John Fiege is a CFP® and Series 65 credentialed financial advisor with 23 years of experience, serving as the sole advisor at Financial Solutions since 2003. He operates an independent, fee-only advisory firm based in Onancock, VA. Financial Solutions provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and municipal clients. The firm employs a long-term strategic asset allocation approach using a blend of passive and active investments, and it offers a range of services including pension consulting, educational seminars, and tax-preparation support.

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.

Glen Tyler is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at LPL Financial, Kestra Financial, SunTrust Advisory Services, PNC Wealth Management, Merrill, and Wells Fargo Clearing. He serves as a commissioner on the Accomack County Planning Commission. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans with customized investment plans using a combination of fundamental, technical, and cyclical analysis. The firm offers portfolio management, ERISA retirement plan consulting, financial planning, and utilizes various internally managed and third-party solutions tailored to client risk profiles.

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.

Brian East is a Certified Financial Planner (CFP®) with 28 years of industry experience. He is currently with LPL Financial and has previously worked at Cadaret, Grant & Co., Inc., Atlantic Commonwealth Advisors, OSAIC Institutions, Inc., Bi Investments, LLC, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions.

James Newsom is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at ESO Arts Center and Robert W Young, CPA & Associates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Ann Newsom Justis is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.