Drive Wealth Advisers

Elias Patrick is a financial advisor with Drive Wealth Advisers in Charlottesville, VA, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior work includes roles at Finalis Securities LLC, Zero Point Capital LLC, Crewe Capital, Cognitive G Capital Group, DuPont de Nemours, and PricewaterhouseCoopers LLP. Outside of his advisory role, he is a business development partner at Deaglo Inc., a firm providing FX hedging solutions. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation with ongoing monitoring and provides a broad range of investment strategies, including equity, options, structured products, and direct indexing.

Brenton Ripley is a financial advisor with Drive Wealth Advisers and holds a Series 66 designation. He has 25 years of industry experience and has worked at firms including Foresight Wealth Management and Sego Capital Management. In addition to his advisory work, he is the sole owner of Jamestown Law Group, where he provides legal services. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension plans, trusts, and business entities. The firm provides customized, goals-based asset allocation and conducts formal account reviews annually, utilizing a broad range of investment strategies and maintaining multiple affiliated businesses under a common holding company.

Daniel Wilson is a Series 65-licensed financial advisor at Drive Wealth Advisers with three years of industry experience. He has worked at multiple firms including Crabb Financial, High End Financial, Foresight Wealth Management, and Black Diamond Financial Solutions. Outside of his advisory role, he also works as an analyst supporting investment management and operations at Crabb Financial, the parent company of Drive Wealth Advisers. Drive Wealth Advisers provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm offers customized, goals-based asset allocation and employs a broad range of investment strategies with regular formal account reviews.

Scott Broadbent is a financial advisor at Drive Wealth Advisers with 25 years of industry experience. His career includes roles at Acquire Consult LLC, Raymond James Financial Services, and Holman Investments and Planning. He holds Series 63 and Series 65 designations. Drive Wealth Advisers provides investment advisory and planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers customized, goals-based asset allocation with ongoing monitoring, employing a broad range of investment strategies and several affiliated businesses under a common holding company.

Lynn Gilbert is a financial advisor with Drive Wealth Advisers, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He is a partner and CEO of E. Excel USA, LLC, a dietary supplement company, and also operates Gilbert & Stewart, a CPA firm. His prior experience includes roles at Magellan Capital LLC and Knox Capital Advisors, LLC. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes customized, goals-based asset allocation with ongoing monitoring and offers a broad range of investment strategies, including equity, derivatives, and structured products.

Lowell Crabb is a CFP® with 15 years of industry experience, currently serving at Drive Wealth Advisers. His prior experience includes roles at Cambridge Financial Center and operating his own firm, Crabb Financial, LLC. He also manages several non-investment related businesses, including an insurance agency and an accounting services firm. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, with a focus on customized, goals-based asset allocation and ongoing monitoring. The firm offers a broad range of investment strategies and maintains multiple affiliated businesses under a common holding company, including insurance, accounting, and private real estate interests.

Joshua Ripley is a financial advisor at Drive Wealth Advisers with a Series 65 designation and one year of industry experience. Prior to joining Drive Wealth Advisers, he worked at Red Rock Management Co. and Foresight Wealth Management. He is also the owner of JMR Management, LLC, a client service consulting business. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers customized, goals-based asset allocation and portfolio management that includes a broad range of investment strategies and family office services.

Kaige Korth is a CFP® and holds a Series 66 license, currently serving as an advisor at Drive Wealth Advisers with three years of industry experience. Prior to joining Drive Wealth Management, Kaige held roles at several firms including OSAIC, Keeler Thomas Management, and SagePoint Financial. In addition to his advisory role, he is also affiliated with CRABB FINANCIAL, LLC, where he provides operational and investment services for 401(k) plans. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation with ongoing monitoring and employs a broad range of investment strategies, including equities, derivatives, structured products, and direct indexing.

Michael Reid Jr. is a CFP® professional with 10 years of industry experience, currently serving at Drive Wealth Advisers since 2021. He has prior experience at Magellan Capital LLC and M Holdings Securities, Inc. He also works as an independent insurance agent, focusing on life insurance and annuity contracts. Drive Wealth Advisers provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm emphasizes customized, goals-based asset allocation and ongoing monitoring across a broad range of investment strategies and related financial services.

Jeffrey Ingersoll is a financial advisor at Drive Wealth Advisers with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Links Consulting, M Holdings Securities, and Allegis Investment Advisors. Ingersoll is also a published author of an investment-related book. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension plans, trusts, estates, and business entities. The firm offers a range of strategies including discretionary portfolio management, financial planning, and family office services, emphasizing customized, goals-based asset allocation and ongoing account monitoring.

Joshua Osmond is a Series 65 licensed financial advisor at Drive Wealth Advisers with two years of industry experience. He previously worked at 1847 Financial and is currently involved with Crabb Financial as an investment analyst and life insurance agent. His career includes nearly a decade as a full-time student prior to entering the financial advisory field. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes customized, goals-based asset allocation and ongoing monitoring, offering a range of strategies from equity to derivatives and specialized services such as family office capabilities.

Michael Walsh is a financial advisor with Drive Wealth Advisers in Lehi, UT, holding a Series 66 license and 17 years of industry experience. His career includes roles at Wells Fargo Clearing, Morgan Stanley Private Bank, Blue Diamond Capital, and Tula Health, Inc., where he currently provides administrative services. Outside of advisory work, he manages family office services at Blue Diamond Capital. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation with ongoing monitoring and a broad range of investment strategies, including portfolio management, family office services, and innovative tools such as options, direct indexing, and structured products.

James Hawker is a CFA® charterholder with five years of industry experience. He is currently an advisor at Drive Wealth Advisers and serves as Chief Investment Officer at Crabb Financial LLC, the parent company of Drive Wealth Advisers. Prior to joining Drive Wealth Advisers, he worked at J.P. Morgan Securities, JPMorgan Chase Bank, Zions Bank, and Wells Fargo Securities. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers a range of investment strategies and emphasizes customized, goals-based asset allocation with ongoing monitoring and formal account reviews.

Adam Jones is a financial advisor at Drive Wealth Advisers with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc., OSAIC, and Keeler Thomas Inc. In addition to his advisory role, he provides fiduciary and investment advice services through Crabb Financial LLC, supporting 401(k) plans and managed accounts. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides customized, goals-based asset allocation and ongoing portfolio monitoring, employing a broad range of strategies including equities, options, structured products, and direct indexing.

Grant Rowan is a Series 65-licensed financial advisor with nine years of industry experience. He is currently a partner at Drive Wealth Advisers and has prior experience at Crewe Capital Advisors, LLC. In addition to his advisory work, he is a partner and CEO at Porch Financial, an insurance software company. Drive Wealth Advisers provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation and offers a broad range of investment strategies alongside services such as financial planning, pension consulting, and family office capabilities.