ADVISOR BIO

Jeffrey Staley is a financial advisor who has been in the industry since 2007. Staley is currently registered with LPL Financial LLC. Staley is licensed to provide financial services in many states, including Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Staley has passed the Series 66, SIE, and Series 7 examinations. Staley holds a variety of specializations including, but not limited to, portfolio management for businesses and individuals, as well as pension consulting and financial planning.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Luis Fernandez is a financial advisor at Wells Fargo Clearing Services, LLC with over 5 years of experience in the financial services industry. Jeffrey holds a Series 6, Series 63 and SIE licenses and is registered in 11 states. Jeffrey specializes in providing investment consulting services to institutional clients, financial planning, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Schatz is a financial advisor who has been in the industry since 2011. Jeffrey is currently registered with Savant Wealth Management in Manassas, VA. Jeffrey has previously worked with FINANCIAL NETWORK INVESTMENT CORPORATION in Vienna, VA. Jeffrey is a Certified Financial Planner™ and has passed the Series 66 and Series 7 exams. Jeffrey has experience working with a variety of client types, including high-net-worth individuals, corporations, and retirement plans. Savant Wealth Management is a firm with more than $50 billion in assets under management. The firm provides a variety of services, including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey McGough is a financial advisor registered with LPL Financial LLC. Jeffrey has been in the industry since December 1985. Jeffrey McGough has a Series 63, 65, 7, 24, and 31 licenses. Jeffrey McGough has been registered with LPL Financial LLC since October 2018 and previously worked for VOYA FINANCIAL ADVISORS, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., LINSCO/PRIVATE LEDGER CORP., and DEAN WITTER REYNOLDS INC.. Jeffrey McGough works out of the Charlottesville, VA office.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Rogatz is a financial professional with over 30 years of experience in the industry. Jeffrey Rogatz is currently registered with Robert W. Baird & Co. Inc. Jeffrey Rogatz is also a registered representative with the state of Virginia. Jeffrey Rogatz has worked for a variety of firms throughout their career including Legg Mason Wood Walker, Incorporated. Jeffrey Rogatz specializes in providing investment advice to individuals and families.

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ADVISOR BIO

Jeffrey William Myers is a financial advisor with over 20 years of experience in the industry. He is currently registered with LPL Financial LLC and has previously worked with CADARET, GRANT & CO., INC., AMERIPRISE FINANCIAL SERVICES, INC., EDWARD JONES and BANC OF AMERICA INVESTMENT SERVICES, INC.. Jeffrey has a wide range of experience and expertise in various financial services, including investment advice, financial planning, and pension consulting. Jeffrey is committed to providing his clients with the best possible service and guidance to help them achieve their financial goals.

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ADVISOR BIO

Jeffrey Theodore Barth is an investment advisor representative at A. N. Culbertson & Company, Inc. Jeffrey has been with the firm since 1999. Jeffrey is registered in Virginia as an investment advisor representative. Jeffrey has passed the Uniform Investment Adviser Law Examination (Series 65). Jeffrey specializes in financial planning, portfolio management for individuals and other services.

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ADVISOR BIO

Jeffrey Mark Sheats is a financial advisor at Fidelity Personal And Workplace Advisors, working in the Alexandria, VA office. Jeffrey has been in the financial industry since January 26, 1989. Jeffrey holds a Series 7 and Series 63 license and is a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Hayes is a financial advisor at Wells Fargo Clearing Services, LLC. Jeffrey has been in the industry since July 26, 1993. Jeffrey is a registered investment advisor in Virginia. Jeffrey has passed the Series 63, Series 65, Series 7, and SIE exams. Jeffrey holds several licenses. Jeffrey is also a trustee for the Terri B Hayes Living Trust, and the William and Matthew Hayes Trusts. Jeffrey is an active member of the community and enjoys cooking competitions.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Nau is a financial advisor with over 20 years of experience in the industry. Jeffrey is registered with Raymond James Financial Services Advisors, Inc. and holds a Series 7, Series 31, and Series 66 license. He is also a Certified Financial Planner. Jeffrey specializes in providing financial planning, portfolio management and pension consulting services to both individuals and businesses. He is committed to helping his clients achieve their financial goals through personalized and comprehensive financial solutions.

SPECIALIZATIONS