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.

Omunique Owens is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Her prior work includes roles at ABNB Federal Credit Union, CUSO Financial Services, Fidelity Investments, and First Command Advisory Services. Outside of financial services, she previously worked with Natural Bodyz Fitness. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies that include strategic and tactical allocations, direct indexing, and alternative exposures.

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 in Newport News, VA, with three years of industry experience. She holds Series 63 and Series 66 designations. Prior to Morgan Stanley, she worked at Fidelity Investments for three years and has held roles in a variety of industries including surgical supply, logistics, and retail. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and analyses.

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.

Courtney Thompson is a financial advisor with Edward Jones in Suffolk, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Thompson worked in the hospitality and catering sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Alan Witt Jr. is a Series 66-credentialed financial advisor with 13 years of industry experience, currently affiliated with LPL Financial in Newport News, VA. His background includes roles at 1st Advantage Federal Credit Union, CUSO Financial Services, Wells Fargo, and Merrill. Outside of his advisory work, he is the host and owner of a podcast called The Wheel Reads. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by extensive technology and a large network of advisors.

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.

Graham Nuttycombe is a financial advisor at Merrill with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party portfolio management teams.

Allison Lane is a financial advisor with Cambridge Investment Research Advisors in Newport News, VA, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at Cambridge Investment Research since 2011 and is also associated with Greenwood Financial Group, where she operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and advisory solutions tailored to client objectives.

John Mckendree Jr. is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and 20 years of industry experience. He has worked with Raymond James since 2019 and previously spent three years with Compton Wealth Advisory Group. Outside of his advisory role, he is the owner of Bombolage, LLC, a non-investment-related business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports a range of advisory programs, including notable public finance and SIMPLE IRA employer consulting services.

Kenneth Wren Jr. is a financial advisor at Raymond James Financial with over 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James Financial and TowneBank since 2004. Wren serves as a board member for the Portsmouth Chesapeake Area Foundation, which provides grants to local schools for special needs equipment. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored planning to support client goals and provides specialized municipal and public finance advisory services.

Joseph Cummings Jr. is a financial advisor with OSAIC based in Hampton, VA, holding Series 63 and Series 65 licenses and accumulating four years of industry experience. His background includes service in the U.S. Navy for 19 years and roles at Opus Wealth Strategies and SECURITIES AMERICA, Inc. He volunteers as a coach for The Honor Foundation, assisting transitioning special operations service members. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools, risk-tolerance assessments, and multiple investment platforms to deliver a variety of portfolio management options.

Bonnie Walker is a financial advisor at Ameriprise in Newport News, VA, holding a Series 66 credential with one year of industry experience. Prior to joining Ameriprise in 2025, she worked at Cetera Investment Services LLC and has also held positions at Langley Federal Credit Union and PNC Bank. She has additional work experience in retail and as a homemaker. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual planning advice, focusing on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Ashley Lavoie is a CFP®-credentialed financial advisor with LPL Financial, based in Newport News, VA, and has 11 years of industry experience. She has been with LPL Financial since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a wide range of financial planning and investment management solutions.

Donald Smith is a financial advisor at Edward Jones in Portsmouth, VA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a member of the Stock Pickers of Tidewater Club, a social club based in Portsmouth. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Drewry is a financial advisor with LPL Financial in Yorktown, VA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Nationwide Securities and Laufer Insurance and Financial. Outside of advising, Drewry is a business owner involved in custom home remodeling and serves as a for-profit board member for the York County Virginia Board of Supervisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a broad network to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, combining scale with multiple financial services including affiliated insurance and credit products.