Andrew Massey is a financial advisor at Cary Street Partners in Morristown, NJ, holding a Series 65 designation with three years of industry experience. His prior roles include positions at BNY Mellon|Pershing and iConnections. 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 notable institutional niches such as state and municipal government entities and insurance company clients.

Geoffrey Cogger is a CFP® and ChFC® with 29 years of industry experience, currently serving at Cary Street Partners. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, Edelman Financial Services, and Fidelity. 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 specialized institutional niches such as state and municipal government entities and insurance company clients.

Walter Bayne is a financial advisor at Cary Street Partners with 25 years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners since 2007, following prior roles at Wells Fargo Clearing and Legg Mason Wood Walker. Outside of his advisory work, Bayne is a partner in a craft cider and beer microbrewery and serves on the advisory board for the financial planning major at Pamplin College of Business, Virginia Tech, where he helps develop curriculum content. Cary Street Partners provides 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, serving specialized institutional niches such as state and municipal government entities.

Hugh Brown is a financial advisor at Cary Street Partners with a Series 65 designation and one year of industry experience. Prior to joining Cary Street Partners, he worked at Gentry Locke Rakes & Moore, LLP and Mayer Brown LLP, primarily in legal roles. Cary Street Partners offers investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a diverse investment menu and proprietary strategies, serving a range of clients including state and municipal government entities and insurance companies.

Susanna Dellinger is a financial advisor at Cary Street Partners with 10 years of industry experience. She holds a Series 65 designation and previously worked at Waypoint Advisors for 15 years before joining her current firm in 2020. Outside of her advisory role, she serves on the Board of Directors and as Treasurer for the Camp Foundation, a private foundation supporting the Franklin, VA community, where she also chairs the Finance Committee. 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, with a notable focus on serving institutional niches such as state and municipal government entities and insurance company clients.

Deborah Ward is a financial advisor at Cary Street Partners with seven years of industry experience. She holds the Series 66 designation and has previous work experience at Yankee Candle Co. and as the owner of Debbie's Doll Beds. 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 range of investment options and proprietary strategies and serves specialized institutional niches such as state and municipal government entities and insurance companies.

Cassie Mitchell is an associate at Cary Street Partners in Richmond, VA, holding a Series 66 designation with one year of industry experience. Prior to joining the firm, she has worked in various roles across the hospitality and service sectors. Outside of her advisory role, she is employed part-time as a waitress at La Petite Auberge. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base that includes individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving both common and specialized institutional niches such as state and municipal entities.

Charles Brown is a CFP® and CFA® with 27 years of experience in the financial industry. He is associated with Cary Street Partners and has worked at Ia Dixon, Hubard & Feinour, Inc. since 1998. Brown serves as a member of the City of Roanoke Pension Board of Trustees and acts as co-trustee for a private trust. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients, using a wide range of investment products and proprietary strategies.

Lewis Kayes is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at Cary Street Partners, having joined the firm in 2026. Prior to this, he worked at Exencial Wealth Advisors for three years and at Willingdon Wealth Management Inc. for 17 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 utilizes a broad investment menu and proprietary strategies, serving both retail and specialized institutional niches such as state and municipal government entities.

Amy Macisaac is a financial advisor at Cary Street Partners with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Transcend Capital Advisors, 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 utilizes a broad menu of investment options and proprietary strategies, including those managed by its affiliated asset manager, to serve a diverse client base that includes institutional niches such as state and municipal government entities and insurance company clients.

Lance Bryan is a financial advisor at Cary Street Partners with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Matrix Private Capital Group, Neuberger Berman, and Ameriprise. 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 notable institutional niches such as state and municipal government entities and insurance company clients.

Michael Ciccone is a CFP® professional with seven years of experience in the financial industry. He has worked at Tradition Capital Management LLC and Tradition Asset Management LLC from 2016 to 2020. He is currently with Cary Street Partners. Cary Street Partners provides 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 institutional niches such as state and municipal government entities and insurance companies.

Anita Lewis is a financial advisor at Cary Street Partners with 28 years of industry experience. She has worked at Cary Street Partners since 2007 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages NITARTSHOP, LLC, where she sells original artwork and vintage home décor items. Cary Street Partners provides 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, serving both retail and institutional niches such as state and municipal government entities and insurance companies.

Janie Faught is a financial advisor at Cary Street Partners with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates. In addition to her advisory role, she serves as a Finance Committee Member at The First Baptist Church of San Antonio, where she assists with budget development and monitoring as part of a voluntary three-year commitment. 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 range of investment options and proprietary strategies, serving both typical and specialized institutional niches such as state and municipal government entities.

Anthony De Trane is a financial advisor at Cary Street Partners in Richmond, VA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Apella Wealth, PBMares Wealth Management, Atlantic Union Bank, and Christopher Newport University. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a broad client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a diversified investment approach using equities, fixed income, ETFs, mutual funds, structured products, and private investments, with specialized services for state and municipal government entities and insurance company clients.

Aaron Summers is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners in various capacities since 2012, including a prior role at Luxon Asset Management from 2017 to 2022. 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, serving specialized institutional niches such as state and municipal governments and insurance companies.

James Hall is a financial advisor at Cary Street Partners in Roanoke, VA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He previously worked for nine years at Dixon, Hubard, Feinour & Brown, Inc. before joining Cary Street Partners in 2022. 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 specialized institutional niches including state and municipal government entities and insurance companies.

Kevin Lynch is a financial advisor at Cary Street Partners with three years of industry experience and holds a Series 66 designation. Prior to joining Cary Street Partners in 2025, he worked at Equitable Advisors, LLC for two years. Outside of finance, Lynch teaches private music lessons in the Stafford area. Cary Street Partners provides a range of investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients, utilizing diverse investment options and proprietary strategies through its affiliated asset manager.

William Richmond is a financial advisor at Cary Street Partners with 36 years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James & Associates, Credit Suisse Securities, and Luxe Lifestyle Magazine. He holds Series 63 and Series 65 licenses. 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.

Andre Pineda is a financial advisor at Cary Street Partners with 22 years of industry experience. He holds the Series 66 designation and has worked at Cary Street Partners since 2007, following prior roles at Wells Fargo Clearing and Legg Mason Wood Walker. Outside of advising, he is involved in several nonprofit and community organizations, including serving as president of a family business focused on his child’s artwork and holding board and finance committee positions with various local charities. Cary Street Partners provides 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 municipal and insurance company clients.