Find a Financial Advisor

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 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 covers the county of Frederick in Virginia. She received a bachelor’s degree in Sociology and an MBA from Shepherd 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 covers the counties of Georgetown and Horry 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 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 covers the counties of New Hanover, Brunswick, Columbus, Pender and Duplin in North Carolina. He received a Bachelor’s of Science from Gannon University. Brian is a Pennsylvania native and has been a North Carolina resident since 1999. He is a Certified Retirement Counselor (CRC®) and has the following licenses: FINRA Series 6, 7, 63, 66 and Life & Health Insurance.

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 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.

Daniel Starling covers the counties of Durham, Wake, Cumberland, Robeson, and Bladen in North Carolina. He received a bachelor’s degree in EHS from East Carolina University. Daniel lives in Hope Mills, North Carolina with his wife and son. He holds the following licenses: Series 7, Series 66, and Life & Health Insurance.

David Dutton covers the counties of Edgecombe, Greene, Lenoir, Nash, Pitt, Wayne, and Wilson in North Carolina. He received a Bachelor of Science in Political Science from East Carolina University. David lives in Greenville, North Carolina with his wife, Casey, and daughter, Clara. David holds the following licenses: Series 7, Series 66, and Life & Health Insurance

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.

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 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.

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 is a Certified Retirement Counselor (CRC®) and has the following licenses: FINRA Series 6, 7, 63, 66 and Life & Health Insurance.

John Currier works with clients in the greater Charlotte and Gastonia, NC markets as well as Lake Wylie, Clover, and Columbia, SC.  He received a Bachelor of Science degree in Management and Policy from the University of New Hampshire. John began his financial services career in 1997 and resides in Charlotte, NC with his wife and two children. He holds the following licenses: FINRA Series 7, Series 26, Series 66, and Life & Health Insurance.

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 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 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 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 covers the county of Loudoun in Virginia. A Northern Virginia native, Omid currently resides in Loudoun County with his wife and two daughters. He attended George Mason University and holds the following licenses: Series 7, Series 66 and Life & Health Insurance. 

Patty Caprarese covers the counties of Hancock, Brooke, Ohio and Marshall in West Virginia and the county of Belmont in Ohio. She received a bachelor's degree in psychology from Bethany College. Patty resides in Weiron, WV with her son Andy and her dog Piper. She holds the following licenses: Series 7, Series 66, and Life & Health Insureance.

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 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 Soenen covers the counties of Charleston, Berkley, and Dorchester in South Carolina. He received a B.A. in History from Winthrop University. Scott lives in Mount Pleasant, South Carolina with his wife and two children. He holds the following licenses: Series 7, Series 66, Life and Health Insurance and has also earned his Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning.

Shane Marrone covers the counties of Jefferson and Berkeley in West Virginia. He received a bachelor’s degree in Business Administration from Shepherd 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 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 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 Connellsville, Pennsylvania. He holds the following licenses: Series 7, Series 63, Series 66, and Life & Health Insurance.

Tristan Hawkins covers Fairfax county 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.