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 Manuel Moral
Manuel Moral
Financial Advisor
12127 Rockville Pike
Rockville, Maryland 20852
Distance: mi.
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301.347.4760

Manuel Moral covers the county of Montgomery in Maryland, and parts of Washington, D.C. He received a bachelor’s degree from the University of Maryland at College Park. With over twenty years in banking and over ten years as a financial advisor, Manuel also holds an Executive Certificate in Financial Planning from Georgetown University and has a CFP® designation. He holds the following licenses: Series 7, Series 63, Series 66 and Life & Health Insurance.

 Manuel Moral
Manuel Moral
Financial Advisor
12127 Rockville Pike
Rockville, Maryland 20852
Distance: mi.
Get Directions
301.347.4760

Manuel Moral covers the county of Montgomery in Maryland, and parts of Washington, D.C. He received a bachelor’s degree from the University of Maryland at College Park. With over twenty years in banking and over ten years as a financial advisor, Manuel also holds an Executive Certificate in Financial Planning from Georgetown University and has a CFP® designation. He holds the following licenses: Series 7, Series 63, Series 66 and Life & Health Insurance.

Adam Stewart
Adam Stewart
Financial Advisor
106 West Washington Street
Charles Town, West Virginia 25414
Distance: mi.
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304.724.3920

Adam Stewart covers the counties of Berkeley and Jefferson in West Virginia. He received a bachelor’s degree in Finance from Marshall University. Adam lives in Martinsburg, West Virginia with his wife and two daughters. He holds the following licenses: Series 7, Series 66 and Life & Health Insurance.

Amanda Vance Giangola
Amanda Vance Giangola
Financial Advisor
1447 N Frederick Pike
Winchester, Virginia 22603
Distance: mi.
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540.450.3096

Amanda Vance Giangola covers the county of Frederick in Virginia. She received a bachelor’s degree in Sociology and an MBA from Shepard University. Amanda has been in the financial industry since 2007 and lives in Winchester, VA with her husband and two kids. She holds the following licenses: Series 6, Series 7, Series 63, Series 65, Life & Health and Property & Casualty Insurance Licenses.

Ben Frazier
Ben Frazier
Financial Advisor
288 Meeting Street
Charleston, South Carolina 29401
Distance: mi.
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843.513.3429

Ben Frazier covers the county of Charleston in South Carolina. He received a bachelor’s degree in Business Administration and Finance from Georgia Southern University. Ben began his career as a Financial Advisor in 2008 and currently resides in Isle of Palms, SC with his wife and two daughters. He holds the following licenses: Series 7, Series 66 and Life & Health Insurance.

Brian Dean
Brian Dean
Financial Advisor
990 Elmer Prince Drive
Morgantown, West Virginia 26505
Distance: mi.
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304.581.6081

Brian Dean covers the counties of Harrisonburg, Gilmer, Monongalia, and Lewis in West Virginia. He received a bachelor’s degree in Business Administration from West Virginia University. Brian began his banking career in 2005 and resides in Morgantown, West Virginia with his wife and three daughters. He holds the following licenses: Series 7, Series 24, Series 66 and Life & Health Insurance.

Brian Karg
Brian Karg
Financial Advisor
115 N 3rd Street
Wilmington, North Carolina 28401
Distance: mi.
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910.292.4373
Christopher Williams
Christopher Williams
Financial Advisor
300 North Market Street
Washington, North Carolina 27889
Distance: mi.
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252.946.0284

Christopher Williams covers coastal North Carolina. He received a bachelor’s degree in Government and Politics from the University of Maryland at College Park. A native of Cumberland, Maryland, Christopher currently resides in the Coastal North Carolina area. He holds the following licenses: Series 7, Series 31, Series 63, Series 65 and Life & Health Insurance.

Corey Browning
Corey Browning
Financial Advisor
2004 W. Webster Rd
Summersville, West Virginia 26651
Distance: mi.
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304.872.5434

Corey Browning covers the counties of Fayette, Nicholas, Raleigh and Webster in West Virginia. He received a bachelor’s degree from Fairmont State and is also a graduate of The West Virginia School of Banking and the Lloyd P. Calvert Graduate School of Banking. Corey lives in Summersville, West Virginia with his wife and two children. He holds the following licenses: Series 6, Series 7, Series 63, Series 66 and Life & Health Insurance.

