Charles Brown is a CFP® and CFA® with 26 years of industry experience. He is currently affiliated 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 discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that incorporates traditional and alternative strategies, combining third-party managers with in-house resources.

James Hall is a financial advisor at Cary Street Partners with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dixon, Hubard, Feinour & Brown, Inc. since 2013. Hall joined Cary Street Partners Investment Advisory in 2022. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative and private fund vehicles, and lending and insurance solutions, utilizing both third-party managers and proprietary strategies.

Buffy Mangus is a financial advisor with Cary Street Partners, holding a Series 66 designation and 16 years of industry experience. Prior to joining Cary Street Partners in 2022, she worked at Old Dominion Capital Management, Equity Services, Inc., and National Financial Services. Outside of her advisory role, she serves as a softball coach for Roanoke County Schools. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that includes portfolio management, financial planning, and access to alternative investments, utilizing both third-party and proprietary strategies.

Robert Martin is a financial advisor at Cary Street Partners with 23 years of industry experience. He holds the Series 66 designation and has previously worked at multiple firms including Union Insurance Group and Raymond James Financial Services. Martin also serves as Vice Treasurer and session member at Second Presbyterian Church in Roanoke, VA. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and retirement plans. The firm offers portfolio management, financial planning, and access to proprietary and third-party investment strategies, using a client profile-driven approach with oversight supported by AI tools.

William Hubard is a financial advisor at Cary Street Partners with 38 years of industry experience. He has worked at Cary Street Partners Investment Advisory LLC since 2022 and has been with Dixon, Hubard & Feinour, Inc. since 1985. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, employing both third-party and in-house resources across a range of traditional and proprietary investment strategies.