Russell Keller is a financial advisor with Cary Street Partners in Glen Allen, VA, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for seven years before joining Cary Street Partners in 2018. Outside of his advisory role, he is co-owner and managing member of BDK, LLC, which holds legacy family trust assets, and is involved in Alison Keller Designs, a design business. Cary Street Partners provides advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients, offering a broad investment menu and proprietary strategies through its affiliated asset manager.

Karilyn Meeker is a financial advisor at Cary Street Partners with four years of industry experience. She holds a Series 66 designation and has previously worked at Virginia Asset Management, MML Investors Services LLC, and Cetera. Outside of her advisory role, she volunteers as the social director for a youth football program, organizing social events and ceremonies. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad range of investment options and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

Elizabeth King is a CFP® with 22 years of industry experience. She currently works at Cary Street Partners and previously held roles at Stony Point Wealth Management and Ameriprise. King serves as Finance Committee Chair for the Richmond SPCA and is co-manager of Hopechest LLC, a family investment entity. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients, utilizing a broad range of investment options and proprietary strategies through affiliated asset managers.

Cody Hughes is a financial advisor at Cary Street Partners in Richmond, VA, holding a Series 65 designation. He has one year of experience in the financial industry and previously worked at IntelliDyne LLC and Heritage Hall Healthcare and Rehabilitation Center. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance company clients.

Jill Fletcher is a CFP® certificant with 11 years of experience in financial advisory roles. She is currently with Cary Street Partners in Charlottesville, VA, where she has worked since 2023. Her prior experience includes positions at Signature Estate & Investment Advisors and Royal Alliance Associates, as well as seven years at Clearbrook Advisory Services. She is involved with the Financial Planning Association of Central Virginia as a pro bono board member and chair of the Pro Bono Committee. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies through its affiliated asset manager, serving niche institutional clients such as state and municipal government entities and insurance companies.

Theodore Burkhart is a financial advisor with Cary Street Partners in San Antonio, TX, holding a Series 63 designation and over 54 years of industry experience. His career includes roles at Cary Street Partners since 2013, Riverstone Wealth Management from 2009 to 2013, and UBS Financial Services from 2002 to 2009. Outside of advising, he owns and operates a daycare center and is involved in consulting for church capital campaigns. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad range of investment options and proprietary strategies, serving various client types including state and municipal government entities and insurance companies.

Robert Walters is a CFP® designated financial advisor with Cary Street Partners in Richmond, VA, bringing 33 years of industry experience. He previously worked at Banc of America Investment Services, Inc. for 11 years before joining Cary Street Partners in 2009. Walters serves as president of the Barter Theatre Foundation Board of Trustees and holds trustee roles with several nonprofit organizations in Virginia. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and offers proprietary strategies through its affiliated asset manager, focusing on both retail and specialized institutional niches.

Adam Simpson is a financial advisor with Cary Street Partners in Richmond, VA, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Wells Fargo Advisors, and First Clearing LLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving traditional and niche institutional clients, including state and municipal government entities and insurance companies.

Benjamin Peress is a financial advisor with Cary Street Partners in McLean, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and Outfitter Advisors, Ltd. Outside of his advisory work, he is a member of WRE Hendersonville, LLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a comprehensive investment menu and proprietary strategies, serving distinct institutional niches such as state and municipal government entities and insurance companies.

Seth Whitney is a financial advisor at Cary Street Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners since 2013, following prior roles at Riverstone Wealth Management, Oppenheimer, and Stanford Group Company. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm constructs portfolios using a broad investment menu and offers proprietary strategies through its affiliated asset manager, serving a range of clients including state and municipal government entities and insurance companies.

Margaret Snead is a Series 66-licensed financial advisor at Cary Street Partners with 26 years of industry experience. She has been with Cary Street Partners since 2010. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm manages portfolios using a broad range of investments and proprietary strategies, and serves specialized institutional niches such as state and municipal government entities and insurance company clients.

Maria Patton is a financial advisor with Cary Street Partners in Austin, TX, holding a Series 66 designation and 17 years of industry experience. She has been with Cary Street Partners since 2013 and also operates a tax advisory firm, MARIA PATTON CPA PLLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving both typical and specialized institutional niches.

Vincent Cuomo is a financial advisor at Cary Street Partners with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pursuit Wealth Management, City National Bank, and Esquire Bank. Outside of his advisory role, he serves as Chairman of the Florida Bar Foundation Investment Committee and is a board member of the Florida Bar Advertising Committee. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, with a notable focus on serving state and municipal government entities and insurance company clients.

Jeffrey Lampasso is a financial advisor at Cary Street Partners with one year of industry experience. He holds the Series 66 designation and previously worked at Truist Financial Corporation for 16 years. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies, and serves specialized institutional niches such as state and municipal government entities and insurance company clients.

Christian Searcy Jr. is a CFP® with 24 years of industry experience, currently serving at Cary Street Partners since 2026. His prior roles include positions at Pursuit Wealth Management, Kovack Advisors, and UBS Financial Services. He is a board member of the UVA Club of the Palm Beaches and serves on finance and investment committees for local nonprofit organizations. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of portfolio construction options and proprietary strategies, serving a diverse client base that includes institutional niches such as state and municipal government entities.

Ethan Cook is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at Cary Street Partners and previously worked in various roles including positions at Virginia Tech, First Bank and Trust Company, Skyline National Bank, Pascor Atlantic, and Bland County Public Schools. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad range of investment options and proprietary strategies, serving unique institutional niches such as state and municipal government entities and insurance company clients.

Raymond Deragon is a CFP®-designated financial advisor with 29 years of industry experience. He has worked at Cary Street Partners since 2013 and previously held roles at Riverstone Wealth Management, Stanford Group Company, and Merrill. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes state and municipal government entities and insurance company clients.

Jacob Downing is a CFP® and CFA® with 18 years of experience in the financial industry. He currently works at Cary Street Partners and has previously held roles at Exencial Wealth Advisors, Dimensional Fund Advisors, and Fidelity Investments. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad range of investment options and proprietary strategies, serving unique institutional niches such as state and municipal government entities and insurance company clients.

Ian Holder is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Cary Street Partners since 2022. His prior experience includes roles at Bank of America and Merrill Lynch, where he worked for over a decade. Outside of his advisory practice, he serves on the advisory board for the Hermitage Museum and Gardens and is involved with the finance and investment committee for YMCA of the USA. Cary Street Partners offers investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies, serving unique institutional niches such as state and municipal government entities and insurance companies.

Daniel Wolff is a CFA® charterholder and Series 63 licensee with 30 years of experience in the financial industry. He has worked at Cary Street Partners since 2025 and previously spent 15 years at Ifs Advisors, Inc. and Securities America Inc. Wolff is based in Sarasota, FL. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and offers proprietary strategies through its affiliated asset manager, serving institutional niches such as state and municipal government entities and insurance companies.