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.

Thomas Pennell is a financial advisor with Raymond James & Associates in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James and Associates since 2011. Outside of his advisory role, Pennell serves as a director on the board of the Virginia Zoological Society, where he is involved in strategic planning, fundraising, and educational initiatives. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse clientele including individuals, institutions, and charitable organizations. The firm provides financial planning and investment consulting through various programs, using a range of portfolio management styles supplemented by in-house research and model managers.

Amber Marois is a financial advisor with Ameriprise in Newport News, VA, holding a Series 66 designation and seven years of industry experience. She previously worked at Cetera and Raymond James and has been employed concurrently by Langley Federal Credit Union. Outside of her advisory role, she serves as Membership Chair for the Smithfield High School Athletic Booster Club, supporting local high school sports programs. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm serves individuals with significant investable assets and provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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.

Melvin Mc Fall is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Morgan Stanley in Newport News, VA. He has five years of industry experience, including prior roles at Edward Jones and longstanding involvement with The Real Estate Book and M.W. McFall, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients both directly and through corporate financial planning agreements.

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.

Julie Lewis is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds a Series 66 designation and has been with UBS since 1993. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

James Riley is a financial advisor with Primerica Advisors in Newport News, VA, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica since 1992 and previously worked with Newport News Public Schools for 22 years. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered, percentage-based wrap fee structure.

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.

Alison Rodriguez is a financial advisor with Raymond James Financial in Virginia Beach, VA, holding Series 65 and Series 63 designations and 10 years of industry experience. She previously worked at Financial Security Management, Inc. for a decade before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting supported by advanced analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.