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.

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.

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.

Susan Shum is a financial advisor at Financial Security Advisory Inc with 10 years of industry experience. She holds a Series 65 designation and has worked at Financial Security Management, Inc. since 2015. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and long-term holdings, using both quantitative screening and qualitative due diligence to select investments, and manages accounts on a limited discretionary basis.

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.

Jeffrey Powell is a CFP® professional with 21 years of industry experience, currently working at Navy Federal Investment Services, LLC since 2017. He previously spent five years at Ameriprise before joining Navy Federal Financial Group in 2010. Powell holds the Series 66 designation and is based in Virginia Beach, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs utilizing third-party portfolio managers and offers a range of layered investment solutions including automated ETF portfolios.

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.

William Stewart is a financial advisor with Financial Security Advisory Inc, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has operated Stewart Financial Services, Inc. since 1997 and serves as vice president and 49% owner of an accounting firm. Stewart also holds advisory board positions at Southern Bank and Old Dominion University’s School of Accountancy. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and long-term holdings, using quantitative and qualitative analysis to select investments and offers both discretionary and non-discretionary account management.

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.