David Thompson is a financial advisor at Petra Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sovereign Capital Vantage, Inc. for five years. Outside of finance, he was involved with Prestige Ballroom LLC for seven years. Petra Wealth Management is a fee-only registered investment adviser serving individuals, trusts, small businesses, and a diverse range of institutional and nonprofit clients. The firm develops client-specific investment policies and manages portfolios on a discretionary basis, combining fundamental and technical analysis while offering extensive planning services including business planning, divorce financial analysis, and estate planning support.

Omen Quelvog is a CFP® and Series 65-registered financial advisor with two years of industry experience. He is the sole advisor at Formynder Wealth Management, LLC and previously served 25 years in the United States Marine Corps. Formynder Wealth Management provides financial planning and discretionary investment management to individuals, including high-net-worth clients. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, primarily using passive vehicles, and offers tailored portfolios including socially responsible investing options.

Virgil Folden is a financial advisor with Fredericksburg Financial Planning Services, Inc. in Fredericksburg, VA, holding a Series 63 designation and over 43 years of industry experience. He has worked at Saxony Securities and Sandlapper Securities, and has been involved with Fredericksburg Financial Services since 1982. Outside of advisory work, he serves as a Board Chairman for the Spotsylvania County Board of Equalization, is President of the Finance Committee at Trinity Episcopal Church, and coaches middle school football. Fredericksburg Financial Planning Services serves individual clients, including high-net-worth individuals and business owners, providing comprehensive financial planning in areas such as retirement, tax, risk management, and estate planning. The firm takes a long-term investment approach, offering clients choice in transaction execution without taking custody of assets or using percentage-of-assets billing. The principal also provides tax preparation and financial analysis for divorce cases, combining advisory services with product sales in a manner uncommon among independent solo advisors.

Jeffrey Smith is a financial advisor at The Retirement Smith LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Gradient Advisors, LLC. In addition to his advisory role, he is the owner of Michah Creek Farm LLC, a land development business. The Retirement Smith LLC provides financial planning and consulting services to individuals, high-net-worth clients, and business entities, focusing on tailored plans related to cash flow, retirement, tax reduction, and estate preservation. The firm does not hold client assets directly and typically refers clients to third-party managers for ongoing asset management.

Christopher Keeney is a financial advisor at The Retirement Smith LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wyatt Investment Research, Boynton Beach Realty, and Saybrus Equity Services. The Retirement Smith LLC provides financial planning and consulting services to individuals, high-net-worth clients, and business entities, offering tailored financial plans focused on cash flow, retirement strategy, tax reduction, and estate preservation. The firm conducts public seminars and workshops on investment topics and refers clients to third-party asset managers while serving as a liaison.

Thomas Baker is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and UBS Financial Services Inc. Outside of his advisory role, he manages a homeowners association in Fredericksburg, VA. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services with a collaborative planning process that incorporates proprietary modeling and tailored asset allocation recommendations.

Linda Mmera is a financial advisor with Navy Federal Investment Services, LLC and holds the Series 66 designation. She has held various roles in financial services since 2022, including positions at Bankers Life and Bank of America-Merrill Lynch. Outside of finance, she worked with Liberty Language Service and studied at the University of Nottingham. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts by offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Noah Snead is a CFP® with four years of industry experience, currently serving as a financial advisor at Cary Street Partners. His prior work includes roles outside of finance at Panda Express, Kroger, West End Market, and JCPenney. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that combines third-party managers with in-house resources across a range of strategies, including proprietary products managed by its affiliated asset management arm.

Jonathan Scimeca is a CFP® professional at Cary Street Partners with 10 years of industry experience. He has been with Cary Street Partners since 2015. In addition to his advisory work, he serves as a successor trustee and executor for a family member's living trust, a role he holds in contingency without compensation. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a broad investment approach utilizing both third-party managers and proprietary strategies across traditional and alternative asset classes.

Justin Bernier is a financial advisor with Integrated Advisors Network LLC and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at Morgan Stanley Wealth Management and Morgan Stanley Private Bank. Bernier is also CEO and CIO of NSG Index, LLC, which manages an ETF focused on emerging markets screened for U.S. national security and human rights interests, and is a founding partner of All Source Investment Management, specializing in emerging market research. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a mix of fundamental and quantitative analysis and frequently employs third-party sub-advisers and wrap-fee programs in its client solutions.

