Harold Roesch II is a financial advisor with First Command Advisory Services in Newport News, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with First Command since 2002 in various related capacities and serves as Executive Director of the VFW Foundation. He is also president of the Old Dominion Honor Flight, which organizes trips for veterans to visit Washington, DC monuments. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios selected and monitored by an internal Investment Management Team and Wealth Portfolio Managers.

Julia Beck is a financial advisor at Davenport & Company LLC with 43 years of industry experience. She holds the CFP® designation and has worked at Davenport since 2009, following roles at Citigroup Global Markets and Legg Mason Wood Walker. Outside of her advisory work, Beck serves as Treasurer for The King's Daughters fundraising group and the Botetourt Park North Owners Association. Davenport & Company LLC serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm manages portfolios through dedicated teams and offers separately managed accounts, mutual funds, and advisory programs.

Kelsey Segawa is a financial advisor at First Command Advisory Services with four years of industry experience. Prior to joining the firm, Segawa served in the United States Air Force for four years and has held roles at First Command Insurance Services and First Command Brokerage Services. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Haazim Majeed is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at National Life Group, NYLIFE Securities LLC, New York Life Insurance Company, and Combined Insurance. He also has experience in education through Varsity Tutors. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and specialized instruments, operating as both a broker-dealer and SEC-registered investment adviser.

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.

Shelby Barnetti is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. Shelby has worked with various affiliates of First Command since 2016 and previously with Invested Capital, Inc. Outside of advisory work, Shelby manages Barnetti, LLC, an entity used to support her First Command business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and wealth portfolio managers who select and monitor model portfolios and approved third-party 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.

Mary Evans is a financial advisor at Davenport & Company LLC with 26 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2016. Outside of her advisory role, she serves as a trustee for the Christopher Newport University Board of Education and operates Mary Katherine Fine Art LLC, selling original paintings. Davenport & Company LLC serves individual and institutional clients including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, retail brokerage, and investment banking. The firm manages multiple mutual funds and employs dedicated portfolio teams to deliver separately managed accounts and other advisory programs.

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.

Gregory Earwood is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2009 and also instructs classes at ECPI College of Technology. Additionally, he serves as a church steward for Liberty Baptist Church, participating in budget review and approval. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm’s platform includes third-party asset manager relationships and offers both discretionary and non-discretionary account options.

Scott Mccluney is a CFP® and Series 65 credentialed advisor with 19 years of industry experience. He currently works at Clearstead Advisory Solutions and previously spent 25 years with Wilbanks, Smith & Thomas Asset Management LLC. Clearstead serves both affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across over 4,300 client relationships, using institutional disciplines and a mix of investment strategies including a proprietary Direct Indexing approach.