Aaron Fenn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Virginia Beach, VA. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Susan Atkinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Magdalena Becker is a Series 66-licensed financial advisor at Merrill with three years of industry experience. Her work history includes two separate periods at Merrill totaling four years, interspersed with time dedicated to homemaking. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a variety of model-based and discretionary investment strategies.

Tejas Bartakke is a financial advisor at Fidelity with 11 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Integrated Wealth Concepts, LLC, LPL Financial, Bank of America, N.A., and Merrill. Outside of advisory work, he serves as an assistant varsity baseball coach for Virginia Beach City Public Schools. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe, with a particular focus on systematic methodologies and long-term asset allocation.

Darin Ely is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes long-term roles at Virginia Asset Group and infinex Investments, Inc. Outside of advisory work, he is a co-owner of F2 Systems LLC, a business unrelated to investment activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management approaches alongside model portfolios and research from multiple sources.

Austin Storck is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, he served in the United States Navy from 2015 to 2022. He has contributed as an author, writing chapters on networking for personal growth in a published book. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients with a range of financial planning and consulting services, employing various portfolio management styles supported by affiliated research and sub-advisers.

Lucius Breeden is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved as president and treasurer of the Breeden-Adams Foundation, which supports cancer research, and serves as a trustee for multiple investment-related family and community funds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a broad investment menu that includes insurance-related products and bank deposit sweep options.

Forrest Williams Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2020, he spent 27 years at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. He is also involved as an insurance agent specializing in life, disability, long-term care, and group insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

Tommy Johnson Sr. is a financial advisor with LPL Financial in Virginia Beach, VA, holding the ChFC® and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Voya Financial Advisors. Outside of advisory work, he is involved with US Leaders Protective Services, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and retirement plan consulting, and supports both discretionary and non-discretionary management with access to model portfolios, research, and innovative technologies.

Shawna Gaye Watts is a financial advisor with Primerica Advisors in Virginia Beach, VA, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked with Primerica Advisors and related Primerica entities since 2020. Outside of her advisory work, she owns Kreatively Chic Events, an event planning business. Primerica Advisors offers discretionary asset management 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 provides wrap-fee solutions rather than institutional pension or profit-sharing plan management.

Maria Abrams is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Janney Montgomery Scott, Lincoln Financial Advisors, and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Travis Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill Lynch in 2010. In his role, Travis focuses on addressing complex financial issues for individuals, families, and businesses, working closely with his team to ensure comprehensive evaluation and management of financial needs. He is also a member of The Somers Group’s Investment Committee. Travis earned a Bachelor of Science in Quantitative Economics from the United States Naval Academy and a Master of Business Administration from the University of Phoenix. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Before entering the financial services sector, Travis served as a Supply Corps Officer in the U.S. Navy, with assignments including Logistics Officer for SEAL Team Four and assistant supply officer aboard the USS Donald Cook. Outside of his professional work, Travis has served on the board at his church and resides in Virginia Beach, Virginia with his wife and their four children. He enjoys playing golf, tennis, and soccer.

Jason Adkins is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Metlife Securities, Inc. and Metropolitan Life Insurance Co. He is also co-owner and president of JRA Homes LLC, a real estate business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved software to analyze client goals.

Steven Brezenski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2012 to 2016. Outside of his advisory role, he works as an Uber driver in Chesapeake, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Andrew Collins is a financial advisor with OSAIC based in Virginia Beach, VA, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He previously worked at Sii from 2007 to 2018 before joining OSAIC in 2018. Collins is also involved with Collins Financial Group, Inc., where he conducts sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing multiple advisory platforms and third-party solutions.

David Webber is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Linsco/Private Ledger Corp. since 1996. In addition to his advisory role, he is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.

Edmond Johnson III is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has 45 years of industry experience, including 30 years at MassMutual Investors Services and 10 years with MassMutual Life Insurance Company. In addition to his advisory role, he consults with owners of closely held family businesses on succession planning. MassMutual Investors Services, LLC serves individual and institutional clients including high-net-worth individuals, business owners, and charitable organizations, offering financial planning, asset management, and educational programs. The firm emphasizes collaborative, tailored financial planning using firm-approved analytical tools.

Corey Jones is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He has worked at multiple firms, including MML Investors Services and MassMutual Life Insurance Co, and owns CRJ Construction, where he provides bookkeeping services. 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 financial planning, asset management, and educational seminars using firm-approved analytical tools and structured, collaborative planning engagements.

David Abbott is a Vice President and Financial Consultant currently with Fidelity Investments, a role he has held since 2019. Prior to this, he served as Vice President and Financial Consultant at Charles Schwab & Co., Inc. from 2015 to 2019. His professional experience encompasses financial consulting and client-focused planning. David is committed to understanding his clients thoroughly and leads them through a collaborative planning process. This approach supports tailored financial strategies and helps clients work towards their most important goals. He holds a California Insurance License. Outside of his professional work, David participates in activities such as family engagement, fishing, fitness, golf, parenthood, and table tennis.

Mario Kokolis is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. His previous roles include positions at Bank of America, Merrill, and Morgan Stanley. He is a 50% owner of Scotland Associates, LLC, a residential real estate-related business. Wells Fargo Advisors is a nationwide 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.