Bay Capital Advisors, LLC

Carey Peekstok is a financial advisor at Bay Capital Advisors, LLC with a Series 65 credential and over 20 years of experience serving in the United States Navy. He joined Bay Capital Advisors in 2026 and is based in Virginia Beach, VA. Bay Capital Advisors is a fee-only advisory firm serving individual, high-net-worth, business, and charitable clients. The firm employs a top-down macroeconomic and fundamental investment approach with customized portfolios and manages approximately $196 million across about 175 client relationships through a team of four advisors.

Ashley Juliano is a financial advisor at Bay Capital Advisors, LLC in Virginia Beach, VA. She holds a Series 65 designation and has one year of industry experience. Prior to joining Bay Capital Advisors, she worked at Accenture Federal Services and was involved with Kings High Media LLC. Bay Capital Advisors is a fee-only advisory firm serving individual, high-net-worth, business, and charitable clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a top-down macroeconomic and fundamental investment approach, customizing portfolios primarily with mutual funds and ETFs, and manages approximately $196 million across about 175 client relationships.

Arcelia Wicker is a financial advisor at Bay Capital Advisors, LLC with three years of industry experience. She holds the ChFC® designation and the Series 65 license. Prior to joining Bay Capital Advisors, she served in the United States Navy for seven years. Bay Capital Advisors is a fee-only advisory firm serving individual and high-net-worth clients, as well as business and charitable entities. The firm employs a top-down macroeconomic and fundamental analysis approach combined with a core-satellite implementation, managing approximately $196 million across about 175 client relationships.

Edward Sallee is a financial advisor with Bay Capital Advisors, LLC in Virginia Beach, VA, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. Prior to his financial advisory career, he worked at ProEquities, Inc. and serves as a Captain in the U.S. Navy. Outside of his advisory role, he is president of two business consulting firms focused on expense reduction and serves as a board member for a local nonprofit supporting court-appointed special advocates. Bay Capital Advisors is a fee-only firm serving individual, high-net-worth, business, and charitable clients, managing approximately $196 million across 175 relationships with a four-advisor team. The firm employs a top-down macroeconomic and fundamental investment process with customized portfolios typically using mutual funds and ETFs, and it offers both discretionary management and a range of planning and consulting services.

Vivian Honeycutt is a CFP® professional with 24 years of experience in financial advising. She is currently with Bay Capital Advisors, LLC, where she has worked since 2022, and has operated Honeycutt Financial Services, LLC since 2005. Bay Capital Advisors is a fee-only firm serving individual, high-net-worth, business, and charitable clients. The firm employs a top-down macroeconomic and fundamental investment approach with a core-satellite implementation, managing approximately $196 million across about 175 client relationships through a four-advisor team.

James Upshaw is a financial advisor at Bay Capital Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously served 20 years in the United States Navy. Outside of his advisory role, he has been involved with Centerville Baptist Church and the City of Chesapeake. Bay Capital Advisors is a fee-only firm serving individual, high-net-worth, business, and charitable clients. The firm manages approximately $196 million across about 175 client relationships using a top-down macroeconomic and fundamental investment approach combined with a core-satellite implementation.