Michael Miller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 46 years of industry experience. He has been with Cambridge Investment Research since 2009. Outside of his advisory role, he operates Michael Miller Financial, providing insurance and annuity services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, trusts, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services with a range of portfolio management options and proprietary model strategies.

Korby Griffith is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Griffith worked at the University of Virginia for eight years. He serves as a board member of Greene Care Clinic in Stanardsville, VA, participating in decisions regarding the clinic’s general direction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

Troy Hamilton is a financial advisor with LPL Financial in Charlottesville, VA, holding a Series 66 designation and 11 years of industry experience. He worked at Edward Jones for 10 years before joining LPL Financial in 2025. Outside of his advisory role, he owns a small business called Saint John Will Help You, LLC. 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 services including financial planning and model portfolio programs, utilizing a broad network of investment adviser representatives and multiple investment management options.

Olivia Tucker is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. She has worked at Charles Schwab & Co., Inc. since 2025. Outside of her advisory role, she has experience in education and hospitality, including work at Old Trail Golf Club and Harvest Moon Catering. 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 centralized supervisory, custody, and order-routing arrangements.

Jacquelyn Nasca is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. She has worked at several firms including LPL Financial and Private Advisor Group before joining Cetera. Nasca also serves as a financial advisor at Wilkinson Wealth Management, a firm she has been involved with since 2012. Cetera is an SEC-registered adviser that offers services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, providing a range of portfolio management and financial planning solutions with access to multiple program structures and third-party money managers.

Peter Mindnich is a financial advisor with LPL Financial in Charlottesville, VA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Private Advisor Group, LLC and iAnthus Capital. In addition to his advisory work, he is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive non-advisory financial products and partnerships.

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 credentials and 16 years of industry experience. Her prior roles include positions at Truist Advisory Services and BB&T, where she worked from 2009 to 2021. Outside of her advisory work, she maintains a notary commission and has involvement in a non-variable insurance business under Woods & Waters Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, third-party asset management, and institutional platforms, supported by a wide network of investment adviser representatives.

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 with Wells Fargo Clearing in Charlottesville, VA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Wells Fargo Advisors 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 offers both brokerage and advisory solutions, managing roughly $671 billion in assets and employing over 14,000 financial advisors 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 33 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Morgan Stanley and Citigroup Global Markets, and he served with Us Lacrosse from 2011 to 2019. 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 public entities—offering 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.

Andrea Morton is a financial advisor with J.P. Morgan Securities LLC located in Charlottesville, VA, holding Series 63 and Series 66 licenses with five years of industry experience. Her prior roles include positions at Thrivent Financial and Dominion Energy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Laura Leigh Scott is a financial advisor at Edward Jones in Crozet, VA, with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020, with prior experience at Anchor Financial and First Command. Outside of advising, she coaches swim teams for the Charlottesville YMCA Aquatic Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Stephanie Lovria is a financial advisor with LPL Financial in Charlottesville, VA, holding the Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2019, she worked at Bank of America and Merrill. Outside of her advisory work, she serves as Treasurer of a local non-profit board and owns a furniture restoration business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.