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.

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.

Teague Avey is a CFP® professional with 10 years of experience in financial advising. He has worked at Brown Advisory since 2018 and previously spent time with Signature Financial Management, Inc. and Heritage Wealth Advisors. Brown Advisory serves high-net-worth individuals, families, family offices, charitable trusts, and foundations by providing integrated wealth management and portfolio management. The firm employs a long-term investment approach combining global active and passive strategies, utilizing affiliated and external managers to access alternatives and supplementing research with AI-enabled tools.

Eric Johnson is a financial advisor at Brown Advisory with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Signature Financial Management, Inc., Brown Advisory, and B&L Wealth Group, LLC. 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, active and passive manager selection, and offers tailored services including discretionary portfolio management, strategic planning, and philanthropic planning.

Christopher Rusbuldt is a CFA® charterholder with 26 years of industry experience. He is currently a financial advisor at Brown Advisory, where he has worked since 2018, and also has a longstanding role at Signature Financial Management, Inc. In addition to his advisory work, he co-founded and serves as a director of Amped LAX, LLC, an organization that runs youth lacrosse camps and clinics. 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 focused on risk management through diversified allocations, valuation discipline, and a combination of active and passive strategies.

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.

Weyman Gong is a financial advisor at Brown Advisory with 27 years of industry experience. He holds a Series 65 designation and has worked at Brown Advisory since 2018, as well as at Signature Financial Management, Inc. since 1998. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and charitable trusts and foundations. The firm employs a long-term investment approach with diversified allocations, combining active and passive strategies, and offers a range of services including discretionary portfolio management, strategic planning, and philanthropic planning.

Christopher Mclean is a financial advisor at Brown Advisory with 19 years of industry experience. He holds a Series 66 designation and has worked at Brown Advisory since 2018, as well as Signature Financial Management since 2010. Outside of his advisory work, he has conducted research on real estate purchases and sales with a focus on conservation easements since 2003. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and a smaller number of 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.

Christopher Doyle is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Kingswood Capital Partners, LLC, Benchmark Investments Inc, Benchmark Advisory Services LLC, and Securities America Inc. Kingswood Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional investors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture platform with both discretionary and non-discretionary investment approaches and integrates insurance-linked account management with affiliated financial entities.

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.

Sean Meehan is a CFA® charterholder with 27 years of experience in the investment industry. He has worked at Brown Advisory since 2018 and previously spent 21 years at Bessemer Trust Co. NA. Meehan also contributes to the CFA Institute by reviewing and commenting on curriculum readings for the CFA program. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and 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.

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.

Kevin Felty is a financial advisor at Coppell Advisory Solutions LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Coppell Advisory Solutions LLC and Felty Life Agency since 2021. Outside of his advisory role, Felty is employed as a surgical technician at Children's Hospital of the King's Daughters. Coppell Advisory Solutions LLC, doing business as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm utilizes an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to manage client portfolios.

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.

Rose Bennetch is a financial advisor at Brown Advisory with 20 years of industry experience and holds a Series 65 designation. She has worked at Brown Advisory since 2018 and has also been with Signature Financial Management, Inc. since 2012. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations, offering discretionary portfolio management, strategic planning, and philanthropic planning. The firm employs a long-term, full-market-cycle investment approach, combining active and passive strategies while managing risk through diversified allocations and valuation discipline.

Jean Logan is a financial advisor at Brown Advisory with 15 years of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining Brown Advisory in 2018, she worked 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 charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with an Investment Solutions Group to select managers and support client liquidity needs.

Rupal Master is a Series 65-licensed financial advisor with 11 years of industry experience. She has worked at Brown Advisory since 2018 and maintains a role at Signature Financial Management, Inc. since 2016. Outside of financial services, she is a partner in R.K. Management LLC, which operates the Howard Johnson Inn in Virginia Beach. Brown Advisory serves high-net-worth individuals, families, family offices, and select charitable trusts, providing integrated wealth management and portfolio management. The firm employs a long-term investment approach, blending global active and passive strategies with a focus on diversification, valuation, and tax efficiency, and features specialized affiliates and private market activities uncommon among many multi-team advisers.