Deborah Ward is a financial advisor at Cary Street Partners with seven years of industry experience. She holds the Series 66 designation and has previous work experience at Yankee Candle Co. and as the owner of Debbie's Doll Beds. 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 employs a broad range of investment options and proprietary strategies and serves specialized institutional niches such as state and municipal government entities and insurance companies.

Natalie Gross is a financial advisor at Capitol Securities Management, Inc. with 14 years of industry experience. She previously worked for Wells Fargo Clearing for 10 years before joining Capitol Securities Management. Outside of her advisory role, she serves as an executor for a family estate. Capitol Securities Management serves individual, institutional, and corporate clients, providing portfolio management, financial planning, and consulting services through both broker-dealer and investment adviser platforms. The firm offers a range of advisory programs including discretionary and non-discretionary managed accounts and third-party Money Manager solutions.

Thomas Kachel Jr. is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Vanderbilt Advisory Services since 2020 and previously spent 21 years with Commonwealth Financial Network and Commonwealth Equity Services. He is a partner and 50% owner of Wealth Management Strategies, LLP, a private Virginia limited liability partnership operating as a branch office in the securities industry. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

Adam Stewart is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and six years of industry experience. He has worked with Brokers International Financial Services and has been involved with Stewart Wealth Advisors LLC and the Fidelity Insurance Agency of Virginia. Outside of finance, he co-owns Tivali Waxing, a body hair removal business in Richmond, VA. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory services tailored to client objectives and permits client-imposed investment restrictions, operating as both an SEC-registered investment adviser and FINRA-member broker-dealer.

Cherie Drew is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her career includes roles at Mutual of Omaha Insurance Co and The Prudential Insurance Company of America. She is involved in nonprofit work as a board member of The House Church, Inc., and teaches the use of QuickBooks software to churches through her company, Counting the Cost, LLC, as well as volunteer efforts with Succourer Ministries. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and employs Pershing as custodian and broker-dealer, delivering managed solutions with options for discretionary authority among advisors, third-party managers, and platforms.

Jane Whittemore is a financial advisor at Capitol Securities Management, Inc. with 35 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Capitol Securities Management since 2014. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Bruce Arnold is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Mutual of Omaha since 1996. Outside of his advisory role, Arnold operates a sales and marketing consulting business and serves on the Massanutten Military Academy Alumni Association. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm primarily delivers these solutions via a platform relationship with Envestnet and utilizes Pershing as custodian and broker-dealer.

Edward Wetherell is a financial advisor with Capitol Securities Management, Inc. in Leesburg, VA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Capitol Securities Management since 1992 and is involved as a limited partner providing business advice to a manufacturing firm, Global Polishing Systems, LLC. Wetherell also serves as the executor of an estate, managing its financial and administrative affairs. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various account types and employs a network of advisers who develop client-specific investment policies using a range of investment instruments.

Paula Megan is a CFP® and Series 66-registered financial advisor with 24 years of industry experience. She currently works at Cary Street Partners, where she has been since 2021. Her prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Morgan Stanley, and several other financial firms. 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 through its affiliated asset manager, serving both traditional and institutional clients such as state and municipal government entities and insurance companies.

Richard Landi is a financial advisor at Capitol Securities Management, Inc. with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Capitol Securities since 2019, following a six-year tenure at Cabot Lodge. Landi also serves as trustee for a family trust established by his late mother. Capitol Securities Management serves individuals, including high-net-worth clients, corporate and charitable clients, trustees, and plan sponsors, offering brokerage and investment advisory services along with comprehensive financial planning and pension consulting. The firm employs a range of investment strategies through separately managed accounts, wrap fee programs, and third-party managers.

Norman Marshall is a financial advisor at Capitol Securities Management, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 designations and has been with Capitol Securities Management since 2011. His prior work includes managing rental properties from 2018 to 2020. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, comprehensive financial planning, consulting, and wrap fee programs, operating as both a broker-dealer and registered investment adviser.

Michael Cross is a financial advisor with Capitol Securities Management, Inc. in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Capitol Securities Management since 2011. Outside of his advisory role, he is actively involved in lacrosse as an official, clinician, and conference assigner for men's lacrosse games. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies and manage accounts using a range of investment instruments.

William Nease is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding a Series 63 credential and bringing 45 years of industry experience. He has worked at Capitol Securities since 2010, following seven years at Scott & Stringfellow, LLC and thirteen years at Wells Fargo Clearing. Outside of advising, he is involved in the sales of fixed insurance through J.H. WADE Insurance and owns Nease Holding Co. LLC. Capitol Securities Management serves individual investors, including high-net-worth clients, as well as institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, comprehensive financial planning, and consulting through various advisory programs, operating as both a broker-dealer and registered investment adviser.

Bethany Scott is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 15 years of industry experience. She has been with Mutual of Omaha Investor Services since 2011 and Mutual of Omaha since 2009. In addition to her advisory role, she manages a home remodeling business, Brock's Custom Builders LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs. The firm delivers managed solutions primarily through Envestnet and acts as a conduit to third-party managers, operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Katherine Hallberg is a Series 66 licensed financial advisor with 18 years of industry experience. She has been with Capitol Securities Management, Inc. in Richmond, VA since 2010. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various strategies including separately managed accounts, wrap fee programs, and third-party money managers.

Jesse Wade III is a financial advisor at Capitol Securities Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Capitol Securities since 2011. In addition to his advisory role, he is a financial representative involved in life insurance sales and serves on the boards of several local organizations, including Alliance Bee and the West Piedmont Workforce Development Board. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients, offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs and employs a range of investment instruments tailored to client-specific policies.

William Korn is a financial advisor with Capitol Securities Management, Inc. in Sarasota, FL, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Capitol Securities Management since 1989 and with Heritage Financial Group since 1983. Outside of his advisory work, he serves as Interim Chairman of the Board and Treasurer for Grow Mongolia Inc., an organization focused on transforming the Mongolian people into a Christ-centered nation. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services alongside comprehensive financial planning and pension consulting, managing assets through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

Jeffrey Fortune is a Financial Consultant currently working at Fidelity Investments since 2024. He has over two decades of experience in the financial services industry, including a long tenure as a Financial Consultant at Charles Schwab from 1999 to 2023 and a position as Vice President of Private Wealth at DP-Grow, LLC from 2023 to 2024. As a Certified Financial Planner, Jeffrey focuses on creating holistic financial plans and providing strategic recommendations to help clients achieve their financial goals. His professional approach emphasizes client accountability and satisfaction. Outside of his professional work, Jeffrey has personal interests that include fitness, social events with friends, golf, hiking, scuba diving, and traveling.

Mason Butcher is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company in 2025, he was not employed in the financial advisory field. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm operates through its platform relationships with Envestnet and Pershing and offers a range of third-party and in-house managed solutions.

Philip Sessoms Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the ChFC® designation and has nine years of industry experience. His career includes roles at Mutual of Omaha Insurance Company and Mutual of Omaha Investment Services since 2017. Sessoms also operates Sessoms Consulting LLC, doing business as Philip Sessoms Financial Services. 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 utilizes a platform relationship with Envestnet and custody services through Pershing, delivering managed solutions with a range of discretionary authority options for clients.