ADVISOR BIO

Souad Ajan is a registered investment advisor representative in Virginia and the District of Columbia. Souad is associated with Wells Fargo Clearing Services, LLC, and has been in the industry since January 2024. Souad provides investment advice to individuals, businesses, and institutions. Souad holds Series 63 and 65 licenses. Souad's primary office is located at 8900 Burke Lake Rd, Springfield, VA 22151. The firm's main office is located at One North Jefferson Avenue, St. Louis, MO.

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ADVISOR BIO

So young Lee is a financial advisor with Ameriprise Financial Services, LLC. So young has been in the industry since 2008 and has been registered with the state of Virginia since 2009. So young holds the Series 66, Series 7, and SIE licenses. So young is located in Vienna, Virginia.

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ADVISOR BIO

Spaska Georgieva Boyanova is an investment advisor representative at Morgan Stanley. Spaska has over 7 years of experience in the financial services industry, having previously worked at Wells Fargo Clearing Services, LLC. Spaska holds a Series 7TO, Series 6, Series 63, and Series 65 licenses. Spaska has a range of specializations including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Spaska is registered in 30 states and has a firm understanding of the financial markets.

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ADVISOR BIO

Spencer Adkisson is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since 2020 and has passed the Series 7, Series 66, and SIE exams. Spencer Adkisson is registered in several states and has experience working with individuals, businesses, and institutional clients. Spencer Adkisson focuses on providing investment advice and portfolio management services.

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Spencer T Ohara is a registered representative with Davenport & Co. LLC. Spencer has been in the financial services industry since July 2023. Spencer holds a Series 7TO and SIE license.

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ADVISOR BIO

Spencer Werres is a financial advisor at Olio Financial Planning. Spencer has been in the financial industry since June 2018. Spencer provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Spencer is a Certified Financial Planner and has a Series 65 license. Spencer also has experience in providing financial planning services to pension plans. Spencer is a graduate of Virginia Tech.

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ADVISOR BIO

Spencer Garrett is a financial advisor with Chase Investment Counsel Corp. Spencer Garrett is based in CHARLOTTESVILLE, VA and has been working in the financial industry since 2016. Spencer Garrett is registered with the state of Virginia and is active in the IA and BC scopes. Spencer Garrett is also registered with the state of Georgia. Spencer Garrett has experience with a variety of financial products and services, including portfolio management, financial planning, and consulting. Spencer Garrett has worked for several firms, including Oppenheimer & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cambridge Investment Research, Inc., and M. S. HOWELLS & CO. Spencer Garrett has a strong track record of success in the financial services industry.

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Spencer Davis Coor is a financial professional associated with LPL Enterprise, LLC. Spencer is registered to provide advisory services in Texas and Virginia. Spencer's specializations include portfolio management for businesses and individuals, financial planning and educational seminars. Spencer has been in the industry since August 2014.

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ADVISOR BIO

Srinivas Vaidya is a registered investment advisor representative with AlphaPlus Wealth Management LLC in Vienna, Virginia. Srinivas has been in the industry since July 2021 and has a Series 65 license. Srinivas holds a Uniform Investment Adviser Law Examination exam, which he passed on July 12, 2021. Srinivas is also a software engineer for Navy Federal Credit Union, a position he has held since November 2007. AlphaPlus Wealth Management LLC manages approximately $4.8 million in assets for 19 clients. The firm specializes in financial planning and portfolio management for individuals. AlphaPlus Wealth Management LLC charges fees based on an hourly rate, a percentage of assets, and performance-based fees. The firm serves high-net-worth individuals and other individuals.

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ADVISOR BIO

Sriram Srinivasan is an investment advisor representative with Wall Street Investment Management, LLC. Sriram has been in the industry since December 2006 and is registered in Virginia as an Investment Advisor Representative. Sriram holds the Series 65 and Series 3 exams. Sriram has a background in technology, having served as a Director and Member Manager for Triadata Systems, Inc. and Triadata Consulting, LLC. Sriram is currently a member of the Wall Street Investment Management, LLC team, managing investment portfolios for businesses and exempt private family office pooled vehicles.

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