Robert Meadows is a financial advisor with Meadows Wealth Management, LLC in Williamsburg, VA. He holds a Series 65 designation and has experience dating back to 2014, including roles at Fitzwilliams Financial and Atlantic Appraisal Group, Inc. In addition to his advisory work, he is the Owner and President of Meadows Appraisal Group, Inc., a real estate appraisal firm, and President of Meadows Tax Advisory, LLC, a tax preparation service. Meadows Wealth Management provides investment management and financial-planning services to a broad client base, including institutional accounts and individuals. The firm employs an active, tactical investment approach and offers educational seminars on investing and retirement topics.

Michael Coirin is a CFP® professional with 16 years of experience, operating as the sole advisor at Foundations Financial Planning, LLC in Williamsburg, VA. Foundations Financial Planning offers personalized, confidential financial planning and investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation, core-and-satellite investment approach that favors low-cost, no-load mutual funds and ETFs, providing recommendations through written reports and periodic reviews without discretionary trading authority or custody of client assets.

Michael Harris is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Blue Rock Financial Services, Inc. He has been with Blue Rock Financial Services since 2006. Blue Rock Financial Services primarily serves individual investors through taxable accounts, IRAs, and trusts, and also manages investments for a private foundation. The firm provides financial planning and discretionary portfolio management using a combination of mutual funds, ETFs, and individual securities, tailoring strategies to client goals and operating as a fiduciary.

Daniel Bickey is the sole advisor at B Hive Financial, LLC, holding a Series 65 designation with no prior industry experience. His background includes roles in real estate sales with Berkshire Hathaway Home Services Dawson Ford Garbee & Co. and various other positions outside the financial industry. He maintains an active real estate broker license and engages in real estate brokerage alongside his advisory practice. B Hive Financial provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as small and medium-sized businesses. The firm customizes investment programs based on client goals, time horizon, and risk tolerance, employing a mix of fundamental, technical, and charting analysis with long- and short-term strategies and options trading when appropriate.

Justin Roberto is a financial advisor at Beacon Freedom Advisory, LLC with three years of industry experience. He holds a Series 66 designation and has worked with several firms including Colonial Wealth Strategies and Mass Mutual Investors Services. Outside of his advisory role, Roberto is a PGA professional who coaches the William and Mary women’s golf team and serves as president of the nonprofit networking group Power of Professional Partners. Beacon Freedom Advisory, LLC specializes in co-advisory investment management primarily for pooled vehicles and employee benefit plans, working closely with Matson Money’s asset-allocation models. The firm provides retirement plan consulting, participant education, and broader financial planning services, with a focus on pension consulting and a mix of billing approaches.

Cheryl Nester is the principal advisor at Histor Investing, LLC in Williamsburg, VA, with 13 years of industry experience. She holds a Series 65 designation and has been with Histor Companies since 2008. In addition to her advisory role, she is president and principal consultant of HistorConsulting, a firm providing financial and management consulting services to nonprofit organizations. HistorInvesting is a fee-only, fiduciary advisory firm serving individuals, small businesses, nonprofits, and institutional clients. The firm offers comprehensive financial planning and non-discretionary portfolio management alongside educational services such as workshops, seminars, a video series, and a monthly newsletter. Its investment approach emphasizes macroeconomic analysis, life-cycle planning, and a buy-and-hold strategy with limited trading.

David McKnight is a CFP® with 35 years of experience in the financial services industry. He is the principal of Ultimate Retirement Products, Inc., an independent firm based in Williamsburg, VA, where he has worked since 2006. His prior experience includes roles at Fortune Financial Services, Inc. and operating as a sole proprietor under Planned Financial Consultants. Outside of his advisory work, he is a part owner of a nonprofit focused on dock maintenance. Ultimate Retirement Products, Inc. provides discretionary asset management and pension consulting services to individuals, high-net-worth clients, trusts, corporations, and qualified retirement plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis for portfolio management and serves as both an ERISA 3(21) advisor and a 3(38) investment manager.

Mark Shelby is the principal advisor at Vertical Wealth Management in Williamsburg, VA, holding Series 63 and Series 65 licenses with 15 years of industry experience. His career includes roles at Radius Tax, LLC and AAG Capital, Inc., alongside operating as a sole proprietor offering investment-related services since 2006. He is also active as a licensed insurance agent and provides coaching and training for new investment advisors. Vertical Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, through discretionary asset management using third-party managers. The firm focuses on selecting and monitoring external model portfolios and offers comprehensive financial planning, fee-based insurance consulting, and ERISA 3(21) retirement plan advisory services.

Bruce Lemley is a CFP® with 28 years of experience in the financial services industry. He has worked at Bay Rivers Group Wealth Partners since 2006 and was previously with Wells Fargo Advisors Financial Network LLC from 2009 to 2018. Lemley is a partner in an affiliated tax preparation business that operates alongside the wealth management firm. Bay Rivers Group Wealth Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses a blend of fundamental, technical, cyclical, and modern portfolio theory approaches to manage portfolios and operates affiliated entities for tax services and office property leasing.

