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.

Kenneth Shook is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with First Command since 2014 in various capacities, including roles at First Command Insurance Services and First Command Financial Planning. He serves as a board member and finance committee chair for the Wings Over America Scholarship Foundation, which provides scholarships to family members of current and former U.S. Navy aviation personnel. 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 offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from prescreened lists.

Christina Bishop is a Series 66-licensed financial advisor with Valic Financial Advisors in Norfolk, VA, bringing three years of industry experience. Prior to her current role, she worked for Norfolk Public Schools for 15 years. Outside of her advisory work, she coaches a youth volleyball club to teach foundational skills in the sport. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Roger Scheffel Jr. is a financial advisor at Clearstead and Clearstead Advisory Solutions with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wilbanks, Smith & Thomas LLC since 2009. In addition to his advisory role, he serves as a portfolio manager and vice president in related investment firms, including Wilbanks Smith & Thomas Asset Management and WST Investment Trust. Clearstead serves affluent private and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs an institutional investment process using various strategies, including mutual funds, ETFs, separately managed accounts, alternatives, and a proprietary Direct Indexing strategy, managing approximately $33.9 billion in assets across more than 4,300 client relationships.

Scott Tompkins is a financial advisor with First Command Advisory Services in Chesapeake, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining the firm, Tompkins worked for the Department of Defense as a U.S. Navy Civil Service employee for 13 years. He is a co-owner of an Amway multi-level marketing business, which he holds inactive alongside his spouse. 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 offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Kirstin Holland is a financial advisor with First Command Advisory Services in Chesapeake, VA. She holds Series 63 and Series 65 licenses and has been with First Command and its affiliated firms since 2025. Prior to joining First Command, her experience includes roles at Expedia Group, Cvent, and PerformCB. 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 managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Ashley Ferretti is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and one year of industry experience. Prior to joining Integrated Wealth Concepts, Ashley worked at LPL Financial and Integrated Financial Partners. Outside of advisory work, Ashley also works part-time as a bartender in Virginia Beach. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customizable portfolios primarily composed of mutual funds, ETFs, equities, and fixed income.

Marcie Siemering is a financial advisor with Truist Advisory Services in Norfolk, VA, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Truist in 2018. She is also a notary for the Commonwealth of Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Katherine Willis is a CFA® charterholder with 23 years of experience in the financial industry. She is currently with Cerity Partners Retirement Plan Consultants and has previously worked at Palladium Partners, LLC. Outside of her advisory role, she serves as a director, secretary, and treasurer for a family real estate business involved in property management. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, focusing on ERISA fiduciary services, participant advice, and plan administration. The firm emphasizes asset-allocation driven model portfolios, written investment policy statements, and ongoing monitoring, serving primarily on a non-discretionary basis as part of the larger Cerity Partners group with a broad range of affiliated services.

Amie Baty is a CFA® charterholder with 22 years of industry experience. She is currently with Clearstead Advisory Solutions, joining in 2024 after 17 years at Wilbanks, Smith & Thomas Asset Management LLC. Clearstead serves affluent private clients and a range of institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, applying institutional disciplines and a variety of investment strategies including mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing approach.

Matthew Casella is a financial advisor with Truist Advisory Services in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2008. Outside of his advisory role, he assists with his wife’s bakery business at a local farmers market by helping with set up and other tasks. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Mcrae Stuckey is a financial advisor at Cerity Partners LLC with a Series 65 credential and no prior industry experience. Before joining Cerity Partners, he worked in education at the College of William and Mary and The Steward School. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, and institutional investors. The firm uses tailored asset allocation, manager selection, and periodic rebalancing with proprietary quantitative screens alongside third-party managers and individual securities.

Timothy Mc Daniel is a financial advisor at Clearstead Advisory Solutions with two years of industry experience. He holds a Series 65 designation and previously worked at Wilbanks Smith & Thomas, OVM, Draper and Kramer Mortgage Corp., and TowneBank Mortgage. Outside of his advisory role, he is the founder of ChangeGrower, a mental health company. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment approach that includes portfolio analytics, manager research, and strategic asset allocation across a range of investment vehicles.

Todd Eichman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Kestra Advisory Services since 2016 and has prior experience at Sterling Asset Management and Securities America. Eichman is also involved with Sterling Benefits Holdings, Inc., a holding company related to the administrative operations of his affiliated firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors, and employs a range of management platforms and third-party solutions.

Shannon Chain is a financial advisor with First Command Advisory Services in Norfolk, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining First Command Advisory Services, he worked with affiliated First Command entities since 2016. He serves as Treasurer for the Suffolk Youth Athletic Association, managing softball and baseball registration funds and payments. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Thomas Raddatz is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 66 licenses and has 31 years of industry experience. He has worked with New York Life Insurance Co. since 1994 and operates Waterside Financial Group, LLC, which provides health, disability, group life, and dental insurance products. He also serves as a National Committee Person for the Tidewater Association of Insurance and Financial Advisors. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within the integrated structure of New York Life.

Robert Landolfi Jr. is a financial advisor with First Command Advisory Services in Chesapeake, VA, holding a Series 66 designation and seven years of industry experience. Prior to his financial advisory career, he served in the U.S. Coast Guard for 26 years. 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, utilizing a centralized Investment Management Team to design, monitor, and rebalance portfolios from approved mutual funds, ETFs, and third-party managers.

Anthony Piglowski is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Raymond James Financial Services Advisers, Wells Fargo, KeyBank, and Boetger Retirement Plan Services. He serves on the boards of the United Way of South Hampton Roads, Suffolk Humane Society, and Hampton Roads Chamber of Commerce. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, pension plans, corporations, trusts, estates, and charitable organizations through both discretionary and non-discretionary portfolio management solutions.