Shannon Morton is a CFP® professional with one year of experience, currently serving as a financial advisor at Cary Street Partners. Prior to joining Cary Street Partners, Shannon worked at CornerStone Partners for three years and has held roles in various organizations, including Institut Barcelona Estudis Internacionals and Bernard Robinson & Company. Outside of finance, Shannon is a group fitness instructor with the Brooks Family YMCA. 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 manages portfolios using a diverse range of investments and offers specialized services to state and municipal government entities and insurance company clients.

Melanie Mc Donald is a CFP® with 18 years of industry experience. She is currently an advisor at Cary Street Partners and has previously worked at UBS Financial Services Inc. and Kovack Advisors, Inc. Mc Donald serves as president of the University of Miami Palm Beach County Canes alumni association, coordinating local initiatives. 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.

Thomas Tullidge Jr. is a financial advisor at Cary Street Partners with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cary Street Partners since 2009. Tullidge serves as a director and minority shareholder in several family-owned and corporate entities, including roles on the boards of Universal Corporation and Carpenter Company. He is also involved with nonprofit organizations such as Goodwill Industries of Central Virginia and Westminster Canterbury Corporation. 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.

Elizabeth Thomas is a financial advisor with Cary Street Partners, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her prior roles include positions at Pursuit Wealth Management, Ameriprise Financial Services, American Securities Group, and Wells Fargo Advisors. 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, with a focus on serving institutional niches such as state and municipal government entities and insurance company clients.

Paula Megan is a CFP® and Series 66-registered financial advisor with 24 years of industry experience. She currently works at Cary Street Partners, where she has been since 2021. Her prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Morgan Stanley, and several other financial firms. 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 through its affiliated asset manager, serving both traditional and institutional clients such as state and municipal government entities and insurance companies.

Wesley Gallup is a CFP® professional with nine years of industry experience, currently serving as an advisor at Cary Street Partners since 2019. His prior roles include positions at Gallup Wealth Consulting, Austin Wealth Management, and Checchi Capital Advisers. Gallup is an independent licensed life, disability, and long-term care insurance agent and participates in the Schwab Advisor Services Client Experience Panel. 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 employs a broad investment menu and proprietary strategies through its affiliated asset manager, serving also specialized institutional niches such as state and municipal government entities and insurance companies.

John Mc Coy III is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently with Cary Street Partners and has previously worked at firms including Dixon, Hubard, Feinour & Brown, Old Dominion Capital Management, and LPL Financial. 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 constructs portfolios using a wide range of investments and offers proprietary strategies through its affiliated asset manager, serving institutional niches such as state and municipal government entities and insurance company clients.

Tyler Napier is a CFP® with 13 years of industry experience, currently serving at Cary Street Partners since 2026. He previously worked at Stony Point Wealth Management LLC from 2015 to 2026 and Ameriprise from 2012 to 2015. 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 uses a broad investment menu and proprietary strategies, serving unique institutional niches such as state and municipal government entities and insurance company clients.

Buffy Mangus is a financial advisor with Cary Street Partners in Roanoke, VA, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Old Dominion Capital Management, Equity Services, Inc., National Financial Services, and Equitable Advisors. Outside of finance, she coaches a softball team for Roanoke County Schools. 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 uses a broad investment menu and proprietary strategies, serving a range of clients including state and municipal government entities and insurance companies.

Michael Ginty is a CFP® with 24 years of experience in the financial industry. He is currently with Cary Street Partners and has previously worked at Dixon, Hubard, Feinour & Brown, Old Dominion Capital Management, Commonwealth Financial Network, and Northstar Financial Companies. 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, using a broad array of investment options and proprietary strategies.

Caitlin De Groat is a CFP® with seven years of industry experience, currently affiliated with Cary Street Partners. She previously worked at Beacon Trust Company for 13 years before joining Cary Street Partners. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, institutions, trusts, and retirement plans. The firm uses a broad investment menu and proprietary strategies to serve clients, including specialized institutional niches such as state and municipal government entities and insurance companies.

Savannah Green is a financial advisor with Cary Street Partners in Fredericksburg, VA, holding a Series 66 designation and four years of industry experience. Prior to joining Cary Street Partners in 2021, she worked at Edelman Financial Engines and has experience in both educational and financial institutions. She serves as an adjunct professor teaching Personal Finance at the University of Mary Washington and is a committee member and budget analyst for the Fredericksburg Regional Chamber of Commerce's young professionals 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 employs a broad investment menu and proprietary strategies, serving a diverse client base including state and municipal government entities and insurance companies.

Douglas Stewart is a financial advisor with Cary Street Partners in Fredericksburg, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Cary Street Partners since 2007 and was previously with Wells Fargo Clearing for 16 years. Outside his advisory role, Stewart serves as chairman of Northern Neck Insurance Corp. and is a member of the board of directors for McPherson Oil, participating in strategic planning and M&A activities. 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 constructs portfolios using a broad range of investment options and offers ERISA retirement plan services, proprietary strategies via its affiliated asset manager, and serves specialized institutional niches such as state and municipal government entities and insurance company clients.

Brittany Doughty is a financial advisor at Cary Street Partners with eight years of industry experience. She holds a Series 66 designation and has been with Cary Street Partners since 2017. Outside of her advisory role, she serves as an adjunct professor, teaching a Personal Finance course at the University of Mary Washington. 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 constructs portfolios using a broad range of investment options and serves specialized institutional niches, including state and municipal government entities and insurance company clients.

Stewart Massey is a financial advisor at Cary Street Partners with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Massey Quick Wealth Solutions and Innodata. Massey also operates Stewart Massey Consulting LLC. 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 particular expertise serving state and municipal government entities and insurance company clients.

William Allen II is a financial advisor at Cary Street Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Ancora Wealth Management prior to joining Cary Street Partners in 2015. 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 investment menu and proprietary strategies to serve a diverse client base, including state and municipal government entities and insurance company clients.

John Keene is a CFA® charterholder with 20 years of industry experience. He is currently with Cary Street Partners, where he has worked since 2025, following a 31-year tenure at Keene & Associates, Inc. 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 a range of clients with specialized services for state and municipal government entities and insurance companies.

Mauree Barrett is a CFA® charterholder with 24 years of industry experience. She is currently with Cary Street Partners and previously worked at Dixon, Hubard, Feinour & Brown, Inc. and Old Dominion Capital Management, Inc. 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 through its affiliated asset manager, serving notable institutional niches such as state and municipal government entities and insurance company clients.

Russell Jones is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years before joining Cary Street Partners in 2021. Outside of his advisory role, he manages farming operations at Creekside Meadows, LLC, serves as vice-chairman of the Millwald Theatre, Inc., a nonprofit dedicated to rehabilitating a historic theatre, and is a board member of the Wythe County Public Schools Foundation for Excellence. 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 specialized ERISA retirement plan services, with a focus on serving institutional niches such as state and municipal government entities and insurance company clients.

Michael Mccool is a financial advisor with Cary Street Partners in Richmond, VA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Cary Street Partners since 2009 and previously at Banc of America Investment Services and BI Investments. Mccool serves as a board member of the Washington County Public Library in Abingdon, VA, participating on its finance committee in a volunteer capacity. 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 range of investment options and proprietary strategies, and it serves specialized institutional niches such as state and municipal government entities and insurance companies.