Savannah Green is a financial advisor at Cary Street Partners with four years of industry experience and holds a Series 66 designation. She has worked at Cary Street Partners since 2021 and previously at Edelman Financial Engines. In addition to her advisory role, Savannah serves as an adjunct professor teaching personal finance at the University of Mary Washington and is a budget analyst for the Fredericksburg Regional Chamber of Commerce’s young professionals committee. 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 broad range of investment options and serves specialized institutional niches such as state and municipal government entities.

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.

Isaac Flamenco is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has worked at Mutual of Omaha and its Investor Services division since 2011. Flamenco is also active as an insurance agent focusing on life, health, and other insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning, managed account programs, and retirement plan consulting. The firm uses platforms such as Envestnet and Pershing and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

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.

Sara Goldman is a Series 66-licensed financial advisor with one year of experience. She is currently with Navy Federal Investment Services, LLC, having previously worked at Merrill and Bank of America. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients. The firm offers portfolio management and financial planning services primarily through managed advisory programs that utilize third-party portfolio managers on the Envestnet platform.

Jaymie Chmil is a financial advisor with First Heartland Consultants, Inc. She holds a Series 66 designation and has eight years of industry experience. Her previous work includes roles at Edward Jones, Wells Fargo Clearing, and First Clearing. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, financial planning, and model-based self-directed brokerage account programs, employing a mix of fundamental, technical, and cyclical analysis along with strategic and tactical asset allocation.

Tina Haines Anglin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, Bank of America, Merrill, and First Command Financial Planning. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients by offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers on the Envestnet platform and provides a range of investment solutions including unified managed accounts and automated ETF portfolios.

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.

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.

William Frazer III is a financial advisor with Principal Financial Services in Locust Grove, VA. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Since 2013, he has been affiliated with Your Retirement Pathfinder, Principal Securities, and Principal Life Insurance Company. Outside of his advisory role, he serves as an elder and Bible teacher at Lake of the Woods Church, where he helps oversee local ministry activities including a homeless shelter and special programs for adults with special needs. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third‑party money manager solutions, with investment implementation typically managed on a discretionary basis by these third parties.

Sarah Kooker is a financial advisor at Empower Advisory Group with one year of industry experience. She previously worked at J.P. Morgan Securities and Bank of America. Outside of finance, she has involvement with Depop, a peer-to-peer social shopping app. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Whitney Riley is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Citigroup Global Markets, and Legg Mason Wood Walker. She is based in Fredericksburg, VA. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and various advisory programs, utilizing both in-house portfolio management and third-party managers.

Elizabeth Pate is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at Penn Mutual Life Insurance Company, Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and MetLife Securities. She serves as a board member of the National Association of Insurance and Financial Advisors, contributing to educational course development and membership promotion. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing a substantial portfolio with a network of advisors and relationships with third-party asset managers.

Ronald Holmes Jr. is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2018, following prior roles at Bank of America and Merrill. Holmes serves as a board member of the Spotsylvania Regional Medical Advisory Board. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and charitable organizations, providing brokerage, financial planning, and advisory services supported by a mix of in-house and third-party portfolio management.

Melissa Daily is a financial advisor with Guardian Life and Park Avenue Securities in Locust Grove, VA, holding Series 63 and Series 65 credentials with 35 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 1999. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party advisory solutions.

Nicole Cole is a financial advisor with Stratos Wealth Partners, Ltd. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Her prior roles include positions at LPL Financial, Colonial River Investments, and Next Financial Group, as well as running her own firm, Nicole Cole Financial Services Group, LLC. Cole serves as an elected school board member for Spotsylvania County Public Schools. Stratos Wealth Partners is an SEC-registered enterprise adviser serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm operates an advisor-driven model with an open-architecture investment approach, integrating multiple third-party platforms and offering customized portfolio management and financial planning services.

Seth Wagner is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds a Series 66 designation and has worked at Davenport since 2024. Outside of his advisory role, he is involved in breeding dogs as a personal interest. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment advisory division offers separately managed accounts, model delivery, financial planning, and other advisory programs, supported by dedicated portfolio manager teams and a Manager Research group.

Bryn Thacker is a Series 66 registered financial advisor with Janney Montgomery Scott in Fredericksburg, VA, and has four years of industry experience. Before joining Janney, Thacker worked at Avery Hess Realtors and was involved with Livingston Manor Arabians. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering services such as brokerage, financial planning, and advisory programs with a combination of in-house and third-party asset management.

Aric Wagner is a financial advisor with Davenport & Company LLC in Fredericksburg, VA, holding Series 63 and Series 65 credentials and with 34 years of industry experience. He has been with Davenport & Company LLC for 32 years. Outside of his advisory role, he is the owner of Step Brothers LLC, a private LLC related to estate planning. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around dedicated portfolio teams and research groups, managing separately managed accounts, mutual funds, ETFs, and unified managed accounts.