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 at Wealthcare Advisory Partners LLC in Winchester, VA, holding a Series 66 designation with nine years of industry experience. His prior firms include Morgan Stanley, Kalos Capital, Inc., and Clark & Associates Incorporated. He is also active as an insurance agent with Creekside Insurance Advisors. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline that integrates proprietary software and behavioral economics, utilizing both passive and active investment strategies alongside dynamic portfolio management.

Evan Stambaugh is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Navy Federal Credit Union and involvement with Martinsburg-Berkeley County Parks & Recreation. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs using third-party portfolio managers and offers both customized and automated investment solutions.

Robert Witherall II is a Series 66 credentialed financial advisor with experience at Navy Federal Investment Services, LLC since 2024. He previously worked at Edward Jones from 2021 to 2024 and has held positions in various other industries including marketing and water services. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs with third-party portfolio managers.

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.