Colin Ragsdale is a financial advisor at Alera Investment Advisors, LLC, holding a Series 65 designation with four years of industry experience. His prior work includes positions at The Ascent Group, LLC and Harbor Group International, as well as roles in education at Greenbrier Christian Academy and Liberty University. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis approach, offering portfolios constructed from mutual funds, ETFs, equities, and fixed-income securities, while also integrating insurance and pension consulting platforms.

Susan Shum is a financial advisor at Financial Security Advisory Inc with 10 years of industry experience. She holds a Series 65 designation and has worked at Financial Security Management, Inc. since 2015. 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 screening and qualitative due diligence to select investments, and manages accounts on a limited discretionary basis.

Kyleah Lee is a financial advisor at Prosperity Capital Advisors with 12 years of industry experience. She holds a Series 65 designation and has a background including roles in public education as an assistant principal and work with CLP Tax Advisory. Outside of financial advising, she is involved in education administration. Prosperity Capital Advisors offers financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and provides a range of advisory and intermediary services.

Jeffrey Powell is a CFP® professional with 21 years of industry experience, currently working at Navy Federal Investment Services, LLC since 2017. He previously spent five years at Ameriprise before joining Navy Federal Financial Group in 2010. Powell holds the Series 66 designation and is based in Virginia Beach, VA. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients by providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs utilizing third-party portfolio managers and offers a range of layered investment solutions including automated ETF portfolios.

Chris Tremble is a financial advisor with Mutual Advisors, LLC in Hampton, VA, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Mutual Securities, Inc., Charles Schwab, and USAA Financial Services. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a combination of active and passive portfolio management strategies tailored to clients’ objectives, using various analytical approaches and technology platforms to support customized investment solutions.

William Stewart is a financial advisor with Financial Security Advisory Inc, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has operated Stewart Financial Services, Inc. since 1997 and serves as vice president and 49% owner of an accounting firm. Stewart also holds advisory board positions at Southern Bank and Old Dominion University’s School of Accountancy. 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 quantitative and qualitative analysis to select investments and offers both discretionary and non-discretionary account management.

Jeffrey Silverman is a financial advisor with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Osaic Wealth, Triad Advisors, and Ameritas Life Insurance, among others. He serves on the boards of Achievable Dream Virginia Beach and Scholarship America, organizations focused on educational support for underprivileged students. The Ascent Group is a registered investment adviser managing approximately $4.93 billion, offering investment management, financial planning, and retirement consulting to a diverse client base including individuals, trusts, and charitable organizations. The firm utilizes a range of investment strategies and platforms and serves more than 3,500 clients through a team of four advisors.

Jay Curtis is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America and Merrill Lynch before joining Navy Federal. Outside of his advisory role, Curtis is a general partner of Curtis Cruisin LLC, which rents Can-Am vehicles, and he also works as a caregiver and a food delivery driver. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients with portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers on the Envestnet platform, offering both customized and automated investment solutions.

Michael Matthews is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, Next Financial Group, and Dukes & Co Advisory. Matthews also serves as vice president of Retirement Systems Solutions, where he provides teaching and training on federal employee benefits to government agency employees. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, employing a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual securities, and sub-advisers.

Lieren Timeus is a CFP® professional with 10 years of industry experience, currently affiliated with Alera Investment Advisors, LLC. He has worked with firms including Ameritas Investment Corp and Triad Advisors LLC. Timeus serves on the investment committee of the Lake Taylor Transitional Care Hospital Foundation, a regional nonprofit organization. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension consulting platforms alongside its advisory services.

Kevin Shea is a CFP® professional with 24 years of experience in financial advising. He currently serves as a Senior Director at Choreo, LLC and has previously worked at Purshe Kaplan Sterling Investments and Cherry Bekaert Wealth Management LLC. Shea is also licensed to initiate and service insurance products through multiple firms. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporations. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Richard Woodall is a financial advisor at Financial Security Advisory Inc with 45 years of industry experience. He holds the ChFC® and Series 63 credentials and has been with his current firm and its affiliated entities since 1997. Woodall also has a longstanding association with Guardian Life Insurance Co. since 1985. 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 both quantitative screening and qualitative due diligence to select investments, and manages portfolios through a combination of discretionary oversight and tailored advisory solutions.

Kristina Hoard is a financial advisor with Alera Investment Advisors, LLC based in Virginia Beach, VA. She holds Series 65 and Series 63 licenses and has 16 years of industry experience. Her prior roles include positions at Empower Financial Services, Inc., Capital Group - American Funds, and T. Rowe Price. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis approach and offers a range of portfolio construction options, along with ERISA plan consulting and ongoing portfolio supervision.

Sarah Holtzinger is a financial advisor at Brown Advisory with 10 years of industry experience. She holds a Series 65 designation and has worked at Brown Advisory since 2018, previously serving at Signature Financial Management, Inc. since 2013. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations, employing a long-term, full-market-cycle investment approach with a focus on risk management through diversified allocations and valuation discipline.

Jeffrey Geraci is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Intervest International Equities Corp for 14 years. Outside of his advisory role, he owns and consults for Mission Critical FPI and is involved in insurance sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of portfolio options and custodial partnerships.

Jeffrey Gump is a financial advisor at Choreo, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investment and Cherry Bekaert Wealth Management Services. Outside of his advisory role, he serves as a soccer referee for youth and adult leagues and is a treasurer and board member for the Virginia Rush Booster Club. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios, combining enterprise-scale operations with a centralized portfolio management team and an Investment Committee.

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.

Teague Avey is a CFP® professional with 10 years of experience in financial advising. He has worked at Brown Advisory since 2018 and previously spent time with Signature Financial Management, Inc. and Heritage Wealth Advisors. Brown Advisory serves high-net-worth individuals, families, family offices, charitable trusts, and foundations by providing integrated wealth management and portfolio management. The firm employs a long-term investment approach combining global active and passive strategies, utilizing affiliated and external managers to access alternatives and supplementing research with AI-enabled tools.

Paige Fraasch is a financial advisor at Gradient Investments, LLC with eight years of industry experience. She holds a Series 65 designation and has been associated with Norseman Financial, Inc. and Norseman Advisory Group, Inc. since 2014, working approximately half of her time as an insurance agent involved in insurance services and product sales. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and a variety of other entities. The firm employs a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios, managing assets on a fee-only basis without acting as a custodian.

Eric Johnson is a financial advisor at Brown Advisory with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Signature Financial Management, Inc., Brown Advisory, and B&L Wealth Group, LLC. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and select charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations, active and passive manager selection, and offers tailored services including discretionary portfolio management, strategic planning, and philanthropic planning.