ADVISOR BIO

Steven Gregory Pugliese is a financial advisor at Buttonwood Wealth. Steven has been in the financial services industry since 2008, and has experience working with clients such as high-net-worth individuals, corporations, and charitable organizations. Steven has a CFP® designation and has been registered with the state of Virginia since June 2020. Steven also works as a Managing Member at Pugliese & Company, LLC. Steven provides investment advice and financial planning services at Buttonwood Wealth.

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ADVISOR BIO

Steven Wayne Dorman is a financial advisor with over 48 years of experience in the financial services industry. Steven has been with Global Retirement Partners LLC since 2015. Prior to that, Steven was with MML Investors Services, LLC for 25 years and Personal Economics Securities Corporation for 8 years. Steven provides financial planning, portfolio management, and retirement plan consulting services. Steven is a Registered Representative and Investment Advisor Representative and holds the Series 7TO, Series 63, Series 65, Series 1, and Series 24 licenses. Steven also holds the Chartered Financial Consultant designation.

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ADVISOR BIO

Steven Michael Singer is a financial advisor at Osaic Wealth, Inc. Steven has been in the financial services industry since November 1988. Steven is registered with the state of Virginia as well as 12 other states, including Arizona, Colorado, District of Columbia, Florida, Maryland, Massachusetts, North Carolina, South Carolina, Tennessee and Virginia. Steven is also registered with FINRA and the state of Maryland. Steven holds the Series 6, Series 63 and SIE licenses. Steven has earned the designation of Certified Financial Planner. Steven has worked at several firms, including Lincoln National Life Insurance Company, Lincoln National Pension Insurance Company, and Lincoln Financial Advisors Corporation.

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ADVISOR BIO

Steven James Holt is a financial advisor with over 15 years of experience in the industry. Steven is currently registered with First Citizens Investor Services, Inc. His previous experience includes roles at AXA Advisors, LLC and MetLife Securities Inc. Steven holds the Series 66, Series 7, and Series 24 licenses, as well as the Securities Industry Essentials Examination (SIE). Steven's firm specializes in providing financial planning and portfolio management services to individuals, businesses, corporations, and high-net-worth individuals.

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ADVISOR BIO

Steven Brezenski is a financial advisor in Norfolk, VA. Steven has been in the financial industry since July 10, 2006, and is currently registered with Wells Fargo Clearing Services, LLC. Steven has a Series 66 license, a Series 63 license, a Series 7 license and a SIE license. Steven is also registered in 13 states: California, Florida, Georgia, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Steven was previously employed at Edward Jones from July 11, 2006, to October 24, 2012.

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ADVISOR BIO

Steven Schetrom is an investment advisor representative at Legacy Financial. Steven is licensed to provide investment advice in Virginia. He is a registered representative of Legacy Financial, which is a firm that provides financial planning and portfolio management services for individuals. Steven has been in the industry since 2008 and has worked with Legacy Financial since 2010. Steven has a series 7 and a series 66 license.

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ADVISOR BIO

Steven Robert Brunk is a financial advisor at Concourse Financial Group Securities, Inc. Steven has over 25 years of experience in the financial services industry. Steven is registered with the state of Virginia as both a broker-dealer and an investment advisor. Steven offers a wide range of financial services, including financial planning, investment management, and insurance products. Steven has a strong track record of success and is committed to providing his clients with personalized financial advice. Steven is also a Chartered Financial Consultant.

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ADVISOR BIO

Steven Osborne is a registered representative with Osaic Wealth, Inc. Steven has been in the industry since March 2019. Steven is registered with FINRA and holds a Series 7TO and SIE license. Steven is an active investment advisor representative with a focus on individuals, corporations, pension plans, and charitable organizations. Steven provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services.

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ADVISOR BIO

Steven Francis Kennedy is a financial advisor with LPL Financial LLC, based in Newport News, VA. Steven has over 35 years of experience in the financial services industry and has been registered with the state of Virginia since 1985. Steven is a licensed and registered representative of LPL Financial LLC. Steven offers a variety of financial services including financial planning, portfolio management for businesses and individuals, and investment advisory services. Steven is a dedicated professional committed to providing clients with personalized financial guidance and helping them achieve their financial goals.

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ADVISOR BIO

Steven Eugene Winter is a registered Investment Advisor Representative with Edgewater Asset Management. Steven has been in the industry since 1986. Steven is registered in Virginia. Steven's firm is based in Virginia Beach, VA. Steven has passed the Series 3, 63, 65, and 7 exams. Steven has specialized in the area of portfolio management for individuals. The firm manages over $41 million in assets for 27 clients.

SPECIALIZATIONS