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 Ruggles is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining First Command, he served 22 years with the U.S. Army and has worked in various roles within First Command’s affiliated entities. Outside of advising, he owns RUGGALUFFAGUS PRODUCTIONS LLC, a digital media business focused on professional and leadership development content. 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 managed by a centralized Investment Management Team and Wealth Portfolio 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.

Christopher Cruz is a financial advisor with Hornor, Townsend & Kent, LLC and holds the Series 63 and Series 65 designations. He has 30 years of industry experience and has also worked with Penn Mutual Life Insurance Company since 2009. Outside of advising, Cruz serves as an insurance agent for multiple carriers through Vector27 Financial Group and acts as CFO of Cruz Associates, Inc., a service industry business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered advisor and broker-dealer, managing over $8 billion in discretionary assets while providing tailored investment strategies through a combination of in-house advice and third-party asset managers.

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.

Itxel De Lucy is a financial advisor with First Command Advisory Services in Newport News, VA. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his financial services career, he served 22 years in the United States Air Force. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers, using model portfolios and approved third-party managers.

Jonathon Waechter is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and served 20 years in the United States Coast Guard before beginning his advisory career. First Command Advisory Services is an SEC-registered investment adviser that serves 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, managing portfolios through a centralized investment team and Wealth Portfolio Managers using approved third-party managers.

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.

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.