Timeyin Olowu is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank, Amazon, and held positions in education and management in South Africa. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services focused on investment policy statements, performance reporting, participant education, and plan benchmarking. 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.

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.

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 at Merrill Lynch Wealth Management, where he has been serving clients since 1999. He leads the AHM Wealth Management Group as Senior Portfolio Manager, overseeing the team's investment strategies and managing complex, high-net-worth client relationships. Aashish also mentors fellow advisors and participates in the firm's diversity and inclusion initiatives. He holds several professional designations, including Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Certified Plan Fiduciary Advisor (CPFA). Aashish earned his bachelor's degree from Old Dominion University. His client focus areas encompass legacy planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. Aashish lives in Virginia with his wife, Sherri. He enjoys biking, golfing, pickleball, reading, running, skiing, and spending time with family. He actively participates in community organizations such as the Barron's in Education Program, the Chesapeake Bay Wine Classic Foundation, and the Williamsburg Community Foundation. He is a member of The CFA Society of New York, The CFA Society of Virginia, and the Investment and Wealth Institute.

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.

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.

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.

Thomas Vitaletti is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63, Series 65, and Series 66 designations and has 33 years of industry experience. Prior to joining Raymond James in 2025, he worked at LPL Financial for 14 years. Vitaletti is also active as a Bank Associate at TowneBank in Williamsburg, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs conservative, non-discretionary planning and analytical tools to tailor recommendations to clients' goals and is notable for its municipal advisor affiliation and specialized SIMPLE IRA advisory programs.

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.

Leo O'Connell is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients through a team based in Newport News, Richmond, and Tulsa. He focuses on helping clients develop comprehensive wealth plans that align with their personal financial goals. His areas of expertise include college education planning, corporate executive services, executive and equity compensation, personal retirement planning, special needs planning strategies, women and wealth, sports and entertainment, individual and corporate investment strategies, and retirement income. With a Bachelor's Degree from the College of William & Mary, Leo holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Throughout his 30-year career at Merrill Lynch, he has valued building long-term relationships with clients and their families, emphasizing collaboration and personalized planning. Leo is also involved in community organizations such as CHKD, Hampton Roads Children's Charities, St. Jude Children's Research Hospital, and Warwick Little League. Outside of his professional work, Leo enjoys a variety of activities including baseball, fishing, gardening, hiking, reading, scuba diving, skiing, surfing, traveling, and spending time with his family.

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.

Matthew Martin is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for ten years. In addition to advising, he serves as chairperson of Two Twelve, a business referral network in Newport News, VA. OSAIC 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 using asset-allocation tools and managed accounts across various investment vehicles.

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.