Connor Parker is a financial advisor at Beacon Harbor Wealth Advisors with nine years of industry experience. He holds a Series 65 designation and has previously worked at Parker Financial Group LLC and AE Wealth Management, LLC. Connor also owns Parker Insurance, LLC, where he works as an insurance producer. Beacon Harbor Wealth Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, employing a combined active and passive investment approach that includes the use of derivatives and a wrap-fee program.

Lori Tamayo is a CFP® professional with 19 years of experience in the financial industry. She currently serves as an advisor at Gratus Wealth Advisors LLC and previously held roles at Truist Advisory Services and BB&T in various capacities. Outside of her advisory work, she is a majority owner of a small business that provides handyman and sanitation services. Gratus Wealth Advisors manages over $822 million in discretionary assets, serving individuals, nonprofits, corporations, and retirement plan sponsors. The firm uses a combination of fundamental analysis and modern portfolio theory to manage individualized portfolios with regular reviews and rebalancing.

Maury Stone Jr. is a financial advisor at Beacon Harbor Wealth Advisors in Virginia Beach, VA, holding a Series 66 designation with 11 years of industry experience. He has worked with Beacon Harbor since 2019 and previously held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Beacon Harbor Wealth Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, managing approximately $600 million across several hundred client relationships.

Herbert Perlin is a financial advisor with Horter Investment Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including 14 years at NEXT Financial Group and over two decades operating Perlin Rossen & Associates DBA Perlin Retirement Solutions, LLC, where he provides security solutions and sells insurance products. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of model and multi-manager portfolios, third-party money manager access, and alternative investments, with investment decisions guided by an Investment Committee.

Michael Novosel is an advisor at Fitzwilliams Wealth Management Inc. with a Series 65 designation and six years of industry experience. His work history includes multiple roles within Fitzwilliams and periods of self-employment. Fitzwilliams Wealth Management provides financial planning and discretionary investment management for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm uses third-party sub-advisors for portfolio construction and trading, employing active strategies across various asset classes and maintaining ongoing account monitoring and client reviews.

Ronald Whited is a financial advisor with WealthTrak Advisors in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with WealthTrak Advisors since 1994 and has prior tenure at Purshe Kaplan Sterling Investments beginning in 2014. In addition to his advisory role, he is involved in managing an insurance services business focused on fixed insurance products. WealthTrak Advisors provides discretionary portfolio management, financial planning, and advisory consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages over $214 million in client assets across about 267 clients, utilizing fundamental and technical analysis, as well as a variety of trading approaches, and frequently incorporates third-party platforms for retirement plan management.

Brian Lindberg is a financial advisor at Fitzwilliams Wealth Management Inc. in Chesapeake, VA, holding a Series 65 designation with seven years of industry experience. He has worked at Fitzwilliams Wealth Management since 2021 and previously at AE Wealth Management and ADT LLC. He is also involved with Fitzwilliams Financial Inc. as an insurance agent. Fitzwilliams Wealth Management provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a mix of actively managed sub-advisor strategies and monitors client accounts continuously, with approximately $113.9 million in discretionary assets under management as of October 2025.

Brad Harris is a financial advisor at Bellars Harris Wealth Management with 24 years of industry experience. He holds a Series 66 credential and has previously worked at CPC Advisors, Raymond James Financial Services, Bank of America, and Merrill Lynch. Outside of his advisory work, he is the owner of BAH Enterprises, Inc. and serves as an acting trustee for Harris Brad. Bellars Harris Wealth Management is an SEC-registered investment adviser that offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, and qualified retirement plans, employing a primarily fundamental and long-term investment approach while maintaining flexibility for shorter-term trading.

Jeremy Ingram is a CFA® charterholder with 25 years of industry experience. He has been with Beacon Harbor Wealth Advisors since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as head wrestling coach at Norfolk Christian High School and is the treasurer of the Dunlap Garrick Community Foundation. Beacon Harbor Wealth Advisors manages approximately $600 million for individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of active and passive management with a team-based approach, offering discretionary investment management and retirement plan consulting.

James Upshaw is a financial advisor at Bay Capital Advisors, LLC in Virginia Beach, VA, with two years of industry experience and a Series 65 designation. Prior to entering the financial industry, he served 20 years in the United States Navy and has worked with the City of Chesapeake since 2024. Outside of advising, he has been involved with Centerville Baptist Church. Bay Capital Advisors serves individual and high-net-worth clients, trusts, estates, business entities, and charitable organizations through discretionary portfolio management, investment analysis, and both one-time and ongoing financial planning. The firm combines top-down macroeconomic and fundamental analysis with core-satellite portfolio construction, favoring mutual funds and ETFs while accommodating individual-security preferences.

Benjamin Hawkins is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Wealthtrak Advisors in Virginia Beach, VA. His prior roles include positions at Purshe Kaplan Sterling Investments and Securities America Advisors. In addition to his advisory work, he owns and operates a CPA practice providing bookkeeping and tax services. Wealthtrak Advisors offers discretionary portfolio management and financial planning services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis to tailor portfolios to client objectives and risk tolerance.