Walter Bayne is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with Cary Street Partners since 2007. Outside of his advisory role, he is an owner and partner in a microbrewery specializing in craft cider and beer and serves on the advisory board for the Financial Planning major at Pamplin College of Business, Virginia Tech, where he helps develop curriculum for students entering the financial planning industry. Cary Street Partners provides wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, retirement plans, and institutions. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, utilizing both third-party managers and proprietary strategies.

Anita Lewis is a financial advisor at Cary Street Partners with 28 years of industry experience. She has been with Cary Street Partners since 2007 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she manages NITARTSHOP, LLC, a business selling original artwork, vintage and antique home décor, and collectibles. Cary Street Partners provides discretionary and non-discretionary wealth management services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, using both third-party managers and in-house resources.

Kevin Lynch is a financial advisor at Cary Street Partners with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Outside of finance, he teaches private music lessons in the Stafford area. Cary Street Partners offers wealth management and advisory services to a diverse client base, employing a range of investment strategies across traditional and alternative asset classes.

Andre Pineda is a Series 66-licensed financial advisor with Cary Street Partners in Fredericksburg, VA, where he has worked since 2007, accumulating 22 years of industry experience. He is president and owner of Sophiola, a business he created with his wife centered on their child's artwork. Pineda also serves as treasurer for the National Down Syndrome Congress and the Fredericksburg Free Press, and holds board positions with several nonprofit organizations including the Fredericksburg Food Co-op and Rappahannock Goodwill Industries. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to individuals, charitable organizations, corporations, retirement plans, and institutions. The firm employs a range of investment strategies across traditional and alternative asset classes, combining third-party managers and in-house resources to tailor client portfolios.

Savannah Green is a financial advisor at Cary Street Partners with a Series 66 designation and three years of industry experience. Prior to joining Cary Street Partners in 2021, she worked at Edelman Financial Engines and held various roles in education and finance. She serves as an adjunct professor of Personal Finance at the University of Mary Washington and is a budget analyst committee member for the Fredericksburg Regional Chamber of Commerce’s young professionals group. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, combining third-party and proprietary strategies.

Douglas Stewart is a financial advisor with Cary Street Partners in Fredericksburg, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Cary Street Partners since 2007. Outside of his advisory role, Stewart serves as chairman of Northern Neck Insurance Corp. and is a board member of McPherson Oil, where he oversees strategic planning and M&A activities. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm uses a consultative approach to tailor investment programs and offers a range of strategies across traditional and alternative assets, supported by both third-party managers and in-house resources.

Brittany Doughty is a financial advisor at Cary Street Partners with seven years of industry experience and holds a Series 66 designation. She has been with Cary Street Partners since 2017, with a brief tenure at Ainsworth Pet Nutrition and a role as an adjunct professor of Personal Finance at the University of Mary Washington. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a client-specific approach to portfolio management, incorporating both third-party and proprietary strategies across various asset classes and investment vehicles.

Astrid Blazek is a financial advisor at Cary Street Partners with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cary Street Partners since 2007. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, retirement plans, and institutions. The firm employs a client-centered approach to portfolio management, incorporating both third-party and in-house resources across a range of investment strategies.

Lamont Brown is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Mariner Advisor Network. His prior roles include positions at Private Advisor Group, TIAA-CREF, and Infinex. Outside of his advisory work, Mr. Brown leads the Mergers & Acquisitions Affinity Group at ProVisors and is an enrolled agent providing tax preparation services. Mariner Advisor Network operates as a decentralized enterprise RIA serving individuals, corporations, and charitable organizations with portfolio management, financial planning, and access to a variety of investment strategies and third-party managers. The firm offers retirement plan consulting and integrates multiple affiliated resources within its network.

Theodore Brown is a financial advisor with Cary Street Partners Asset Management in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Luxon Asset Management since 2017 and has been with Cary Street Partners LLC since 2007. Cary Street Partners Asset Management provides discretionary portfolio management and non-discretionary investment consulting to individuals, high-net-worth clients, and various institutional clients. The firm combines a quantitative asset-allocation model with fundamental security selection and manages portfolios on a discretionary basis, including serving as portfolio manager for an actively managed proprietary ETF.