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.

Yvonne Harmon is a financial advisor with LPL Financial in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T across various affiliated entities. She is also a notary and has involvement with Wood and Waters Financial Group in an investment-related capacity. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

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 at Wells Fargo Clearing with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Wells Fargo firms since 2009, including Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Paduano is a financial advisor with Wells Fargo Clearing in Waynesboro, VA, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he is a co-owner of Paduano Properties, LLC, a business involved in building, buying, and selling homes. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

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 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2011. From 2011 to 2019, he was also involved with US Lacrosse. 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 municipal entities—and offers 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 with J.P. Morgan Securities, holding Series 63 and Series 66 designations and six years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2019, and previously at Bank of America, N.A. from 2015 to 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and centralized due diligence.

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.

Nathan Thurston is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked with several firms, including Wilkinson Wealth Management and LPL Financial. Outside of advising, he owns Blue Ridge Sports Cards, a sports card buying and selling business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Andrea Morton is a financial advisor with J.P. Morgan Securities in Charlottesville, VA, holding Series 66 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Thrivent Financial and Dominion Energy. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Stephanie Lovria is a financial advisor with LPL Financial in Charlottesville, VA, holding a Series 66 designation and 15 years of industry experience. Her prior experience includes roles at Bank of America and Merrill. She serves as treasurer of a local chapter of PEO International and owns a furniture restoration business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Susan Rogers is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 18 years of industry experience. Rogers has worked at Atlantic Union Bank since 2019 and has been associated with Raymond James since 2014. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains affiliations that enhance its municipal and public-finance capabilities.

Robert Shreve is the sole advisor at KAIROS LLC, an independent investment management firm based in Orange, Virginia. He holds Series 63 and Series 65 designations and has 24 years of industry experience. His prior work includes long-term roles with The Mutual Life Insurance Company of New York and operating a sole proprietorship under the name Kairos. KAIROS LLC provides discretionary investment management primarily for pooled investment vehicles and institutional accounts, while also serving individual clients across a range of net worth levels. The firm maintains a small scale with a focus on governance and conflict management as outlined in its regulatory filings.