Brown Edwards Wealth Strategies

Antony Roop is a financial advisor with Brown Edwards Wealth Strategies, holding a Series 65 designation and nine years of industry experience. He has been with Alliance Wealth Strategies dba Brown Edwards Wealth Strategies since 2017 and has worked at Brown, Edwards & Company, LLP since 2015, where he is also a partner and CPA. Outside of advisory work, he is involved as a member of BEC Ventures, LLC, a non-investment related entity. Brown Edwards Wealth Strategies provides discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to individuals, qualified retirement plans, trusts, charities, corporations, and small businesses. The firm uses a Modern Portfolio Theory-based approach emphasizing diversified, primarily passive asset-class exposure, and integrates financial planning and participant education without a separate fee.

Kelli Vance is a financial advisor with Brown Edwards Wealth Strategies in Lynchburg, VA, holding the PFS™ designation and six years of industry experience. She has worked with Alliance Wealth Strategies and Brown Edwards & Co LLP since 2018 and spent 18 years at Gibbons & Kawash. Vance is also a partner and CPA at Brown, Edwards & Company, LLP. Brown Edwards Wealth Strategies offers discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to individuals, qualified retirement plans, trusts, charities, corporations, and small businesses. The firm utilizes a Modern Portfolio Theory approach with diversified, principally passive asset-class exposure, and incorporates financial planning and participant education without a separate planning fee.

Ryan Mcentire is a financial advisor with Brown Edwards Wealth Strategies in Lynchburg, VA, holding a Series 65 designation and 11 years of industry experience. He has been with Brown Edwards Wealth Strategies since 2014 and is also a partner and CPA at Brown, Edwards & Company, LLP, where he has worked since 2011. Brown Edwards Wealth Strategies provides portfolio management and employee benefit plan advisory services to individuals, retirement plans, trusts, charities, corporations, and small businesses. The firm utilizes a Modern Portfolio Theory-based approach focusing on diversified, primarily passive asset-class exposure and incorporates third-party managers and comprehensive financial planning in its services.

Brad Bailey is a financial advisor at Brown Edwards Wealth Strategies with 27 years of industry experience. He holds a Series 66 designation and has a background that includes roles at Avantax and Towne Bank for Chesterfield County. In addition to his advisory work, he is a member of Brad Bailey, CPA, PLLC, an accounting firm providing CFO services. Brown Edwards Wealth Strategies offers discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to a range of clients including individuals, trusts, charities, and small businesses. The firm emphasizes diversified, mainly passive investment strategies based on Modern Portfolio Theory and utilizes tools such as Monte Carlo simulations and written investment policy statements to guide portfolio management.

Jacob Hartman is a financial advisor at Brown Edwards Wealth Strategies in Lynchburg, VA. He holds a Series 65 credential and has been with Brown Edwards Wealth Strategies since 2025. Prior to his advisory role, his background includes positions at Brown Edwards & Company, LLP and Bald Head Island Club. Brown Edwards Wealth Strategies provides discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to individuals, retirement plans, trusts, charities, corporations, and small businesses. The firm applies a Modern Portfolio Theory-based approach, focusing on diversified, primarily passive asset-class exposure, and incorporates tools such as Monte Carlo simulation, periodic rebalancing, and written investment policy statements.

Mark Wiseman is a Series 65-licensed advisor at Brown Edwards Wealth Strategies with 11 years of industry experience. He has been associated with Brown Edwards and related entities since 1989, including a partnership role at Brown, Edwards & Company LLP. Outside of his advisory role, he is a member of BEC Ventures, LLC. Brown Edwards Wealth Strategies provides discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to individuals, qualified retirement plans, trusts, charities, corporations, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversified, primarily passive asset-class exposure with tools such as Monte Carlo simulations and periodic rebalancing.

Jacob Favaro is a CFP® professional with 11 years of industry experience. He is a partner at Brown, Edwards & Company, L.L.P. and has worked at Alliance Wealth Strategies dba Brown Edwards Wealth Strategies since 2023. Prior to that, he spent eight years at Keiter CPA's. Brown Edwards Wealth Strategies provides discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to a range of clients including individuals, retirement plans, trusts, and small businesses. The firm employs a primarily passive, diversified investment approach based on Modern Portfolio Theory and utilizes tools such as Monte Carlo simulation and written investment policy statements to guide portfolio management.