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.

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.

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 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.