ADVISOR BIO

Sarah Umbarger Burnett is an Investment Advisor Representative with Montvue Capital Management, Inc. Sarah has been with the firm since March 1999. She holds a Series 65 license. Sarah is registered with the state of Virginia and North Carolina as an Investment Advisor Representative. Sarah's areas of expertise include financial planning and portfolio management for individuals.

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ADVISOR BIO

Sarah C. Rock is a financial advisor at Truist Advisory Services, Inc. with over 28 years of experience in the industry. Sarah has been registered with the state of Virginia since 2022 and holds licenses in all 50 states. Sarah is also registered with FINRA as a Registered Representative. Sarah has a wide range of experience in financial planning, portfolio management, and other advisory services. Sarah is committed to providing her clients with personalized advice and guidance to help them reach their financial goals.

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ADVISOR BIO

Sarah Sau King MacK is a financial advisor with Ameriprise Financial Services, LLC. Sarah has been a financial advisor for over 15 years and has experience working with a variety of clients including individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. Sarah holds a Series 6, 7, 63 and 65 license and is registered to provide investment advice in Alaska and Virginia. Sarah is also a Chartered Financial Consultant. Prior to joining Ameriprise Financial, Sarah worked at Wells Fargo Clearing Services, LLC and Merrill Lynch. Sarah is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Sarah Pollinger is a financial advisor at RBC Capital Markets, LLC, with over 22 years of experience in the industry. Sarah has a broad range of experience, having previously worked at Truist Investment Services, Inc., BB&T Securities, LLC, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc. and Ferris, Baker Watts Incorporated. Sarah holds the Series 7 and Series 66 licenses. Sarah's areas of expertise include providing financial planning, portfolio management, and retirement planning services to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Sarah is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Texas as a Registered Representative and Investment Advisor Representative.

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ADVISOR BIO

Sarah Kimbrough is a financial advisor based in RICHMOND, VA, and has been in the industry since 2006. Sarah is currently registered with PFS Investments Inc., and has previously held positions with the same firm. Sarah has a strong background in investment products, having passed both the Series 6 and SIE exams. Sarah is licensed in both Mississippi and Tennessee and specializes in investment company products and variable contracts.

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ADVISOR BIO

Sarah Ann Hollingsworth is an investment advisor representative at Truist Advisory Services, Inc. Sarah is a registered investment advisor in the state of Virginia and has been in the industry since 2011. Sarah has experience in financial planning and portfolio management for individuals and businesses. Sarah is also the owner of a rental property and manages the property through a property management company.

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ADVISOR BIO

Sarah Harris is a financial advisor at Heartwood Wealth Advisors, LLC. She is registered to provide investment advisory services in Virginia. Sarah has been in the financial industry since 2001. Sarah has a Series 65 and Series 66 license. Sarah has previously worked at SunTrust Investment Services, Inc. and SBK Financial, Inc.

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ADVISOR BIO

Sarah Holtzinger is an Investment Advisor Representative at Brown Advisory. Sarah is licensed to provide investment advice in Virginia. Sarah is currently registered in Virginia and has been in the industry since November 2013. Sarah has passed the Series 65 exam. Sarah specializes in providing investment advice to high-net-worth individuals, corporations, pooled investment vehicles, and charitable organizations.

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ADVISOR BIO

Sarah Christine Simmer is a financial advisor currently registered with Heritage Wealth Advisors. Sarah Simmer holds a Series 65 license. Sarah Simmer has worked for Heritage Wealth Advisors since January 2019. Prior to working at Heritage Wealth Advisors, Sarah Simmer worked for PricewaterhouseCoopers. Sarah Simmer specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, and Pension Consulting.

SPECIALIZATIONS

ADVISOR BIO

Sarah Dawn Wilson is a registered representative with Wells Fargo Clearing Services, LLC. Sarah is licensed in Virginia and holds the Series 63, Series 65, Series 6TO, and SIE licenses. Sarah is also a registered Investment Advisor Representative in Virginia.

SPECIALIZATIONS