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.