David Ellis is a CFP® with 25 years of experience in financial advisory services. He is currently with Vested Partners: A Multi-Family Office in Salem, VA, and has operated Ellis Financial Group LLC dba The Ellis Offices since 2015. Ellis also owns and operates Ellis Insurance Services LLC. Vested Partners provides investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm combines tactical asset-class allocations with momentum-based technical analysis to guide portfolio decisions and offers both discretionary and non-discretionary management alongside comprehensive financial planning services.

Rose Funkhouser is a financial advisor at Vested Partners: A Multi-Family Office in Salem, VA. She holds a Series 65 designation and began her advisory career with Vested Partners in 2023. Prior to that, she was a full-time student and took a year as a stay-at-home mom. Vested Partners provides investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm combines tactical asset-class allocations with momentum-based technical analysis to guide portfolio decisions and offers both discretionary and non-discretionary management along with educational seminars and planning resources.