Timeyin Olowu is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank, Amazon, and held positions in education and management in South Africa. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services focused on investment policy statements, performance reporting, participant education, and plan benchmarking. 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.

Aashish Matani is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1999. He currently leads the AHM Wealth Management Group as Senior Portfolio Manager, overseeing investment strategies tailored to clients' goals. In addition to managing client relationships, Aashish mentors fellow advisors and contributes to the firm's national diversity and inclusion initiatives. His expertise includes managing complex, high-net-worth client portfolios with a focus on legacy planning, philanthropic planning, small business strategies, tax minimization, and retirement income. Aashish holds multiple professional certifications including the Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), and Certified Private Wealth Advisor (CPWA) designations. He earned a Bachelor's degree in Finance with a concentration in Portfolio Management from Old Dominion University. Inspired by his mother's journey as an immigrant and small business owner, Aashish values hard work and dedication. He resides in Virginia with his wife and enjoys biking, golfing, pickleball, reading, running, skiing, and spending time with family. He is also involved with community organizations such as the Barron's in Education Program, the Chesapeake Bay Wine Classic Foundation, and the Williamsburg Community Foundation.

Thomas Vitaletti is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63, Series 65, and Series 66 designations and has 33 years of industry experience. Prior to joining Raymond James in 2025, he worked at LPL Financial for 14 years. Vitaletti is also active as a Bank Associate at TowneBank in Williamsburg, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs conservative, non-discretionary planning and analytical tools to tailor recommendations to clients' goals and is notable for its municipal advisor affiliation and specialized SIMPLE IRA advisory programs.

Poonam Maheshwari is a CFP®-certified financial advisor with 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Leo O'Connell is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients through a team based in Newport News, Richmond, and Tulsa. He focuses on helping clients develop comprehensive wealth plans that align with their personal financial goals. His areas of expertise include college education planning, corporate executive services, executive and equity compensation, personal retirement planning, special needs planning strategies, women and wealth, sports and entertainment, individual and corporate investment strategies, and retirement income. With a Bachelor's Degree from the College of William & Mary, Leo holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Throughout his 30-year career at Merrill Lynch, he has valued building long-term relationships with clients and their families, emphasizing collaboration and personalized planning. Leo is also involved in community organizations such as CHKD, Hampton Roads Children's Charities, St. Jude Children's Research Hospital, and Warwick Little League. Outside of his professional work, Leo enjoys a variety of activities including baseball, fishing, gardening, hiking, reading, scuba diving, skiing, surfing, traveling, and spending time with his family.

Charles Roberts Jr. is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm operates with both wealth management and institutional trading capabilities.

Matthew Martin is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for ten years. In addition to advising, he serves as chairperson of Two Twelve, a business referral network in Newport News, VA. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using asset-allocation tools and managed accounts across various investment vehicles.

Corey Quattlebaum is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Osaic Institutions, Inc. for 15 years. Outside of his advisory role, he is involved with Atlantic Union Financial Consultants, LLC/AUB Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and nonprofits. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Melody Litwiller is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. Outside of her advisory role, she serves as co-trustee for multiple family trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Charles Oldfield IV is a financial advisor with Wells Fargo Clearing in Norfolk, VA, holding Series 63 and Series 65 credentials and with 43 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and UBS Financial Services. Outside of his advisory work, he serves as an executor for his mother's estate and is involved in managing a vacation rental property and a hunting club in Virginia Beach. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Amber Marois is a financial advisor with Ameriprise in Newport News, VA, holding a Series 66 designation and seven years of industry experience. She previously worked at Cetera and Raymond James and has been employed concurrently by Langley Federal Credit Union. Outside of her advisory role, she serves as Membership Chair for the Smithfield High School Athletic Booster Club, supporting local high school sports programs. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm serves individuals with significant investable assets and provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Ryan Tanner is a financial advisor with Wells Fargo Clearing in Norfolk, VA, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and also has experience at Wells Fargo Bank and TitleMax. Outside of his advisory work, Tanner is a golf club technician at Golf Galaxy. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Stephen Powell is a financial advisor with Equitable Advisors in Norfolk, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including prior roles at AXA Advisors and Mony Securities Corporation. Powell has served as past chair of Catholic Charities of Eastern Virginia, overseeing the foundation and managing various organizational responsibilities. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives using both proprietary and third-party advisory programs.

Melvin Mc Fall is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Morgan Stanley in Newport News, VA. He has five years of industry experience, including prior roles at Edward Jones and longstanding involvement with The Real Estate Book and M.W. McFall, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients both directly and through corporate financial planning agreements.

Glenn Haislip is a financial advisor with Edward Jones in Portsmouth, VA, holding ChFC® and Series 66 designations and possessing 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supporting over four million clients and managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Corey Creech is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Cetera and Cetera Investment Services since 2019 and was previously with Foresters Financial Services for nine years. Outside of his advisory role, he operates a photography business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Julie Lewis is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds a Series 66 designation and has been with UBS since 1993. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

James Riley is a financial advisor with Primerica Advisors in Newport News, VA, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica since 1992 and previously worked with Newport News Public Schools for 22 years. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered, percentage-based wrap fee structure.

Melissa Chalkias is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. outside of her advisory role, she has a 50% ownership in a rental property in Yorktown, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach 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.

Danielle Henning is a Series 66-licensed financial advisor with Merrill, based in Norfolk, VA, and has 11 years of industry experience. She has been with Merrill since 2015 and also worked at Bank of America, N.A. for four years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.