Brian Bean is a financial advisor with Commonwealth Financial Network in Norfolk, VA, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He joined Commonwealth in 2017 after brief tenures at WFG Advisors, LP and WFG Investments, Inc. Bean is also the owner of Milestone Financial BB, LLC, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a broad suite of advisory support services, including managed-account programs, third-party asset manager access, and custody and clearing services.

Leigha Tabbi is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has six years of industry experience and previously worked at LPL Financial, Appalachian State University, and Hampton Roads Academy. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to brokerage services through LPL Financial and employs various portfolio management strategies supported by technology platforms.

Wickliffe Lyne Jr. is a financial advisor at Cerity Partners LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Palladium Registered Investment Advisors and Guggenheim Real Estate LLC. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities, and offers additional services such as retirement plan consulting, tax planning, and access to alternative and private-market investments.

Robert Woods is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and has been with AE Wealth Management since 2016. Woods also operates Woods Financial, where he works as an insurance agent involved in insurance and annuity sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors, operating primarily through discretionary model portfolios and a platform-based approach.

Dawn Thompson Mayfield is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at firms including Freedom Street Partners, Raymond James Financial Services, TowneBank, and UBS Financial Services. Outside of her advisory role, she is Vice President of Mayfield Designs, Inc., where she assists with billing and record keeping. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

John Jones is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Edward Jones and Strategic Wealth Management Solutions, LLC. Outside of his advisory work, he has experience owning a rental property in Fairhope, Alabama. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and periodic rebalancing, and offers access to alternative and private-market investments through various affiliated entities.

Robert Douglas is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016, following a prior role at Truist Investment Services beginning in 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Carl Hess Jr. is a financial advisor at First Command Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command and its affiliates since 2015. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage model portfolios with discretionary authority under Investment Management Agreements.

John Wiedmaier is a CFP® professional with 28 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2017 and is also the owner of Milestone Financial, LLC, where he has been active since 2014. In addition to his advisory roles, he owns SSMM, LLC, an entity created to manage his office property. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including model portfolios and customized investment solutions, while enabling advisors to manage client portfolios with discretion.

Sean Hingley is a financial advisor at Steward Partners Investment Advisory, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves on the boards of The Marlin Club, the VMI Alumni Association audit committee, and the Broad Street Children's Foundation. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment adviser managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Amanda Otto is a CFP® professional with nine years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at Buckingham Strategic Wealth, LLC and Wells Fargo Bank. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Mary Natiello is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Suntrust Advisory Services and Suntrust Investment Services since 1999. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through a mix of discretionary and non-discretionary approaches.

Connor Fanney is a financial advisor at Clearstead Advisory Solutions with nine years of industry experience. He previously worked at Wilbanks Smith and Thomas Asset Management, LLC, and Cantor Fitzgerald & Co. He holds Series 63 and Series 65 licenses. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and uses a disciplined investment approach incorporating portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Joshua Anderson is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2021 and previously at Prosperity Capital Advisors and CLP Financial Group. Anderson is also involved in non-variable insurance activities. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers portfolio management, financial planning, model portfolios, and retirement plan consulting through a large network of advisor representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Christopher Ferretti is a financial advisor with Integrated Wealth Concepts LLC in Chesapeake, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior firms include Ameriprise, Osaic FA, Inc., and LPL Financial. Outside of his advisory role, he coaches high school and club volleyball teams in North Carolina. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, typically employing a long-term investment approach while using model portfolios and third-party managers.

Corey Sullivan is a financial advisor with Eagle Strategies (New York Life) based in Norfolk, VA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles with New York Life Insurance Co. since 2012 and Nylife Securities LLC since 2013, alongside operating Mathas Financial Group LLC since 2019. Outside of his advisory work, he serves as a board member for Virginia Beach Project LifeSaver, a nonprofit focused on search and rescue efforts for individuals with cognitive disorders, and also acts as a Notary Public. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through an extensive network of investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, including advisory services connected to insurance and annuity products within an integrated New York Life affiliate structure.

Rachel Mast is a CFP® and Series 65-licensed advisor with two years of industry experience. She currently works at Focus Partners Wealth, LLC and previously held roles at Buckingham Strategic Wealth, The Sara Duncan Team, and Virginia Mennonite Missions. Mast’s background also includes positions related to faith-based leadership and a period with Shirley's Gourmet Popcorn. Focus Partners Wealth, LLC serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Ame Mccullin is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. Ame has worked with Suntrust Advisory Services and Wells Fargo entities prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Jeffrey Chernitzer is a PFS™ credentialed advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Wealthquest Financial Services, LLC, and maintained a long-standing role at Wall, Einhorn & Chernitzer, P.C. outside the investment field. He also serves on the board of the ODU Athletic Foundation, a nonprofit organization. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive suite of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Jeffrey Hale is a financial advisor at Commonwealth Financial Network with Series 66 registration and experience beginning in 2023. His work history includes roles at Milestone Financial and Commonwealth Financial Network, alongside a long-standing career in the United States Navy since 2007. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a range of advisory support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody solutions.