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.

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.

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.

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.

Susan Rogers is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 19 years of industry experience. Her career includes roles at Atlantic Union Bank and several affiliated financial firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations such as a municipal advisor to support public finance work.

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.