Savannah Green is a financial advisor at Cary Street Partners with three years of industry experience. She holds a Series 66 designation and has prior experience at Edelman Financial Engines and as an adjunct professor of personal finance at the University of Mary Washington. Additionally, she serves as a budget analyst and committee member for the Fredericksburg Regional Chamber of Commerce’s young professionals group. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients, offering portfolio management, financial planning, and various investment products. The firm employs a client-focused investment approach with proprietary and third-party strategies supported by AI tools and human oversight.

Douglas Stewart is a financial advisor with Cary Street Partners in Fredericksburg, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cary Street Partners since 2007. Outside of his advisory role, Stewart serves as chairman of Northern Neck Insurance Corp. and is a board member of McPherson Oil, where he oversees strategic planning and M&A activities. 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 uses a consultative approach to tailor investment programs and offers a range of strategies across traditional and alternative assets, supported by both third-party managers and in-house resources.

Brittany Doughty is a financial advisor at Cary Street Partners with eight years of industry experience and holds a Series 66 designation. She has been with Cary Street Partners since 2017, with a brief period working outside the financial sector at Ainsworth Pet Nutrition. Doughty also serves as an adjunct professor of Personal Finance at the University of Mary Washington. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing proprietary strategies, third-party managers, and AI tools to support investment decisions.

Isaac Flamenco is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation as well as Series 65 and Series 63 licenses. He has 13 years of industry experience and has been with Mutual of Omaha since 2011. In addition to his advisory role, he operates under the personal brand CertIrium Group LLC and works as an insurance agent specializing in life, health, long-term care, disability, critical illness, Medicare Supplement, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and custodial services from Pershing, serving both non-high-net-worth and high-net-worth clients.

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.

Tina Haines Anglin is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her career includes roles at J.P. Morgan Securities, Merrill, Bank of America, and First Command Financial Planning. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts by offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and combines its registered investment adviser and broker-dealer roles within a membership-focused structure.

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.

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 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.

Melissa Daily is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance since 1999. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services, including lending solutions and donor-advised funds.

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.