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.

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.

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.

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.

Nicholas Matthews is the principal advisor at Great Blue Wealth LLC in Chesapeake, VA. He holds a Series 65 credential and has experience in healthcare consulting, currently supporting strategic planning and partnership diligence in oncology through The Chartis Group. Prior to founding Great Blue Wealth, Matthews worked at Deloitte Consulting and Cognizant Technology Solutions. Great Blue Wealth LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, fundamental analysis approach, constructing portfolios primarily with exchange-traded funds while incorporating other asset types as appropriate, and offers both asset-based portfolio management and hourly financial planning.

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.

Zoe Giannotti is a financial advisor at Sandpiper Capital, LLC in Norfolk, VA, holding a Series 65 designation with five years of industry experience. She has worked at Pearson Education since 2008. Sandpiper Capital, LLC is a fee-only fiduciary investment adviser managing approximately $36.6 million in discretionary assets, serving individuals, charitable organizations, and corporate clients. The firm employs a Modern Portfolio Theory-based approach focused on risk management through diversified, model-driven asset allocation.

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.

Brian Royal is a financial advisor at Royal Wealth Management in Chesapeake, VA, holding a Series 66 designation with 21 years of industry experience. He has been involved with Royal Wealth Management and its affiliated entities since 2008, including serving as Vice-President of Royal Wealth Insurance Agency Inc., where he is a licensed insurance agent. Royal Wealth Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm combines strategic and tactical investment management with goals-based planning and offers a range of services including discretionary portfolio management, retirement benefits consulting, and insurance product distribution.

Ralph Courage is a CFP® with 34 years of industry experience, currently serving as an advisor at Courage Miller Partners LLC. He has worked at Courage Miller Partners since 2008 and at Courage Korving Miller Partners since 2022. Courage Miller Partners LLC provides investment management, retirement plan consulting, and financial planning services to individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $419 million in client assets and offers tailored portfolio strategies using a combination of fundamental, technical, and cyclical analysis.

William Overton is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Tull Financial Group, Inc. since 2019 and previously held a position at Signature Family Wealth Advisors. Prior to his advisory career, he was affiliated with Virginia Tech for four years. Tull Financial Group provides investment management and financial planning services to individuals, families, trusts, and businesses, including retirement plan support. The firm uses a tactical asset allocation approach combining passive and active investments, offers written Investment Policy Statements, and involves multiple generations in planning where appropriate.

Andrew Meredith is a financial advisor at Tyton Wealth with a Series 65 designation and two years of industry experience. He has held roles at Meredith Consulting KK and Tyton Capital Advisors prior to his current position. Outside of advising, Meredith is the owner and CEO of Global Admin Services LTD, a management consulting firm serving foreign companies in the non-U.S. domiciled insurance industry. Tyton Wealth Management provides discretionary portfolio management and investment planning primarily to individual and high-net-worth clients, employing a mix of cyclical, fundamental, and technical analysis alongside modern portfolio theory. The firm manages approximately $28.5 million in assets and utilizes ETF-based portfolios as well as a range of other securities, implementing both long-term and higher-risk strategies on a discretionary basis.

William Zak is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with Zak Investment Management Company, LLC since 2007. Zak Investment Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations on a fee-only basis. The firm manages portfolios across various asset classes, including individual equities, fixed income, mutual funds, and exchange-traded products, and is notable for its willingness to negotiate performance-based fee arrangements and maintain a small, concentrated client roster.

Frank Tehel is a CFP® professional with 44 years of industry experience, currently serving at October Effect Ltd. He has held roles at multiple firms including Gradient Securities LLC and Cranvick Incorporated. Outside of advisory work, he is involved in tax preparation through his ownership of Fastax Inc. and Tehel and Company Inc., and participates in network marketing with Young Living Essential Oils. October Effect Ltd. is a four-advisor team managing approximately $139 million in discretionary assets for individual, high-net-worth, and qualified retirement plan clients. The firm employs diversified strategies including asset allocation, technical analysis, and the use of derivatives and margin, and offers performance-based fee arrangements alongside co-advisory and third-party asset management relationships.