Albert Kwon is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His background includes roles at the University of Virginia Judgments and Decisions Behavioral Lab and service with the Boys and Girls Clubs of Central Virginia. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Michael Miller is a financial advisor with Cambridge Investment Research Advisors in Charlottesville, VA, holding a Series 63 designation and 46 years of industry experience. His prior work includes 16 years at A. G. Edwards & Sons, Inc. and a year at Wells Fargo Clearing. He also offers annuity services through his separate insurance agency. Cambridge Investment Research Advisors serves both individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals managing a multi-billion dollar asset base.

Korby Griffith is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Griffith worked at the University of Virginia for eight years. He serves as a board member of Greene Care Clinic in Stanardsville, VA, participating in decisions regarding the clinic’s general direction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

Troy Hamilton is a financial advisor with LPL Financial in Charlottesville, VA, holding a Series 66 designation and 11 years of industry experience. He worked at Edward Jones for 10 years before joining LPL Financial in 2025. Outside of his advisory role, he owns a small business called Saint John Will Help You, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning and model portfolio programs, utilizing a broad network of investment adviser representatives and multiple investment management options.

Jeffrey Earnhardt is a financial advisor with Edward Jones in Orange, Virginia, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he manages a real estate business called New Beginnings Properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Jacquelyn Nasca is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. She has worked at several firms including LPL Financial and Private Advisor Group before joining Cetera. Nasca also serves as a financial advisor at Wilkinson Wealth Management, a firm she has been involved with since 2012. Cetera is an SEC-registered adviser that offers services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, providing a range of portfolio management and financial planning solutions with access to multiple program structures and third-party money managers.

Peter Mindnich is a financial advisor with LPL Financial in Charlottesville, VA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Private Advisor Group, LLC and iAnthus Capital. In addition to his advisory work, he is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive non-advisory financial products and partnerships.

Jorgen Vik is a CFP®-certified financial advisor with 24 years of industry experience, currently working at Wells Fargo Advisors since 2016. He holds a Series 66 license and is based in Charlottesville, VA. Outside of his advisory role, he is a financial advisor and treasurer at SKV Group, LLC, and contributes articles to The Daily Progress. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a wide range of investment and financial planning services, utilizing firm research and planning tools to develop tailored recommendations.

Steven Ball is a CFP®-certified financial advisor with Ameriprise in Charlottesville, VA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a family-owned real estate property in Charleston, SC, which is infrequently rented. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized consulting team and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Kimberlee Barrett Johnson is a financial advisor with Ameriprise in Charlottesville, VA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves on multiple nonprofit boards in the Charlottesville area, including the Charlottesville Area Planned Giving Council and the Westminster Canterbury of the Blue Ridge Foundation. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies.

Todd Mullen is a financial advisor with Wells Fargo Clearing in Charlottesville, VA. He holds Series 65 and Series 63 designations and has 11 years of industry experience, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and other sources to support its investment approach.

Tyler Herring is a financial advisor at Edward Jones in Gordonsville, VA, holding the Series 66 designation with 10 years of industry experience, all spent at Edward Jones since 2016. Outside of his advisory work, he serves in leadership roles within the Church of Jesus Christ of Latter Day Saints and operates a short-term rental business at Wintergreen Resort, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Ellen Marrs is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Based in Charlottesville, VA, she is part of a large team of advisors within the firm. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Scott Valentine is a financial advisor with Merrill in Charlottesville, VA, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of advising, he owns and operates Valentine’s Old Fashioned Kettle Corn, producing and selling kettle corn and other food products at special events. He also serves on the board of the Fluvanna Business Alliance, helping to organize local business and community events. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, utilizing both internal and third-party style managers.

Warren Wilson is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Morgan Stanley and Citigroup Global Markets, and he served with Us Lacrosse from 2011 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and public entities—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sydney Leonard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2024, Leonard worked at Walmart and Virginia Tech. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Shoup is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Securities LLC and Bank of America, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Shaylyne Gough is a financial advisor with Edward Jones in Orange, VA, holding Series 63 and Series 66 credentials and eight years of industry experience. She has been with Edward Jones since 2002. Outside of advising, she serves as an ambassador for Plexus, a health-related business based in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Stephanie Lovria is a financial advisor with LPL Financial in Charlottesville, VA, holding the Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2019, she worked at Bank of America and Merrill. Outside of her advisory work, she serves as Treasurer of a local non-profit board and owns a furniture restoration business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Susan Rogers is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 19 years of industry experience. Her career includes roles at Atlantic Union Bank and several affiliated financial firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations such as a municipal advisor to support public finance work.