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 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 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.

Aashish Matani is a Wealth Management Advisor and Managing Director at AHM Wealth Management, a division of Merrill Lynch Wealth Management, where he has been employed since 1999. As Senior Portfolio Manager, he oversees investment strategies for the AHM Wealth Management Group and supports other Merrill advisors by managing personalized or defined investment strategies on a discretionary basis. He also contributes to the firm by mentoring and training fellow advisors and participating in diversity and inclusion initiatives. His professional designations include the Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Aashish holds a Bachelor's degree in Finance with a concentration in Portfolio Management from Old Dominion University. He is a member of professional organizations such as The CFA Society of New York, The CFA Society of Virginia, and the Investment and Wealth Institute. Aashish draws inspiration from his mother's immigrant experience and dedication, which influenced his educational and professional path. He resides in Virginia with his wife and enjoys activities including golf, reading, biking, skiing, and spending time with family and friends. His community involvement includes participation in the Barron's in Education Program, the Chesapeake Bay Wine Classic Foundation, and the Williamsburg Community Foundation.

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 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.

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.

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 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.

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.

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 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.