ADVISOR BIO

Kevin Matthews is a financial advisor at Avantax Advisory Services. Kevin is licensed in Virginia and holds a Series 66 license along with Series 7TO and SIE exams. Kevin has been in the industry for 10 years and is an active member of the industry. Kevin focuses on financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Kevin also provides solicitor referral services to third-party investment managers and conducts participant enrollment meetings.

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ADVISOR BIO

Kevin P. Mallory is a financial advisor with over 6 years of experience in the industry. Kevin Mallory is currently registered with LPL Financial LLC in Williamsburg, VA. Prior to joining LPL Financial LLC, Kevin Mallory was a registered representative at MML Investors Services, LLC and Edward Jones. Kevin Mallory holds a Series 66, Series 7, and SIE licenses.

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ADVISOR BIO

Kevin Winthrop Paasch is an active advisor in the state of Virginia and holds the Series 63, 65, 66, 7, 9, 10 and 24 licenses. Kevin has been a licensed broker-dealer since 1992 and has experience with MML Investors Services, LLC and INVESTACORP, INC. Kevin is affiliated with MML Investors Services, LLC in Virginia Beach.

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ADVISOR BIO

Kevin Scott Seay is a financial advisor with Kanawha Capital Management, LLC. Kevin has been working in the financial services industry since 2003. Kevin is registered to provide investment advice in New Hampshire, New York, Texas and Virginia. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 31, 6, 7, and 66 license.

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ADVISOR BIO

Kevin Bostic is a financial advisor currently affiliated with Clearview Financial. Kevin has been in the industry since 2006 and has experience in various areas including financial planning, retirement planning, and portfolio management. Kevin has a strong history with the financial services industry, working with both individuals and high-net-worth clients. Kevin is licensed in North Carolina, Texas, and Virginia. Kevin is also a Series 66, Series 7, Series 9 and Series 24 holder.

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ADVISOR BIO

Kevin M. Patterson is a financial advisor with Edward Jones. Kevin has been in the industry since February 2008 and has a Series 7, Series 66, and SIE license. Kevin has been registered with Edward Jones since May 2015 and holds registrations in several states including Virginia, Texas, Florida, and Georgia. Kevin's previous experience includes working with Raymond James Financial Services, Inc., and Raymond James Financial Services Advisors, Inc..

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ADVISOR BIO

Kevin T. Wood has been working in the financial industry since 1981. Kevin is currently a registered representative with Wells Fargo Clearing Services, LLC and holds Series 7, 31, and SIE securities licenses. Kevin is also a Registered Investment Advisor in the state of Virginia. Previously, Kevin worked for Ameriprise Financial Services, LLC and Wells Fargo Advisors, LLC. Kevin has worked for a variety of financial institutions throughout his career, including Smith Barney Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc., and Paine Webber Incorporated. Kevin is a financial advisor specializing in portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

Kevin John Zywna is an Investment Advisor Representative at Wealthway Financial Advisors. Kevin is registered with the state of Virginia since 2007 and North Carolina since 2024. Kevin has a Series 65 license. Kevin also has a Certified Financial Planner designation. Wealthway Financial Advisors has been providing financial advice and services since 2007. The firm is registered in Virginia. Wealthway Financial Advisors provides a range of services to individuals and businesses, including financial planning, investment management, and retirement planning.

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ADVISOR BIO

Kevin Wade Gainey is a registered representative with Thompson Davis & CO., Inc. and is licensed to sell securities in Virginia. Kevin Gainey joined Thompson Davis & CO., Inc. in February 2017, and has over 6 years of experience in the financial services industry. Kevin Gainey is a Series 7, Series 86, Series 87 and SIE licensed professional. Thompson Davis & CO., Inc. offers various investment advisory services such as portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, and selection of other advisors. The firm's client base is primarily high net worth individuals, with a total of $159,456,586 in assets under management. Thompson Davis & CO., Inc. has been in business since 1997 and has been registered with the SEC since 1999.

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ADVISOR BIO

Kevin Cleary Sourk is a registered investment advisor representative with Osaic Wealth, Inc. Kevin has been in the securities industry since 2010. Kevin is licensed to provide investment advice in 27 states and the District of Columbia. Kevin is a registered representative with FINRA and a member of the Securities Industry and Financial Markets Association (SIFMA). Kevin has earned the Series 7 and Series 66 securities licenses. Kevin holds the SIE, Series 7, and Series 66 securities registrations.

SPECIALIZATIONS