Brian Booker is a financial advisor at Prosperity Wealth Management with 21 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Northwestern Mutual in various capacities from 2003 to 2019. He is also an independent licensed insurance agent. Prosperity Wealth Management offers investment advisory and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses documented client goals and risk tolerance to guide diversified portfolio strategies and operates a wrap fee program, as well as managing held-away retirement and education accounts through the Pontera Solutions platform.

Kylisa Harris is a financial advisor at Destiny Money Management with eight years of industry experience. She holds a Series 65 designation and has worked at Destiny Money Management since 2018, with prior experience at TIME Systems LLC and Freedom Ring Capital, LLC. Destiny Money Management offers financial planning and non-discretionary investment advice to individuals, small businesses, and non-profit organizations. The firm provides public financial literacy events and begins client relationships with a free initial consultation and written financial plans, relying on a third-party money manager for portfolio support and referrals for active managed accounts.

Kevin Hussey is a financial advisor at Oyster Creek Capital with 11 years of industry experience and holds a Series 66 designation. Prior to founding Oyster Creek Capital, he worked at First Trust Portfolios L.P. for nine years and Heritage Wealth Management Group for two years. Outside of his advisory role, he is involved with several LLCs, including ones related to land management and property holdings. Oyster Creek Capital is an independent advisory firm that specializes in discretionary investment management, primarily serving as a sub-adviser to third-party investment advisers. The firm focuses on structured investment strategies involving structured notes and related instruments, using rules-based approaches and managing portfolios organized into distinct composites.

Morgan Alley is a CFP® professional with 15 years of experience in financial advising. He is the sole advisor at MWA Investments, LLC and has worked as a partner at the law firm Dunton, Simmons & Dunton, L.L.P. since 1996, specializing in estate planning, estate administration, taxation, and corporate law. MWA Investments primarily serves trusts, typically those established by high-net-worth clients, providing investment management and trust administration tailored to the terms of each trust. The firm integrates estate planning and trust administration with discretionary investment management, emphasizing fundamental equity selection, long-term holdings, and a laddered fixed-income strategy.

Eric Rosenfeld is a financial advisor at Clear Capital Management LP in Gloucester, VA, holding a Series 65 designation with seven years of industry experience. He has been with Clear Capital Management since 2014. Clear Capital Management LP provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and certain retirement and corporate plans. The firm uses proprietary quantitative models and a "Natural Selection" algorithm to manage diversified portfolios that may include ETFs, covered-call strategies, and selective IPO participation.

Langston Washington is a financial advisor at WealthPlan Investment Management LLC with eight years of industry experience and a Series 66 designation. His prior roles include positions at Brinker Capital Securities, Orion Portfolio Solutions, and Ameriprise Financial Services. Outside of advisory work, he manages Tidewater Capital, LLC, a property management company. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals overseeing approximately $2.18 billion in regulatory assets. The firm serves a diverse client base including individuals, high-net-worth clients, and institutional entities, employing model-based investment strategies combined with mutual funds, ETFs, individual securities, managed futures, and alternatives.

Caitlin Allard is a CFP® with five years of industry experience, currently serving as an advisor at The Wealth Consulting Group. She previously worked at Sentinel Wealth Management, The Legacy Foundation, and Abaco Systems. Outside of her advisory role, she serves on the advisory board of the local YMCA, where she assists with community outreach and membership efforts. The Wealth Consulting Group is an SEC-registered wealth management firm that serves individual clients, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing a mix of active and passive strategies alongside proprietary algorithmic services and legal implementation support.

Katharine Smith is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with broker-dealer execution and custody services.

Alan Cluverius is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner since 2025. He previously worked at Fisher Investments for seven years and held roles at Minnesota Life Insurance, Virginia Asset Management, and Securian Financial Services. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a broad range of strategies spanning equities, fixed income, alternatives, and digital assets.

Richard Ferraro Jr. is a financial advisor with LPL Financial in White Stone, VA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His career includes long tenures at Infinex Investments, Inc., Bi Investments, LLC, and Sona Wealth Management. Outside of his advisory role, he is involved with Virginia Insurance Agency Solutions, Inc., a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment options.

Carlos Britos is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has served in the United States Navy since 2000. Outside of advising, he assists with Nautiwax LLC, a cosmetology business owned by his wife. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Matthew Williams is a financial advisor at Edward Jones in Gloucester, VA, holding a Series 66 designation with four years at Edward Jones and three years of industry experience. Prior to joining Edward Jones, he spent 14 years at Underboats INC. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory and investment services, supported by a large network of advisors and branch offices across the country.

Sandra Mickelborough is a financial advisor with LPL Financial in Gloucester, VA, holding Series 63 and Series 65 credentials and three years of industry experience. Her background includes positions at 1st Advantage Federal Credit Union and CUSO Financial Services, LP, as well as work in education at Christopher Newport University, Rappahannock Community College, and Gloucester High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James Finney III is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with MML Investors Services, Inc., a subsidiary of MassMutual, since 1987. In addition to his advisory role, he is also a licensed agent involved in life and health insurance. MML Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning and asset management services. The firm employs firm-approved analytical tools and offers a variety of programs including educational seminars, divorce planning, and estate settlement.

Nathan Hansen is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Ferguson Enterprises Inc. for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supported by a network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.

Jacob Edwards is a financial advisor with Edward Jones in Whitestone, VA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at New Century Hospice and Concerned Veterans for America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers various advisory programs and investment solutions under a fiduciary standard.

Scott Glaze is a financial advisor at Raymond James Financial with 18 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2013. Outside of his advisory work, he is a partner in rental real estate ventures, where he manages property-related responsibilities. 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, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Timothy Roscher is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including VOYA Financial Advisors and Cetera Wealth Services. Outside of his advisory role, he serves as the head varsity golf coach at Christchurch School and is the post commander of the American Legion Post 83. He is also the owner and president of The Treble Maker, LLC, a disc jockey service. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, including access to third-party money managers and multiple program platforms, managing over $256 billion in assets through more than 10,000 advisors.