ADVISOR BIO

Stephen Scott Siegle is a financial advisor with over 30 years of experience in the financial services industry. Stephen is currently registered with RBC Capital Markets, LLC, and has previously worked for companies such as Wells Fargo Clearing Services, LLC and PNC Investments. Stephen holds several industry licenses including Series 6, 7, 63, and 65. Stephen specializes in working with high-net-worth individuals, corporations, and various capital funds.

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ADVISOR BIO

Stephen Locke is a financial advisor with over 20 years of experience in the financial services industry. Stephen is registered with First Advisors National, LLC and is licensed to sell life insurance and fixed annuity products. Stephen holds the Series 6, 7, 24, 63, and 65 securities licenses and is a Certified Financial Planner® and Chartered Financial Consultant. Stephen has extensive experience providing financial planning, investment management and retirement planning services. Stephen is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Stephen Baker is a financial advisor with Mutual of Omaha Investor Services, Inc. based in Winchester, Virginia. Stephen has been in the financial industry since January 1997 and specializes in providing financial advice for individuals and families. Stephen is registered with the state of Virginia, Maryland, Pennsylvania, Texas, District of Columbia, North Carolina, Ohio, and West Virginia. Stephen also holds the Series 6 and Series 63 licenses and the SIE exam.

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ADVISOR BIO

Stephen Bearce is a financial advisor with over 25 years of experience in the industry. Stephen holds multiple licenses and certifications, including the Series 7, 31, and 63 exams, as well as the Uniform Investment Adviser Law Examination (Series 65). Stephen currently works with Wells Fargo Clearing Services, LLC and is registered in multiple states. Previously, Stephen has also worked with McLaughlin Ryder Investments, Inc., Coburn & Meredith, Inc., and Citigroup Global Markets Inc. Stephen works with a variety of clients, including individuals, businesses, and trusts. Stephen provides investment consulting services, financial planning, and portfolio management.

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ADVISOR BIO

Stephen Campbell is a financial advisor who has been working in the industry since 1985. He is currently registered with LPL Financial LLC, a large firm with over $50 billion in assets under management. Stephen has a broad range of experience in the financial services industry, having worked with Securities America, Inc. and Walnut Street Securities, Inc. in the past. Stephen is a registered representative with Series 7, 6, 63 and 66 licenses and holds a General Securities Principal Examination (Series 24) license. Stephen offers financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations. Stephen has also held real estate licenses and has worked in rental property. Stephen is dedicated to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Stephen Cooper is a financial advisor with Cambridge Investment Research Advisors, Inc., a registered investment advisor located in Fairfield, IA. Stephen has over 20 years of experience in the financial services industry and holds the Series 6, 7, 63, and 65 securities licenses. He also holds the SIE exam certification. He has previously worked with Lincoln Financial Securities Corporation and ProEquities, Inc.. Stephen's specializations include retirement planning, college savings, investment management, and insurance. Stephen serves clients in various states, including Florida, Maryland, New York, North Carolina, South Carolina and Virginia.

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Stephen Rosenzweig is a financial professional with over 50 years of experience in the financial services industry. Stephen currently works for Equitable Advisors, LLC. Stephen is registered as an investment advisor in 11 states and as a broker-dealer in 27 states. Stephen's areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Stephen Shewmake is a financial advisor with Truist Advisory Services, Inc. He is registered in Virginia and has been in the industry since 2004. Stephen has a background in exercise and personal training, and he brings that same commitment to fitness to his financial advising career. Stephen is committed to helping his clients reach their financial goals.

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ADVISOR BIO

Stephen Goddard is a financial advisor at The London Co. of Virginia, a firm that offers investment advisory services to a variety of clients, including individuals, businesses, corporations, charitable organizations, insurance companies, investment companies, and pension and profit-sharing plans. Stephen has been a registered investment advisor for over 30 years and has a strong background in the financial services industry. He is a Certified Financial Analyst (CFA) and has a Series 6, 7 and 65 licenses.

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ADVISOR BIO

Stephen James Ide is a financial advisor registered with Edward Jones. Stephen has been in the financial services industry for over 10 years and is a licensed and registered representative with the state of Virginia. Stephen has passed the Series 66, Series 7, and SIE exams. Stephen is registered to offer investment advice in 13 states including Virginia, California, Maryland, North Carolina, South Carolina, West Virginia, Florida, Arizona, Maine, Massachusetts, Colorado, Georgia, and is registered as an Investment Advisor Representative in Virginia. Stephen has a branch office located in Leesburg, VA.

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