Taysha Colvin Patterson

Philip Swann Jr. is the principal advisor at Well-Planned Financial LLC in Staunton, VA, holding Series 63 and Series 65 registrations with 10 years of industry experience. Prior to founding Well-Planned Financial in 2019, he worked at Providence Asset Management, Cetera Advisor Networks, and The Henderson Group. Before entering finance, he spent over three decades at Swann Construction, Inc. Well-Planned Financial serves individuals and high-net-worth clients by providing tailored investment management and comprehensive financial planning services. The firm’s approach emphasizes passive management and diversified model portfolios, managing most assets on a non-discretionary basis and utilizing third-party managers or sub-advisors.

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 financial advisor at Sherpa Financial Guides, Inc. with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 registrations. His prior experience includes roles at AE Wealth Management, LLC, BB&T Investment Services, Inc., and Berthel, Fisher & Company Financial Services, Inc. Outside of advisory work, he is involved in personal tax return preparation and farming, managing timber and animal raising operations on his own property. Sherpa Financial Guides, Inc. primarily serves individual clients with tailored investment advisory and portfolio management services, emphasizing customized asset allocation and risk profiling. The firm offers both discretionary and non-discretionary managed accounts and incorporates a variety of strategies to support long-term purchasing power.

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.

Melinda Walton is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 66 licenses and having six years of industry experience. Her prior work includes roles at Retirement Income Source, Cetera, Concourse Financial Group Securities Inc, and Everence. Outside of advisory work, she teaches Suzuki violin lessons, works as a family photographer, and serves on the personnel committee of First Step, a domestic violence shelter. Sound Income Strategies is a fee-based investment adviser serving a diverse client base including individuals, corporate and pension clients, other advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, offering customized portfolio management with an integrated model that includes in-house management, brokerage and insurance channels, and ETF sub-advisory services.