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.

John Monroe is a financial advisor at Monroe Capital Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capes Capital Management, Inc. since 2013. Monroe Capital Partners provides continuous investment supervisory services and individualized portfolio management to individuals, including high-net-worth clients, and charitable organizations. The firm’s investment approach emphasizes asset allocation and incorporates fundamental, cyclical, quantitative, and qualitative analysis, utilizing strategies such as margin and options within separately managed accounts.

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.

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.

Linda Muse is a financial advisor at HBW Advisory Services LLC with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Primerica Advisors and Primerica Financial Services for nearly three decades before joining HBW in 2023. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm emphasizes a blended investment approach using third-party money managers and model portfolios, serving a broad client base through both retail and institutional channels.

Joshua Long is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Davenport & Company LLC since 2020 and previously spent four years at Christopher Newport University. Outside of his advisory role, he serves as Treasurer for the Millburn Property Owners Association. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

David Nickel is a financial advisor at &PARTNERS with 38 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.

Bryce Fulford is a financial advisor at Davenport & Company LLC in Kilmarnock, VA. He holds a Series 66 credential and has recently entered the industry with experience beginning in 2026. Prior to joining Davenport, he held roles at ADP, The United Management Company, and was involved with The College of William and Mary and Mathews Family YMCA. Davenport & Company LLP serves individual and institutional clients including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with a focus on dedicated portfolio management teams and a variety of advisory programs.

Pamela Hodges is a financial advisor at Davenport & Company LLC with three years of industry experience. She holds a Series 66 designation and has been with Davenport since 2014. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on separately managed accounts, model delivery, and advisory programs.

Steven Richardson is a CFP® with 24 years of industry experience, currently affiliated with Commonwealth Financial Network and co-owner of Potomac Financial Private Client Group, LLC, where he has worked for 15 years. Prior to that, he spent nine years at Equitable Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets, offering a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody and clearing services.

Elizabeth Layman is a Series 66 credentialed financial advisor with 35 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021, following a five-year tenure at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates third-party platforms and AI-enabled research tools to support its investment approach and offers the AMC Advantage program for clients seeking third-party manager appointments.

Robert Walker is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior roles include positions at Virginia Commonwealth Bank, Infinex Investments, Inc., and Summit Brokerage Services. He is a managing partner at Wealth Planning Solutions, LLC, where he is involved in the sales and servicing of life, health, long-term care, and fixed annuity products, and he is also a general partner in Nanopharm, LLC, a pharmaceutical startup. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary arrangements with a combination of fundamental and technical analysis methods.

Julia Alderson is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and four years of industry experience. She has been with OSAIC Institutions since 2022 and also has a longstanding role at Chesapeake Wealth Management, where she provides financial consulting and assists with trust and managed investment accounts. OSAIC Institutions, Inc. serves a diverse client base including individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model that integrates discretionary and non-discretionary management, providing clients with a range of investment and lending solutions.

Maeghaen Eley is a financial advisor at Davenport & Company LLC with four years of industry experience. She holds the Series 66 designation and has worked at Davenport since 2018. Prior to her career in finance, she was involved with Ross's Fine Jewelers, Sandpiper Restaurant, Health Harvest Food Bank, and Two Rivers Communications. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and multiple advisory programs, with offerings such as separately managed accounts and mutual funds.

Kimberly Bennett is a financial advisor at Davenport & Company LLC with a Series 66 credential and has been with the firm since 2025. She previously worked for 17 years at Washington International School. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and investment banking services. The firm’s advisory division provides separately managed accounts, model delivery, financial planning, and other programs supported by dedicated portfolio management and research teams.

John Black III is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Davenport & Company since 1992. Outside of his advisory role, he serves as President and CEO of Black Family Investments LLC, a real estate investment and rental business. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm manages a range of advisory programs and mutual funds through dedicated portfolio teams and combines brokerage and advisory platforms within an employee-owned structure.

Willis Hudgins is a financial advisor at Davenport & Company LLC with 42 years of industry experience. He has been with Davenport since 1992. Outside of his advisory work, he is involved in oyster cultivation, funding the planting of wild oysters in Virginia. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm employs a team-based investment approach and manages a variety of portfolios, including mutual funds and separately managed accounts.

John Wallin is a financial advisor at Davenport & Company LLC with 14 years of industry experience. He holds Series 63, 65, and 66 designations and has been with Davenport since 2011. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking services, with a focus on separately managed accounts and model delivery through dedicated portfolio teams and research committees.

Brian Manetz is a financial advisor at Davenport & Company LLC with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Davenport since 2008. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, public finance, and advisory services. The firm’s asset management platform features dedicated portfolio manager teams, an Investment Policy Committee, and manager research, offering strategies through separately managed accounts, mutual funds, ETFs, and unified managed accounts.

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.

Thomas Cho is a financial advisor at Davenport & Company LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport since 2003. Cho serves as a Finance Committee Member for the Queens Lake Community and is Treasurer of Luke Messick Futbol Charities, Inc., where he assists with financial management. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that manage separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Dawn Darrall is a financial advisor with Wells Fargo Clearing in Kilmarnock, VA, holding a Series 66 designation and 18 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 follows an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

George Haskins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), which supports his role in providing tailored financial guidance to clients. George earned his Bachelor's Degree from Hampden-Sydney College. His educational background and professional credentials contribute to his expertise in wealth management and investment advisory services.

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.

Creston Saunders is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, Saunders serves as a baseball coach at Lancaster High School in Virginia. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Terri Davis is a financial advisor with Wells Fargo Clearing in Kilmarnock, VA, holding a Series 63 designation and 30 years of industry experience. She has worked with Wells Fargo entities since 2009. Outside of her advisory role, she is an associate of the High Tide Investments Club and serves as an executor for an estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michele Faulkner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as Vice President of The Creek Home Owners Association in White Stone, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related investment options.

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.

Marc Hinson is a Series 66-licensed financial advisor with LPL Financial, based in Kilmarnock, VA, and has two years of industry experience. He previously worked at Blue Ridge Bank for 14 years. Outside of his advisory role, he is involved in a family real estate rental business. 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 portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Susan Fox is a financial advisor with LPL Financial in Kilmarnock, VA, holding Series 63 and Series 65 credentials and 32 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. She is also associated with Plum Tree Financial, Inc., an investment-related business affiliated with her LPL activities. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and assets under management exceeding $819 billion.

Eric Nost is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor with LPL Financial. He has worked at LPL Financial in two periods, most recently since 2021, and has held prior roles at Blue Ridge Bank and Citizens and Farmers Bank. Outside of his advisory work, Nost serves as President and CEO of BRB Trust, a financial institution in Kilmarnock, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Edward Pittman is a financial advisor with LPL Financial located in Kilmarnock, VA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Virginia Asset Group, infinex Investments, Inc., Bank of Lancaster, and Bi Investments, LLC. Pittman 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 serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Megan George is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and previously worked for Lancaster County Public Schools for 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jackson Neal is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.