Jason Statuta is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Wells Fargo Clearing, Wells Fargo Advisors, and Amundi Asset Management US. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Kevin Sparacino is a financial advisor with LPL Financial in Charlottesville, VA, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at First Citizens Bank and First Citizens Investor Services, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at Securities America, Inc. and Securities America Advisors for six and five years, respectively. Outside of her advisory role, Martin is involved as a musician, performing at assisted living facilities and local theaters. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, employing discretionary and non-discretionary management supported by research and various portfolio management options.

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.

Crystal Crawford is a financial advisor with Wells Fargo Clearing in Charlottesville, VA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked at Wells Fargo Clearing since 2020 and previously was with Bank of America, N.A. from 2015 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Strickland is a CFP® with 22 years of industry experience, currently with Cetera in Charlottesville, VA. He has worked at firms including Quo Vadis Wealth and Private Advisor Group, LLC. Strickland is also the owner of Quo Vadis Financial, LLC, a financial services business operating under the name Wilkinson Wealth Management. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving a broad client base that includes individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, including model portfolios, third-party managers, and customized strategies.

Shane Miller is a financial advisor at Charles Schwab in Charlottesville, VA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at The Brass Tap and Red Robin, along with a background in education. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative investment program.

Chad Davis is a financial advisor at Fidelity with 19 years of industry experience and holds a Series 66 designation. His prior work includes roles at TD Ameritrade, Scottrade, Citizens & Farmers Bank, and LPL Financial. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a research-driven approach that combines fundamental analysis with quantitative and algorithmic methods. The firm is noted for its use of model portfolios, management of registered investment companies, and application of advanced technologies such as AI in its investment process.

Richard Keffert is a financial advisor with LPL Financial in Charlottesville, VA, holding Series 65 and Series 66 credentials and with 24 years of industry experience. He has been with LPL Financial since 2005. Outside of advising, he pursues stone carving as a hobby and has occasionally sold pieces. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and related services supported by model portfolios, research, and both discretionary and non-discretionary management options.

Mary Sexton is a financial advisor with RBC Capital Markets, holding the CFP® designation and Series 63 and 65 licenses. She has 34 years of industry experience, including 17 years at Morgan Stanley Smith Barney and 11 years with Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

James Neligan is a financial advisor with Wells Fargo Clearing in Charlottesville, VA, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sean Van Etten is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has previously worked at Western Governors University, Cellular Sales, and TELICS. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment analysis uses a proprietary methodology developed by its Investment Strategy Group, combining forward-looking capital market assumptions with probabilistic modeling to support asset allocation and financial planning.

Jacob Conley is a financial advisor at LPL Financial with nine years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining LPL Financial and the affiliated Sonder Wealth Group in 2026, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company from 2016 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Joseph Antonelli Jr. is a CFA® charterholder and holds Series 65 and Series 63 licenses, with 38 years of industry experience. He is currently affiliated with Cetera and has worked with firms including Private Advisor Group and LPL Financial. Outside of his advisory roles, he serves as secretary for the Stone Ridge Condo Association in Roseland, VA. Cetera Investment Advisers LLC operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services to individuals, corporate, charitable, and institutional clients through a large nationwide network of independent advisors.

Erik Jenbury is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior work includes roles at the University of Virginia and various national parks, including Arches National Park. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Daniel Buckman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at several firms including Truist Investment Services and Buckman & Company. Buckman serves as a board member for both the Spotsylvania Education Foundation and the Lloyd F. Moss Free Clinic. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals and supports a broad network of advisors with specialized offerings, including municipal finance and employer advisory programs.

Patricia South is a Series 66 licensed financial advisor with Edward Jones in Charlottesville, VA, bringing eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent 11 years at Gail South. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products under a fiduciary standard. The firm is notable for its large advisor and branch network alongside affiliated capabilities such as a trust company and securities-based lending.