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.

Tami Aloisa is a CFP® professional based in Virginia Beach, VA, with 29 years of industry experience. She is the sole advisor at Life Transitions Planning LLC, where she has worked since 2020 and its predecessor entity since 2016. Her prior work includes roles at UBS Financial Services, Spire Wealth Management, and Zeiders. Aloisa also serves as secretary for Collaborative Divorce Solutions of Tidewater, a local networking group. Life Transitions Planning LLC serves individuals, high-net-worth families, trusts, and retirement plans, providing portfolio management, financial planning, and specialized divorce financial consulting. The firm’s investment approach includes equities, mutual funds, ETFs, and U.S. government securities, employing a mix of fundamental, quantitative, technical, and model-manager analysis.

Karrie Thomas is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Nautilus Financial Group, Inc. since 2017 and previously spent 16 years at Sheavly Financial Group, Inc. based in Virginia Beach, VA. Nautilus Financial Group provides investment advisory and consulting services primarily to individual and high-net-worth clients, as well as charitable organizations. The firm offers both non-discretionary advisory consulting and discretionary portfolio management through a sponsored wrap-fee program, managing approximately $65.7 million in client assets.

Allison Dubreuil is a CFP® with 11 years of industry experience. She is the owner of Excelworks LLC, a diving equipment sales business, and has worked at Haven Financial Partners LLC since 2025. Prior to that, she was with Greystone Financial Group, LLC and Wealthway Financial Advisors. Haven Financial Partners provides financial planning and investment advice to individuals and high-net-worth households as a fee-only adviser. The firm focuses on selecting and overseeing outside investment managers rather than directly managing client assets, offering a concierge, limited-client planning model with year-round coordination and implementation support.

Zachary Bond is the principal advisor at Bond Financial Planning, LLC in Hampton, VA. He holds a Series 65 designation and has experience working as an engineer at Newport News Shipbuilding. Bond founded Bond Financial Planning, an independent registered investment adviser that provides discretionary investment management and financial planning for individual and high-net-worth clients. The firm emphasizes a long-term, fundamental-analysis approach and constructs portfolios primarily using ETFs and mutual funds, with occasional use of individual securities.

John Kelly is a financial advisor at Coastal Asset Management LLC in Norfolk, VA, holding a Series 65 designation with nine years of industry experience. He has been with Coastal Asset Management since 2016 and previously worked at Bayville Golf Club from 2009 to 2018. Coastal Asset Management provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on individualized asset allocation using a blend of fundamental and cyclical analysis. The firm manages approximately $3.1 million across 13 accounts and emphasizes direct client authorization and transparency in its operations.

Andrew Wallach is the sole advisor at Wallach Planning & Investments in Norfolk, VA, holding a Series 66 designation with 23 years of industry experience. He has led Wallach Planning & Investments since 2003. The firm provides investment advisory and financial planning services to individual clients and trusts, offering a wrap separate account program that consolidates advisory, custody, and brokerage execution. Portfolios are generally managed on a discretionary basis using various analytic methods, with continuous monitoring and formal annual reviews.

Louis Leyes is the sole advisor at Stages Planning Group, LLC in Virginia Beach, VA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and its affiliated entities between 2011 and 2022. Stages Planning Group provides financial planning, consulting, and investment portfolio management to individuals, families, businesses, retirement plans, and nonprofit entities. The firm employs a fee-only model and combines Fundamental Analysis with Modern Portfolio Theory to tailor asset allocations aligned with clients’ goals and risk tolerance.

Michael Zitron is a financial advisor at B. Water Investments with five years of industry experience and holds a Series 65 designation. Prior to his advisory role, he worked in mortgage loan processing and has founded a nonprofit charitable and educational organization. He is also an author focused on water economics research. B. Water Investments provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, corporations, and institutional investors. The firm employs an active, market-timing approach incorporating a proprietary water economics perspective and regularly uses derivatives, short sales, and margin in managing accounts.

