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Robert C

Series 66

Stuart, VA

Sovereign Financial Group, Inc.

Robert Chedester is a financial advisor with Sovereign Financial Group, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Sovereign Financial Group, he worked at Credentialed Wealth Advisors, LLC and Edward Jones. In addition to his advisory role, he is also a licensed insurance agent involved in the sale of life insurance and fixed annuity products. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to a range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm employs a primarily long-term, portfolio-focused investment approach that incorporates low-cost mutual funds and ETFs, individual securities, and both fundamental and technical analysis supported by third-party AI tools.

Private / alternative investments Options & derivatives strategies Real estate investing Tax-loss harvesting
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Tyler S

Series 65

Patrick Springs, VA

Sequent Planning, LLC

Tyler Snow is a financial advisor at Sequent Planning, LLC with three years of industry experience. He holds a Series 65 credential and has held roles at several firms including Mutual of Omaha Investor Services and Futurity First Insurance Group. Outside of advising, he has been involved with Vista Solutions Group, offering Medicare Advantage and related plans, and works as an Uber driver. Sequent Planning, LLC serves a diverse client base including individuals, retirement plan sponsors, businesses, endowments, and nonprofits, providing asset management, financial planning, and retirement-plan services through a multi-team structure that emphasizes risk management, diversified strategies, and tax-aware guidance.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Angela N

Series 63, Series 65

Ararat, VA

Truist Advisory Services

Angela Nelson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Truist Advisory Services since 2021 and was previously employed by BB&T Bank/Truist Bank from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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Austin J

Series 66

Stuart, VA

Edward Jones

Austin Joyce is a financial advisor at Edward Jones in Stuart, VA, holding a Series 66 designation with four years of industry experience. His background includes service in the United States Air Force for seven years and prior roles at First Command Brokerage Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Military & Veterans Intergenerational Families Newlywed/Engaged
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