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Samantha Calhoun

Advisor at Gradient Advisors, Llc

Updated today
Gradient Advisors, Llc logo

Firm

Gradient Advisors, Llc

Location

Chesapeake, VA 23320

Credentials

Series 65

Fee options

Fixed

Fixed fees from $300 up to more than $2,000 for financial planning and consulting services.

Percentage

Up to 1.5% annually (negotiable, maximum 1.5%)

Project-based

$50 to $300 per hour for financial planning and consulting services.

Other

Fee-only: Hourly fees for financial planning range from $50 to $300 per hour; Fixed fees range from $300 to over $2,000 for financial planning and consulting services.

Work history

Gradient Advisors, LLC

2026 - Present (1 year)

Legacy Financial Planning and Insurance Services

2025 - Present (1 year)

First Signature Mortgage

2025 - Present (1 year)

Sculpting Strength LLC

2017 - Present (9 years)

Fitness 19

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Leland G

CFP®, EA

Virginia Beach, VA

PeaceLink Financial Planning

Hey there, I’m Leland! I love building relationships and coaching people, which is what really brought me alive during the 6 years I worked in the personal finance industry before starting PeaceLink Financial Planning LLC (PLFP). It has been said that personal finance is more personal than finance. I find that true. Finances touch every area of one’s life. Finances are a tool in our lives that can cause one of two things; they can be a source of stress and anxiety or a source of confidence and excitement. I am passionate about helping individuals and families foster confidence and an abundance mindset around their life goals through the financial planning process. After many years working in the insurance and broker-dealer world, I grew tired of transactional relationships. I was working to do financial planning, but It was more product sales than relationships. That is where PeaceLink Financial Planning LLC came in. When I am not working with my clients, you can find me spending time with my wife, Lindy, our son, Levi, and our pup, Sutton, being with family and friends, playing pickleball, or doing anything that involves water (swimming, surfing, boating, drinking water, etc). As your Financial Planner, I promise you honesty, transparency, and commitment to your success.

Business ownership considerations Entity structure planning (LLC, S-Corp) Business Financial Management Real estate investing Self-Employed Founder/Business Owner Real Estate Professional Gen Y/Millennials (Born 1980-1995)

Mike H

CFP®, ChFC®

Virginia Beach, VA

Apforia

I’m Mike Hunsberger, the founder and owner of Next Mission Financial Planning. I launched Next Mission after 25-years in the Air Force. I primarily serve military and veterans building their wealth and military retirees preparing for their ultimate retirement. We can help with: - Military benefits planning - Military transition or retirement decisions - Building wealth - Retirement planning - Investments - Tax Planning - Education funding and GI Bill planning We offer: - Ongoing Financial Planning - Ongoing Financial Planning with investment management - Project-based planning - Hourly planning I’m a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Certified College Financial Consultant, and Military Qualified Financial Planner.

College savings (529s, UTMA, etc.) Military & Veterans Government Employee Gen X (Born 1965-1980)

Joe B

CFP®

Virginia Beach, VA

Apforia

At Always Ready Financial Planning, our mission is to serve those who’ve served—empowering Senior Military Officers, Veterans, and their families to confidently navigate the transition from military to civilian life. Founded by Coast Guard veteran Joseph Brown, our firm is built on 25 years of service, guided by the motto Semper Paratus—“Always Ready.” We understand that financial transitions are deeply personal, especially after a career of selfless service. Inspired by stories of fellow officers facing retirement uncertainty—including homelessness and hardship—Joseph became a Certified Financial Planner® and Military Qualified Financial Planner® to make a difference where it matters most. Our values shape everything we do: • Service Above Self – Your mission becomes ours. • Preparedness as a Promise – We plan ahead, so you’re never caught off guard. • Family First – We align your finances with what matters most. • Focus on What Matters – Tune out the noise, take control of your future. • Money as a Tool, Not a Goal – Let your values lead your financial decisions. We provide comprehensive, values-driven financial planning tailored to your unique journey—whether that means maximizing military benefits, preparing for retirement, or building a lasting legacy. Our process begins with a no-pressure consultation and continues with personalized support every step of the way. Our vision is simple: to be the trusted financial partner for military families transitioning to their next chapter—providing clarity, purpose, and peace of mind, one plan at a time.

College savings (529s, UTMA, etc.) Military & Veterans Government Employee Gen X (Born 1965-1980)

Quintina W

Series 66

Norfolk, VA

Merrill

Quintina Wallace is a Financial Advisor with Merrill Lynch Wealth Management, specializing in employee benefits planning, investment consulting for defined contribution plans, personal retirement planning, small business strategies, and tax minimization. She supports business owners in sponsoring retirement plans, guides executives through RSU exit strategies, and assists families with cross-generational financial planning. Ms. Wallace holds a Bachelor's Degree from Albany State University and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is involved with professional organizations such as the Alzheimer's Association and the National Association of Plan Advisors. Outside of her professional commitments, Quintina enjoys camping, hiking, and spending time with her family. Her mission is to empower individuals and families to take control of their financial future by transforming complexity into clarity.

Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) Cross-border & expatriate issues Multi-generational wealth transfer Founder/Business Owner Executive Women Professionals Mid-Career Professionals Established Professionals

Gregory G

Series 66

Virginia Beach, VA

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Military & Veterans Founder/Business Owner

Robert B

Series 63, Series 66

Virginia Beach, VA

Merrill

Robert Bradshaw is a Wealth Management Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He is the founding member of The Bradshaw Wealth Management Group and works with high-net-worth families, trustees, owners of closely held businesses, nonprofit organizations, and administrators of corporate retirement plans. Robert designs tailored wealth management and investment strategies by carefully considering each client's financial goals, family wishes, estate planning needs, and tax circumstances. He is also a qualified Portfolio Manager who builds and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, sometimes on a discretionary basis through the firm’s Investment Advisory Program. Robert began his career in financial services in 1999 and joined Merrill Lynch Wealth Management in 2002. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and earned his bachelor's degree in business administration from Coker College in Hartsville, South Carolina. Robert has been named to the Forbes “Best-in-State Wealth Advisors” list from 2018 through 2025. His client focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. Residing in Virginia Beach with his wife, Megan, and their three sons, Robert enjoys outdoor activities and spending time with his family. He has served on the board of directors for The First Tee of Hampton Roads and is a past president of the Bennett’s Creek Sertoma Club, an organization dedicated to helping hearing-impaired children in the Tidewater Region of Virginia.

Wealth management Retirement income strategy Income planning General estate planning guidance Retirement withdrawal strategies Parents Women Professionals LGBTQIA
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