Astrid Blazek is a financial advisor at Cary Street Partners with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cary Street Partners since 2007. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, retirement plans, and institutions. The firm employs a client-centered approach to portfolio management, incorporating both third-party and in-house resources across a range of investment strategies.

Sara Goldman is a financial advisor at Navy Federal Investment Services, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America, N.A. There are no notable outside activities listed for her. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm employs third-party portfolio managers via the Envestnet platform and offers services including model-driven asset allocation, tax and impact overlays, and a Private Wealth Consulting program for clients with $1 million or more.

Daniel Clendenin is a financial advisor at Cary Street Partners with 18 years of industry experience. He holds the Series 66 designation and has been with Cary Street Partners since 2007. Clendenin serves as a trustee for the Mary Washington Hospital Foundation, is a member of the University of Virginia Physician's Group Investment Committee, and acts as vice-chair of the University of Mary Washington Foundation Investment Committee. He also teaches as an adjunct professor of personal finance at the University of Mary Washington. 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 process involving portfolio management, manager selection, and ongoing monitoring, utilizing both third-party and proprietary strategies across multiple asset classes.

Cheri Litzenburg is a financial advisor at Cary Street Partners with 25 years of industry experience. She holds a Series 66 designation and has been with Cary Street Partners since 2008. Outside of her advisory role, she teaches line dancing in Fredericksburg, VA. 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 insurance solutions, utilizing both third-party managers and proprietary strategies.

Sarah Kooker is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, she worked at J.P. Morgan Securities and Bank of America. Outside of financial advising, she is involved with Depop. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Whitney Riley is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Janney since 2018 and previously held roles at Bank of America and Merrill. 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 clientele including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and multiple advisory programs.

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.

Seth Wagner is a financial advisor at Davenport & Company LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Daniel's of Morgantown. Outside of his advisory role, he is involved in dog breeding. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, public finance, and 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.

Regis Keddie III is a financial advisor at Davenport & Company LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2007. Keddie serves on the board and Finance Committee of Friends of the Rappahannock and is also the chairman of the Finance Committee at Precious Blood Catholic Church. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, and investment banking. The firm utilizes dedicated portfolio manager teams and an Investment Policy Committee to manage separate accounts, mutual funds, ETFs, and unified managed accounts.

Benjamin Hazekamp is a financial advisor at PNC Wealth Management in Fredericksburg, VA, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Ameriprise Financial Services, LPL Financial, and Burke and Herbert Bank. Outside of advising, he serves as Chairman of the 7th District Republican Committee for the Republican Party of Virginia. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that employs algorithm-driven portfolio selection and implements investments via mutual funds and ETFs with annual rebalancing.

Thomas Colson is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Hornor, Townsend & Kent, he worked with MassMutual Life Insurance Company and Thrivent Financial. In addition to his advisory role, he is active as an insurance broker with Elevate Financial Group, focusing on insurance sales and service including Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options supported by third-party asset manager relationships.

Nicholas Cockerham is a financial advisor with Bankers Life Advisory Services, Inc. in Fredericksburg, VA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior experience includes roles at Raymond James & Associates and Capitol Securities Management. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and ongoing portfolio management.

Stewart Emenheiser is a CFP®-designated financial advisor with 20 years of industry experience. He has worked at Davenport & Company LLC since 2019 and previously spent 13 years with Edward Jones. Davenport & Company LLC serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversee separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Jessica Wolford is a financial advisor with First Command Advisory Services in Fredericksburg, VA, holding a Series 66 designation and four years of industry experience. She has worked exclusively with various entities of First Command since 2021. Wolford serves as treasurer for the Spotswood Elementary School PTO, where she oversees budgeting and financial reporting. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Regis Keddie II is a financial advisor at Davenport & Company LLC in Fredericksburg, VA, with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 1994. Outside of his advisory work, Keddie serves on the finance committees of the Mary Washington Healthcare Corp. and the Fredericksburg Area Chamber of Commerce, and he holds leadership roles in several local nonprofit organizations focused on healthcare and community services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm offers separately managed accounts, model portfolios, and advisory programs, with asset management organized around portfolio manager teams, an Investment Policy Committee, and a Manager Research team.

Eden Coltrane is a financial advisor at Davenport & Company LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2000. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, brokerage, and investment advisory. The firm manages multiple mutual funds and employs a team-based approach to portfolio management across various account types.

Paul Scott is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with Cetera and has held previous roles at VOYA Financial Advisors and Scott Insurance Services, Inc. Scott is involved in several community and nonprofit organizations, including serving as a board member for Partners In Aging and chairing a committee for the Chancellor Ruritan Club. He also owns Tall Tales, a business focused on teaching storytelling to a range of audiences. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with options ranging from automated allocations to bespoke strategies.