Frank Abella III is a financial advisor with Investment Partners Asset Management and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience and previously worked at T.R. Winston & Company for 17 years. Outside of his advisory work, he serves as Vice President of Cape Charles Main Street and as a board member of the Eastern Shore of Virginia Chamber of Commerce, both community organizations focused on local commerce and development. Investment Partners Asset Management is a SEC-registered firm providing investment management and retirement plan consulting to individuals, business entities, trusts, estates, and pension or profit-sharing plans. The firm manages approximately $333 million in assets, employing a range of strategies including equities, fixed income, mutual funds, ETFs, and more complex instruments such as options and derivatives within separately managed accounts.

Sandi Hickman is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Truist Advisory Services and SunTrust Bank, where she worked from 2002 to 2021. Outside of her advisory role, she is a registered assistant at Freedom Fiduciary Advisors and is authorized as a notary in Virginia. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a broad range of investment products and platforms. The firm oversees advisor recommendations while allowing flexibility in product and platform selection within an approved menu.

Willie Randall is a financial advisor with Edward Jones in Exmore, VA, holding Series 63 and Series 66 licenses and with 28 years of industry experience. He has been with Edward Jones since 1997. Randall serves as President of the Hermitage on the Eastern Shore Advisory Council, is the second vice president and a director on the Eastern Shore Chamber of Commerce Executive Committee, and participates on the advisory board of the Alzheimer's Association Southeastern Virginia Chapter as well as the board of the Eastern Shore Community Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial products, supported by a large national network of advisors and branch offices.

Wendy Marshall is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

William Randall is a ChFC® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. His prior experience includes roles at Allstate Insurance Company, Family First Life, Securities America Advisors, Inc., and other firms. Outside of financial advising, he organizes bookkeeping for a medical practice in Exmore, VA. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large nationwide network of advisors and branch offices.