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.

Ella Bourne is a financial advisor with Courage Korving Miller Partners, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners 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 tailors portfolios using a range of investment strategies and typically recommends Schwab or Fidelity as custodians while offering ongoing monitoring and reporting.

Roy Runyon is a financial advisor at River Crescent Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Beacon Harbor Wealth Advisors, Inc. and The Gartman Letter L.C. Runyon serves on the Board of Trustees for Nansemond-Suffolk Academy. River Crescent Advisors, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $122.7 million in client assets and employs a fundamental, long-term investment approach using diversified model portfolios tailored to client goals and risk tolerances.

Stephen Korving is a CFP® with 21 years of industry experience and currently a principal at Courage Korving Miller Partners, LLC. He has been with Korving & Company LLC since 2010 and joined Courage Korving Miller Partners in 2022. Courage Korving Miller Partners provides 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 analytical methods and strategies, and offers ongoing monitoring and reporting while typically recommending Schwab or Fidelity as custodians.

Tyler Dunn is a CFP® with three years of industry experience, currently advising at River Crescent Advisors, LLC. His prior experience includes roles at PBMares Wealth Management, The Citadel, Acap SME, LLC, and Randolph-Macon College. Outside of his advisory work, he serves as a pitching coach for the Randolph-Macon baseball team. River Crescent Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental analysis-based investment approach focused on long-term strategies while allowing for shorter-term adjustments, and it offers a wrap fee program that consolidates transaction costs into a single advisory fee.

Carter Moss is a financial advisor at MissionSquare Retirement with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice with investment strategies developed by Morningstar Investment Management.

Trevor Maxwell is a financial advisor at Cape Investment Advisory, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and previously served 20 years in the United States Navy. Outside of his advisory role, he is a co-founder of Baker/Max LLC. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.

Christopher Doyle is a financial advisor with Kingswood Wealth Advisors, LLC, holding a Series 63 designation and 39 years of industry experience. His career includes roles at Kingswood Capital Partners, Benchmark Investments Inc., and Securities America Inc. Kingswood Wealth Advisors, LLC offers investment advisory and consulting services to individuals, corporations, pension and ERISA plans, and institutional investors. The firm employs an open-architecture approach, tailoring strategies to client objectives and risk tolerance while conducting due diligence and monitoring of third-party managers.

Andrew Gregory is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 20 years of industry experience. Prior to joining Steward Partners in 2024, he worked at Freedom Street Partners, LLC, Raymond James Financial Services Advisors Inc., and Edward Jones. He is a partner and owner of several business entities including Freedom Street Partners, LLC, where he is involved in recruiting and operations, and a passive owner of an AI investment firm. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services supported by multiple portfolio management options and third-party money managers.

Robert Estes is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds a Series 66 credential and has previously worked at Freedom Street Partners and Edward Jones. Outside of his advisory role, Estes serves as president of the North Suffolk Rotary club, where he manages weekly meetings and collaborates with board members. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, providing a range of advisory, planning, and portfolio management solutions.

Margaret Wiley is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. She has previously worked at Raymond James Financial Services Advisors Inc. and Edward Jones. Wiley owns multiple businesses, including FSP Enterprise, LLC and Margaret N. Wiley, LLC, which serve as support and holding companies. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party managed solutions.

Todd Eichman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Kestra Advisory Services since 2016 and has prior experience at Sterling Asset Management and Securities America. Eichman is also involved with Sterling Benefits Holdings, Inc., a holding company related to the administrative operations of his affiliated firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors, and employs a range of management platforms and third-party solutions.

Anthony Piglowski is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Raymond James Financial Services Advisers, Wells Fargo, KeyBank, and Boetger Retirement Plan Services. He serves on the boards of the United Way of South Hampton Roads, Suffolk Humane Society, and Hampton Roads Chamber of Commerce. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, pension plans, corporations, trusts, estates, and charitable organizations through both discretionary and non-discretionary portfolio management solutions.

David Love is a financial advisor with Davenport & Company LLC in Suffolk, VA. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has been with Davenport & Company since 2012. Outside of his advisory work, he serves as a board member for both the YMCA and the Suffolk Center for Cultural Arts. Davenport & Company serves individual and institutional clients by offering asset management, retail brokerage, fixed income, investment banking, and advisory services. The firm structures its asset management around portfolio manager teams and research committees, providing a range of separately managed accounts, mutual funds, and municipal bond strategies.

Kristen Gardner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. She has worked at Truist Advisory Services and its affiliated entities since 2015, including Bb&T Securities. Gardner is a member of Suffolk Business Women, an organization focused on networking and supporting business professionals in the Suffolk area. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and manager due diligence.

Robert Leavy is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. His prior work includes roles at TowneBank and teaching positions at James Madison University and Nansemond Suffolk Academy. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Heather Wineman is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services, Wells Fargo Advisors, and Wells Fargo Clearing. Outside of her advisory work, she is involved in yoga instruction and personal training, owning Barefoot Balance LLC and working with several fitness and wellness businesses. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios from multiple sources and employing both discretionary and non-discretionary management approaches.

Terrell Mackey is a financial advisor at Merrill with a Series 66 designation and professional experience spanning roles in financial services and healthcare since 2015. His work history includes positions at Symmetry Financial Group, Veterans Affairs Hospital, New York Life, Riverside Hospital, Bank of America N.A., and Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Bryan Winter is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Honor Capital, LLC. Winter is also associated with Towne Wealth Management and TowneBank in Suffolk, VA. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a municipal advisor affiliation.

Gary Briggs is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Raymond James Financial since 2009 and is also involved with Hampton Roads Financial, LLC as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through its unique affiliations.