David Wood is a financial advisor at Nexus Wealth Management, LLC in Chesapeake, VA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been a co-founder and managing partner of Nexus Financial, LLC since 2013, where he is involved in offering insurance services. Nexus Wealth Management provides financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm offers fixed-fee financial plans, ongoing portfolio management, and free educational seminars, employing tailored investment strategies that incorporate fundamental, technical, and cyclical analysis.

Antonio Morrison is a financial advisor with Legacy Global Management, L.L.C. in Chesapeake, VA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Seaboard Securities, Inc. since 2010. In addition to his advisory role, he serves as CEO of Legacy Global Management, a business advisory company. Legacy Global Management provides securities-related investment advice and services to individuals, pensions and profit-sharing plans, trusts, and other business entities. The firm employs a modern portfolio theory-based investment approach with strategic asset allocation and offers both discretionary and non-discretionary management, serving a client base that often retains final trading authority.

Gerald Barnard is a financial advisor with B4 Financial Planning in Chesapeake, VA, holding 25 years of industry experience. He has been with B4 Financial Planning since 1999. B4 Financial Planning provides comprehensive financial planning and portfolio management primarily for individual investors and a small number of small-business owners. The firm combines fundamental and technical analysis with a long-term market-timing and reallocation model, managing client accounts on a discretionary basis and offering alternative billing options.

Nicholas Matthews is the principal advisor at Great Blue Wealth LLC, holding a Series 65 designation with one year of experience in financial advising. Prior to founding Great Blue Wealth in 2025, he worked in healthcare consulting at The Chartis Group, where he supports strategic planning and partnership diligence efforts primarily in oncology. His background also includes roles at Cognizant Technology Solutions, Deloitte Consulting, and the University of Virginia Health System. Great Blue Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. The firm employs a long-term, fundamentally driven approach with diversified allocations mainly through exchange-traded funds, and offers ongoing portfolio monitoring and consulting.

Brian Royal is a financial advisor at Royal Wealth Management in Chesapeake, VA, holding a Series 66 designation with 21 years of industry experience. He has been involved with Royal Wealth Management and its affiliated entities since 2008, including serving as Vice-President of Royal Wealth Insurance Agency Inc., where he is a licensed insurance agent. Royal Wealth Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm combines strategic and tactical investment management with goals-based planning and offers a range of services including discretionary portfolio management, retirement benefits consulting, and insurance product distribution.

Claude Royal is a financial advisor at Royal Wealth Management with 18 years of industry experience. He holds a Series 65 credential and has previously worked at Wealthdrive, Inc., Ace Capital, and Royal Wealth Insurance Agency, Inc. In addition to his advisory work, he has been involved in modern home construction since 1982. Royal Wealth Management serves individual and high-net-worth clients as well as retirement plans, trusts, estates, and business entities. The firm manages approximately $36.45 million for around 124 clients and offers portfolio management, financial planning, retirement benefits consulting, and insurance products through an affiliated agency.

Stephen Burton is a financial advisor at Rauch Advisory LLC in Chesapeake, VA, holding a Series 65 designation with 10 years of industry experience. He has been with Rauch Advisory since 2015 and is also involved in multiple business ventures, including ownership of a marketing firm that assists business owners with growth and exit strategies. Rauch Advisory serves individual and high-net-worth clients, managing approximately 139 client relationships through its wrap fee program that utilizes third-party model strategies and ETFs. The firm provides discretionary asset management alongside non-discretionary financial planning and retirement consulting services, and it offers business-owner consulting and exit-planning services.

William Overton is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Tull Financial Group, Inc. since 2019 and previously held a position at Signature Family Wealth Advisors. Prior to his advisory career, he was affiliated with Virginia Tech for four years. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and businesses, including retirement plan support. The firm uses a tactical asset allocation approach combining passive and active investments, offers written Investment Policy Statements, and involves multiple generations in planning where appropriate.

Jason Lavarias is a financial advisor with Fitzwilliams Wealth Management, Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Prior to joining Fitzwilliams Wealth Management in 2021, he worked at AE Wealth Management and Intervest International. Outside of finance, he is the general manager and flight instructor at Indoor Skydiving Virginia, LLC, a recreational indoor skydiving facility. Fitzwilliams Wealth Management provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a multi-sub-advisor approach with active management strategies and monitors client portfolios continuously.

Ronald Searles is a financial advisor at Fitzwilliams Wealth Management Inc. in Chesapeake, VA, holding a Series 65 designation with two years of industry experience. He previously worked at Merck for ten years before joining Fitzwilliams Financial, Inc. and Fitzwilliams Wealth Management, Inc. He is also involved in insurance sales and services through Fitzwilliams Financial. Fitzwilliams Wealth Management, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a range of actively managed strategies through third-party sub-advisors and monitors client accounts continuously.

