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.

Christopher Beverage is a Series 66 licensed financial advisor with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Flow Automotive for three years. Beverage serves as president of the nonprofit organization Grassroots Heroes International. 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, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

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, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Northwestern Mutual in various capacities from 2009 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse 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 consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

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.

Lauren Mundy is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2015. The firm serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. LPL Financial offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

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.

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.