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Kevin H
Series 66
Virginia Beach, VA
Merrill
Kevin Hirschfeld is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies aligned with their unique ambitions and priorities. His approach centers on the investor, focusing on understanding each client's life and goals to recommend appropriate solutions and monitor progress over time. Kevin's areas of expertise include college education planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Old Dominion University and the Personal Investment Advisor (PIA) designation. Born and raised in Hampton Roads, Kevin resides there with his wife, Shelby, and their three children. Outside of his professional role, he is involved in the community through the Ocean Park Volunteer Rescue Squad. His personal interests include baseball, basketball, boating, yoga, traveling, and spending time with his family.
Abby W
Series 66
Virginia Beach, VA
Edward Jones
Abby Winn is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017, with prior work experience at Heartland Dental and Hot Tuna Bar and Restaurant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Ronald F
Series 63, Series 65, Series 66
Virginia Beach, VA
Raymond James Financial
Ronald Furnish is a financial advisor with Raymond James Financial in Virginia Beach, VA, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He has worked with Raymond James Financial Services since 2005 and TowneBank since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting and supports institutional consulting and portfolio management across a large advisor network.
Donald H
CFP®, Series 63, Series 65
Virginia Beach, VA
OSAIC
Donald Hannahs is a CFP® professional with 39 years of industry experience, currently affiliated with OSAIC in Virginia Beach, VA since 2025. His prior experience includes roles at Lincoln Financial Advisors Corporation, LPL Financial, and Wealth Enhancement Advisory Services, among others. Outside of his advisory role, he teaches adult education courses at the Virginia Beach Public School Adult Learning Center. OSAIC serves a diverse client base, including retail and institutional investors, offering a range of brokerage and investment advisory services such as financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios across multiple asset classes on discretionary or non-discretionary terms.
Michael B
ChFC®, Series 63, Series 65
Chesapeake, VA
LPL Financial
Michael Barclift is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. He has worked at several firms including Charles Schwab, Waddell & Reed, and various insurance agencies. Outside of his advisory role, he has been involved with organizations such as the Hampton Roads Community Foundation and the Norfolk Police Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and broad financial service capabilities.
Joshua W
ChFC®, Series 63, Series 65
Virginia Beach, VA
Cambridge Investment Research Advisors
Joshua Withers is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining Cambridge Investment Research Advisors in 2023, he worked at Royal Alliance Associates and Signator Investors. In addition to his advisory role, he is an insurance agent for various independent insurance companies and is involved with The Frieden Agency, focusing on insurance and benefits. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a range of investment solutions including proprietary models and third-party strategies across multiple platforms, with both discretionary and non-discretionary management options.
Brooke L
Series 63, Series 65
Virginia Beach, VA
Mass Mutual Investors Services
Brooke Larsen is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 37 years of industry experience. She previously worked at MetLife Securities Inc. for 27 years before joining Mass Mutual in 2016. She is also an individual life and health insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by technology-driven analysis and offers a range of programs including wrap accounts and educational seminars.
Cherena W
Series 66
Virginia Beach, VA
Fidelity
Cherena Wiggins is a Financial Consultant currently working at Fidelity Investments since 2019. She provides personalized and customized financial guidance in a face-to-face setting to help clients make and implement decisions that support their financial needs. Her professional experience includes roles as a Financial Solutions Advisor at Merrill Lynch from 2015 to 2019 and as a Financial Professional at MassMutual from 2010 to 2015. This background has contributed to her expertise in financial consulting and client service. No additional information about education, credentials, personal interests, or community involvement has been provided.
Tearanie P
Series 63, Series 65
Chesapeake, VA
LPL Financial
Tearanie Parker is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company from 2017 to 2024, and at Waddell & Reed, Inc. from 2012 to 2017. Outside of her advisory role, she is involved with Shiloh Home Care, a group home in Suffolk, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of financial products.
Thomas C
Series 63, Series 65
Virginia Beach, VA
Wells Fargo Clearing
Thomas Callahan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Callahan also serves in the U.S. Navy Reserve and is an artist with a personal oil painting business based in Virginia Beach, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 products and bank deposit sweep options among its investment offerings.
Bonita S
Series 63, Series 65
Virginia Beach, VA
LPL Financial
Bonita Selwaeh is a financial advisor with LPL Financial in Virginia Beach, VA, holding Series 63 and Series 65 licenses and 20 years of industry experience. Her prior roles include positions at Infinex Investments Inc. and BB&T Investment Services, Inc. She is involved with Virginia Insurance Agency Solutions, Inc., an insurance agency, and serves in a notary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technology tools while maintaining a broad array of affiliated financial services.
Anta S
Series 66
Virginia Beach, VA
Edward Jones
Anta Sene Reed is a financial advisor with Edward Jones in Virginia Beach, VA, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously at Regional Finance from 2015 to 2017. Outside of her advisory role, she owns and operates Natte Bags LLC, a handbag design business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.
Kenneth A
Series 66
Virginia Beach, VA
LPL Financial
Kenneth Arnesen is a Series 66 licensed financial advisor with 26 years of industry experience. He is currently with LPL Financial and has previously worked at Virginia Asset Group, Infinex Investments, Wells Fargo Clearing, Wells Fargo Advisors, and Merrill. He is also involved with Virginia Insurance Agency Solutions, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Arch B
Series 63, Series 65
Virginia Beach, VA
Raymond James Financial
Arch Brown Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. and its affiliates since 2017, following 25 years at BB&T Securities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.
Edward F
Series 63, Series 65
Virginia Beach, VA
OSAIC
Edward Fissinger is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Securities America, Inc. He is also the owner of Fissinger Investment Services, where he occasionally conducts life and fixed insurance sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes a variety of asset-allocation tools and supports portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
Tyler M
Series 66
Virginia Beach, VA
Ameriprise
Tyler Mackley is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Liberty University for three years and has held positions in the service and electrical industries. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Weiwei J
CFP®, Series 66
Virginia Beach, VA
Ameriprise
Weiwei Jin is a CFP® and Series 66-licensed financial advisor with Ameriprise, based in Virginia Beach, VA, with 24 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in independent insurance brokering and owns a pass-through LLC that manages business expenses. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing comprehensive reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to deliver tailored recommendations and provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.
Guilen B
Series 65
Virginia Beach, VA
Ameriprise
Guilen Brandon is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 65 designation and one year of industry experience. Prior to Ameriprise, he worked at Florida Financial Advisors and has diverse work experience including roles in education and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
Karriem P
Series 63, Series 66
Virginia Beach, VA
Fidelity
Karriem Pierre is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2022. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2021 to 2022 and as a Financial Solutions Advisor at Bank of America Merrill Lynch from 2016 to 2021. Karriem focuses on assisting clients by helping them work towards their financial goals, which can include education planning, retirement planning, and overall wealth accumulation. He emphasizes educating clients, understanding their needs, and holistic planning in his approach. Outside of his professional work, Karriem enjoys family activities, fishing, fitness, pets, reading, and running.
April W
CFP®, Series 63, Series 65
Virginia Beach, VA
Raymond James Financial
April Waff Mano is a CFP® with 21 years of experience in financial advisory services, currently affiliated with Raymond James Financial. She previously spent 24 years at Financial Security Management, Inc. In addition to her advisory role, she functions as an agent for Financial Security Group, Inc., focusing on life and health insurance sales and financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning using advanced analytical tools and supports a wide network of advisors and consulting capabilities, including specialized municipal and retirement plan advisory services.
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