Steven Lee Shipe

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.

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.

Benjamin Cauthorn is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including 14 years at Edward Jones and nine years at Cornerstone Wealth Management, an independent investment advisory firm he operates alongside his role at LPL. Outside of finance, he is involved in a small engine repair and welding business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Calan Jansen is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has served as Vice President at Farmers and Merchants Bank since 2016, where he is involved in lending and retail account openings. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.

Judy Baker is a financial advisor at Empower Advisory Group with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for two years. Prior to her financial services career, she spent over 30 years at Shentel. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.