John Scarpino is a financial advisor with Capitol Securities Management, Inc. in Virginia Beach, VA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His background includes roles at Key Investment Services LLC and First Command Financial Planning Inc. Outside of advisory work, he has experience running a business focused on the sale of fixed annuities. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, offering investment services through several account management programs and third-party managers.

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.

Susanna Dellinger is a financial advisor at Cary Street Partners with nine years of industry experience. She holds a Series 65 credential and previously worked at Waypoint Advisors for 15 years before joining Cary Street Partners in 2020. Dellinger serves on the Board of Directors and as Treasurer for the Camp Foundation, a private foundation supporting the Franklin, Virginia community, where she also chairs the Finance Committee overseeing the foundation’s investments. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, employing both third-party managers and in-house resources across a range of traditional and opportunistic investment strategies.

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.

Jerry Alley is a financial advisor at Capitol Securities Management, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Capitol Securities Management since 2016. Outside of his advisory role, Alley serves as an assistant basketball coach and junior varsity golf coach at Norfolk Academy. Capitol Securities Management serves individual investors, institutions, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services through discretionary and non-discretionary programs, separately managed accounts, and third-party money managers. The firm operates as both a broker-dealer and registered investment adviser.

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.

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.

Rae Ann Watson is a financial advisor at Financial Security Advisory, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Financial Security Advisory, Inc. and Financial Security Management, Inc. Additionally, she is involved as an agent preparing quotes and applications for life and health insurance and providing financial planning and advisory services. Financial Security Advisory, Inc. offers investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans. The firm emphasizes asset allocation and a long-term investment approach, using quantitative and qualitative criteria to select mutual funds and other investments.

Christopher Rusbuldt is a CFA® charterholder with 26 years of industry experience. He is currently a financial advisor at Brown Advisory, where he has worked since 2018, and also has a longstanding role at Signature Financial Management, Inc. In addition to his advisory work, he co-founded and serves as a director of Amped LAX, LLC, an organization that runs youth lacrosse camps and clinics. 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 focused on risk management through diversified allocations, valuation discipline, and a combination of active and passive strategies.

Lisa Chenet is a financial advisor at Prosperity Capital Advisors with nine years of industry experience. She holds a Series 65 designation and has worked at Prosperity Capital Advisors since 2016 and CLP Tax and Wealth Advisory since 2015. In addition to her advisory role, she is an agent soliciting fixed insurance sales through various companies. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Ashley Galler is an investment advisor representative with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Osaic Wealth, Inc., Triad Advisors, and Ameritas Life Insurance Corp., among others. She serves on the investment committees for the United Way of South Hampton Roads and Women United, nonprofit organizations focused on overseeing foundation assets. The Ascent Group manages approximately $4.93 billion and offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and subadvisory services to a diverse client base that includes individuals, trusts, estates, and institutional entities. The firm utilizes a range of investment vehicles and platforms, including proprietary model portfolios and independent managers, to serve more than 3,500 clients through a team of four advisors.

Weyman Gong is a financial advisor at Brown Advisory with 27 years of industry experience. He holds a Series 65 designation and has worked at Brown Advisory since 2018, as well as at Signature Financial Management, Inc. since 1998. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and charitable trusts and foundations. The firm employs a long-term investment approach with diversified allocations, combining active and passive strategies, and offers a range of services including discretionary portfolio management, strategic planning, and philanthropic planning.

Christopher Mclean is a financial advisor at Brown Advisory with 19 years of industry experience. He holds a Series 66 designation and has worked at Brown Advisory since 2018, as well as Signature Financial Management since 2010. Outside of his advisory work, he has conducted research on real estate purchases and sales with a focus on conservation easements since 2003. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and a smaller number of charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with third-party manager selection.

Joseph Maggiore is a financial advisor with First Advisors National, LLC in Virginia Beach, VA, holding a Series 65 credential and 16 years of industry experience. He is also the president and owner of Legacy Planning Alliance, Inc., an insurance agency providing insurance and estate planning services. Maggiore has served at Legacy Planning Alliance and Veridian Wealth Management since 2013. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers alongside tactical and strategic allocations, supplemented by fundamental analysis of individual securities.

Mindy Strong is a financial advisor with Gradient Advisors, LLC in Virginia Beach, VA, holding a Series 65 designation and one year of industry experience. Prior to joining Gradient Advisors, she worked at Family First Life and Boho Hippie. She is also the owner of Strong Financial Planning and Insurance Services, where she provides financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Boyd Bohlool is a financial advisor with Momentum Independent Network Inc. in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. He also manages Bohool Asset Management, a wealth management business based in Virginia Beach. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm employs a platform model utilizing third-party managers and Envestnet for portfolio management and offers a variety of investment advisory programs, managed accounts, and financial planning services.

Gary Fouts is an investment advisor representative with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and having 18 years of industry experience. His prior roles include Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, Inc., ARS Advisory, Inc., and Next Financial Group, Inc. He serves as president of the Harpeth Scholastic Clay Target Foundation. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm offers customized, primarily long-term portfolios through ETFs, mutual funds, individual securities, and alternative investments, supported by a network of roughly 286 advisors.

Sean Meehan is a CFA® charterholder with 27 years of experience in the investment industry. He has worked at Brown Advisory since 2018 and previously spent 21 years at Bessemer Trust Co. NA. Meehan also contributes to the CFA Institute by reviewing and commenting on curriculum readings for the CFA program. Brown Advisory provides integrated investment and wealth-management services primarily to high-net-worth families, family offices, and charitable trusts and foundations. The firm employs a long-term, full-market-cycle investment approach with diversified allocations and combines in-house research with third-party manager selection to serve its clients.