Susanna Dellinger is a financial advisor at Cary Street Partners with nine years of industry experience. She holds a Series 65 credential and previously worked at Waypoint Advisors for 15 years before joining Cary Street Partners in 2020. Dellinger serves on the Board of Directors and as Treasurer for the Camp Foundation, a private foundation supporting the Franklin, Virginia community, where she also chairs the Finance Committee overseeing the foundation’s investments. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, employing both third-party managers and in-house resources across a range of traditional and opportunistic investment strategies.

Jeffrey Geraci is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Intervest International Equities Corp for 14 years. Outside of his advisory role, he owns and consults for Mission Critical FPI and is involved in insurance sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of portfolio options and custodial partnerships.

Jeffrey Gump is a financial advisor at Choreo, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investment and Cherry Bekaert Wealth Management Services. Outside of his advisory role, he serves as a soccer referee for youth and adult leagues and is a treasurer and board member for the Virginia Rush Booster Club. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios, combining enterprise-scale operations with a centralized portfolio management team and an Investment Committee.

Jerry Alley is a financial advisor at Capitol Securities Management, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Capitol Securities Management since 2016. Outside of his advisory role, Alley serves as an assistant basketball coach and junior varsity golf coach at Norfolk Academy. Capitol Securities Management serves individual investors, institutions, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services through discretionary and non-discretionary programs, separately managed accounts, and third-party money managers. The firm operates as both a broker-dealer and registered investment adviser.

Christopher Heilman is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has previously worked with Truist Investment Services and SunTrust Advisory Services. Outside of his advisory role, he is involved in several real estate ventures including managing short-term rental properties through LLCs. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages a broad range of investment products and offers specialized services, while overseeing advisor recommendations within approved product menus.

Rae Ann Watson is a financial advisor at Financial Security Advisory, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Financial Security Advisory, Inc. and Financial Security Management, Inc. Additionally, she is involved as an agent preparing quotes and applications for life and health insurance and providing financial planning and advisory services. Financial Security Advisory, Inc. offers investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and a long-term investment approach, using quantitative and qualitative criteria to select mutual funds and other investments.

Lisa Chenet is a financial advisor at Prosperity Capital Advisors with nine years of industry experience. She holds a Series 65 designation and has worked at Prosperity Capital Advisors since 2016 and CLP Tax and Wealth Advisory since 2015. In addition to her advisory role, she is an agent soliciting fixed insurance sales through various companies. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Ashley Galler is an investment advisor representative with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Osaic Wealth, Inc., Triad Advisors, and Ameritas Life Insurance Corp., among others. She serves on the investment committees for the United Way of South Hampton Roads and Women United, nonprofit organizations focused on overseeing foundation assets. 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 that includes individuals, trusts, estates, and institutional entities. The firm utilizes a range of investment vehicles and platforms, including proprietary model portfolios and independent managers, to serve more than 3,500 clients through a team of four advisors.

Joseph Maggiore is a financial advisor with First Advisors National, LLC in Virginia Beach, VA, holding a Series 65 credential and 16 years of industry experience. He is also the president and owner of Legacy Planning Alliance, Inc., an insurance agency providing insurance and estate planning services. Maggiore has served at Legacy Planning Alliance and Veridian Wealth Management since 2013. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers alongside tactical and strategic allocations, supplemented by fundamental analysis of individual securities.

Mindy Strong is a financial advisor with Gradient Advisors, LLC in Virginia Beach, VA, holding a Series 65 designation and one year of industry experience. Prior to joining Gradient Advisors, she worked at Family First Life and Boho Hippie. She is also the owner of Strong Financial Planning and Insurance Services, where she provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Boyd Bohlool is a financial advisor with Momentum Independent Network Inc. in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. He also manages Bohool Asset Management, a wealth management business based in Virginia Beach. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm employs a platform model utilizing third-party managers and Envestnet for portfolio management and offers a variety of investment advisory programs, managed accounts, and financial planning services.

Gary Fouts is an investment advisor representative with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and having 18 years of industry experience. His prior roles include Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, Inc., ARS Advisory, Inc., and Next Financial Group, Inc. He serves as president of the Harpeth Scholastic Clay Target Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm offers customized, primarily long-term portfolios through ETFs, mutual funds, individual securities, and alternative investments, supported by a network of roughly 286 advisors.

Stacy Long is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 30 years of industry experience. She holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining LaSalle St. Investment Advisors in 2023, she worked at Commonwealth Financial Network for 14 years and Merrill for 5 years. Long is a sustaining advisor to The Junior League of Norfolk-Virginia Beach Board and assists clients with Medicare Advantage plan enrollment. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominance of non-discretionary assets, and utilizes a mix of mutual funds, ETFs, equities, fixed income, and options.

Craig Stanley is an investment advisor representative with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at Alera Investment Advisors, Triad Advisors, and Ameritas Life Insurance Corp. Stanley is also involved in retirement plan consulting through Summit Group 401(k) and participates as a member in business ventures with close associates. The Ascent Group is a registered investment adviser managing approximately $4.93 billion and serves individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and model portfolios.

Neal Davis Sr. is a financial advisor at HBW Advisory Services LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera and CUSO Financial Services. Outside of his advisory role, he is the owner of Neal G Davis, LLC, a business tax-related entity. HBW Advisory Services manages approximately $1.75 billion in assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and it is known for its institutional and intermediary roles, including sub-advisory and retirement-plan subscription services.

Samuel Watson is a financial advisor at Financial Security Advisory Inc with six years of industry experience. He holds Series 65 and Series 63 designations and has worked at Financial Security Management, Inc. since 2018. Outside of his advisory role, he serves on the finance team at Christ Community Church, assisting with budgeting and financial procedures. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm focuses on asset allocation and long-term holdings, employing quantitative and qualitative analysis to select investments and manages accounts primarily on a limited discretionary basis.

Daniel Smith is a financial advisor at Gradient Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked with firms including Royal Wealth Management and American Senior Benefits. Outside of advisory work, he is involved in insurance services and group health plan sales as an independent agent. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and using a combination of fundamental, technical, and cyclical analysis in portfolio management.

Lester Litchfield II is a financial advisor at Sound Income Strategies, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with MML Investors Services, MassMutual Life Insurance Company, and Horace Mann Investors, Inc. Outside of his advisory role, he serves as Business Manager at Colonial Baptist Church and is a board member of the Grace Biblical Counseling Ministry. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, offering a range of asset management and insurance planning services.

Vainius Gleveckas is a Series 66 licensed advisor with 19 years of industry experience, currently working at MissionSquare Retirement. He has held prior roles at Icma Rc, Ceros Financial Services, Flexible Plan Investments, and Potomac Fund Management. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

James Morton is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Cary Street Partners and previously worked at Asset Planning Corporation. Outside of his advisory work, he participates in volleyball tournaments on weekends, occasionally earning prize money. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that includes traditional and alternative strategies, combining third-party managers with in-house resources.