Ali Marangoni

Steven Schetrom is a financial advisor at Legacy Financial with 17 years of industry experience. He holds the Series 66 designation and has been with Legacy Financial since 2010. Outside of his advisory work, he co-owns a recreational campground business with his spouse. Legacy Financial offers customized financial planning and discretionary portfolio management for individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm’s investment approach focuses on long-term asset allocation, diversification, and fundamental security analysis across a range of investment vehicles.

Andrew Gauldin is a financial advisor at Wealthcare Advisory Partners LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, Kalos Capital, Clark & Associates Incorporated, and Union Bank & Trust. In addition to his advisory role, he is involved with Creekside Insurance Advisors, where he spends part of his time as an insurance agent. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework and offers access to alternative investments and private placement solutions.

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.

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.

James Du Brueler Jr. is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 65 designation. He has eight years of industry experience, including seven years at AlphaStar Capital Management and ongoing involvement with Creekside Insurance Advisors Inc., where he is a licensed insurance agent. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning approach supported by proprietary software and an evidence-based investment framework that integrates behavioral economics and quantitative measures.

Stephen Locke is a CFP® and ChFC® with 18 years of experience in financial advisory. He is affiliated with First Advisors National, LLC and has worked at AlphaStar Capital Management since 2012. Locke is also a licensed insurance agent, selling life insurance and fixed annuity products, and serves as a LegalShield consultant marketing prepaid legal plans and identity theft solutions. First Advisors National manages discretionary assets primarily for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach involves selecting and monitoring third-party money managers and supplementing with individual securities based on fundamental analysis.