Melinda Walton

Philip Swann Jr. is a financial advisor with Well-Planned Financial LLC in Staunton, VA, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Prior to founding his independent firm in 2019, he worked at Providence Asset Management, Cetera Advisor Networks, and The Henderson Group, and spent over three decades at Swann Construction, Inc. Well-Planned Financial serves individuals and high-net-worth clients by providing tailored investment management and financial planning services, including both project-based plans and subscription-style ongoing planning. The firm emphasizes passive management and Modern Portfolio Theory, uses diversified model portfolios with low-cost funds, and manages a majority of assets on a non-discretionary basis, supporting client goals through documented investment policy statements and regular reviews.

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.

David Cunningham is a ChFC® credentialed advisor with 13 years of industry experience. He is a principal at Sherpa Financial Guides, Inc. and also associated with AE Wealth Management, LLC. Outside of his advisory work, he owns and operates a farming business on his 70-acre property in Afton, VA, and provides personal tax return preparation and accounting services. Sherpa Financial Guides, Inc. offers investment advisory and financial planning services to individual and high-net-worth clients. The firm manages portfolios through discretionary and non-discretionary accounts and provides planning in areas including investment strategy, risk management, and estate planning.

Holly Ruff is a CFA® charterholder and Series 66 licensee with 19 years of industry experience. She is currently a member of Alpha Omega Wealth Management, LLC, where she has worked since 2016, following an 11-year tenure at Diveley Lind & Associates. Outside of her advisory role, she is involved with Green Acres of Cherry Grove LLC, a family farm. Alpha Omega Wealth Management advises individuals, trusts, estates, charitable organizations, and retirement plan sponsors, serving a wide range of clients from non‑high‑net‑worth to high‑net‑worth. The firm employs fundamental analysis and a long‑term investment approach, incorporating derivatives and options strategies, and offers a blend of family-office style services alongside retirement plan consulting.

Michael Mc Cue is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and based in Staunton, VA. He has one year of industry experience and previously worked at Tiger Solar Company for several years before entering the financial advisory field. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, pension plans, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Taysha Patterson is a financial advisor with Cornerstone Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Cornerstone Wealth Management since 2016 and previously worked at Edward Jones from 2008 to 2016. Outside of her advisory role, she is involved in Millstone Farms, a farming business. Cornerstone Wealth Management serves a diverse client base, including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and applies a combination of fundamental, quantitative, and qualitative analyses with regular account reviews and multiple advisory program options.