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Nathan T

Series 66

Charlottesville, VA

Cetera

Nathan Thurston is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked with several firms, including Wilkinson Wealth Management and LPL Financial. Outside of advising, he owns Blue Ridge Sports Cards, a sports card buying and selling business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Stephanie L

Series 66

Charlottesville, VA

LPL Financial

Stephanie Lovria is a financial advisor with LPL Financial in Charlottesville, VA, holding a Series 66 designation and 15 years of industry experience. Her prior experience includes roles at Bank of America and Merrill. She serves as treasurer of a local chapter of PEO International and owns a furniture restoration business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Susan R

Series 63, Series 65

Charlottesville, VA

Raymond James Financial

Susan Rogers is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at Atlantic Union Bank and Atlantic Union Financial Consultants, where she currently serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through comprehensive risk profiling and extensive research.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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