Terry Crawford is a CFP® with eight years of industry experience, currently serving as an advisor at Procyon. His work history includes roles at PROCYON Advisors, Procyon Institutional Partners, Pivotal Planning Group, America's Auto Auction, Regent University, and Tull Financial Group. Outside of financial advising, he is the CFO of Peleton Entertainment, LLC, where he manages accounting functions. Procyon serves a diverse client base, including individual and high-net-worth households, institutional investors, and retirement plans. The firm’s investment approach is long-term and fundamental-analysis driven, utilizing mutual funds, ETFs, individual equities, and fixed income, and offers both discretionary and predominantly non-discretionary portfolio management.

Samantha Calhoun is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Legacy Financial Planning and Insurance Services and First Signature Mortgage, as well as nine years operating Sculpting Strength LLC, a fitness-related business. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base, working primarily through third-party money managers and Investment Advisor Representatives with a largely non-discretionary operating model.

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.

Charles Mckinney is a financial advisor at Financial Security Advisory Inc with 26 years of industry experience. He holds a Series 66 designation and has been with Financial Security Management, Inc. since 2000. Outside of his advisory role, he serves as CFO of International Medical Direction, Inc., a company providing emergency EMT support. Financial Security Advisory, Inc. offers investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation as the primary factor in portfolio construction and uses both quantitative and qualitative methods to select investments, managing accounts on a limited discretionary basis.

Michael Kelly is a CFP® with 22 years of industry experience, currently serving at Procyon since 2021. His prior experience includes roles at Pivotal Planning Group, G&G Insurance Services, Godsey & Gibb Wealth Management, Banc of America Investment Services, and Charles Schwab. He is also a shareholder in a food and beauty product brokerage business. Procyon serves a diverse client base including individuals, families, businesses, institutional investors, and registered investment advisors. The firm offers comprehensive investment management and financial planning services with a primarily long-term, fundamental-analysis driven approach, managing a significant portion of assets on a non-discretionary basis.

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.

Ian Holder is a CFP® professional with 17 years of industry experience, currently serving at Cary Street Partners since 2022. He previously worked at Bank of America and Merrill Lynch, where he spent over a decade. Outside of his advisory role, Holder serves on the advisory board of the Hermitage Museum and Gardens and is a committee member of the Finance and Investment Committee for YMCA of the USA. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to individuals, charitable organizations, corporations, retirement plans, and other institutions. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, employing a diverse investment approach that includes traditional and opportunistic strategies alongside proprietary products.

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.

Denise Setzer is a financial advisor with Financial Security Advisory Inc in Virginia Beach, VA, holding Series 65 and Series 63 licenses with seven years of industry experience. She previously worked at Midgett Preti Olanson for four years before joining her current firm. Outside of advisory services, she owns a small aromatherapy business focused on essential oils. Financial Security Advisory Inc provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, managing diversified portfolios that include mutual funds, stocks, bonds, ETFs, and select illiquid alternative investments. The firm emphasizes asset allocation and long-term holdings, using quantitative and qualitative analysis in its investment selection.

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.

Emily Mobley is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked with various entities within Navy Federal since 2015. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that utilize third-party portfolio managers.

Kelly Taylor 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 prior experience with Financial Security Management, Inc. from 2022 onward. In addition to her advisory role, Taylor works as an agent providing life and health insurance sales and prepares financial plans. Financial Security Advisory, Inc. offers investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, managing diversified portfolios with a focus on asset allocation and long-term holdings. The firm utilizes quantitative and qualitative analyses to select investments and provides accounts that are typically managed on a limited discretionary basis.

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.

Eugene Carracino is a CFP® professional with over 33 years of experience, currently affiliated with Financial Security Advisory Inc. He has served at Financial Security Advisory, Incorpo and Financial Security Management, Incorporated since 1997. In addition to his advisory work, he negotiates vehicle purchases for clients and referrals. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings to manage portfolios that include mutual funds, stocks, bonds, ETFs, and selected alternative investments.

John Orlando is a CFP® with 30 years of experience in the financial advisory industry. He has been with Financial Security Management, Incorporated since 1997. In addition to his advisory role, he serves as Vice President of Financial Security Group, Inc., where he is involved in life and health insurance sales and financial planning services. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings. The firm uses both quantitative and qualitative methods to select investments and offers advisory programs through third-party platforms, including the Charles Schwab Managed Advisory Platform.

Enrique Tomeu is a Certified Financial Planner® with 26 years of industry experience. He is affiliated with Financial Security Advisory Inc and has operated Tomeu Wealth Management since 2005. Tomeu also works as an agent for life and health insurance with Financial Security Group, Inc. 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 employs both quantitative screening and qualitative analysis to select investments, managing portfolios that include mutual funds, stocks, bonds, ETFs, and alternative investments.

Paulmichael Youngmills is a financial advisor at CoreCap Advisors with five years of industry experience. He holds a Series 65 designation and has worked with Jarver Financial, CoreCap Advisors, Fico 850 Inc, and One Life America. Outside of his advisory work, he serves as president of Fico 850 Inc, a board game manufacturing company, and hosts educational events for federal employees through ProFeds. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, individual equities, and fixed income, and often uses sub-advisors and third-party asset managers.

Alana Ripley is a financial advisor at Financial Security Advisory Inc. She holds a Series 65 credential and has three years of industry experience. In addition to her advisory role, she owns and operates a photography business. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and a long-term investment approach that includes mutual funds, stocks, bonds, ETFs, and selected alternative investments.