Anita Lewis is a financial advisor at Cary Street Partners with 28 years of industry experience. She has worked at Cary Street Partners since 2007 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages NITARTSHOP, LLC, where she sells original artwork and vintage home décor items. 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 institutional niches such as state and municipal government entities and insurance companies.

Xiomara Diaz is a financial advisor at Navy Federal Investment Services, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, she owns and operates B&E Mechanical LLC, a company specializing in HVAC and duct system services. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options primarily through managed advisory programs that utilize third-party portfolio managers.

Kevin Lynch is a financial advisor at Cary Street Partners with three years of industry experience and holds a Series 66 designation. Prior to joining Cary Street Partners in 2025, he worked at Equitable Advisors, LLC for two years. Outside of finance, Lynch teaches private music lessons in the Stafford area. Cary Street Partners provides a range of investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients, utilizing diverse investment options and proprietary strategies through its affiliated asset manager.

Andre Pineda is a financial advisor at Cary Street Partners with 22 years of industry experience. He holds the Series 66 designation and has worked at Cary Street Partners since 2007, following prior roles at Wells Fargo Clearing and Legg Mason Wood Walker. Outside of advising, he is involved in several nonprofit and community organizations, including serving as president of a family business focused on his child’s artwork and holding board and finance committee positions with various local charities. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies, serving a diverse client base that includes municipal and insurance company clients.

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 with Cary Street Partners in Fredericksburg, VA, holding a Series 66 designation and four years of industry experience. Prior to joining Cary Street Partners in 2021, she worked at Edelman Financial Engines and has experience in both educational and financial institutions. She serves as an adjunct professor teaching Personal Finance at the University of Mary Washington and is a committee member and budget analyst for the Fredericksburg Regional Chamber of Commerce's young professionals group. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies, serving a diverse client base including state and municipal government entities and insurance companies.

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.

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 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.

Israel Chavez Jr. is a financial advisor at AlphaStar Capital Management with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and ILG Financial. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and third-party tools, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

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.

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.

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.