Steven Freeman is a financial advisor at Davenport & Company LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Scott & Stringfellow, Inc., BB&T Securities, and Truist Advisory Services. Freeman serves as treasurer on the board of the Surf Beach Club and is a board member of the Judeo Christian Outreach Center. He is also the sole manager of SF 7579 LLC, which owns a farm and a wind farm in Illinois. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm manages portfolios through dedicated teams and provides advisory programs, including separately managed accounts and mutual funds.

Kenneth Royster is a financial advisor with Stratos Wealth Partners, Ltd, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including long tenures at MetLife Securities Inc. and LPL Financial, LLC. He is based in Norfolk, VA. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Sarah Turner is a financial advisor at Truist Advisory Services with five years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes positions at Wells Fargo Clearing, Wells Fargo Bank, NA, and ICON plc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support its investment approach.

Spencer O Hara is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Virginia Beach City Public Schools and Pirate Parasail. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages portfolios through dedicated teams and offers a range of strategies including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Mary Justice is an investment advisor representative at TLG Advisors, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Nationwide Securities LLC and Avery Insurance Agency, Inc. Justice is also president and principal agent of Justice-Killam Insurance Services, Inc., a property and casualty insurance agency. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Colin Ducharme is a financial advisor with Truist Advisory Services, holding the CFP® and CFA® designations and various securities licenses. He has four years of industry experience, including a 12-year tenure at Sterling Capital Management before joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements supported by AI-enabled research tools.

Scott Danner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with multiple Steward Partners entities since 2023 and has prior experience at Freedom Street Partners, LLC and Raymond James Financial Services. Outside of his advisory role, he is the author of a book for financial advisors. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as 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.

Sabrina Waddell is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Bankers Life, she served in the U.S. Navy for 24 years. Waddell is also appointed as an insurance agent with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life insurance, health, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies and offers both wrap and non-wrap programs.

Ethan Hatcher is a financial advisor with Valic Financial Advisors in Virginia Beach, VA. He holds the Series 66 designation and joined the firm in 2026. Prior to entering the financial advisory field, he worked in various roles including positions at Virginia Beach Public Schools and DoorDash Inc. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion and offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Calvin Hatcher is a financial advisor with Truist Advisory Services who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has been with Truist Investment Services since 2000 and Truist Advisory Services since 2016. Outside of his advisory work, he is a co-owner of Cafe Milo and is involved in real estate investment as managing partner of Hatcher Pardis Real Estate Investment, LLC, and as owner of Hatcher & Associates LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Christian Theurer is a financial advisor at Davenport & Company LLC with 20 years of industry experience. He holds the Series 66 designation and has held positions at Truist Advisory Services, BB&T Securities, Wilbanks, Smith & Thomas Asset Management, and Capital Group. He is based in Virginia Beach, VA. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, and investment banking services. The firm manages a variety of investment strategies through dedicated portfolio teams and also advises six Davenport mutual funds.

Gordon Parker Jr. is a financial advisor with Eagle Strategies (NY Life) based in Virginia Beach, VA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company spanning over three decades. He serves on the Board of Governors for the Chesapeake Bay Wine Classic Foundation, a nonprofit that organizes annual fundraising events for charitable causes in Southeastern Virginia. Eagle Strategies serves a diverse client base, including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various advisory programs and emphasizes tailoring recommendations to client goals while managing the majority of assets on a non-discretionary basis.

Luyen Nguyen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Nguyen has worked with Transamerica Financial Advisors since 2012 and currently owns UWB LLC, a business entity used to manage business expenses. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services, supported by a large network of advisors and multiple program platforms.

Christopher Jennings is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 22 years of industry experience. His career includes roles at Full Circle Financial Group, Virginia Asset Group, Infinex Investments, Capitol Securities Management, BI Investments, and Next Financial Group. Outside of his advisory work, Jennings serves as president of the Tidewater Chapter of the Virginia Tech Alumni Association and is an advisory board member for Vanguard Landing LLC, which provides care for adults with intellectual disabilities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with an emphasis on client choice between discretionary and non-discretionary account management.

Tricia Momyer is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds a Series 66 designation and has worked at Truist and its predecessor entities since 2015. Outside of her advisory role, she owns an e-commerce business focused on marketing and selling various products online. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches supported by third-party platforms and emphasizes inter-affiliate integration across its services.

Dale Heely is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is currently based in Virginia Beach, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources, to deliver investment solutions.

Eric Bartok is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Oppenheimer in 2019, he worked at Bank of America for 10 years and Merrill for 28 years. Outside of his advisory work, Bartok has provided a loan to a local business and is involved with an investment-related beach house rental. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation along with manager selection to meet client objectives.

Frederick Block is an investment advisor representative with Kestra Advisory who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked at Kestra Advisory since 2016 and also owns and directs Absolute Wealth Management Inc., overseeing daily operations and client service. He is also a licensed insurance agent. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, supporting plan sponsors with services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, through a range of management platforms and third-party solutions.

Dawn Wehrhan is a financial advisor with &Partners, holding Series 63 and Series 66 licenses and 24 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management and financial planning services through both discretionary and non-discretionary approaches using a range of proprietary and third-party strategies.

Nathalie Moss is a financial advisor with OSAIC Institutions, Inc. based in Virginia Beach, VA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Outside of advising, she is also involved with Full Circle Insurance Solutions as an insurance agent. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that combines firm supervision with client control over transactions.