ADVISOR BIO

Steven Schultz is a registered investment advisor with Wells Fargo Clearing Services, LLC. Steven has been in the industry since 2019 and holds Series 7TO, SIE, Series 63, Series 10, and Series 9 licenses. Steven is registered with the state of North Carolina and South Carolina. Steven is a registered representative with FINRA. Steven has 2 years of experience in the financial services industry.

SPECIALIZATIONS

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

ADVISOR BIO

Steven Digregorio is an investment advisor representative with Spire Wealth Management, LLC. Steven has been active in the financial services industry since November 1987 and is registered with FINRA as a registered representative. Steven is a Series 7, Series 6, and Series 63 licensed individual. Steven also holds a Series 65 license and is registered as an Investment Advisor Representative in Florida, New York and Pennsylvania. Steven has experience with McDonald Investments Inc., M&T Securities, Inc., and BANC OF AMERICA INVESTMENT SERVICES, INC. among other firms. In addition to working for Spire Wealth Management, LLC, Steven is also involved with Spire Investment Partners.

SPECIALIZATIONS

ADVISOR BIO

Steven Fenner is an investment advisor representative currently affiliated with Millennium Advisory Services, Inc. based in Glen Allen, VA. Steven has been a registered representative with the firm since 2003. Previously, Steven was a registered representative with Triad Advisors, Inc. in Glen Allen, VA. Steven's licenses and certifications include Series 63 and 65, and Series 6 and SIE. Steven has over 20 years of experience in the financial services industry. Steven primarily works with high-net-worth individuals and other individuals. Steven focuses on providing financial planning, investment advice, and educational seminars to clients.

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ADVISOR BIO

Steven Francis Marascia is a registered representative with Capitol Securities Management, Inc. in Glen Allen, VA. Steven has been in the industry since August 8, 1982. Steven also holds registration(s) with the following firms: Anderson & Strudwick, Incorporated, Tucker Anthony Incorporated, Branch, Cabell & Co., Inc., Prudential-Bache Securities Inc., Thomson McKinnon Securities Inc., First Investors Corporation. Steven has passed the following FINRA exams: Series 7, Series 22, Series 24, Series 6, Series 63, Series 65, Series 86, Series 87, and SIE.

SPECIALIZATIONS

ADVISOR BIO

Steven Brent Trax is an investment advisor representative with MAI Capital Management, LLC, a firm that manages over $19.7 billion in assets. Steven has been in the industry since February 2007. Steven holds a Series 65 license and is a Certified Financial Planner. Steven has experience working with a variety of clients, including high-net-worth individuals, corporations, and investment companies. Steven specializes in financial planning, portfolio management, and due diligence/research. He also has experience in selection of other advisors. Steven is registered in Louisiana, Texas, and Virginia.

SPECIALIZATIONS

ADVISOR BIO

Steven Pierce Fish is an investment advisor representative with Eagle Strategies LLC, a registered investment adviser based in New York. Steven has been in the securities industry since January 2002 and has Series 6, 63, and 65 licenses. Steven has worked with clients across a wide range of industries and has expertise in financial planning, pension consulting, educational seminars, and portfolio management for individuals.

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ADVISOR BIO

Steven Russell Freeman is a financial advisor with over 30 years of experience in the industry. Steven has worked with Davenport & Co. LLC since August 2021. Prior to Davenport & Co., Steven worked with Truist Investment Services, Inc. and BB&T Securities, LLC. Steven is registered with the states of North Carolina, Texas and Virginia.

SPECIALIZATIONS

ADVISOR BIO

Steven Crouch is a financial advisor with over 23 years of experience in the financial services industry. Steven has worked at various firms, including Truist Investment Services, Inc. and B. Riley Wealth Advisors, Inc.. Steven currently holds Series 7, 9, 10, 63 and 65 securities licenses and is registered to provide investment advice in 26 states. Steven provides financial planning and portfolio management for individuals, businesses and pension plans. Steven also serves as a trustee for the Alice Johnson Meadows Trust and is a treasurer for both the Piedmont Dispute Resolution Center and the Fauquier Community Coalition.

SPECIALIZATIONS

ADVISOR BIO

Steven Mercer is a financial advisor with Voya Financial Advisors, Inc. with over 13 years of experience in the financial industry. Steven is registered to offer securities and investment advisory services in Delaware, Florida, Illinois, Maryland, New Jersey, Pennsylvania, and Virginia. Steven is a Series 7 and Series 66 licensed advisor and holds the SIE designation. Steven's previous employers include MetLife Securities, Inc, AXA Advisors, LLC, Wachovia Securities, LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company.

SPECIALIZATIONS