ADVISOR BIO

Jamel Oneal White is a registered representative with PFS Investments Inc. Jamel has been in the industry for over 2 years and has experience in both brokerage and investment advisory services. Jamel is licensed to provide investment advice in California, Florida, North Carolina and Virginia. Jamel is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jamel holds a Series 7 and Series 66 license. Jamel has a history of working for various companies including Fidelity Brokerage Services LLC. Jamel is also a registered representative of Primerica Financial Services, a financial services company that provides life insurance, annuities, mutual funds, and other financial products. Jamel also has experience in working as a teacher for the University of Maryland Global Campus. Jamel is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

James Alfred Kitz has been active in the financial services industry since 1990. James is a Registered Representative and Investment Advisor Representative with UBS Financial Services Inc. James has held a variety of roles with UBS Financial Services Inc. since January 1995. James is licensed to provide investment advice in 38 states and the District of Columbia. James specializes in providing financial advice to individuals, families, and businesses. James provides financial planning services, including retirement planning, college savings, and estate planning. James also provides portfolio management services, including investment management and asset allocation. James has a proven track record of helping clients achieve their financial goals. James is committed to providing personalized service and developing long-term relationships with clients. James is also actively involved in the community, serving on the board of directors of the Virginia Opera.

SPECIALIZATIONS

ADVISOR BIO

James Roy Ibach is a financial professional with over 20 years of experience in the industry. James is a Certified Financial Planner™ and a Chartered Financial Consultant. James is currently registered as a Registered Representative with MML Investors Services, LLC in Virginia. James is also a Registered Investment Advisor. James has held previous positions with NYLIFE Securities LLC, PARK AVENUE SECURITIES LLC, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. James has a wide range of experience in providing financial advice to individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

James Geeton Woo is a financial advisor who has been working in the industry since August 21, 1996. James is currently registered with Ameriprise Financial Services, LLC and has been with the firm since March 2020. James is also registered with the following states: Alaska, Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Kansas, Louisiana, Maryland, Michigan, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Texas, Virginia and West Virginia. Prior to joining Ameriprise, James was employed with IDS LIFE INSURANCE COMPANY in Minneapolis, Minnesota. James holds Series 7, 63, and 65 licenses, as well as the SIE exam. James offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. James is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

James Diersen is a financial advisor with over 10 years of experience in the financial services industry. James is a CERTIFIED FINANCIAL PLANNER™ professional who is registered with the Securities and Exchange Commission and several states including Virginia, Texas, and California. Currently, James is registered with Davenport & Co. LLC. Prior to joining Davenport & Co. LLC, James was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. James holds a Series 7 and Series 66 license. James specializes in retirement planning, investment management, and financial planning for individuals and families.

SPECIALIZATIONS

ADVISOR BIO

James Brian Campbell is an investment advisor representative at The London Co. Of Virginia. James is registered with the state of Virginia and Texas. James is a Chartered Financial Analyst and specializes in Portfolio Management for Individuals, Investment Companies, and Businesses. James has been with The London Co. Of Virginia since September 2010.

SPECIALIZATIONS

ADVISOR BIO

James John Dinapoli is a financial advisor with over 30 years of experience in the industry. He has a strong track record of providing financial guidance to individuals, families, and businesses. James holds Series 7, 9, 10, 63, and 66 licenses and the SIE designation. He is currently affiliated with Osaic Wealth, Inc., providing financial planning and investment advisory services to clients. James has worked with several firms over the years, including Securities America, Inc. and CADARET, GRANT & CO., INC.. In addition to his investment advisory work, James also assists clients with insurance sales.

SPECIALIZATIONS

ADVISOR BIO

James L. Abercrombie is a financial advisor with Edward Jones, a firm based in St. Louis, Missouri. James has been in the financial services industry since April 1996. James is registered in 30 states and holds both Series 63 and Series 66 licenses. James's specialties include financial planning, pension consulting, and portfolio management. James also provides advisory services to individuals, businesses, and corporations. James's firm offers financial planning services, pension consulting, and portfolio management. They are a large firm with approximately $10 billion to $50 billion in assets under management. James is registered as an investment advisor representative in Texas and Virginia.

SPECIALIZATIONS

ADVISOR BIO

James Edward Schreiber is a financial professional with over 14 years of experience in the industry. James is registered as a broker-dealer and investment advisor representative in multiple states, including Virginia and Texas. James's current firm is MML Investors Services, LLC, where he has worked since 2009. He has experience in multiple areas, including financial planning, portfolio management for individuals and businesses, and asset allocation programs. He is also a Certified Financial Consultant. James is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

James Vanmeter Duty is a registered Investment Advisor Representative (IAR) with Roseline Capitol Advisors, LLC in Richmond, VA. James is a Certified Financial Planner and has over 20 years of experience in the financial services industry. James is a member of the Roseline Financial Group, LLC and specializes in financial planning and portfolio management for both individuals and businesses. James has over 70 accounts with approximately $50 million under management for his clients.

SPECIALIZATIONS