Ali B Marangoni

Steven Schetrom II is the sole advisor at Legacy Financial in Front Royal, VA, holding a Series 66 designation with 18 years of industry experience. He has been with Legacy Financial since 2010. Outside of his advisory role, he co-owns a recreational campground in Middletown, VA, which is operated full-time by his spouse. Legacy Financial offers customized financial planning and discretionary portfolio management for individuals, trusts, charitable organizations, and small businesses. The firm emphasizes a structured planning process and an investment approach focused on long-term asset allocation, diversification, quality, and value.

Michael Poole is a financial advisor with CSP Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at LifeTyme Financial Advisors, Prosperity Capital Advisors, and operating Poole Financial Group, Inc. dba Synergy Financial Group, where he has provided financial advisory and insurance services. CSP Financial Group offers discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment process incorporates Modern Portfolio Theory principles, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money to implement model portfolios.

Andrew Gauldin is a financial advisor with Wealthcare Advisory Partners LLC in Winchester, VA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley, Kalos Capital, and Clark & Associates. He is also involved with Creekside Insurance Advisors, where he engages in fixed and annuity insurance sales. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a goals-based financial advising approach supported by proprietary software and a behavioral economics framework, utilizing both passive and active investment strategies.

Evan Stambaugh is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and beginning his industry experience in 2025. Prior to his current role, he worked at Navy Federal Credit Union and has held various positions including roles in local recreation, media, and education sectors. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services through model-driven portfolios managed by third-party firms. The firm combines investment advice with brokerage and insurance services, focusing on a membership retail client base.

Robert Witherall II is a financial advisor with Navy Federal Investment Services, LLC. He holds a Series 66 designation and has prior experience at Edward Jones. Outside of finance, he has worked at Outback Steak House for over a decade. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering financial planning and portfolio management through advisory and brokerage channels. The firm uses third-party portfolio managers and provides various overlay and consulting services, including programs for high-net-worth clients.

Allen Fredericks is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and eight years of industry experience. He has been a partner at Fredericks & Associates, an insurance services firm in Stephens City, VA, since 2012. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and combines tactical and strategic approaches with fundamental analysis for supplemental security recommendations.