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.

Joseph Cummings Jr. is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously served in the U.S. Navy for 19 years. Outside of his advisory work, he volunteers as a coach for The Honor Foundation, assisting transitioning Special Operations Forces service members. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers.

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®-designated financial advisor with LPL Financial, based in Newport News, VA. She has 14 years of experience with LPL Financial and a total of 10 years in the industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, coupled with access to research and model portfolios from LPL Research and third-party subadvisors.

Mark Drewry is a financial advisor with LPL Financial in Yorktown, VA, holding Series 63 and Series 65 credentials and having 11 years of industry experience. His prior roles include positions at Nationwide Securities and Laufer Insurance and Financial. He is also a business owner with interests in custom home building and remodeling and serves on the York County Virginia Board of Supervisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services with both discretionary and non-discretionary management and incorporates model portfolios and research from multiple sources.

Robert Roadarmel is a financial advisor with Wells Fargo Clearing in Newport News, VA. He holds a Series 63 designation and has 57 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Melodi Cupp is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her prior roles include positions at Morgan Stanley and Securities America Advisors. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by extensive research and analytics, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide.

Kevin Heyman is a CFP® professional with 27 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. Prior to that, he spent seven years with Wells Fargo Advisors. Outside of his advisory role, Heyman is involved in local aquaculture businesses, including partnerships in oyster harvesting and ownership of a fishing vessel. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using comprehensive risk profiling and modeling tools, and supports various specialized advisory programs including municipal and public-finance services.

Jeffrey Scott is a Series 66 licensed financial advisor with Edward Jones in Smithfield, VA, where he has worked since 2017. He has eight years of industry experience and previously spent 12 years with Community Baseball, LLC dba Peninsula Pilots Baseball. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with diverse investment offerings, including wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

John Gajdek III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is a member of the Kiwanis Club of Ocean View and participates in a real estate investment group. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and committee-driven investment models.

John Kaine is a financial advisor with Mass Mutual Investors Services in Newport News, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Metlife Securities Inc. for 22 years before joining Mass Mutual related entities in 2016 and 2017. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, collaborative financial planning engagements supported by firm-approved analytical tools.

Yvonne Gurley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has worked previously with Wells Fargo Advisors and has experience in both advisory and administrative roles, including supporting operations at Heyman Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Holloway is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. for 11 years. Outside of his advisory role, he serves as president of Investor Securities Group, Inc., an insurance sales business. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with financial planning and retirement plan consulting. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various securities and alternative investments.

Camela Steele is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by quantitative tools and scenario modeling.

Autumn Epler is a CFP® certificant and holds a Series 66 license, with nine years of experience in the financial industry. She has been with Edward Jones since 2016 and previously worked at Natty Beau LLC for one year. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sterling Brightman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors. Outside of his advisory work, he serves as president of the Harwood Village Association in Yorktown, VA. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Ryann Macluskie is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup Global Markets and Morgan Stanley Smith Barney prior to his current role at Morgan Stanley Private Bank. He serves as a board member on the finance committee of the Glendale Gators Swim Team Booster Club in Newport News, Virginia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm’s financial planning approach includes structured discovery conversations and planning tools, leveraging modeling techniques without providing individual security recommendations as part of standalone plans.

Najib Khan is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and Langley Federal Credit Union, where he continues to serve as a financial advisor. Khan is also a member of the board of directors and treasurer for PROCU, a nonprofit organization. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated companies.

James Hicks is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022. Prior to that, he held roles at E*Trade, TD Ameritrade, and Hampton Roads Academy. Hicks serves as the treasurer on the board of the Christopher Newport University Peninsula Alumni Chapter. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, and it offers a wide range of retail and institutional investment services.