Glen Allen, VA Office

Roy Alexander is a financial advisor with Capitol Securities Management, Inc. in Springfield, VA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 24 years of experience with Capitol Securities and has operated his own CPA practice since 1981, providing accounting and tax preparation services. In addition, he serves as treasurer of the West Springfield Professional Condo Association, managing financial statements and budgets. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage and advisory services, comprehensive financial planning, and pension consulting. The firm offers access to a range of investment programs and utilizes a network of advisers to develop client-specific investment policies.

Robert Campbell III is a financial advisor with Capitol Securities Management, Inc. in Chesterfield, VA. He holds a Series 66 designation and has 18 years of industry experience, including 17 years at Capitol Securities. Outside of his advisory role, he acts as a referral resource for healthcare benefits programs through a professional relationship with TPA Benefits. Capitol Securities Management serves individual, corporate, and charitable clients, providing brokerage, investment advisory services, and comprehensive financial planning. The firm offers access to separately managed accounts, wrap fee programs, third-party money managers, and employs a variety of investment instruments tailored to client-specific policies.

Mark Bechtle is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC before joining Capitol Securities Management in 2016. 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, consulting, and various wrap fee programs, operating as both a broker-dealer and registered investment adviser.

Steven Marascia is a financial advisor at Capitol Securities Management, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capitol Securities since 2009. He also serves as trustee of a family trust. 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 utilizes a range of investment instruments, with advice delivered by a network of investment adviser representatives.

Laura Settle is a financial advisor at Capitol Securities Management, Inc. with 28 years of industry experience. She holds a Series 66 designation and has been with Capitol Securities Management since 2011. Outside of her advisory role, she works in patient access at Sentara Martha Jefferson Hospital. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, financial planning, consulting, and various wrap fee programs through both discretionary and non-discretionary advisory relationships.

Natalie Gross is a financial advisor at Capitol Securities Management, Inc. with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as an executor for her grandfather's estate. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, providing investment advice through discretionary and non-discretionary programs, separately managed accounts, and third-party money managers.

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.

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.

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 Martinsville, VA, holding a Series 63 designation and bringing 44 years of industry experience. He has been with Capitol Securities Management since 2010. Outside of his advisory role, he is the owner of Nease Holding Co. LLC, a business entity handling operational and administrative functions. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate, charitable, trustee, and plan sponsor clients. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, utilizing a range of investment vehicles and third-party managers.

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.