James Young is a CFA® charterholder with five years of experience in financial advising. He is the principal of JYE Wealth Advisors, LLC, an independent firm he has led since 2023. Prior to this, he worked at Prosperity Capital Advisors and Capital Research and Management Company. Outside of advising, Young is the sole owner of a CPA firm providing bookkeeping, tax, and audit services, and he serves as treasurer and director for several nonprofit organizations, including the Virginia Housing and Community Development Corporation and the Network of Regional Advocacy. JYE Wealth Advisors offers portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm follows a fiduciary approach, emphasizing cyclical and fundamental analysis with a long-term trading strategy, and requires client consent before making transactions.

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.

Marco Johnson is the sole advisor at Intentional-Growth Advisors LLC in Newport News, VA, holding Series 63 and Series 65 credentials with 14 years of experience in financial services. He previously worked with Primerica Advisors and Primerica Financial Services for over a decade and concurrently serves as a systems analyst at the Naval Information Warfare Center Atlantic since 2003. Additionally, Mr. Johnson creates financial education content under his personal brand H.I.M.E. through various digital platforms. Intentional-Growth Advisors LLC serves individuals, families, trusts, small businesses, charitable organizations, and retirement accounts, offering portfolio management and wealth planning through various fee structures. The firm combines passive and active investment strategies using both fundamental and technical analysis and integrates behavioral finance and client education via the proprietary H.I.M.E. framework as an educational tool alongside advisory services delivered under a fiduciary standard.

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.

Andrew Hook is a CFP® with 21 years of experience in the financial services industry. He is the managing member of Hook Law Center, P.C., an elder-law practice, and has led Hook Financial Services, LLC since 2004. Hook Financial Services provides advisory referral services, financial planning, and consulting to individual clients, focusing on long-term strategies and asset allocation consistent with modern portfolio theory. The firm does not manage client assets directly but assists clients in selecting and monitoring independent registered investment advisers.

Mary Tomlin is a CFP® certificant with 18 years of experience in the financial services industry. She has been the principal at Tomlin Financial Advisors, Inc. since 2010 and has prior experience with Bessemer Investor Services, Inc. since 2003. Tomlin Financial Advisors, Inc. serves individuals, families, and trusts by providing financial planning and investment advisory services, including retirement, education, tax, and estate reviews. The firm employs a strategic asset allocation process tailored to client risk tolerance and time horizon, managing portfolios primarily with mutual funds and ETFs on a discretionary basis.

William Carbonell is a financial advisor at Arion Wealth Management LLC, holding a Series 65 designation and beginning his advisory career in 2026. He has prior work experience at Huntington Ingalls Industries and the City of Monrovia. Outside of his advisory role, he maintains employment as an engineer. Arion Wealth Management provides discretionary asset management primarily to individual and high-net-worth clients, offering investment selection, asset allocation, and portfolio monitoring aligned with client goals and risk tolerances. The firm uses both fundamental and technical analysis and allows clients to impose investment restrictions without requiring a minimum account size.

Zoe Giannotti is a financial advisor at Sandpiper Capital, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Pearson Education since 2008. Sandpiper Capital is a fee-only investment adviser managing approximately $20.2 million in discretionary client assets. The firm serves individual and charitable clients using model asset-allocation portfolios based on Modern Portfolio Theory, emphasizing risk management and diversified exposure across markets and strategies.

Steven Winter is a financial advisor at Edgewater Asset Management in Virginia Beach, VA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Edgewater Asset Management since 1996. Edgewater Asset Management serves a limited clientele of individuals, families, trusts, and corporations with personalized portfolio management and consulting services. The firm operates as a fee-only fiduciary, emphasizing a top-down economic investment approach with active sector allocation and tailored advice based on client objectives and tax considerations.

Arie Korving is a CFP® with over 31 years of experience in the financial industry. He is currently a principal at Courage Korving Miller Partners, LLC, where he has worked since 2022, and previously operated Korving & Company LLC since 2010. Courage Korving Miller Partners, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, charitable organizations, and pension and profit-sharing plans. The firm customizes portfolios using a variety of investment strategies and analytical methods, and offers ongoing monitoring and reporting while generally recommending Schwab or Fidelity as custodians.