Rebecca Gutches is a financial advisor with Wells Fargo Clearing in Newport News, VA, holding a Series 63 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Tatyana Fields is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their priorities and develop tailored financial strategies aimed at achieving their short-, mid-, and long-term goals. She provides guidance on a range of areas including investing, retirement planning, saving for unexpected expenses, and offers access to specialists in banking, credit, home financing, and small business solutions. Tatyana’s expertise encompasses college education planning, family wealth management, employee financial health, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, women and wealth, and retirement income. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of New England. She is active in several professional organizations, including the Merrill GVA Power of 10 Group, Merrill Women's Exchange, and Yorktown Women's Group. Outside of her professional commitments, Tatyana is involved in community organizations such as the American Red Cross, Carry the Load, and St. Jude Children's Research Hospital. Her personal interests include boating, camping, golfing, pickleball, running, skiing, traveling, and spending time with her family.

Shannon Sealey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2017, with prior experience at Cetera Advisor Networks and Woodbury Financial Services. Outside of advising, Sealey is involved in insurance sales through her own company, Sealey Asset Strategies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions across multiple custody platforms and includes both discretionary and non-discretionary strategies tailored to client objectives.

Andrew Rivenbark is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Raymond James and TowneBank since 2008. Outside of his advisory role, he serves on the investment committees of New Creation United Methodist Church and St. Mary's Home, where he holds the position of Secretary/Treasurer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nolia Anderson is a financial advisor at Ameriprise with 39 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm delivers non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and asset bucketing, supported by algorithmic automation and oversight from a centralized consulting team.

Shandre Harasty is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2008. She holds the Series 66 designation and is based in Suffolk, VA. Outside of her advisory role, she is president of the Christian Women's Business Network of Hampton Roads and a member of the Supplemental Retirement Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Amy Tucker is a CFP® and holds a Series 66 license. She has nine years of industry experience, all with Edward Jones, where she has worked since 2016. 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 and offers a range of discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Catherine Springer is a financial advisor with Morgan Stanley in Newport News, VA, holding a Series 66 designation and five years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Wells Fargo, and Edward Jones Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jeremy Jones is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Capital Group/Capital Research and Management for nine years. Outside of his advisory role, he manages rental properties, handling rental income and property maintenance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Charles Mas is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His career includes roles at firms such as ValMark Securities, Foresters Advisory Services, and Thrivent Investment Management. He is also a financial planning analyst with Clarinity, Inc., where he manages financial plans and administrative duties. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for those nearing or in retirement. This service provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Howard Lininger is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2004. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Shawn Neighbor is a financial advisor with Morgan Stanley in Newport News, VA, holding a Series 66 designation and bringing 26 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in real estate investment and property management in Hampton and Williamsburg, VA. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and serves a broad client base through various retail and institutional offerings.

James Camp is a financial advisor with Raymond James Financial Services Advisors Inc. in Newport News, VA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Raymond James and TowneBank since 2013. In addition to his advisory role, he is employed at Towne Wealth Management in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and combines this with advisory programs and institutional portfolio management.

Gertrude Quinto is a ChFC® with 29 years of experience in the financial services industry, currently affiliated with Cambridge Investment Research Advisors since 2020. Her prior experience includes roles at Money Concepts Capital Corp, Chesapeake Financial Group, Infinex Investments, and Chesapeake Investment Services. She is also president of Quinto Financial Services, LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, and charitable organizations, by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and proprietary and third-party strategies, with options for both discretionary and non-discretionary management tailored to client objectives.

Robert Laufer Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has held roles at Nationwide Securities, LLC and Nationwide Advisory Services, Inc., and has operated The Laufer Insurance Agency, Inc. since 1989. Outside of his advisory work, he is involved with insurance agencies under his name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, with a focus on both strategic and tactical investment approaches.

Charles Spencer III is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Spencer holds the Series 63 and Series 65 designations. Outside of his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools.

Frank Nickey is a financial advisor with Ameriprise in Newport News, VA, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Cetera, CUSO Financial Services, and Wells Fargo Advisors. He also maintains an advisory role at Langley Federal Credit Union. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, emphasizing the use of Ameriprise-managed accounts and algorithmic automation overseen by a dedicated team.

Stacy Ansama is a financial advisor with Raymond James Financial in Newport News, VA. She holds a Series 66 designation and has recent experience with multiple firms dating back to 2023, including Heyman Investment Group and Senex Law, PC. She also spent a decade affiliated with Hampton Roads Academy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals using advanced modeling tools and supports a broad network of advisors and affiliated firms.

Richard Dipasquale is a financial advisor at MassMutual Investors Services with 54 years of industry experience. He holds the ChFC® designation and Series 63 license. He has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1994. Outside of his advisory role, he also works as a life and health insurance sales agent. MassMutual Investors Services 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.

Scott Mc Combs is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and six years of industry experience. He previously worked at MassMutual Greater Richmond and Hampden-Sydney College. Outside of his advisory role, Mc Combs engages in consulting and coaching. Cambridge Investment Research Advisors 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 both proprietary and third-party investment strategies across multiple platform arrangements.