Sean Gillespie is a financial advisor at Apforia with 12 years of industry experience. He holds a Series 66 designation and has previously worked with Redeployment Wealth Strategies, Gillespie Advisors, and Securities America. Apforia serves primarily individual and high-net-worth clients, offering investment management and comprehensive financial planning through a team of about 10 advisors and multiple Investment Adviser Representatives operating as Tenant Firms. The firm employs a goal- and risk-based investment process using strategic and tactical asset allocation with a mix of passive and active strategies and operates under a fee-only, fiduciary framework.

Katherine Brown is a CFP® with 21 years of experience in financial advising. She currently works at Joss Brown Wealth Advisors, where she has been with the firm since 2020, following 15 years operating her own advisory firm. Outside of her advisory role, she is a 50% owner of Maison Brune Investments, LLC, a real estate investment business she manages with her spouse. Joss Brown Wealth Advisors serves individuals, high-net-worth households, retirement plans, and charitable organizations, providing financial planning, investment management, and non-investment consulting on a fee-only basis. The firm manages approximately $162 million in regulatory assets and offers a combination of discretionary and non-discretionary services through multiple platforms and third-party managers.

Angela Marie Cloe is a financial advisor at Apforia with a ChFC® designation and no prior industry experience. She served in the United States Navy for 20 years before transitioning to Redeployment Wealth Strategies in 2024. Apforia primarily serves individual and high-net-worth clients by providing investment management and comprehensive financial planning through a team of about 10 advisors. The firm employs a goal- and risk-based investment approach using strategic and tactical asset allocation with a combination of passive and active strategies, operating under a fee-only, fiduciary framework.

Logan Flitton is a financial advisor with Tull Financial Group, Inc. He holds a Series 65 designation and has recently transitioned from military service, having served in the U.S. Navy for six years prior to entering the financial industry. His professional experience includes roles at Standard Calibration Inc. and as a student before joining Tull Financial Group. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and employer retirement plans. The firm uses a tactical asset-allocation approach combining passive ETFs, actively managed funds, dividend stocks, and fixed income, emphasizing participant education and a multi-generation family-planning strategy.

Cheri Poston is a financial advisor at Gratus Wealth Advisors LLC with 16 years of industry experience. She holds the CFP® and Series 66 designations. Her prior roles include positions at CPA Investment Advisors and NewEdge Advisors, LLC. Gratus Wealth Advisors manages discretionary assets for individuals, nonprofit organizations, corporations, and retirement plan sponsors. The firm employs fundamental analysis and elements of modern portfolio theory to manage individualized accounts using both long- and short-term strategies.

Cline Reasor is a CFP® and Series 66-licensed financial advisor with over 21 years of industry experience. He currently serves at Gratus Wealth Advisors LLC and previously held roles at PKS Investments, NewEdge Advisors, and Truist Advisory Services. Reasor is a board member and finance committee participant for FORKids, Inc., a nonprofit focused on ending homelessness for children and families in the Hampton Roads area. Gratus Wealth Advisors manages discretionary assets for individuals, nonprofits, corporations, and retirement plan sponsors, employing both long- and short-term strategies grounded in fundamental analysis and modern portfolio theory. The firm offers asset management, financial planning, retirement plan advisory services, and manages both wrap and non-wrap accounts.

Dorothy Mannix is a financial advisor with Gratus Wealth Advisors LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. Her prior work includes roles at PKS Investments, Cavalier Wealth Partners, NewEdge Advisors, and Scott & Stringfellow. She serves as a managing partner at multiple firms, including Gratus Wealth Advisors and Cavalier Wealth Partners. Gratus Wealth Advisors manages over $822 million in discretionary assets and serves individuals, nonprofit organizations, corporations, and retirement plan sponsors. The firm employs fundamental analysis and modern portfolio theory in managing individualized accounts and offers a range of services including asset management, financial planning, ongoing consulting, and retirement plan advisory.

Josef Mehall is a financial advisor with Advisory Alpha, LLC, holding a Series 65 credential and no prior industry experience. He has entrepreneurial experience through his ownership of Ideas by Mike LLC, a firm providing financial services, consulting, and education, as well as Mehall Financial LLC, which focuses on fixed insurance product sales. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a broad range of managed portfolio series using a primarily fund-of-funds approach.

Kristy De Jarnette is a financial advisor at Financial Security Advisory Inc. with three years of industry experience. She holds a Series 65 designation and previously worked at Farmers Bankshares, Inc. for 15 years. Outside of advisory services, she serves as treasurer for the Western Tidewater Free Clinic and the Windsor Athletic Association. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, emphasizing asset allocation and long-term holdings in constructing portfolios. The firm uses both quantitative screening and qualitative due diligence to select investments and offers advisory programs through third-party platforms.