Eric Group
Eric Group
Financial Advisor

Columbia, South Carolina 29044
Distance: mi.
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803.404.5266

Eric Group covers the county of Richland in South Carolina. He received a bachelor’s degree from the University of South Carolina. A South Carolina native, Eric has a 9-year-old daughter and is a Board Member for the Columbia Music Festiva Association.  He holds the following licenses: Series 6, Series 7, Series 63, Series 66 and Life and Health Insurance.

Eric Pritt
Eric Pritt
Financial Advisor
500 Virginia Street E.
Charleston, West Virginia 25301
Distance: mi.
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304.348.8343

Eric Pritt covers the counties of Boone, Kanawha, and Logan in West Virginia. He received a bachelor’s degree in Business Administration from West Virginia University and is a West Virginia School of Banking Graduate. He began his banking career in 2007 and resides in Charleston, West Virginia with his wife and three kids. He holds the following licenses: Series 7, Series 66 and Life & Health Insurance.

George Mouradian
George Mouradian
Financial Advisor
991 38th Ave N
Myrtle Beach, South Carolina 29577
Distance: mi.
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843.534.5172

George covers the counties of Horry and Georgetown in South Carolina. He received a bachelor's degree in English from Queens College. George has been in the financial services industry since 1993 and lives in Southport, North Carolina with is wife. He holds the following licenses: Series 6, Series 7, Series 26, Series 63, Series 65 and Life & Health Insurance.

Gregory Dennis
Gregory Dennis
Financial Advisor
1200 Grosscup Ave
Dunbar, West Virginia 25064
Distance: mi.
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304.766.1216

Gregory Dennis covers the counties of Kanawha, Fayette, Raleigh and Jackson in West Virginia. He received a bachelor’s degree from East Tennessee State University. Greg has over 20 years of experience in the financial services industry and resides in Dunbar, West Virginia with his wife and three daughters. He holds the following licenses: Series 7, Series 24, Series 53, Series 66 and Life & Health Insurance.

Jason May
Jason May
Financial Advisor
110 University Blvd
Harrisonburg, Virginia 22801
Distance: mi.
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540.437.3273

Jason May covers the county of Rockingham in Virginia. He received a bachelor’s degree in Business Administration from James Madison University. Jason has more than twenty years of experience in the financial services industry and resides in Mount Crawford, Virginia with wife and two children. He holds the following licenses: Series 7, Series 26, Series 66 and Life & Health Insurance.

Jason Whiteman
Jason Whiteman
Financial Advisor

, Virginia
Distance: mi.
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540.548.7022

Jason Whiteman covers the county of Spotsylvania in Virginia. He received a bachelor’s degree from Syracuse University and an MBA from Walden University. Jason is married with two sons and has been in the financial service industry for over twenty years. He holds the following licenses: Series 7, Series 66, Series 63, Virginia Property & Casualty Insurance and Virginia Life & Health Insurance.

Jody Bruce
Jody Bruce
Financial Advisor
9951 Brook Rd
Glen Allen, Virginia 23060
Distance: mi.
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804.443.8508

Jody Bruce covers several counties in Central Virginia surrounding the Richmond area. He studied Business Management at The Scheller College of Business at Georgia Tech. As a financial advisor, he’s been helping people and small businesses define and reach their goals since 2000. He is married and has three children, enjoys the outdoors, cooking and music. He holds the following licenses: Series 7, Series 6, Series 63, Series 65, Life and Health Insurance, Property and Casualty Insurance.

Joseph Carter
Joseph Carter
Financial Advisor
1320 Old Chain Bridge Road
McLean, Virginia 22101
Distance: mi.
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703.219.4863

Joseph Carter covers the county of Fairfax in Virginia. He received a bachelor’s degree in Communications from the University of Pittsburgh. Joe began his career in the financial industry in 1997 and resides in Broadlands, Virginia with his wife and two children. He holds the following licenses: Series 7, Series 6, Series 63, Series 65 and Life & Health Insurance.

Joshua McBride
Joshua McBride
Financial Advisor

Vienna, West Virginia
Distance: mi.
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304.424.8679

Joshua McBride covers the county of Wood in West Virginia. He received a bachelor’s degree in Business Administration from Bluefield State College. Joshua has been in the financial services industry since 2006 and lives in Vienna with his wife and daughter. He holds the following licenses: Series 7, Series 63, Series 65 and Life & Health Insurance. 

Mike Bolen
Mike Bolen
Financial Advisor
5350 Lee Highway
Arlington, Virginia 22207
Distance: mi.
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703.531.2955

Mike Bolen covers the county of Arlington in Virginia. He received a bachelor’s degree in Finance and Marketing from the University of Maryland. Mike began his banking career in 1989 and lives in Arlington, Virginia with his wife and two children. He holds the following licenses: Series 7, Series 63, Series 65 and Life & Health Insurance.

