Diane Biegler is a financial advisor with Primerica Advisors in Hampton, VA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1993. Outside of her advisory role, she is involved in referral activities for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers for portfolio implementation and operates a tiered wrap-fee structure.

Patrick Everett is a financial advisor with Ameriprise in Hampton, VA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliates since 1997. Outside of his advisory role, he owns a tax preparation business, serves on the House Facility Board for Beta Theta Pi at The College of William and Mary, and volunteers with the Peake Childhood Center nonprofit. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations through a centralized consulting team.

Joseph Clayton is a financial advisor with Morgan Stanley Wealth Management in Newport News, VA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he performs as a musician in a band that plays Jimmy Buffett songs and similar genres. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Katy Hampton is a financial advisor with Morgan Stanley in Newport News, VA, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers a range of retail and institutional investment solutions.

James Cale III is a financial advisor with Morgan Stanley in Newport News, VA, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory role, he serves as a director of Cale Management LLC, a property management business based in Williamsburg, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured processes and tools, managing approximately $2.74 trillion in client assets.

James Wright is a financial advisor at Edward Jones in Newport News, VA, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones throughout his career since 2009. Outside of his advisory role, Wright is involved in music royalties and CD sales through CD Baby. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Charles Nuttycombe serves as Resident Director and Wealth Management Advisor at Merrill Lynch. He has been with Merrill Lynch Wealth Management in Newport News, VA, since 2012. In this role, he provides advice and guidance, developing and managing customized investment strategies for clients, and may manage these strategies on a discretionary basis through the firm's Investment Advisory Program. Charles focuses on a broad range of client needs including education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. He holds a Bachelor’s Degree in Economics from Bridgewater College. Outside of work, Charles enjoys baseball, basketball, football, golfing, and spending time with his family.

Corey Watson is a financial advisor with Ameriprise Financial Services and holds the Series 63 and Series 66 designations. He has 16 years of industry experience, including prior roles at Cetera Investment Advisors and Langley Federal Credit Union, where he continues to work in a financial advisory capacity. Watson assists clients with needs analysis to help meet financial goals related to retirement, wealth accumulation, and preservation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Mallory Lester is a financial advisor with LPL Financial based in Newport News, VA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. Prior to joining LPL Financial in 2017, she worked at Nationwide Securities LLC and Laufer Insurance and Financial Nationwide. She also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party providers.

Christina Austin is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 credential and has been affiliated with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its financial planning process.

Adam Marr is a CFP® with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Marr holds a CPA license and serves as a trustee and executor for his father's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Richard Bagley III is a financial advisor with Wells Fargo Clearing in Newport News, VA, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with the Hampton Roads Academy Athletic Department. Outside of his advisory role, he serves as Treasurer for the Peninsula Sports Club, where he participates in meetings and oversees athletic scholarship discussions and cash flow management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to evaluate investment options and offers a combination of brokerage and advisory solutions.

Karen Myers is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 34 years of industry experience. She has been associated with Raymond James since 2010 and also works as an independent contractor with Holden Global Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal advisory services, along with specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Randi Johnson is a financial advisor with Edward Jones in Newport News, VA, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she spent a decade at Vernon Ray Edwards Painting Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Thomas Carlson is a financial advisor with OSAIC based in Newport News, VA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Securities America Advisors and SECURITIES AMERICA, inc. for ten years each. Outside of his advisory role, Carlson is an assistant secretary on the Rotary Club of Newport News board and serves as an elder at Colony Friends Church. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various tools and platforms to construct and manage portfolios across asset classes with discretionary and non-discretionary options.

Olivia Barr is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Morgan Stanley in 2026, she worked at Fidelity Investments from 2022 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and proprietary investment models. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client relationships and corporate agreements.

Joy Tamburri Mullins is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Virginia. She is part of a team that collaborates to assist clients in developing comprehensive wealth plans to address their various financial goals. Her approach focuses on creating personalized financial strategies tailored to the unique needs and objectives of each client. Her expertise spans multiple client focus areas including college education planning, divorce transition planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Joy holds the Professional Investment Advisor (PIA) designation and has a High School Diploma from Menchvill High School. She also attended Rutgers University but did not receive a degree. Joy participates in community service efforts in line with the Merrill tradition of community involvement. Outside of her professional work, she enjoys antiquing, biking, hiking, reading, running, spending time with her family, traveling, and practicing yoga.

Cindy Hanke is a financial advisor at OSAIC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Nationwide Investment Services Corporation. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Alan Witt Jr. is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors LLC and CUSO Financial Services, LP. Outside of his advisory work, Witt hosts and owns a podcast titled The Wheel Reads. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, featuring both discretionary and non-discretionary management and access to research from multiple sources.

James Kline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. from 2011. Outside of his advisory role, he serves as power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.