David Cottam is a financial advisor with Cary Street Partners in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at National Wealth Management, LLC and Citigroup Global Markets. Outside of advisory work, he is the managing member of Equator Holdings, LLC, an investment holdings company focused on debt collection activities. 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 specialized institutional niches such as state and municipal government entities and insurance companies.

Matthew Dorchak is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 65 designation and previously worked at Keene & Associates, Inc. for 13 years before joining Cary Street Partners in 2025. Outside of his advisory role, he owns and manages rental properties. 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 specialized institutional niches such as state and municipal government entities and insurance company clients.

Jason Ardito is a financial advisor with Cary Street Partners in Richmond, VA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Cary Street Partners since 2011, previously working at First Horizon 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 investment menu and proprietary strategies, with a focus that includes serving state and municipal government entities and insurance company clients.

Christina Filosi is a financial advisor with Cary Street Partners in Tampa, FL, holding a Series 66 credential and three years of industry experience. Prior to joining Cary Street Partners in 2024, she worked at Morgan Stanley and has a background that includes full-time education as well as roles in the banking and hospitality sectors. 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 a range of niches such as state and municipal government entities and insurance company clients.

William Murray is a financial advisor at Cary Street Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cary Street Partners since 2015. Outside of his advisory role, he serves on the boards of the James Monroe Museum & Memorial Library and the Fredericksburg Academy Board of Trustees, and he is involved in several real estate investment ventures. 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 clients that include state and municipal government entities as well as insurance companies.

William Hubard is a financial advisor at Cary Street Partners with 39 years of industry experience. He has worked at Dixon, Hubard & Feinour, Inc. since 1985 and joined Cary Street Partners Investment Advisory LLC 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 notable institutional niches including state and municipal government entities and insurance company clients.

Christopher Lawson is a CFP® professional with 28 years of industry experience. He is currently with Cary Street Partners and has previously worked at LPL Financial LLC and Highlands Union Bank. He serves as a board member of Sullins Academy, assisting with endowment and legal governance, and is Treasurer and board member of The Arts Depot, a collective supporting local artists in Abingdon, VA. 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 utilizes a broad range of investment vehicles and proprietary strategies to construct portfolios and serves specialized institutional niches such as state and municipal governments and insurance companies.

Todd Engmann is a financial advisor with Cary Street Partners, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Oppenheimer, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he owns a small business selling handcrafted earrings and serves as an executor of an estate. 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 a diverse client base including state and municipal entities as well as insurance companies.

Kimberly Smith is a financial advisor at Cary Street Partners with four years of industry experience. She holds the Series 66 designation and previously worked at Truist Investment Services, Inc. and BB&T. 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 diverse client niches including state and municipal government entities and insurance companies.

Richard Spinner is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Edge Wealth Management, Transcend Wealth Collective, and Merrill. 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 diverse client needs including ERISA retirement plans and institutional niches such as state and municipal government entities.

John Pandtle is a CFA® charterholder affiliated with Cary Street Partners in Richmond, VA. He has one year of experience at Cary Street Partners and previously worked at Seneca House Advisors, with prior roles including private investing and a four-year tenure at Abu Dhabi Investment Authority. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients, utilizing a broad range of investment options and proprietary strategies. The firm serves diverse client types including state and municipal government entities and insurance companies.

Eric Morris is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Cary Street Partners since 2023 and previously held roles at Truist Advisory Services, BB&T Securities, and Scott & Stringfellow, among others. Outside of his advisory work, he is involved in residential real estate through ownership in two LLCs that purchase and manage rental properties in the Greenville, SC area. Cary Street Partners provides 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 entities as well as insurance companies.

Amelia De Decker is a financial advisor at Cary Street Partners in Richmond, VA, holding a Series 66 designation. She has no prior industry experience outside of her current role, having worked at Cary Street Partners and Virginia Tech in recent years. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to a diverse range of clients, including individuals, retirement plans, trusts, corporations, and institutional entities. 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.

Jeffrey Blatter is a CFP® professional with 11 years of industry experience, currently advising at Cary Street Partners since 2022. He previously worked at Old Dominion Capital Management, Inc. from 2015 to 2021 and maintains a tax preparation business serving long-term clients. He also serves as Treasurer of the Shenandoah Region Porsche Club. Cary Street Partners provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutions, utilizing a broad range of investment options and proprietary strategies.

Azam Jaber is a financial advisor with Cary Street Partners in Austin, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cary Street Partners and its affiliated entities since 2013, following seven years at Riverstone Wealth Management. Outside of his advisory role, he is a personal investor in commercial real estate development. 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 range of investment options and proprietary strategies, serving niche institutional markets such as state and municipal governments and insurance companies.

Tyler Vitale is a financial advisor at Cary Street Partners with two years of industry experience and holds a Series 66 designation. Prior to joining Cary Street Partners, he has held roles at several firms, including Hunter Engineering, Grafana Labs, and Symmetry Financial Group. Outside of his advisory work, he serves as a social media manager for MCE LLC, where he manages lead databases and social media accounts unrelated to investment 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 offers a broad range of investment options and proprietary strategies, with specialized services for institutional clients such as state and municipal government entities and insurance companies.

Cheri Litzenburg is a Series 66-registered financial advisor with Cary Street Partners, based in Fredericksburg, VA, and has 25 years of industry experience. Her prior experience includes roles at Citigroup Global Markets, Legg Mason Wood Walker, and Merrill. Outside of finance, she teaches line dancing locally. Cary Street Partners offers investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients, utilizing a wide range of investment products and proprietary strategies.