Caitlin Borland is a financial advisor with Aria Wealth Partners in Charlottesville, VA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at JP Morgan Securities and Truist Advisory Services. In addition to advisory services, she holds an insurance license and sells insurance and annuity products, dedicating less than five hours per month to this activity. Aria Wealth Partners serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans, providing wealth advisory, comprehensive financial planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios to client risk tolerance and time horizon, using both passive and active investment instruments.

Paula Gunter is a financial advisor at Aria Wealth Partners with 23 years of industry experience. She previously worked at Truist Advisory Services and BB&T Securities, LLC. Paula holds Series 63 and Series 65 licenses and has been licensed to sell insurance since 2002, receiving additional compensation for insurance and annuity sales. Aria Wealth Partners serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans. The firm offers wealth advisory, comprehensive financial planning, and retirement plan consulting, using a mix of fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios according to client risk tolerance and time horizon.