Shawn Morgan is a financial advisor at Cary Street Partners in Austin, TX, holding Series 63 and Series 66 designations with 26 years of industry experience. He has worked at Cary Street Partners since 2013 and previously held positions at Riverstone Wealth Management, Oppenheimer, Stanford Group Company, and Merrill. Cary Street Partners provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutions. The firm offers portfolios constructed from a broad range of investments and proprietary strategies, serving specialized institutional clients such as state and municipal governments and insurance companies.

Rutherford Bryson III is a CFP® with 24 years of industry experience, currently serving as an advisor at Cary Street Partners since 2011. His prior roles include positions at Genspring Charleston, LLC and GFO Advisory Services, LLC. Outside of his advisory work, he acts as a trustee for multiple family trusts, overseeing asset management and distribution decisions. 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’s investment approach includes a broad menu of equities, fixed income, ETFs, mutual funds, structured products, and private investments, with proprietary strategies implemented through its affiliated asset manager.

James Childress is a CFA® charterholder with 36 years of industry experience. He is currently with Cary Street Partners and previously spent over three decades at Old Dominion Capital Management, Inc., with a one-year tenure at Dixon, Hubard, Feinour & Brown, Inc. Outside of his advisory work, he occasionally performs as a self-employed musician. Cary Street Partners offers investment advisory and financial planning services to a diverse client base, including individuals and institutional clients, using a broad range of investment options and proprietary strategies through its affiliated asset management firm.

Sean Kayes is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at Cary Street Partners and previously held roles at Exencial Wealth Advisors, Willingdon Wealth Management, and Composites One LLC. Outside of his advisory work, Kayes is a general partner in LOG Ventures, an investment group. 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 range of investment options and offers services including ERISA retirement plan management and proprietary strategies through its affiliated asset manager.

Raymond Reibel is a financial advisor at Cary Street Partners with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cary Street Partners since 2018. Prior to that, he was with Edelman Financial Services and Wealthcare Capital Management. 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 utilizes a broad range of investment options and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance company clients.

Noah Snead is a CFP®-designated financial advisor at Cary Street Partners with four years of industry experience. He has worked exclusively within various entities of Cary Street Partners since 2021. His prior roles include positions outside the financial industry at Panda Express, Kroger, West End Market, and JCPenney. 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 investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes state and municipal government entities as well as insurance companies.

Matthew Daniel is a CFP® with 17 years of industry experience. He is currently with Cary Street Partners, where he has worked since 2026. His prior roles include positions at Stony Point Wealth Management and Ameriprise. Outside of his advisory work, he is CEO of Matthew Daniel, Inc., a business focused on accounting and expense management. 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 proprietary strategies through its affiliated asset manager, serving institutional niches such as state and municipal entities as well as insurance company clients.

Steven Adwar is a financial advisor at Cary Street Partners with seven years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Fidelity Investments. 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 investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

Steven Cere is a Series 66-licensed financial advisor at Cary Street Partners with 14 years of industry experience. He previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Merrill. Outside of his advisory role, he is an owner of S&L Real Estate Holdings, LLC, a real estate business. 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 investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base including state and municipal government entities and insurance companies.

Jonathan Scimeca is a CFP® certificant with 10 years of industry experience, currently serving at Cary Street Partners since 2015. He holds Series 63 and Series 66 licenses. His other business activities include acting as a successor trustee, executor, and durable power of attorney for a family member’s living trust, though he is not currently active or compensated in this role. 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 utilizes a broad investment menu and proprietary strategies, serving a diverse client base including state and municipal entities as well as insurance companies.

Barbour Bussells is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Dixon, Hubard, Feinour & Brown, Atlantic Union Bank, and Raymond James Financial Services. 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 niche institutional clients such as state and municipal government entities and insurance companies.

Kyle Hogue is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Lord, Abbett & Co. LLC and MassMutual, among other firms. Outside of financial services, he was involved with Position Apparel LLC for four years. 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 as well as insurance companies.

Christina Todd is a CFP® with 14 years of industry experience, currently serving at Cary Street Partners since 2017. Her prior experience includes roles at Morgan Stanley and Bb&T Securities. She is a board member of the Finance Department Advisory Board at Pamplin College of Business, Virginia Tech, where she contributes to program development and career placement. 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 utilizes 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 companies.

Torry Scott is a financial advisor with Cary Street Partners in Austin, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Cary Street Partners since 2013 and also has longstanding roles with Riverstone Insurance Agency and Riverstone Wealth Management dating back to 2000 and 2001. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutions. The firm offers a broad range of investment options and proprietary strategies, with particular focus on serving institutional niches such as state and municipal governments and insurance company clients.

Kelley Tyger is a financial advisor at Cary Street Partners with six years of industry experience. She holds a Series 66 designation and previously worked at Davenport & Company LLC, Truist Advisory Services, and BB&T Securities. Outside of finance, she is a martial arts fitness instructor with No Limits Martial Arts and Fitness, LLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a broad client base that includes individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a wide range of investment options and proprietary strategies through its affiliated asset manager, serving specialized institutional niches such as state and municipal governments and insurance companies.

Jason Walters is a financial advisor at Cary Street Partners with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services and BB&T. Walters is based in Tampa, FL. 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 investment menu and utilizes proprietary strategies through its affiliated asset manager, serving a range of clients including state and municipal government entities and insurance companies.

Patrick Mullins is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity Investments since 2006, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Business Development Manager at Strategic Financial Planners from 2004 to 2006. In his current role, Patrick assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives.

Kyle Saul is a Series 65-licensed advisor at Cary Street Partners with one year of industry experience. Prior to joining Cary Street Partners, he worked at Transcend Capital Advisors and spent six years at Ford Motor Company. He also attended Pennsylvania State University. 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 investment menu and proprietary strategies through its affiliated asset manager, serving a range of client types including state and municipal government entities and insurance companies.

Paul Gautier Sr. is a financial advisor at Cary Street Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners since 2013, previously spending eight years at Riverstone Wealth Management. He serves as an unpaid board member for TEACH TRANSFORM, Inc., his wife's educational publishing and consulting business, providing business advice and occasional coaching. 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, serving a diverse client base that includes institutional niches such as state and municipal government entities and insurance companies.

Rachel Owen is a financial advisor at Cary Street Partners in Richmond, VA, with one year of industry experience and a Series 66 designation. She has worked at Cary Street Partners since 2018 and previously held roles at The Confident Rabbit and Bistro Bethem. 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 offers a broad investment menu and proprietary strategies through its affiliated asset manager, with a focus on serving institutional niches such as state and municipal government entities and insurance company clients.