Cheryl Furlong is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Asset Management, LLC and Wealthquest Financial Services, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Edward Stein is a financial advisor with Eagle Strategies (NY Life) in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2008 and concurrently affiliated with Nylife Securities LLC and New York Life Insurance Company since 2007. Outside of his advisory role, Stein is the owner of Macro Planners, LLC, and serves as a board member for the Bayview Shores Homeowners Association. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers a variety of program types tailored to individual and institutional clients, with a majority of assets managed on a non-discretionary basis.

Kurt Evertz is a financial advisor with Clearstead and Clearstead Advisory Solutions, holding a Series 65 license and four years of industry experience. He has worked at Clearstead Advisory Solutions since 2024 and also serves as a portfolio manager at Wilbanks Smith & Thomas Asset Management, where he manages three private fund investment vehicles. Prior to these roles, he has experience with Grant Thornton, Markel, and The College of William and Mary. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm utilizes institutional investment disciplines and proprietary strategies, managing approximately $33.9 billion in assets across a broad client base.

Sandra Sheehan is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds the Series 66 designation and has worked at Davenport since 2022. Outside of her advisory role, she owns and operates The Ideal Nest, LLC, a small business focused on furniture refinishing and handmade home decor. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, public finance, and investment banking services. The firm manages a range of portfolios and mutual funds through dedicated teams and combines brokerage and advisory platforms as an employee-owned company with a history dating to 1863.

Sabrina Waddell is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Bankers Life, she served in the U.S. Navy for 24 years. Waddell is also appointed as an insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life insurance, health, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and offers both wrap and non-wrap programs.

Sean Barker is a CFP® and ChFC® with nine years of experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at NYLIFE Securities LLC and New York Life Insurance Co since 2017, as well as prior experience at Beall's Incorporated and Lexington Hospital for Cats. Outside of his financial advisory work, he is a member of Mondo Cookie Company, a business that makes and sells custom cookies. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Julia Beck is a CFP® professional with 43 years of industry experience, currently affiliated with Davenport & Company LLC since 2009. She also has a tenure at Citigroup Global Markets spanning over 20 years. Beck serves as treasurer for The King's Daughters, a nonprofit focused on fundraising for the Children's Hospital of The King's Daughters, and holds the treasurer position for the Botetourt Park North Owners Association. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, financial planning, and investment advisory programs. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to construct and monitor diversified investment strategies across various account types.

Garnell Scott Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at SunTrust Bank since 2019 and previously held positions at Eagle Strategies, NYLIFE Securities, and Wells Fargo Clearing. In addition to his advisory role, he serves as an adjunct instructor teaching entry-level business courses at Bryant and Stratton College. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Allen Jacob is a Series 65 licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, he served 21 years in the U.S. Navy. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management services including investment management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with fundamental and quantitative analysis under an enhanced open architecture framework.

Robert Estes is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds a Series 66 credential and has previously worked at Freedom Street Partners and Edward Jones. Outside of his advisory role, Estes serves as president of the North Suffolk Rotary club, where he manages weekly meetings and collaborates with board members. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, providing a range of advisory, planning, and portfolio management solutions.

Wayne House is a financial advisor with Clearstead Advisory Solutions, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior experience includes roles at Wilbanks Smith & Thomas Asset Management and Northwestern Mutual. He serves on the Finance Committee of First Presbyterian Church in Durham, NC. Clearstead serves affluent private clients and institutional clients with investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs institutional investment disciplines across a variety of investment vehicles and strategies.

James Izard II is a financial advisor with Cerity Partners Retirement Plan Consultants, holding 23 years of industry experience. Prior to joining Cerity Partners in 2022, he worked at Palladium Partners, LLC for 14 years. Outside of his advisory role, he serves as Chairman of the Educational Foundation at Old Dominion University and chairs the Investment Committee for the Norfolk Employees' Retirement System. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, focusing on ERISA fiduciary services, participant advice, and plan administration. The firm emphasizes asset-allocation model portfolios, IPS-based monitoring, and offers a broad range of affiliated services including financial wellness coaching and fiduciary training.

Alexander Phillips is a ChFC®-designated financial advisor with Eagle Strategies (NY Life) in Norfolk, VA. He has three years of industry experience and previously served in the U.S. Navy. In addition to his advisory work, Phillips owns and operates V&P Pawsitive Retreat LLC, a business focused on dog training, grooming, and care. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types, predominantly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tierra Diouf is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining the firm, Diouf served in the U.S. Navy for several years. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

John Garris is a financial advisor at Cerity Partners LLC in Norfolk, VA, holding the CFP® designation and a Series 65 license with three years of industry experience. Before joining Cerity Partners, he worked at United Management Co. LLC and spent two years at the College of William and Mary. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Brian Kiefer is a CFP® professional with eight years of experience, currently serving at First Command Advisory Services. His background includes roles at multiple First Command affiliates since 2017 and prior work at Jump, as well as seven years of service in the U.S. Army National Guard. He is also the owner and manager of Brian M Kiefer & Associates, LLC, a non-investment-related business. First Command Advisory Services is an SEC-registered investment adviser specializing in financial planning and wrap-fee asset management programs for individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm uses a centralized investment management team to design and manage model portfolios, emphasizing in-person financial coaching and an employee-ownership structure.

Cay Prescott is a ChFC® credentialed financial advisor with one year of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Lincoln Financial and M2M Partners. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Caroline Good is a financial advisor at Cerity Partners LLC in Norfolk, VA, holding a Series 65 license with three years of industry experience. Prior to joining Cerity Partners, she worked at Palladium Partners LLC, TowneBank Mortgage, and Lincoln Financial Advisers. Before her advisory career, she spent eight years in full-time education. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored approach to asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Brandon Terkeltaub is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior work includes roles at Buckingham Strategic Wealth, Royal Alliance Associates, and Jhfn Sii. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services focused on long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds.

Margaret Wiley is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. She has previously worked at Raymond James Financial Services Advisors Inc. and Edward Jones. Wiley owns multiple businesses, including FSP Enterprise, LLC and Margaret N. Wiley, LLC, which serve as support and holding companies. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party managed solutions.