John Whitby Fiege

Frank Abella III is a financial advisor with Investment Partners Asset Management and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience and previously worked at T.R. Winston & Company for 17 years. Outside of his advisory work, he serves as Vice President of Cape Charles Main Street and as a board member of the Eastern Shore of Virginia Chamber of Commerce, both community organizations focused on local commerce and development. Investment Partners Asset Management is a SEC-registered firm providing investment management and retirement plan consulting to individuals, business entities, trusts, estates, and pension or profit-sharing plans. The firm manages approximately $333 million in assets, employing a range of strategies including equities, fixed income, mutual funds, ETFs, and more complex instruments such as options and derivatives within separately managed accounts.

Glen Tyler is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at LPL Financial, Kestra Financial, SunTrust Advisory Services, PNC Wealth Management, Merrill, and Wells Fargo Clearing. He serves as a commissioner on the Accomack County Planning Commission. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans with customized investment plans using a combination of fundamental, technical, and cyclical analysis. The firm offers portfolio management, ERISA retirement plan consulting, financial planning, and utilizes various internally managed and third-party solutions tailored to client risk profiles.

Brian East is a Certified Financial Planner (CFP®) with 28 years of industry experience. He is currently with LPL Financial and has previously worked at Cadaret, Grant & Co., Inc., Atlantic Commonwealth Advisors, OSAIC Institutions, Inc., Bi Investments, LLC, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions.

James Newsom is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior work includes roles at ESO Arts Center and Robert W Young, CPA & Associates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ann Newsom Justis is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.