Chesapeake, VA Progressive Drive Office

Scott Danner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with multiple Steward Partners entities since 2023 and has prior experience at Freedom Street Partners, LLC and Raymond James Financial Services. Outside of his advisory role, he is the author of a book for financial advisors. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Dawn Thompson Mayfield is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at firms including Freedom Street Partners, Raymond James Financial Services, TowneBank, and UBS Financial Services. Outside of her advisory role, she is Vice President of Mayfield Designs, Inc., where she assists with billing and record keeping. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

Valerie Rivera is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior experience includes roles at Raymond James Financial Services Advisors Inc. and Edward Jones. She also serves as Chief Operating Officer at Freedom Street Partners. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

Sean Manos is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James Financial Services and Bank of America. He is also involved with Freedom Street Partners in Chesapeake, VA, where he dedicates significant time as a registered associate. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services that include both discretionary and non-discretionary options.

Jeffrey Whiteside is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Raymond James Financial, Wells Fargo Clearing, and J.P. Morgan Securities. He is also an associate at Freedom Street Partners, where he serves as a Client Relationship Manager. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a variety of investment advisory and financial planning services.

Reed Sloat is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Freedom Street Partners and Raymond James Financial Services Advisors. Sloat serves on the Chesapeake, VA Other Post Employment Benefits (OPEB) board of directors. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.