James Morton is a CFP®-designated financial advisor with three years of industry experience. He is currently with Cary Street Partners and previously worked at Asset Planning Corporation. Outside of his advisory role, he participates in volleyball tournaments on weekends and has occasionally earned prize money. 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 affiliated asset managers, with a noted focus on serving institutional niches such as state and municipal government entities.

Kevin Mitchell is a financial advisor with Cary Street Partners in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. He has been with Cary Street Partners since 2009. 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 range of investment options and proprietary strategies, serving a diverse client base including state and municipal government entities and insurance companies.

Astrid Blazek is a financial advisor at Cary Street Partners with 21 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cary Street Partners since 2007, working previously at Wells Fargo Clearing. 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 specialized institutional niches such as state and municipal governments and insurance companies.

Robert Martin is a financial advisor with Cary Street Partners in Roanoke, VA, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Union Insurance Group, Old Dominion Capital Management, and Raymond James Financial Services. He serves as Vice Treasurer for Second Presbyterian Church and holds various trustee roles for client trusts. 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, with a focus on serving institutional niches such as state and municipal government entities and insurance companies.

Sheila Penley is a financial advisor at Cary Street Partners with 18 years of industry experience. She holds a Series 66 designation and has been with Cary Street Partners since 2009, following a one-year tenure at Banc Of America Investment Services. 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 through its affiliated asset manager, serving a diverse client base that includes state and municipal government entities as well as insurance company clients.

Mike Saul is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments, Transcend Capital Advisors, Bank of America, and Merrill. Outside of his advisory role, he serves as a board member of the Jewish Foundation of Somerset, Hunterdon & Warren County, NJ, and as a trustee for the Ocean View Condo Association. 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 institutional niches such as state and municipal government entities and insurance companies.

Javier Larrea is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked with Cary Street Partners since 2013 and previously held roles at Riverstone Wealth Management, Riverstone Insurance Agency, and Prudential Equity 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 utilizes a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance company clients.

Maureen Maciver is a financial advisor at Cary Street Partners with 26 years of industry experience. She holds a Series 63 designation and has worked at Cary Street Partners since 2011, following prior roles at Ftb Advisors, Inc. and First Horizon Advisors, Inc. Maciver serves as Chairman of the Board for Blue Ridge Medical 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 array of investment options and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance companies.

Melvin Mccullough is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cary Street Partners since 2014, following roles at Citigroup Global Markets and Citicorp Investment Services. Outside of advisory work, he serves as president of McCasey, LLC, a non-investment-related business. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, trusts, retirement plans, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance companies.

Michael Provine is a financial advisor at Cary Street Partners with 24 years of industry experience. He previously worked at Tradition Asset Management, Candor Wealth Advisors, and Tradition Capital Management 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 a diverse client base that includes state and municipal government entities and insurance company clients.

Jessica Heneberry is a CFP® professional with 34 years of industry experience, currently serving at Cary Street Partners since 2022. Her prior experience includes roles at Dixon, Hubard, Feinour & Brown, Old Dominion Capital Management, and SunTrust Advisory Services. Outside of her advisory work, she serves on the finance committee and is a proposed board member for The Women’s Initiative, a nonprofit providing mental health services to underserved women, and she teaches group fitness classes several times per year. 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 proprietary strategies, serving a wide client mix including state and municipal government entities and insurance company clients.

William Newbould is a CFP® professional with 32 years of industry experience. He has been with Cary Street Partners since 2013 and previously worked at Riverstone Wealth Management, Inc. for nine years. Outside of his advisory role, he serves as President and Treasurer of the Barton Hilltop Homeowners Association in Austin, TX. 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, including ERISA retirement plan services and solutions tailored for state and municipal government entities and insurance company clients.

Kathleen Kowkabany is a financial advisor at Cary Street Partners with a Series 66 designation and one year of industry experience. Her prior work includes roles in marketing and healthcare, along with experience at Merrill and Rhodes Branding. 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 wide range of investment options and proprietary strategies, serving both typical and niche institutional clients such as state and municipal government entities and insurance companies.

Margaret Hubert is a financial advisor at Cary Street Partners with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities LLC. Outside of her advisory roles, she has been involved with organizations such as the Nova Elite Field Hockey Club. 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 while serving unique institutional niches such as state and municipal government entities and insurance companies.

Stephanie Sears is a financial advisor at Cary Street Partners with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Equitable Advisors. 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 specialized institutional niches such as state and municipal government entities and insurance companies.

Benjamin Coppock is a financial advisor at Cary Street Partners with two years of industry experience. He holds a Series 66 designation. Prior to joining Cary Street Partners, he worked at Equitable Advisors and has experience in policy research and technology sectors. He volunteers with Junior Achievement of Central Texas, teaching financial literacy to middle and high school students. 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 institutions. The firm constructs portfolios using a broad investment menu and serves specialized institutional niches such as state and municipal government entities and insurance companies.

Christopher Nardi is a financial advisor at Cary Street Partners with 14 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and BB&T prior to joining Cary Street Partners. Nardi serves as a board member for The Children's Dream Fund and Leadership Tampa Bay, organizations focused on community support and regional leadership. 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, and serves specialized institutional niches including state and municipal government entities and insurance companies.

Gina Rowe is a Series 66-licensed advisor at Cary Street Partners with 13 years of industry experience. She has been with Cary Street Partners Investment Advisory LLC since 2011. 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 as well as insurance company clients.

Thomas Faught is a financial advisor at Cary Street Partners in San Antonio, TX, with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Cary Street Partners in 2013, he worked at Riverstone Wealth Management and UBS Financial Services. He serves on the FINRA Content Committee, contributing to the development and review of securities industry qualifying exams. 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 portfolio options and proprietary strategies, serving both traditional clients and specialized institutional niches such as state and municipal government entities and insurance companies.

Daniel Clendenin is a financial advisor with Cary Street Partners in Fredericksburg, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Cary Street Partners since 2007. Clendenin serves as an adjunct professor of personal finance at the University of Mary Washington and holds several trustee and investment committee roles with nonprofit organizations, including the Mary Washington Hospital Foundation and the University of Mary Washington Foundation. 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 retail and niche institutional markets such as state and municipal government entities.