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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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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.

Wealth management Financial Professional
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Tearanie P

Series 63, Series 65

Chesapeake, VA

LPL Financial

Tearanie Parker is a financial advisor at LPL Financial with 13 years of industry experience. She previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company for seven years and at Waddell & Reed, Inc. for five years. In addition to her advisory role, she is involved with Shiloh Home Care, a group home in Suffolk, VA. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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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.

Retired Founder/Business Owner
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Bonita S

Series 63, Series 65

Virginia Beach, VA

LPL Financial

Bonita Selwaeh is a financial advisor with LPL Financial based in Virginia Beach, VA, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. Her prior roles include a decade at Infinex Investments Inc and recent positions at Primis Bank and Virginia Asset Group. She also maintains a limited involvement with Virginia Insurance Agency Solutions, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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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.

Business succession planning Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Military & Veterans Founder/Business Owner
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Kenneth A

Series 66

Virginia Beach, VA

LPL Financial

Kenneth Arnesen is a financial advisor with LPL Financial in Virginia Beach, VA, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Virginia Asset Group, Infinex Investments, and Wells Fargo Advisors. Outside of advising, he is involved with Virginia Insurance Agency Solutions, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Wesley S

Series 66

Chesapeake, VA

LPL Financial

Wesley Stout is a financial advisor with LPL Financial in Chesapeake, VA, holding a Series 66 credential and 13 years of industry experience. He previously worked at Lincoln Financial Advisors for 11 years before joining LPL Financial in 2024. Outside of his advisory role, he serves as a for-profit board member of Pop Cauley's Hunt Club. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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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.

General retirement planning College savings (529s, UTMA, etc.) Wealth management
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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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kenneth S

Series 63, Series 65

Chesapeake, VA

LPL Financial

Kenneth Speight is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at firms including Grove Point Advisors LLC, Sterling Financial Group, and Eagle Strategies. Outside of advisory work, he operates Chesapeake Tax Service, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and multiple portfolio management options.

College savings (529s, UTMA, etc.)
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William M

CFP®, Series 63, Series 65

Virginia Beach, VA

Raymond James Financial

William Miller is a Certified Financial Planner (CFP®) with 22 years of experience in the financial services industry. He is currently with Raymond James Financial and has prior experience at Fulton Bank. Miller is also involved with WGM Enterprises, Inc. outside of his advisory roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public-finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Mark R

Series 66

Virginia Beach, VA

Edward Jones

Mark Rickrode is a financial advisor with Edward Jones in Virginia Beach, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he served in the U.S. Navy for 24 years and worked at ManTech International. Outside of his advisory role, he operates a sales business as a sole proprietor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and is noted for its extensive network of financial advisors and affiliated capabilities beyond traditional advisory services.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Military & Veterans
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Brian J

Series 66, Series 63

Virginia Beach, VA

Mass Mutual Investors Services

Brian Jones II is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked at Northwestern Mutual in various capacities from 2024 to 2026. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning, asset management, and educational services to individuals, business owners, trusts, and charitable organizations. The firm structures planning engagements as annual collaborative relationships and offers specialized services including a standalone Divorce Planning offering and event-driven estate-settlement and employer-sponsored programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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