Robert Roadarmel is a financial advisor with Wells Fargo Clearing in Newport News, VA. He holds a Series 63 designation and has 57 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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.

Michael Fowler is a financial advisor with Raymond James & Associates in Norfolk, VA, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. Prior to joining Raymond James in 2019, he worked at Bank of America and Merrill, with tenure spanning from 2009 to 2019. Fowler serves as a director on the Pier Pointe condominium board and is a member of the advisory board for the Town Point Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles supported by affiliated research and sub-advisers.

Rida Said is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having six years of industry experience. She has worked at Wells Fargo Clearing since 2019 and has been with Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. 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.

Melodi Cupp is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds the Series 63 and Series 65 designations. Her work history includes previous roles at Morgan Stanley, Securities America Advisors, and Truist Investment Services. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Christopher Wilkinson is a financial advisor with Merrill in Norfolk, VA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Bank of America, N.A. and Merrill for the past 10 years. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Weinberg is a Series 66-licensed financial advisor with Raymond James Financial in Norfolk, VA, bringing 12 years of industry experience. He has spent his career largely with Raymond James Financial and Truist-related entities. Weinberg serves as a board member and Finance Committee member for the Norfolk Convention & Visitors Bureau and participates in the Financial Review Committee at the United Way of South Hampton Roads. 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 planning and consulting supported by analytical tools and is noted for affiliations that support municipal and public finance work.

Magdalena Becker is a Series 66-licensed financial advisor at Merrill with three years of industry experience. Her work history includes two separate periods at Merrill totaling four years, interspersed with time dedicated to homemaking. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a variety of model-based and discretionary investment strategies.

Kevin Heyman is a CFP® professional with 27 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. Prior to that, he spent seven years with Wells Fargo Advisors. Outside of his advisory role, Heyman is involved in local aquaculture businesses, including partnerships in oyster harvesting and ownership of a fishing vessel. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using comprehensive risk profiling and modeling tools, and supports various specialized advisory programs including municipal and public-finance services.

Jeffrey Scott is a Series 66 licensed financial advisor with Edward Jones in Smithfield, VA, where he has worked since 2017. He has eight years of industry experience and previously spent 12 years with Community Baseball, LLC dba Peninsula Pilots Baseball. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with diverse investment offerings, including wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Lucius Breeden is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved as president and treasurer of the Breeden-Adams Foundation, which supports cancer research, and serves as a trustee for multiple investment-related family and community funds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a broad investment menu that includes insurance-related products and bank deposit sweep options.

Maria Abrams is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Janney Montgomery Scott, Lincoln Financial Advisors, and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

John Gajdek III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he is a member of the Kiwanis Club of Ocean View and participates in a real estate investment group. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and committee-driven investment models.

Steven Brezenski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. Outside of his advisory role, he works as an Uber driver in Chesapeake, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep programs.

John Kaine is a financial advisor with Mass Mutual Investors Services in Newport News, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Metlife Securities Inc. for 22 years before joining Mass Mutual related entities in 2016 and 2017. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, collaborative financial planning engagements supported by firm-approved analytical tools.

Yvonne Gurley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has worked previously with Wells Fargo Advisors and has experience in both advisory and administrative roles, including supporting operations at Heyman Investment Group. 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 planning using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Holloway is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc. and Investors Security Company, Inc. Holloway is also president of Investor Securities Group, Inc., an insurance sales business. Osaic Wealth, Inc. 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 with a comprehensive investment platform that includes both discretionary and non-discretionary portfolio management supported by advanced asset-allocation tools and access to third-party money managers.

Mario Kokolis is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. His previous roles include positions at Bank of America, Merrill, and Morgan Stanley. He is a 50% owner of Scotland Associates, LLC, a residential real estate-related business. Wells Fargo Advisors is a nationwide securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Camela Steele is a financial advisor with Morgan Stanley in Newport News, VA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by quantitative tools and scenario modeling.

Philip Campbell is a Senior Financial Advisor and Managing Director specializing in wealth management and portfolio management services at Merrill Lynch Wealth Management. With over 35 years of experience, he is a founding partner of his nationally recognized team. Philip leads the portfolio management practice and retirement plan consulting for the group’s small business and corporate clients, focusing on family wealth management, institutional and corporate benefit services, retirement income, and ESG investing strategies. Philip holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning and the Certified Plan Fiduciary Advisor® (CPFA®) designation from the National Association of Plan Advisors (NAPA). He earned a Bachelor of Science degree in Sociology from the University of North Carolina, Charlotte. Over his career, Philip has assisted many families in protecting, growing, and transitioning wealth, with some relationships spanning multiple generations. He has been recognized on the Forbes “Best-in-State Wealth Advisors” list for four consecutive years from 2021 through 2024, and on Barron’s “Top 1,200 Financial Advisors” list in 2023 and 2024. Philip and his wife, Karen, reside in Virginia Beach, where they raised their three adult sons. His community involvement includes board service for the Virginia Stage Company and volunteer work as a youth sports coach. His personal interests include baseball, basketball, boating, cooking, football, gardening, golfing, pickleball, family time, and watching movies, with beekeeping as a more recent passion.

Norman Harres is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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, incorporating research and analytics from internal and third-party sources.