John Sload is a financial advisor with Wells Fargo Clearing in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 provides both brokerage and advisory solutions.

Jennifer Patterson is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. She has worked extensively with institutional investors on Defined Benefit and Defined Contribution plans, qualified and non-qualified plans, securities lending, performance and risk analytics, plan design, customized communication, and employee education. Jennifer assists clients in navigating complex financial dynamics including wealth accumulation, generational wealth building, retirement planning, income distribution, and related strategies. Her approach utilizes a goals-based wealth management process where she assesses individual situations to identify and prioritize financial goals. Jennifer develops tailored wealth management strategies considering clients' risk tolerance, liquidity needs, and time horizons, tracking progress and adjusting plans as needed due to life changes or market events. Through Merrill's broad suite of products and services, she offers access to banking, lending through Bank of America, investments, estate planning, trusts, and retirement planning to provide comprehensive financial solutions. Jennifer holds a Bachelor of Science in Business Administration with a concentration in Finance from Old Dominion University and is a Personal Investment Advisor (PIA). She is a military spouse who enjoys spending time with her family, crafting, reading, and hiking.

Brock Petrie is a Wealth Management Advisor with Merrill Lynch Wealth Management who began his financial services career in 2011. Prior to joining Merrill Lynch, he spent 15 years in college athletics, focusing on fiscal management and revenue generation. Brock holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree in Economics and Business from the University of Illinois and a Master's degree in Sports Management from The Ohio State University. Brock works closely with individuals, families, and business owners to develop personalized wealth management strategies that align with their specific goals and financial needs. His areas of focus include college education planning, legacy planning, managing new wealth, personal retirement planning, small business strategies, and retirement income. Brock and his wife, Cindy, live in Charlottesville with their family. He is actively involved in his community and attends City Church in Charlottesville. In his personal time, he enjoys basketball, cooking, football, golfing, pickleball, reading, softball, spending time with family, traveling, and volleyball.

Scott Gibson is a financial advisor with Wells Fargo Advisors in Charlottesville, VA, holding Series 63 and Series 65 licenses and 20 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he spent 10 years with Ameriprise Financial Services. He is the sole owner of Scott Gibson Wealth Management LLC and a majority owner of Gibson GP, LLC, both investment-related entities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm’s advisory services integrate with other financial products and referral channels, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Joseph Platt is a financial advisor with LPL Financial based in Charlottesville, VA. He holds Series 63 and Series 65 designations and has 42 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, Inc., and operating Platt Financial since 2008. He is also involved with a privately held entity, Skip Platt Inc, which is not investment related. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Mary Frances White is a Series 66-licensed financial advisor with Morgan Stanley in Charlottesville, VA. She joined Morgan Stanley in 2026 and has a varied work history that includes roles at Synthesia, Airtable, and Box. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Christian Mccullough III is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds the Series 63, 65, and 66 licenses. Outside of his advisory role, he is also a musician and writer, involved in public performance and the dissemination of original music and words. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Grierson is a CFP® professional with 31 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC. Based in Charlottesville, VA, Grierson holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics with a focus on diversification and modern portfolio theory.

Graham Scharf is a financial advisor with Ameriprise in Charlottesville, VA, holding a Series 66 designation and eight years of experience at the firm. Prior to joining Ameriprise in 2018, he spent four years with the Advanced Studies in Culture Foundation. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Julia Reichard is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She is also co-owner of Dean-Reichard LLC and Clarity Wealth Partners LLC, a support company for her financial planning and investment practice. Reichard serves as a trustee of a 401(k) plan under Clarity Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, supporting implementation through various advisory programs.

Donald Giannangeli III is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to his advisory role, he worked at Don Johnson Motors, Inc. from 2014 to 2017. He also has a non-operational role in Don Johnson Motors, Inc., limited to signing checks for established vendors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Scott Marshall is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors since 2009. Marshall serves on the compliance committee of the Lake Monticello Owners Association in Palmyra, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Bowen is a financial advisor with LPL Financial in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Northwestern Mutual in various capacities from 2009 to 2024. Bowen is involved in business consulting outside his advisory role. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jason Statuta is a financial advisor with LPL Financial in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, Wells Fargo Advisors, and Amundi Asset Management US, Inc. 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 various advisory services including financial planning, model portfolios, and institutional platforms, supported by a network of more than 22,800 advisors and advanced research tools.

Kevin Sparacino is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes roles at Citizens and Farmers Bank, United Brokerage Services Inc., and First Citizens Bank. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cameron Forrey is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2015, following two years at TD Ameritrade. He is also the sole owner of a business named Cameron Forrey Investment, which he manages on a limited basis outside of trading hours. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

Laura Pittman is a financial advisor with Ameriprise in Charlottesville, VA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations primarily for clients with Ameriprise-managed assets.

April Martin is a financial advisor with LPL Financial in Earlysville, VA, holding Series 63 and Series 65 credentials and 19 years of industry experience. Her prior work includes roles at Securities America, Inc., Securities America Advisors, and New England Securities. Outside of advising, she plays music at an assisted living facility and a local theatre. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Steven Engel is a financial advisor with Ameriprise Financial Services in Charlottesville, VA, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise since 2005, serving in his current role since 2020. Outside of his advisory work, he is co-owner of Origin Wealth LLC, through which he manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eric Parker is a Series 66 credentialed financial advisor with 23 years of industry experience, currently with Morgan Stanley in Charlottesville, VA. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the Board of Directors for the Boys and Girls Club of Charlottesville/Albemarle and is involved in business development with the Greencroft Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers structured planning processes that incorporate firm-approved tools and economic modeling.