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.

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.

John Woleben Jr. is a financial advisor at Osaic with 43 years of industry experience. He holds the ChFC®, Series 63, and Series 65 designations. Prior to joining Osaic in 2024, he worked for Securities America Advisors, Inc. and Securities America, Inc. for 12 years. Outside of his advisory role, he is an insurance agent with Friedman Associates Insurance Sales. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios that may include various asset types and managed-account solutions.

Jeffrey Settle is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with OSAIC, where he has worked since 2026, following a 15-year tenure at LPL Financial. He operates out of Virginia Beach, VA. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party solutions to manage portfolios across a broad range of investment vehicles.

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.

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, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in managing a vacation rental property and holds ownership interests in local hunting club properties in Virginia Beach, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, employing an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy preparation, performance reporting, and participant education, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ryan Tanner is a financial advisor with Wells Fargo Clearing in Norfolk, VA. He holds the Series 63 and Series 65 designations and has six years of industry experience. Outside of his advisory work, he is a golf club technician at Golf Galaxy in Virginia Beach, where he does retail sales and club repair. 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.

Charles Powell is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Mass Mutual Investors Services, MassMutual Life Insurance Company, and Allstate Financial Services. Powell also operated Powell Custom Financial Management LLC for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

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.

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.

Timothy Davern is a financial advisor with Cambridge Investment Research Advisors in Virginia Beach, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including six years at Lincoln Financial Securities Corporation before joining Cambridge in 2018. Outside of his advisory role, he is an independent insurance agent representing various companies through Retirement Planning Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base ranging from individual investors to institutional retirement-plan sponsors. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, utilizing a variety of platform arrangements and proprietary as well as third-party model strategies.

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.

Harry Reidenbach II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. 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 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.

Adam Winfield is a Financial Advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He has held positions at Royal Alliance Associates, INC. and The Frieden Agency/John Hancock. He serves as a board member of NAIFA-Tidewater. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using multiple platform arrangements and both proprietary and third-party strategies.

Anderson Casseus is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and one year of industry experience. He served in the U.S. Navy for 22 years before joining Primerica Financial Services and PFS Investments Inc. Casseus is also involved in real estate as an agent and co-owns businesses related to transportation and realty management in Virginia Beach, VA. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and utilizes model-delivery strategies managed by unaffiliated asset managers.

Caleb Dorman is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he collaborates with clients to create personalized financial plans, meets with them regularly to review these plans, and provides trusted guidance through various financial life-cycles. Prior to his current position, Caleb gained experience as an Investment Consultant at Fidelity Investments from 2022 to 2025, and as a Financial Representative at the same firm from 2021 to 2022. This progression reflects his ongoing commitment to financial consulting within Fidelity Investments.

Halie Murray is a financial advisor with Wells Fargo Clearing in Virginia Beach, VA, holding a Series 66 designation and two years of industry experience. She previously worked for Merrill for ten years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national 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 employs over 14,000 financial advisors, utilizing research and analytics to support diversified investment solutions across brokerage and advisory platforms.