Brian Franklin is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® and Series 66 designations and having 11 years of industry experience. He has worked at Navy Federal entities since 2016 and spent one year at Osaic FA, Inc. Outside of advising, he maintains a real estate rental property in Virginia Beach, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm primarily offers managed advisory programs utilizing third-party portfolio managers, financial planning, and retirement-plan fiduciary services, combining advisory and commission-based channels within its banking and credit-union affiliated structure.

Carter Moss is a financial advisor with MissionSquare Retirement in Suffolk, VA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and Fund Advice developed in partnership with Morningstar Investment Management.

David Stockmeier is a financial advisor at The Ascent Group, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and Triad Advisors. Outside of his advisory role, he serves as a trustee for the Old Dominion Athletic Foundation and New Dominion Pictures, a cable television production and distribution company. The Ascent Group is a registered investment adviser managing approximately $4.93 billion and serves over 3,500 clients through a small team of four advisors. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and subadvisory services, utilizing a range of investment vehicles and specialized solutions.

Laura Gwathmey is a financial advisor at Prospera Financial Services, Inc. with seven years of industry experience. She holds the CFP® designation and Series 66 license. Gwathmey has been affiliated with Dominion Capital Partners since 2015, where she serves as an owner and advisor. Prospera Financial Services is a multi-team advisory firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Pamela Mcwhorter is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 designations and over 42 years of industry experience. Her prior roles include positions at Newbridge Securities Corp, Edward Jones, and Wells Fargo Advisors. She serves on the advisory board of the Virginia Medical Freedom Alliance, which focuses on medical legislation affecting children and young adults. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary asset management, utilizing a variety of investment instruments and employing internal portfolio management alongside third-party asset manager arrangements.

B. Wistar Morris III is a financial advisor at Brown Advisory with 18 years of industry experience. He holds a Series 65 designation and has worked at Brown Advisory since 2018, as well as Signature Financial Management, Inc. since 2007. Brown Advisory provides investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations, valuation discipline, and a combination of active and passive management, supported by in-house research and an Investment Solutions Group.

Mark Batzel is an investment advisor with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with firms including Osaic Wealth, Inc., Triad Advisors, and Ameritas Life Insurance Corp. Batzel is also a partner and owner of Summit Group of Virginia, an investment-related business operating for over 30 years. The Ascent Group manages approximately $4.93 billion and offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and subadvisory services to a diverse client base including individuals, trusts, estates, and institutions. The firm utilizes a range of investment vehicles and platforms, including custom and proprietary model portfolios.

Reed Hurt is a CFP® professional with 10 years of industry experience. He has worked at Brown Advisory and Signature Financial Management, Inc. since 2018 and was previously with Bernhardt Wealth Management from 2016 to 2018. Brown Advisory serves high-net-worth individuals, families, family offices, and select charitable trusts and foundations, providing integrated wealth and portfolio management. The firm employs a long-term investment approach that combines global active and passive strategies, risk management through diversification and valuation focus, and utilizes both affiliated and external managers along with AI-enabled research tools.

Danielle Mefford is a financial advisor at Gradient Advisors, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Ruggiero Wealth Management, LLC. Mefford is also the owner and advisor of Legacy Financial Planning and Insurance Services, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a variety of clients including individuals, retirement plans, trusts, estates, and businesses. The firm operates primarily through third-party money managers and Investment Advisor Representatives, using a largely non-discretionary model and various analytical tools to guide portfolio management.

Lloyd Noland is a financial advisor at Brown Advisory in Charlottesville, VA, with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Brown Advisory since 2018, also maintaining a role at Signature Financial Management, Inc. since 2011. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with third-party manager selection to serve its clients.

Colin Ragsdale is a financial advisor at Alera Investment Advisors, LLC, holding a Series 65 designation with four years of industry experience. His prior work includes positions at The Ascent Group, LLC and Harbor Group International, as well as roles in education at Greenbrier Christian Academy and Liberty University. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis approach, offering portfolios constructed from mutual funds, ETFs, equities, and fixed-income securities, while also integrating insurance and pension consulting platforms.

Kyleah Lee is a financial advisor at Prosperity Capital Advisors with 12 years of industry experience. She holds a Series 65 designation and has a background including roles in public education as an assistant principal and work with CLP Tax Advisory. Outside of financial advising, she is involved in education administration. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and provides a range of advisory and intermediary services.

Chris Tremble is a financial advisor with Mutual Advisors, LLC in Hampton, VA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Mutual Securities, Inc., Charles Schwab, and USAA Financial Services. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a combination of active and passive portfolio management strategies tailored to clients’ objectives, using various analytical approaches and technology platforms to support customized investment solutions.

Jeffrey Silverman is a financial advisor with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Osaic Wealth, Triad Advisors, and Ameritas Life Insurance, among others. He serves on the boards of Achievable Dream Virginia Beach and Scholarship America, organizations focused on educational support for underprivileged students. The Ascent Group is a registered investment adviser managing approximately $4.93 billion, offering investment management, financial planning, and retirement consulting to a diverse client base including individuals, trusts, and charitable organizations. The firm utilizes a range of investment strategies and platforms and serves more than 3,500 clients through a team of four advisors.

Jay Curtis is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America and Merrill Lynch before joining Navy Federal. Outside of his advisory role, Curtis is a general partner of Curtis Cruisin LLC, which rents Can-Am vehicles, and he also works as a caregiver and a food delivery driver. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients with portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers on the Envestnet platform, offering both customized and automated investment solutions.

Trevor Maxwell is a financial advisor at Cape Investment Advisory, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and previously served 20 years in the United States Navy. Outside of his advisory role, he is a co-founder of Baker/Max LLC. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.

Lieren Timeus is a CFP® professional with 10 years of industry experience, currently affiliated with Alera Investment Advisors, LLC. He has worked with firms including Ameritas Investment Corp and Triad Advisors LLC. Timeus serves on the investment committee of the Lake Taylor Transitional Care Hospital Foundation, a regional nonprofit organization. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension consulting platforms alongside its advisory services.

Kevin Shea is a CFP® professional with 24 years of experience in financial advising. He currently serves as a Senior Director at Choreo, LLC and has previously worked at Purshe Kaplan Sterling Investments and Cherry Bekaert Wealth Management LLC. Shea is also licensed to initiate and service insurance products through multiple firms. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporations. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Kristina Hoard is a financial advisor with Alera Investment Advisors, LLC based in Virginia Beach, VA. She holds Series 65 and Series 63 licenses and has 16 years of industry experience. Her prior roles include positions at Empower Financial Services, Inc., Capital Group - American Funds, and T. Rowe Price. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis approach and offers a range of portfolio construction options, along with ERISA plan consulting and ongoing portfolio supervision.

Sarah Holtzinger is a financial advisor at Brown Advisory with 10 years of industry experience. She holds a Series 65 designation and has worked at Brown Advisory since 2018, previously serving at Signature Financial Management, Inc. since 2013. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations, employing a long-term, full-market-cycle investment approach with a focus on risk management through diversified allocations and valuation discipline.