Philip Tull is a financial advisor at Tull Financial Group, Inc. with six years of industry experience. He holds a Series 65 designation and has worked at Tull Financial Group since 2016. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and employer retirement plans of various sizes. The firm employs a tactical asset-allocation strategy using a combination of passive index ETFs, actively managed funds, dividend-paying stocks, and fixed income, with a strong emphasis on participant education and a documented multi-generation family-planning approach.

Isaac Hon is a financial advisor at Tull Financial Group, Inc. in Chesapeake, VA, holding the Series 65 designation. He has one year of industry experience, having previously worked at Northwestern Mutual, Quillify, and Oral Roberts University. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and employer retirement plans. The firm uses a tactical asset-allocation framework with a combination of passive index ETFs, actively managed funds, dividend-paying stocks, and fixed income, emphasizing participant education and multi-generation family planning.

Michael Spencer is a financial advisor at Fitzwilliams Wealth Management Inc. with 42 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes roles at Tucker Asset Management LLC, AlphaStar Capital Management, LLC, Parkland Securities, and Lincoln National Life Insurance Co. He is also president of MHS Enterprises, an insurance brokerage operating since 1993. Fitzwilliams Wealth Management provides financial planning and discretionary investment management for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm outsources portfolio construction and trading to third-party sub-advisors employing active strategies and maintains a multi-office practice with approximately $123.55 million in discretionary assets under management.

Robert Tull is a CFP® with 23 years of industry experience and has been with Tull Financial Group, Inc. since 1992. He holds a Series 63 license and is based in Chesapeake, VA. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and businesses. The firm uses a tactical asset allocation approach combining passive and active investments, offers written Investment Policy Statements, and engages in client education and retirement plan participant outreach.

Timothy Fitzwilliams is a Series 65-licensed advisor with Fitzwilliams Wealth Management Inc. in Chesapeake, VA. He has been with the firm since 2008 and serves as owner and CEO of several related businesses, including Fitzwilliams Realestate and Fitzwilliams Tax Management. Fitzwilliams Wealth Management provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a mix of active third-party sub-advisor strategies and monitors client portfolios continuously, conducting at least annual reviews and regular rebalancing.

Michael Novosel is an advisor at Fitzwilliams Wealth Management Inc. with a Series 65 designation and six years of industry experience. His work history includes multiple roles within Fitzwilliams and periods of self-employment. Fitzwilliams Wealth Management provides financial planning and discretionary investment management for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm uses third-party sub-advisors for portfolio construction and trading, employing active strategies across various asset classes and maintaining ongoing account monitoring and client reviews.

Brian Lindberg is a financial advisor at Fitzwilliams Wealth Management Inc. in Chesapeake, VA, holding a Series 65 designation with seven years of industry experience. He has worked at Fitzwilliams Wealth Management since 2021 and previously at AE Wealth Management and ADT LLC. He is also involved with Fitzwilliams Financial Inc. as an insurance agent. Fitzwilliams Wealth Management provides financial planning and investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a mix of actively managed sub-advisor strategies and monitors client accounts continuously, with approximately $113.9 million in discretionary assets under management as of October 2025.

Logan Flitton is a financial advisor with Tull Financial Group, Inc. He holds a Series 65 designation and has recently transitioned from military service, having served in the U.S. Navy for six years prior to entering the financial industry. His professional experience includes roles at Standard Calibration Inc. and as a student before joining Tull Financial Group. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and employer retirement plans. The firm uses a tactical asset-allocation approach combining passive ETFs, actively managed funds, dividend stocks, and fixed income, emphasizing participant education and a multi-generation family-planning strategy.

Terry Crawford is a CFP® with eight years of industry experience, currently serving as an advisor at Procyon. His work history includes roles at PROCYON Advisors, Procyon Institutional Partners, Pivotal Planning Group, America's Auto Auction, Regent University, and Tull Financial Group. Outside of financial advising, he is the CFO of Peleton Entertainment, LLC, where he manages accounting functions. Procyon serves a diverse client base, including individual and high-net-worth households, institutional investors, and retirement plans. The firm’s investment approach is long-term and fundamental-analysis driven, utilizing mutual funds, ETFs, individual equities, and fixed income, and offers both discretionary and predominantly non-discretionary portfolio management.

Samantha Calhoun is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Legacy Financial Planning and Insurance Services and First Signature Mortgage, as well as nine years operating Sculpting Strength LLC, a fitness-related business. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base, working primarily through third-party money managers and Investment Advisor Representatives with a largely non-discretionary operating model.