Shelmur LLC, where he participates in company direction discussions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to help clients assess potential outcomes and supports various advisory programs across a large advisor network.

Louis Decuir is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America Inc for eight years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

James Albert is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2015. Outside of his advisory role, he is a part owner of a family HVAC business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Charles Lovelace is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 credential and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he assists with tax preparation for a family-owned tax service. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service focused on clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, employing a research-driven and algorithm-supported approach to retirement income recommendations.

Heather Stouder is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2020 and previously worked for M & M Hospitality Group for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a broad nationwide network of financial advisors and branch offices.

Sheryl Templeton is a financial advisor at Edward Jones in Chesapeake, VA, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2005. Outside of advisory work, she also works as a food delivery driver. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large nationwide advisor and branch network.

Jonathan Speight is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He previously worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Sterling Financial Group, where he has eight years of experience. Outside of his advisory role, he assists at Chesapeake Tax Service in preparing client tax returns. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party research, and various investment strategies.

Virginia Sanchez is a Series 66 licensed financial advisor with Edward Jones in Virginia Beach, VA, where she has worked since 2018. She has seven years of industry experience, including prior roles at ARDX Foundation, Inc. and ARDX. Outside of her advisory work, Sanchez is an ordained minister authorized to perform weddings and funerals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.