Mc Lean, VA Tysons Boulevard Office

Bradford Coyle Sr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. His career includes roles at Raymond James Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also owner of Coyle Financial Group, a support company. 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 with various portfolio management and advisory services, employing a due-diligence process coordinated with multiple custodial and platform partners.

John Utley is a CFP®-designated financial advisor with five years of industry experience, currently practicing at Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners, he worked at Raymond James Financial Services, Inc. and has a background outside finance with four years at Baker Concrete. Utley also serves as an educator for the National Institute of Transitional Planning, providing retirement planning seminars to government employees. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets for individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

Vanessa Alonzo is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 17 years of industry experience. She previously worked at UBS Financial Services and UBS Bank USA for a combined 11 years before joining Steward Partners in 2023. Alonzo is involved with the Women's Leadership Alliance, supporting the expansion of its reach in businesses, communities, and colleges nationwide. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing investment advisory, financial planning, pension consulting, and managed account programs.

Vera Reich is a financial advisor at Steward Partners Investment Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory work, she performs bookkeeping duties for a local music studio. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management programs.

Catherine Martines is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and three years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of her advisory role, she serves as a Notary Public and works part-time as an educator at an athletic clothing store. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor 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 advisory and financial planning services.

Sarah Marks is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has held roles at associated Steward Partners entities since 2018, as well as prior positions at Raymond James Financial Services, Wells Fargo Clearing, Truist Investment Services, Ameriprise Advisor Services, and Choreo, LLC. Outside of finance, she owns 38NorthStudio, a local music studio that supports creative projects, and she founded Studio EDU, a nonprofit focused on providing hands-on learning experiences for aspiring artists, engineers, and entrepreneurs. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale 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 comprehensive investment advisory and financial planning services through various portfolio management strategies and third-party money managers.

Joseph Sullender Jr. is a CFP® professional with over 30 years of experience in the financial advisory industry. He is currently affiliated with Steward Partners Investment Advisory, LLC and previously worked at Raymond James Financial Services and Wells Fargo Clearing. In addition to his advisory role, he is a speaker for the National Institute of Transition Planning, conducting seminars on retirement planning for federal employees. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a range of clients including individuals, pension plans, and charitable organizations, offering investment advisory, financial planning, and managed account programs through both proprietary and third-party solutions.

Clayton Castle is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Zoominfo and Aflac, as well as working in construction and hospitality industries. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various portfolio management and financial planning services through both proprietary and third-party solutions.

John Utley Jr. is a CFP® with 39 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James Financial Services and Wells Fargo Clearing. He is also the owner of Utley LLC, a support company based in McLean, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC‑registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Bradford Coyle Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several related entities within Steward Partners since 2018 and previously was employed at Raymond James Financial Services, Inc., Wells Fargo Clearing, and Sterling Associates, LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

Allison Kistler is a CFP® with 11 years of industry experience, currently serving as an investment advisor representative at Steward Partners Investment Advisory, LLC. Her prior experience includes roles at Sullender Utley Financial Group, Raymond James Financial Services, and Wells Fargo Clearing. She also serves as a part-time speaker on financial planning for the National Institute of Transition Planning. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management solutions through both proprietary and third-party investment options.

George Shirley is a CFP® with 28 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He has previously worked with Raymond James Financial Services Advisors and holds multiple securities licenses including Series 63 and Series 65. Outside of his advisory role, he serves as Chair of the Rec Committee and is a board member of the Arlington Soccer Association. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management solutions.

Jeremy Staadeker is a CFP® with 15 years of experience in the financial advisory industry. He is currently a financial advisor at Steward Partners Investment Advisory, LLC and has held various roles within Steward Partners entities since 2017. Prior to joining Steward Partners, he worked at Raymond James Financial Services and Wells Fargo Clearing. Staadeker co-leads The Staadeker Wealth Management Group and is involved with NOVA Retirement Strategies as a financial advisor operating under that team name. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of advisory services including portfolio management and financial planning, offering both discretionary and non-discretionary solutions through multiple platform partnerships.

Melanie Schwartz is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. She has worked at Steward Partners and its affiliated entities since 2021 and previously at Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, estates, and charitable organizations through a range of advisory and portfolio management services.

Quinn Murphy is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses. He has three years of industry experience and has worked at Steward Partners-related entities since 2023, with prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.