Carlos Delgado Mejia is a financial advisor at United Brokerage Services, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including TD Bank, Navy Federal, Fidelity Investments, Morgan Stanley, TD Ameritrade, and Wells Fargo. Outside of his advisory role, he owns businesses in locksmith services, housing, and apparel design. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation through a range of programs and typically offers non-discretionary advice combined with access to discretionary managers.

Walter Bayne is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with Cary Street Partners since 2007. Outside of his advisory role, he is an owner and partner in a microbrewery specializing in craft cider and beer and serves on the advisory board for the Financial Planning major at Pamplin College of Business, Virginia Tech, where he helps develop curriculum for students entering the financial planning industry. Cary Street Partners provides wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, utilizing both third-party managers and proprietary strategies.

Anita Lewis is a financial advisor at Cary Street Partners with 28 years of industry experience. She has been with Cary Street Partners since 2007 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages NITARTSHOP, LLC, a business selling original artwork, vintage and antique home décor, and collectibles. Cary Street Partners provides discretionary and non-discretionary wealth management services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, using both third-party managers and in-house resources.

Xiomara Diaz is a financial advisor with Navy Federal Investment Services, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has previously worked with Wells Fargo Clearing and Wells Fargo Bank and is the owner of B&E Mechanical LLC, a company specializing in HVAC and duct system services. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides a range of sub-advisers and overlay services, maintaining responsibility for client suitability and manager oversight.

Kevin Lynch is a financial advisor with Cary Street Partners and holds a Series 66 designation. He has three years of industry experience, including prior work at Equitable Advisors. Outside of finance, he teaches private music lessons in the Stafford area. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, and institutional clients, offering a range of portfolio management and financial planning services. The firm employs a client-focused investment approach supported by proprietary strategies, third-party managers, and AI-assisted research tools.

Andre Pineda is a Series 66-licensed financial advisor with Cary Street Partners in Fredericksburg, VA, where he has worked since 2007, accumulating 22 years of industry experience. He is president and owner of Sophiola, a business he created with his wife centered on their child's artwork. Pineda also serves as treasurer for the National Down Syndrome Congress and the Fredericksburg Free Press, and holds board positions with several nonprofit organizations including the Fredericksburg Food Co-op and Rappahannock Goodwill Industries. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to individuals, charitable organizations, corporations, retirement plans, and institutions. The firm employs a range of investment strategies across traditional and alternative asset classes, combining third-party managers and in-house resources to tailor client portfolios.

Luis Lopez is a CFP® with five years of industry experience, currently serving as a financial advisor at AlphaStar Capital Management. He has previously worked at ILG Financial LLC, Enterprise Rent-a-Car, and Nike. Outside of AlphaStar, he is involved with ILG Financial as a paraplanner providing retirement solutions. AlphaStar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, participant account management, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches and offers ERISA-related plan services with a focus on diverse investment vehicles and third-party portfolio technology.

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.

David Lopez is a financial advisor at AlphaStar Capital Management with 15 years of industry experience. He holds a Series 65 designation and has been with AlphaStar since 2011. Outside of his advisory role, he is the owner and agent of ILG LLC, which sells fixed annuities and life and health insurance products, and serves as president of the North Stafford Church of Christ, assisting with its administration. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting. The firm employs strategic asset allocation and quantitative analysis in its investment approach and provides subadvisory and platform services to unaffiliated registered investment advisers.

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.

Jaymie Chmil is a Series 66-registered financial advisor with eight years of industry experience. She is currently affiliated with First Heartland Consultants, Inc. Prior to this, she worked at Edward Jones, Wells Fargo Clearing, First Clearing, and was self-employed for a period. 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, and model-based programs for 401(k) participants, delivering its services through independent investment adviser representatives using a variety of analytical and asset-allocation techniques.

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.

Israel Chavez Jr. is a financial advisor with AlphaStar Capital Management, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and ILG Financial. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through model portfolios and utilizes third-party portfolio construction tools, managing approximately $2.5 billion in assets for over 8,400 client relationships.

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.

Elizabeth Cosden is a Series 66-licensed financial advisor at First Command Advisory Services with three years of industry experience. She has worked at multiple affiliated entities within the First Command group since 2022. Outside of her advisory role, she has been involved with The Winery at Bull Run. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.