Michael Estrada is a financial advisor with LPL Financial in Chesapeake, VA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Duke University and Rein.ai. Outside of his advisory work, he is the managing member of ACME Consulting and Marketing LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, leveraging model portfolios, third-party research, and advanced technologies across its offerings.

Patrick Franklin Jr. is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. He has been with Merrill since 2006 and concurrently associated with Bank of America since 2006, currently serving since 2025 with Bank of America, N.A. Outside of his advisory role, he manages a personal trust for which he acts as grantor and trustee. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies.

Jason Guill is a financial advisor with Edward Jones in Moyock, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Jenieza Alston is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 63 and Series 65 credentials and has previously worked at Elmer Ramiscal, Noel Martin, and Waddell & Reed, Inc. Alston is co-chair of the Regent University Alumni Society-Hampron Roads Chapter, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services while providing both discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

John Burris is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and was previously affiliated with Securities America Advisors, Inc. for 12 years. In addition to his advisory role, he has engaged in insurance sales, including the sale of single premium immediate annuities. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services. The firm utilizes proprietary tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Kevin Luebbert is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Wells Fargo Advisors and U.S. Bancorp Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

William Hannan is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes positions at Raymond James Financial Services and Townebank. Outside of his advisory role, he serves as President of the Carolina Highlands Property Owners Association. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations in partnership with clients’ advisors.

Catherine Vicente Salas is a financial advisor with Ameriprise Financial Services in Chesapeake, VA, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Dawn Peters is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Lincoln Financial Advisors Corporation, as well as operating her own advisory practice. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Natalie Lippincott is a financial advisor with Edward Jones in Chesapeake, VA, holding a Series 66 designation and totaling one year of industry experience. Her work history includes multiple roles at Edward Jones dating back to 2015, as well as positions at Digital Nation USA, Spin Modern, and Al-Anon Family Groups, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, tax-efficient services, and affiliated investment products through a widespread network of advisors and branch offices.

Andrew Martin is a financial advisor at MFB Investments, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Corbin & Company, PC, a public accounting firm where he serves as Vice President and is involved in administration, assurance, tax, litigation support, and business consulting. MFB Investments, LLC provides financial planning and assists clients, including individuals and corporations, in selecting third-party money managers. The firm does not directly manage assets but offers written recommendations and refers clients to external advisers for investment management.

Holly Martin is a financial advisor with MFB Investments, LLC in Chesapeake, VA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She is also a vice president and full-time employee at Corbin & Company, PC, a public accounting firm where she provides tax services, litigation support, and business consultations. MFB Investments, LLC offers financial planning and assists clients—including individuals, high-net-worth clients, corporations, and business entities—in selecting third-party money managers. The firm provides written recommendations and client discretion in implementation, does not manage client assets directly, and refers clients to external advisers when investment management is appropriate.