John Mitchell is a financial advisor with Wells Fargo Clearing in Charlottesville, VA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader range of financial products than typical institutional advisers.

Christian Comberg is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and planning analyses to inform client decisions.

William Wolfe II is a CFP®-designated financial advisor with 30 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wolfe contributed as an author to a chapter in the book *Success Today - Leading Entrepreneurs & Professionals Share Their Secrets for Health Wealth & Happiness Today!*. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep options.

Edward Dudley is a financial advisor with Wells Fargo Clearing in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. He serves as a trustee for family trusts established in Charlottesville. 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 combines research from Wells Fargo Investment Institute with third-party data to guide investment decisions.

Tracey Collins is a financial advisor at Raymond James Financial with 30 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Truist Investment Services and BB&T from 2006 to 2026. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting using analytical tools and supports advisory programs and institutional portfolio management across a large advisor network.

Curtis Thornton is a financial advisor at LPL Financial in Charlottesville, VA, holding a Series 66 designation with nine years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing various model portfolios and customized strategies, supported by research and operational tools.

Mitchell Moore is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and is based in Charlottesville, VA. Moore is the owner of Wilkinson Wealth Management, LLC and is also in charge of Comprehensive Income Strategies, both financial services businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via multiple program structures and manager platforms.

Kristen Puryear is a CFP® professional at Wells Fargo Advisors in Charlottesville, VA, with eight years of industry experience. Her career includes roles at Heritage Wealth Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as four years working in public education. She is also a licensed insurance agent. Wells Fargo Advisors Financial Network provides a range of investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools. The firm offers specialized planning services and integrates advisory services with other financial products and referral channels.

Wallace Barrett Johnson is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise and its related entities since 2005. Outside his advisory role, he serves as Treasurer and Vice President of Clarinity, Inc. and is President of a local condo association board. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides ongoing retirement-planning advice focused on dependable income and tax-aware withdrawal strategies.

Cassandra Urbano is a financial advisor with Merrill in Charlottesville, VA, holding a Series 66 designation and 17 years of industry experience. She has worked at Merrill since 2008 and has also been with Bank of America, N.A. since 2016. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joel Johnson is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining Raymond James, he spent 14 years with One Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals through various advisory programs.

Jack Wood is a CFP® and Series 66 credentialed financial advisor with 23 years of industry experience, currently with Charles Schwab & Co., Inc. in Charlottesville, VA. His prior experience includes roles at Foreside Fund Services, Merit Hill Capital, and Bluerock Capital Markets. He serves as a board member of The Miller School of Albemarle, a private educational institution. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by centralized custody and comprehensive operational infrastructure.

William Merrick is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and offering 41 years of industry experience. Prior to joining LPL Financial in 2017, he worked at MML Investors Services, Inc. and MassMutual Life Insurance Company from the early 1980s through 2017. Merrick is also involved with WGM Financial Services, Inc., WFG Benefits Inc., and the Financial Group of Virginia in non-variable insurance roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Dickman is a CFP® credentialed financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he serves on the finance committee of Grace Community Church in Charlottesville, VA. Stifel serves a broad client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Patricia Woodie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a prior role at Wells Fargo Advisors. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Billie Brittle is a financial advisor at Morgan Stanley in Charlottesville, VA, holding a Series 66 license with six years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she owns and operates a personal farm in Weyers Cave, Virginia. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process and offers a broad range of investment and financial products.

Adam Silvers is a financial advisor at Stifel in Charlottesville, VA, holding a Series 66 designation with 13 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services with an emphasis on fee-based financial planning. The firm's investment approach is based on proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

John Flick III is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company from 2021 to 2025. Outside of his advisory role, he has been involved with his own business ventures, including The Flick Team, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party managers, and insurance product facilitation through affiliated entities.

Nelson Ham is a Senior Financial Advisor based in Charlottesville, Virginia, within the Global Wealth and Investment Management Division of Merrill Lynch Wealth Management. He joined the SCH GROUP in December 2013, which comprises three advisors and one dedicated client associate with over 65 years of combined experience. Nelson has obtained Series 7 and Series 66 FINRA Registrations, as well as state Insurance licensures, and successfully completed Merrill Lynch's five-stage Practice Management Development program. He holds the Personal Investment Advisor (PIA) designation. Raised in Albemarle County, Virginia, Nelson earned a bachelor's degree from the University of Virginia where he studied business and graduated with honors. Prior to joining Merrill Lynch, he worked as an educator instructing students on SAT and PSAT preparation, as a sales and marketing director partnering with a commercial real estate developer in Virginia, and as an Estate Manager assisting affluent families. His expertise includes education planning, family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, socially responsible investing including ESG, individual and corporate investment strategy, tax minimization, and retirement income planning. Nelson is actively involved in his community, volunteering with PACEM and the Virginia Special Olympics. He is also a member of the Monticello Cabinet, supporting preservation and education efforts. In his spare time, he enjoys outdoor activities such as fishing, hiking, and skiing around the Blue Ridge Mountains, as well as spending time with his family.

Jake Mclean is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Clearing, First Citizens Investor Services, and Merrill. Outside of his advisory work, he serves as a business officer for Rocket Combat Sports along the East Coast. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.