Katherine Crow

Philip Swann is a financial advisor with Well-Planned Financial LLC in Staunton, VA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior work includes roles at Providence Asset Management, Cetera Advisor Networks, and The Henderson Group, as well as over three decades with Swann Construction, Inc. He is the sole advisor at his independent firm. Well-Planned Financial LLC provides investment management and financial planning services to individual and high-net-worth clients, along with employee benefit plan consulting and implementation. The firm emphasizes passive portfolio construction using index funds and ETFs, incorporates third-party managers and model portfolios, and offers both discretionary and non-discretionary account management, with a notable focus on pension and profit-sharing plan clients and educational seminars.

Gregory Harris is the sole advisor at Klaren Capital, an independent firm based in Waynesboro, VA. He holds a Series 66 designation and has 20 years of industry experience, including 17 years with Klaren Capital. Klaren Capital provides financial planning and portfolio management services to individuals as well as institutional and non-profit clients, including pension and profit-sharing plans, trusts, and foundations. The firm employs proprietary quantitative risk-management models and a long-term market-timing approach, utilizing exchange-traded funds alongside other investment vehicles to manage risk and achieve client objectives.

Eric Barkey is a financial advisor with J.S. Replogle & Associates LLC in Bridgewater, VA, holding a Series 65 designation and 15 years of industry experience. He has been with J.S. Replogle & Associates since 2018 and previously operated Barkey Financial, LLC from 2010 to 2018. Outside of financial advisory, he owns Barkey Notary Services, LLC, where he dedicates up to 20 hours per week. J.S. Replogle & Associates advises individual and high-net-worth clients, offering discretionary portfolio management and financial consulting, including guidance on deferred charitable gifts. The firm employs a combination of analytical methods and customizes portfolios to client objectives, with a focus on equities, certificates of deposit, money market funds, REITs, and ETFs.

James Replogle is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with J.S. Replogle & Associates LLC since 2002. In addition to his advisory role, he has maintained a consulting practice specializing in deferred gift planning and trustee work with charitable remainder and lead trusts for over 15 years. J.S. Replogle & Associates LLC advises individual and high-net-worth clients, providing discretionary portfolio management and financial consulting services, including specialized guidance on deferred charitable gifts. The firm employs a variety of analytical approaches and customizes portfolios to client objectives across common investment types.

Holly Ruff is a CFA® charterholder with 18 years of industry experience, currently serving at Alpha Omega Wealth Management, LLC. She previously worked at Diveley Lind & Associates for 11 years before joining Alpha Omega Investment Advisors in 2016. Outside of her advisory role, she is a member of Green Acres of Cherry Grove LLC, a family farm. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach includes tailored asset allocation, fundamental analysis, and the use of derivatives within separately managed accounts, alongside comprehensive household finance administration and multi-generation education.

Michael Mc Cue is a financial advisor at Sound Income Strategies, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked for Tiger Solar Company for six years and was involved with Bounty and Soul for two years. Sound Income Strategies manages approximately $4.0 billion in client assets, serving a diverse client base including individuals, pension plans, trusts, estates, corporations, and other advisers. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, utilizing a scalable advisor network and offering specialized services such as sub-advisory ETF management and family-office style solutions.