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.

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.

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 with HBW Advisory Services LLC in Virginia Beach, VA, holding a Series 66 designation and over 26 years of industry experience. His career includes roles at Silver Oak Securities, Cetera, CUSO Financial Services, and ABNB Federal Credit Union. Outside of investment advisory work, he owns Neal G Davis, LLC, a business tax-purpose entity unrelated to investment operations. HBW Advisory Services manages approximately $1.75 billion in client assets and provides financial planning, asset management, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach involving third-party money managers, tactical asset allocation, and multi-manager diversification, and it maintains notable institutional and intermediary roles including sub-advisory arrangements 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 with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Company, and Horace Mann Investors. Outside of his advisory work, he serves as the business manager for Colonial Baptist Church and is a board member of Grace Biblical Counseling Ministry. Sound Income Strategies is a fee-based investment adviser serving individual, corporate, pension, and other registered advisor clients through asset management, financial planning, ERISA plan services, and co-/sub-advisory arrangements. The firm’s investment approach focuses on fixed-income and income-oriented strategies with active portfolio management and also provides insurance planning and educational workshops through affiliated entities.

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.

Carl Reed is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and four years of industry experience. He has previously worked at Gateway Wealth Partners, ADVISORS' PRIDE Inc., LPL Financial, and Strategence Capital. Reed is also involved in insurance sales as a non-investment related business activity. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams, offering a range of asset management, financial planning, and consulting services.

Justin Bateman is a financial advisor at Financial Security Advisory, Inc. He holds Series 63 and Series 65 licenses and joined the firm in 2026. Prior to his advisory role, he worked at Apple, Inc., DoorDash, Aberdeen Barn, and Outdoor Impressions, Inc. 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 and qualitative methods to select investments.

Tyler Neese is a CFP® professional with seven years of experience in financial advisory roles. He is currently with Financial Security Advisory Inc and has prior experience at Bank of America and Merrill Lynch. Outside of his advisory work, Neese teaches personal finance at Covenant Classical Community School and tutors students in literacy. 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 a combination of quantitative and qualitative analysis in portfolio construction, managing a range of investments including mutual funds, stocks, bonds, ETFs, and alternative investments.

Isaiah Porter is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Virginia Beach, VA. He has one year of industry experience and prior roles at Alloy Wealth Virginia and Kenneth Porter and Company. Porter served five years in the United States Army before entering the financial services industry. Foundations Investment Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm utilizes fundamental, technical, and cyclical analysis combined with model portfolios and an asymmetric rebalancing approach.

William Lust is a CFP® professional with eight years of industry experience, currently advising at Financial Security Advisory Inc. He has previously worked with Northwestern Mutual Wealth Management Company and held roles at several related firms. Outside of his advisory work, he is an agent for Financial Security Group, Inc., where he prepares life and health insurance quotes and financial plans. 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 employs a combination of quantitative and qualitative methods to select investments and offers customized portfolio management through various platforms.

Christopher Ryan is a financial advisor at Financial Security Advisory Inc with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Financial Security Management, Incorporated and Financial Security Group since 1999. Outside of his advisory work, he serves as vice president of Ally Urgent Veterinary Care and acts as a consultant for Animal Vision Center of VA. 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 through a combination of quantitative and qualitative investment selection methods.