Patricia Koogler

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.

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 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.

Taysha Patterson is a financial advisor with Cornerstone Wealth Management, LLC in Staunton, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Edward Jones for 13 years before joining Cornerstone and LPL Financial in 2016. Outside of her advisory work, she is involved with Millstone Farms, a non-investment-related business. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses advisor-led discretionary management alongside LPL-sponsored programs, emphasizing tailored investment advice, continuous account supervision, and a blend of fundamental, quantitative, and qualitative analysis.