Kenneth Speight is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He has previously worked at Grove Point Advisors LLC, Sterling Financial Group, and Eagle Strategies/NYLife Securities. In addition to his advisory role, he is involved in tax preparation and accounting through Chesapeake Tax Service. 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 portfolios, and institutional platforms, supported by various investment strategies and technology tools.

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.

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.

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 Series 63 and Series 66 credentials and two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2024 to 2026. His background also includes roles outside finance at companies such as One View Inc and Outsell Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning and asset management, using firm-approved tools to analyze client goals and deliver written recommendations.

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 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.

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.

Charles Powell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Allstate Financial Services, MassMutual Life Insurance Company, and Waddell & Reed, among others. Powell has also operated Powell Custom Financial Management LLC and is involved with Coastal VA Wealth Group. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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.