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.

Christopher Meyers is a financial advisor at Diversified Consumer Planning LLC with 15 years of industry experience. He holds a Series 65 credential and has worked at firms including CVS Health, PepsiCo, and ADP. Meyers is also the founder and principal of Vantage Point Analytics, a corporate finance consulting and strategic advisory firm. Diversified Consumer Planning LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm serves niche client segments such as active-duty and veteran submariners, finance professionals, and technology-oriented individuals, using a data-centric investment approach that integrates AI and machine learning with fundamental and quantitative analysis.

Linda Rogers is a CFP® professional with 12 years of industry experience based in Virginia Beach, VA. She founded and has operated Planning Within Reach, LLC since 2012. Planning Within Reach provides personalized financial planning and investment management to individuals and families through fee-only, hourly, and project-based engagements. The firm employs a disciplined, long-term, passive investment strategy focused on broad diversification and low-cost index funds, serving a client base that includes single professionals, young families, pre-retirees, and retirees.

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.

Michael Zitron is the principal advisor at B. Water Investments in Virginia Beach, VA, holding a Series 65 designation with four years of industry experience. He founded Water M. Mission, Inc., a nonprofit charitable and educational organization, and is the author of research on water-related economics and finance under the name Waconomics. In addition to his advisory role, he is involved in mortgage loan processing and holds an insurance license. B. Water Investments offers discretionary portfolio management, financial planning, and consulting services to individual, high-net-worth, corporate, and institutional clients. The firm employs a primarily technical and active investment approach, using market-timing techniques and a data-driven price-measurement framework, with portfolios that may include equities, options, derivatives, digital assets, and cash positions managed opportunistically.

Dale Kanten is the sole advisor at Kanten Financial Services in Virginia Beach, VA, holding a Series 65 designation with 11 years of industry experience. He has been with Kanten Financial Services since 1989, overseeing both investment advisory and tax preparation services. Kanten Financial Services serves individual investors, small businesses, and charitable organizations by combining investment advisory and financial planning with tax and accounting services. The firm emphasizes asset allocation and active portfolio management using fundamental analysis within an Efficient Market Theory framework, integrating tax and accounting work alongside its investment practice.

Reed Foster is a CFA® charterholder and the sole advisor at Stag Rock LLC with nine years of industry experience. Prior to founding Stag Rock, he worked at Moelis & Company and Palladium Partners. Outside of his financial advisory role, Foster is an airline pilot for FedEx Express. Stag Rock LLC provides discretionary asset management and one-time financial planning services primarily to individual and high-net-worth clients. The firm’s investment approach centers on fundamental analysis and company valuation to select equities for long-term holding, complemented by diversified ETFs, mutual funds, and fixed income bond ladders.

Morris Mckinney is a CFP® professional with 33 years of industry experience, serving as president of Wealth Planning, Inc. in Virginia Beach, VA since 1992. He operates as the sole advisor at his independent firm. Wealth Planning, Inc. provides fee-only financial planning, investment supervisory services, and consulting to individuals, businesses, and pension and profit-sharing plans. The firm manages approximately $5.5 million in client assets primarily on a non-discretionary basis, emphasizing strategic asset allocation and portfolio optimization tailored to clients’ tax situations and risk profiles.

Matthew Jaskolka is the principal and sole advisor at Jaskolka Financial in Virginia Beach, VA. He holds Series 63 and Series 65 licenses and has five years of industry experience, including prior roles at Oppenheimer & Co. Inc., Carlson Financial, and Northwestern Mutual. Jaskolka Financial is an independent, fee-only advisory firm providing discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm employs a mix of fundamental and technical analysis across a range of securities and allows clients to impose written investment restrictions.

Daniel Cook is a CFP® professional with 24 years of experience, operating as the sole advisor at Cook Financial Designs, Inc. in Virginia Beach, VA. He has managed his firm since 2001 and also maintains a CPA practice focused on tax preparation for corporate, partnership, and individual clients. Additionally, he holds a role in the sale of insurance and annuity products through his firm. Cook Financial Designs, Inc. provides comprehensive financial planning and investment advisory services primarily to individual clients, including high-net-worth households. The firm emphasizes goals-oriented investment strategies tailored to clients’ cash flow, risk tolerance, and time horizon, operating mainly on a non-discretionary basis with flat or project fee billing.

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.

Troy Toner is the sole advisor at Toner Asset Management Group, Inc., an independent firm based in Virginia Beach, VA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including over two decades leading his own firm. In addition to his advisory role, he serves as a consultant and interim chief financial officer for Magna Imperio Systems, a water treatment solutions company. Toner Asset Management Group serves a select group of individuals, families, trusts, estates, charitable organizations, and business entities, providing investment supervisory services, financial planning, and family office support. The firm offers discretionary portfolio management with a tailored approach that includes institutional-style services and a range of investment strategies.

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.

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.

Cody Hawkins is a CFP® and Series 66-registered financial advisor with five years of industry experience. He has worked at PeaceLink Financial Planning since 2024 and previously held roles at Wealthway Financial Advisors and Corebridge/VALIC Financial Advisors. Earlier in his career, he was involved with the Explore More Discovery Museum and the education sector. PeaceLink Financial Planning serves individual and high-net-worth clients, employer plan sponsors, and family offices by providing comprehensive financial planning, investment management, and project-based services. The firm uses a combination of passive and active investment strategies guided by Modern Portfolio Theory and is affiliated with an accounting practice that offers integrated bookkeeping, payroll, and tax preparation services.

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.

Scott Saal is a CFP® professional with 16 years of industry experience, currently serving at Virginia Wealth Management Group, Inc. since 2021. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Saal is a 50% owner and manager of VWMG Partners, LLC, a trading strategy testing business. Virginia Wealth Management Group provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and other entities. The firm employs a risk-adjusted, tax-aware approach combining active and passive strategies across multiple asset classes and integrates financial planning outcomes into portfolio design and manager selection.

Wade Williard is a financial advisor at Virginia Wealth Management Group, Inc. with three years of industry experience. He holds a Series 65 designation and has worked in various roles prior to his current position, including at Paramount Builders and several hospitality and outdoor-related businesses. Virginia Wealth Management Group provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, and businesses. The firm employs a mix of active and passive strategies tailored to clients’ risk profiles and integrates financial planning outcomes into portfolio design and manager selection.