Robert Self is a financial advisor with Eagle Strategies (NY Life) based in Yorktown, VA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. In addition to his role at Eagle Strategies since 2025, he operates Frontline Financial Strategies, LLC, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages a significant portion of its assets on a non-discretionary basis.

Marcie Siemering is a financial advisor with Truist Advisory Services in Norfolk, VA, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Truist in 2018. She is also a notary for the Commonwealth of Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Katherine Willis is a CFA® charterholder with 23 years of experience in the financial industry. She is currently with Cerity Partners Retirement Plan Consultants and has previously worked at Palladium Partners, LLC. Outside of her advisory role, she serves as a director, secretary, and treasurer for a family real estate business involved in property management. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, focusing on ERISA fiduciary services, participant advice, and plan administration. The firm emphasizes asset-allocation driven model portfolios, written investment policy statements, and ongoing monitoring, serving primarily on a non-discretionary basis as part of the larger Cerity Partners group with a broad range of affiliated services.

Amie Baty is a CFA® charterholder with 22 years of industry experience. She is currently with Clearstead Advisory Solutions, joining in 2024 after 17 years at Wilbanks, Smith & Thomas Asset Management LLC. Clearstead serves affluent private clients and a range of institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets across more than 4,300 client relationships, applying institutional disciplines and a variety of investment strategies including mutual funds, ETFs, alternative investments, and a proprietary Direct Indexing approach.

Randall Austill is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining the firm, he served 39 years in the U.S. 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 various wrap-fee asset management programs managed through a centralized Investment Management Team.

Matthew Casella is a financial advisor with Truist Advisory Services in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2008. Outside of his advisory role, he assists with his wife’s bakery business at a local farmers market by helping with set up and other tasks. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Mcrae Stuckey is a financial advisor at Cerity Partners LLC with a Series 65 credential and no prior industry experience. Before joining Cerity Partners, he worked in education at the College of William and Mary and The Steward School. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, charitable organizations, foundations, and institutional investors. The firm uses tailored asset allocation, manager selection, and periodic rebalancing with proprietary quantitative screens alongside third-party managers and individual securities.

Jacob Bales is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2014. He also operates James Bales Financial, providing financial planning and client services independently. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a variety of investment strategies and provides both discretionary and non-discretionary portfolio management through platforms like CLASSIC Plus.

Timothy Mc Daniel is a financial advisor at Clearstead Advisory Solutions with two years of industry experience. He holds a Series 65 designation and previously worked at Wilbanks Smith & Thomas, OVM, Draper and Kramer Mortgage Corp., and TowneBank Mortgage. Outside of his advisory role, he is the founder of ChangeGrower, a mental health company. Clearstead serves affluent private clients and institutional investors by providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment approach that includes portfolio analytics, manager research, and strategic asset allocation across a range of investment vehicles.

Shannon Chain is a financial advisor with First Command Advisory Services in Norfolk, VA, holding a Series 66 designation and nine years of industry experience. Prior to joining First Command Advisory Services, he worked with affiliated First Command entities since 2016. He serves as Treasurer for the Suffolk Youth Athletic Association, managing softball and baseball registration funds and payments. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Thomas Raddatz is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 66 licenses and has 31 years of industry experience. He has worked with New York Life Insurance Co. since 1994 and operates Waterside Financial Group, LLC, which provides health, disability, group life, and dental insurance products. He also serves as a National Committee Person for the Tidewater Association of Insurance and Financial Advisors. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within the integrated structure of New York Life.

Shelton Daniels is a financial advisor with First Command Advisory Services in Newport News, VA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked solely with First Command entities since 2013. Daniels also serves as a Professor of Military Science in the US Army Reserves, teaching and training ROTC cadets at Norfolk State University. 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 using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Anthony Piglowski is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Raymond James Financial Services Advisers, Wells Fargo, KeyBank, and Boetger Retirement Plan Services. He serves on the boards of the United Way of South Hampton Roads, Suffolk Humane Society, and Hampton Roads Chamber of Commerce. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, pension plans, corporations, trusts, estates, and charitable organizations through both discretionary and non-discretionary portfolio management solutions.

Charles Mccoy III is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Truist Advisory Services in 2021, he worked at Bb&T Securities, LLC and BB&T Investment Services, Inc. for a combined total of eight years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.

Robert Davanzo is a financial advisor with Eagle Strategies (NY Life), holding a Series 66 designation and one year of industry experience. He has worked with Eagle Strategies and Mathas Financial Group since 2025 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company dating back to 2024. Outside of his advisory roles, he has a background that includes marine services and education. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and maintains a significant portion of its assets under non-discretionary management.

Naomi Brock is a financial advisor with Focus Partners Wealth, LLC in Norfolk, VA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her prior roles include positions at Henderson Financial Group and PNC Investments Inc. She also operated Treasure Life Fitness and Health, LLC for 10 years. Additionally, she is a licensed notary in Virginia. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Jackson Van Haaren is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Zukerman & Associates and 757 Marine Detail. Van Haaren is also affiliated with Old Dominion University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its platforms.

Vincent Stigall is an advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously served 20 years in the United States Marine Corps. His work history also includes roles at First Command Insurance Services, First Command Brokerage Services, and Metropolitan Solutions. First Command Advisory Services, Inc. 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 provides financial planning and multiple wrap-fee asset management programs, offering centrally managed model portfolios and third-party manager selections through a discretionary agreement.

Margaret Taylor is a financial advisor with OSAIC Institutions, INC. She holds a Series 66 designation and has 24 years of industry experience. Her work history includes roles at Bayport Credit Union, Cuso Financial Services, LP, and Wells Fargo Clearing. Taylor is also the owner of Grace Financial LLC, an educational and informational investment-related business. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a service model that includes third-party promoters and subadvisory relationships.

Paul Ferwerda is a CFA® charterholder with 38 years of industry experience. He is currently with Clearstead Advisory Solutions, where he has worked since 2024, following an eight-year tenure at Wilbanks, Smith & Thomas Asset Management, LLC. Clearstead serves affluent private clients and institutional clients by providing investment management, financial planning, tax planning and compliance, family office administration, and institutional consulting/OCIO services. The firm employs institutional disciplines in its investment process, managing over $33.9 billion in assets through a combination of mutual funds, ETFs, separately managed accounts, and alternative investments.