Nicholas DiGiorgio
Nicholas DiGiorgio
Financial Advisor
1265 Seminole Trail
Charlottesville, Virginia 22901
Distance: mi.
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434.951.6803

Nicholas DiGiorgio covers the county of Albemarle in Virginia. He received a bachelor’s degree from the University of Pittsburgh-Johnstown. Nicholas is a Pennsylvania native and currently resides in Charlottesville, Virginia. He holds the following licenses: Series 7, Series 66, Life, Accident and Health Insurance.

Omid Sanie
Omid Sanie
Financial Advisor
21885 Ryan Center Way
Ashburn, Virginia 20147
Distance: mi.
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703.219.4867
Robert Brewster
Robert Brewster
Financial Advisor
2889 Third Ave
Huntington, West Virginia 25702
Distance: mi.
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304.781.2363

Robert Brewster covers the counties of Cabell, Putnam, and Wayne in West Virginia. He received a bachelor’s degree from Mountain State University and holds a designation of Accredited Asset Management Specialist (AAMS®) from The College for Financial Planning. Rob began his banking career in 1999 and resides in Huntington, West Virginia with his wife and three children. He holds the following licenses: Series 7, Series 24, Series 66 and Life & Health Insurance.

Samuel Hershberger
Samuel Hershberger
Financial Advisor
1111 W. Poinsett Street
Greer, South Carolina 29650
Distance: mi.
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864.516.2901

Samuel Hershberger covers the county of Greenville in South Carolina. He received a bachelor’s degree in Finance from Bob Jones University. A Greenville native, Samuel began his career in the Financial Services industry in 1987, and he and his wife have raised four children and have three grandchildren. He holds the following licenses: Series 7, Series 9, Series 10, Series 63, Series 65 and SC Life Insurance.

Scott Molina
Scott Molina
Financial Advisor
21 12th Street
Wheeling, West Virginia 26003
Distance: mi.
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304.231.1928

Scott Molina covers the counties of Ohio and Marshall in West Virginia. He received a Business Management MBA from Wheeling Jesuit University. Scott began his banking career in 2005 and lives in Wheeling, West Virginia with his wife and two children. He holds the following licenses: Series 6, Series 7, Series 63, Series 65 and Life & Health Insurance.

Shane Marrone
Shane Marrone
Financial Advisor
7867 Martinsburg Pike
Shepherdstown, West Virginia 25443
Distance: mi.
Get Directions
301.739.2639

Shane Marrone covers the counties of Jefferson and Berkeley in West Virginia. He received a bachelor’s degree in Business Administration from Shepard University. Shane serves as a board member of Good Shepherd Interfaith Volunteer Caregivers. He holds the following licenses: Series 7, Series 66 and Life & Health Insurance.

Steve Nelson
Steve Nelson
Financial Advisor
9626 Center Street
Manassas, Virginia 20110
Distance: mi.
Get Directions
703.584.3494

Steve Nelson covers the counties of Prince William, Stafford, and Fairfax in Virginia. He received a bachelor’s degree in Finance from Virginia Tech, and an MBA from the University of South Carolina. Steve began his securities career in 1986 and lives in Manassas, Virginia with his wife and two children. He holds the following licenses: Series 6, Series 7, Series 22, Series 24, Series 63, Series 65 and Life & Health Insurance.

Todd Loyal
Todd Loyal
Financial Advisor
81 W Main Street
Uniontown, Pennsylvania 15401
Distance: mi.
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724.439.8636

Todd Loyal covers the county of Fayette in Pennsylvania. He received a bachelor’s degree in Business Administration and Finance from California University of Pennsylvania. Todd began his career in the financial services industry in 2001 and resides in Uniontown, Pennsylvania. He holds the following licenses: Series 7, Series 63, Series 66, and Life & Health Insurance.

Tristan Hawkins
Tristan Hawkins
Financial Advisor
14000 Sullyfield Circle
Chantilly, Virginia 20151
Distance: mi.
Get Directions
703.219.4852

Tristan Hawkins covers the counties of Prince William and Fairfax in Virginia. He received a bachelor’s degree in Business from Radford University. Tristan began his career as a financial advisor in 2001 and currently resides in Reston, Virginia with his wife. He holds the following licenses: Series 7, Series 66 and Life & Health Insurance.

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