Lisa Adamonis Pile is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over a decade of experience, she collaborates with clients to help them define what matters most as they prepare for the next stage of life and the financial implications involved. She works to develop personalized financial strategies tailored to each client's unique goals. Her expertise spans various client focus areas including college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and services for endowments, foundations, and non-profits. Lisa holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She also holds an Accredited Certificate from the CDC School of Professional Nursing. Lisa participates in the community by volunteering with organizations such as Habitat For Humanity and the Virginia Food Bank. She is also associated with the Virginia Symphony Orchestra. In her personal time, she enjoys football, horseback riding, and yoga. She is fluent in both English and French.

Ashley Gilliam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing in 2022, she worked for the Patient Advocate Foundation from 2010 to 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kendra Ruga is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Advisors, LLC since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Rebecca Gutches is a financial advisor with Wells Fargo Clearing in Newport News, VA, holding a Series 63 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Tatyana Fields is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their priorities and develop tailored financial strategies aimed at achieving their short-, mid-, and long-term goals. She provides guidance on a range of areas including investing, retirement planning, saving for unexpected expenses, and offers access to specialists in banking, credit, home financing, and small business solutions. Tatyana’s expertise encompasses college education planning, family wealth management, employee financial health, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, women and wealth, and retirement income. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of New England. She is active in several professional organizations, including the Merrill GVA Power of 10 Group, Merrill Women's Exchange, and Yorktown Women's Group. Outside of her professional commitments, Tatyana is involved in community organizations such as the American Red Cross, Carry the Load, and St. Jude Children's Research Hospital. Her personal interests include boating, camping, golfing, pickleball, running, skiing, traveling, and spending time with her family.

Shannon Sealey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2017, with prior experience at Cetera Advisor Networks and Woodbury Financial Services. Outside of advising, Sealey is involved in insurance sales through her own company, Sealey Asset Strategies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions across multiple custody platforms and includes both discretionary and non-discretionary strategies tailored to client objectives.

Robert Hoeft is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked previously at American Financial Network and MassMutual Commonwealth. Outside of his advisory role, Hoeft serves as a baseball instructor and head coach for youth teams at his family’s business, Grand Slam II, and is a Second Lieutenant in the U.S. Army Reserves, Signal Corps. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides additional capital markets and custody services.

Andrew Rivenbark is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked with Raymond James and TowneBank since 2008. Rivenbark serves on the financial committees of New Creation United Methodist Church and St. Mary's Home, where he holds the role of Secretary/Treasurer in an advisory capacity. 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, charitable organizations, and institutions. The firm uses a non-discretionary, client-tailored approach supported by analytical tools and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Susan Carman is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2009. Merrill, together 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 strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nolia Anderson is a financial advisor at Ameriprise with 39 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm delivers non-discretionary, research-driven recommendations that incorporate tax-smart withdrawal strategies and asset bucketing, supported by algorithmic automation and oversight from a centralized consulting team.

Shandre Harasty is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2008. She holds the Series 66 designation and is based in Suffolk, VA. Outside of her advisory role, she is president of the Christian Women's Business Network of Hampton Roads and a member of the Supplemental Retirement Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Amy Tucker is a CFP® professional with nine years of industry experience, currently advising at Edward Jones since 2016. Prior to joining Edward Jones, she worked at World Financial Group and was a Notary Signing Agent. She also has experience with Beloved Africa, an outside activity spanning four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Catherine Springer is a financial advisor with Morgan Stanley in Newport News, VA, holding a Series 66 designation and five years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Wells Fargo, and Edward Jones Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Lindsey Roberts is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial, Towne Wealth Management, Davenport & Company LLC, and BB&T Bank. Roberts is based in Norfolk, VA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Jeremy Jones is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Capital Group/Capital Research and Management for nine years. Outside of his advisory role, he manages rental properties, handling rental income and property maintenance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Howard Lininger is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Shawn Neighbor is a financial advisor with Morgan Stanley in Newport News, VA, holding a Series 66 designation and bringing 26 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in real estate investment and property management in Hampton and Williamsburg, VA. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and serves a broad client base through various retail and institutional offerings.

James Camp is a financial advisor with Raymond James Financial Services Advisors Inc. in Newport News, VA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Raymond James and TowneBank since 2013. In addition to his advisory role, he is employed at Towne Wealth Management in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and combines this with advisory programs and institutional portfolio management.

Gertrude Quinto is a ChFC® with 29 years of experience in the financial services industry, currently affiliated with Cambridge Investment Research Advisors since 2020. Her prior experience includes roles at Money Concepts Capital Corp, Chesapeake Financial Group, Infinex Investments, and Chesapeake Investment Services. She is also president of Quinto Financial Services, LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, and charitable organizations, by providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and proprietary and third-party strategies, with options for both discretionary and non-discretionary management tailored to client objectives.

Robert Laufer Sr. is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 37 years of industry experience. His prior experience includes roles at Nationwide Securities and Nationwide Advisory Services, as well as ownership of The Laufer Insurance Agency. He is also involved in non-variable insurance through his banking and insurance enterprises. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios and research from various sources.