Shaobo Li is a financial advisor at Dominguez Wealth Management Solutions, Inc. in Williamsburg, VA, holding a Series 65 designation with six years of industry experience. He has been with Dominguez Wealth Management Solutions since 2018. Dominguez Wealth Management Solutions serves individuals, including high-net-worth clients, as well as pension and corporate clients, providing investment management, financial planning, consulting, and tax services. The firm employs a variety of analytical methods and active investment strategies tailored to each client’s objectives and risk tolerance.

Will Gibson is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has worked at Bay Rivers Group Wealth Partners since 2024 and previously was with Nasdaq Dorsey Wright and Dorsey Wright & Associates from 2019 to 2024. Before entering the financial industry, he was affiliated with Christopher Newport University and worked in educational roles. Bay Rivers Group Wealth Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis with modern portfolio theory to manage portfolios and uses a range of strategies including options and margin trading when appropriate.

Christopher Landry is a financial advisor at Pacific Landfall with a Series 65 designation and five years of industry experience. He has worked at Pacific Landfall since 2020 and has prior business experience with Dulles Restaurant Group, LLC and DRG2, LLC. Pacific Landfall provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, business entities, and charitable organizations. The firm employs a combination of cyclical, fundamental, value, and quantitative analysis to manage customized portfolios and offers subscription-based planning along with nonprofit capital-campaign support and business formation-to-exit guidance.

Chance Butler is a financial advisor at Pacific Landfall with nine years of industry experience. He holds a Series 65 designation and has previously worked at AppVision and NetSecurity Corporation. Butler has been with Pacific Landfall since 2016. Pacific Landfall provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, business entities, and charitable organizations. The firm employs a combination of cyclical, fundamental, value, and quantitative analysis to manage both long-term and short-term portfolios tailored to clients’ goals and risk tolerance, with additional services including nonprofit capital-campaign support and business lifecycle guidance.

Burton Baker is the sole advisor at Baker Asset Management, LLC in Williamsburg, VA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked with Eastern Point Advisors, Investors Capital Corp, and 1693 Asset Management since the early 2000s. Baker Asset Management provides fee-only portfolio management services to individuals, trusts, endowments, and non-profit organizations. The firm focuses on both discretionary and non-discretionary management, employing diversified mutual fund/ETF allocations or individual securities with options strategies, and serves a client base that notably includes charitable organizations and endowments.

Christopher Leonard is a financial advisor at Baker Asset Management, LLC in Williamsburg, VA. He holds a Series 65 designation and has 12 years of industry experience. Prior to his work in financial advising, he has been employed at Bristol Myers Squibb since 2007. Baker Asset Management is an independent, fee-only firm that provides portfolio management services to individuals, trusts, endowments, and nonprofit organizations. The firm focuses on documented client goals and offers diversified mutual fund/ETF strategies or individual-security portfolios that may include options and leverage to manage risk and cash flow.

Mark Castonguay is a financial advisor with American Financial Planning, Inc. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Infinex Investments, Inc. and Virginia Asset Group. Outside of advising, he manages a bookkeeping and accounting services business and serves as an administrative assistant for Congregation Zion's Sake. American Financial Planning, Inc. provides financial planning and discretionary investment management primarily to individual and high-net-worth clients, as well as corporate pension and charitable accounts. The firm emphasizes diversified index investments combined with occasional active funds and offers customized investment restrictions based on client preferences.

Alan Broderick is a CFP® professional with 23 years of industry experience. He is a partner at Bay Rivers Group Wealth Partners in Williamsburg, VA, where he has worked since 2018. Prior to that, he spent nine years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, Broderick is involved in managing a tax preparation business affiliated with his firm. Bay Rivers Group Wealth Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and modern portfolio theory approaches to portfolio management and operates affiliated tax and real estate entities uncommon among similar firms.

Tracy Shackelford is a financial advisor at Tenzing Financial LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bleakley Financial Group, LPL Financial, Private Advisor Group, and Northwestern Mutual Investment Company. Tenzing Financial serves individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive wealth management, and standalone financial planning. The firm manages approximately $231 million for about 165 clients and employs fundamental analysis to build model portfolios focused on long-term objectives.

Harold Philipsen is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is currently with Tenzing Financial LLC and has previously worked at Bleakley Financial Group, LPL Financial, Private Advisor Group, and Northwestern Mutual Investment Management. Philipsen is also a licensed insurance agent in Williamsburg, Virginia. Tenzing Financial serves individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive wealth management, and standalone financial planning. The firm manages approximately $231 million for about 165 clients and employs fundamental analysis to build model portfolios aligned with long-term objectives.

Jeffrey Dominguez is a CFP® and holds a Series 66 license with 16 years of industry experience. He is the president and sole shareholder of Dominguez Wealth Management Solutions, Inc., where he has worked since 2014. Prior to and concurrently, he has been associated with Purshe Kaplan Sterling Investments since 2014. Outside of advisory work, he serves as a board member for the Williamsburg Soccer Club and operates a tax preparation and analysis service. Dominguez Wealth Management Solutions serves individuals, including high-net-worth clients, as well as pension and corporate clients, providing investment management, financial planning, consulting, and tax services. The firm employs a range of investment strategies, including derivatives and leveraged positions, tailored to client objectives and risk tolerance.