Brown Edwards Wealth Strategies

Antony Roop is a Series 65-licensed advisor with Brown Edwards Wealth Strategies in Bristol, TN, with eight years of industry experience. He has been with Alliance Wealth Strategies d/b/a Brown Edwards Wealth Strategies since 2017 and has been a partner at Brown, Edwards & Company, LLP, a CPA firm, since 2015. Brown Edwards Wealth Strategies provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing diversified, passively managed mutual funds and ETFs.

Harry Schwarz is a financial advisor at Brown Edwards Wealth Strategies with 12 years of industry experience. He holds a Series 65 designation and has worked at Brown Edwards since 2017, following a 19-year career at Dixon Hughes Goodman LLP. In addition to his advisory role, Schwarz serves as a principal and CPA at Brown, Edwards & Company, LLP. Brown Edwards Wealth Strategies provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified, passively managed asset-class mutual funds and ETFs.

Kelli Vance is a PFS™ credentialed financial advisor with six years of industry experience. She is currently with Brown Edwards Wealth Strategies and has prior experience at Gibbons & Kawash. In addition to her advisory role, she is a partner and CPA at Brown, Edwards & Company, LLP. Brown Edwards Wealth Strategies provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified, passively managed mutual funds and ETFs.

Ryan Mcentire is a financial advisor with Brown Edwards Wealth Strategies in Lynchburg, VA. He holds a Series 65 designation and has 11 years of industry experience. Ryan is also a partner and CPA at Brown, Edwards & Company, LLP, where he devotes significant time to non-investment related activities. Brown Edwards Wealth Strategies provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds and ETFs, along with model portfolios and third-party support.

Brad Bailey is a financial advisor with Brown Edwards Wealth Strategies, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Avantax Advisory Services, 1st Global Advisors, and his own accounting firm, Brad Bailey, CPA, PLLC, where he provides CFO services. Brown Edwards Wealth Strategies serves individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses with investment management and financial planning. The firm employs a long-term, buy-and-hold strategy grounded in Modern Portfolio Theory, using diversified, passively managed mutual funds and ETFs alongside model portfolios and third-party support to implement client investment policies.

Joshua Leslie is a financial advisor at Brown Edwards Wealth Strategies in Lynchburg, VA. He holds a Series 65 designation and has been with Brown Edwards Wealth Strategies since 2024. Prior to his current role, he worked at Liberty University and Hurt & Proffitt Inc. He also serves as an In-Charge Associate at Brown Edwards & Company, LLP. Brown Edwards Wealth Strategies provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds and ETFs along with model portfolios and third-party support.

Mark Wiseman is a financial advisor at Brown Edwards Wealth Strategies with 10 years of industry experience. He holds a Series 65 designation and has been associated with Brown Edwards and its related entities since 2015. Outside of advising, he is a partner and CPA at Brown, Edwards & Company, LLP, a role he has held since 1989. Brown Edwards Wealth Strategies provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing diversified, passively managed mutual funds and ETFs.

Jacob Favaro is a CFP® professional with 10 years of industry experience. He is currently a partner at Brown Edwards Wealth Strategies and Brown, Edwards & Company, L.L.P., where he has worked since 2023. Prior to this, he spent eight years at Keiter CPA's. Favaro is also a partner and CPA at Brown, Edwards & Company, dedicating a significant portion of his time to this role. Brown Edwards Wealth Strategies provides investment management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified, passively managed mutual funds and ETFs with model portfolios and third-party support to implement client strategies.