Stephen McNaughton is a financial advisor at Rede Wealth, LLC in Charlottesville, VA, holding a Series 66 designation with 24 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Rede Wealth since 2015. Outside of his advisory role, he is an author and artist, involved in creating and publishing printed works, and serves as a committee chair for the Charlottesville Area Community Foundation. Rede Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, wealth management, and discretionary investment management. The firm’s investment approach combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, implementing portfolios through ETFs, individual equities, and selected independent managers.

Todd Sturman is a CFP® professional with 25 years of experience in financial advisory. He has worked at Private Advisor Group and LPL Financial, each for 10 years, and previously managed Sturman Wealth Management. He currently leads Sturman Wealth Advisors, an independent firm based in Charlottesville, VA. Sturman Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and select institutional clients, including banking institutions and pension plans. The firm manages approximately $97.7 million across about 96 client relationships, offering customized, long-term portfolio management using fundamental analysis and a mix of low-cost mutual funds, ETFs, and individual securities.

Rodney Sullivan is a CFA® charterholder with six years of industry experience. He is associated with Vesteer Wealth Management, LLC and serves as Executive Director at the University of Virginia Darden Graduate School of Business, where he is involved in teaching and management. His prior experience includes roles at AQR Capital Management, LLC and consulting work through RPS Partners, LLC. Vesteer Wealth Management provides discretionary asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental, cyclical, and statistical analysis to guide portfolio management and offers capabilities including ERISA plan advisory and access to direct working-interest oil and gas private placements.

Elias Patrick is a financial advisor at Drive Wealth Advisers with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Finalis Securities LLC, Zero Point Capital LLC, Crewe Capital, Cognitive G Capital Group, and DuPont de Nemours, as well as work at PricewaterhouseCoopers LLP and KPMG LLP. Outside of advising, he is involved as a business development partner with Deaglo Inc., which provides FX hedging solutions. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm emphasizes customized, goals-based asset allocation with a broad range of investment strategies, including portfolio management, family office services, and access to private equity and real estate opportunities.

Kevin Wells is a financial advisor at Chilton Investment Services, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Sapere Wealth Management, LLC for eight years before joining Chilton in 2020. Chilton Investment Services, LLC offers discretionary and non-discretionary investment management, family-office support, and advisory services to private fund investors, high- and ultra-high-net-worth individuals, and institutional clients. The firm employs a long-term investment approach combining bottom-up fundamental research with top-down macro and relative-value analysis across equity and fixed-income strategies, and manages a notable private-fund business alongside trust company affiliations and institutional sub-advisory roles.

Louise Hopkins is a financial advisor at Sapere Wealth Management, LLC in Charlottesville, VA, holding a Series 65 designation with 16 years of industry experience. She has been with Sapere Wealth Management since 2008. Sapere Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a top-down, global-macro investment approach with an absolute-return focus, combining public equities, registered funds, and privately offered vehicles while emphasizing active liquidity management.

Jeffrey Burton is a financial advisor with Sapere Wealth Management, LLC in Charlottesville, VA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Sapere since 2008 and previously spent time at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Burton also earns commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Sapere Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach focuses on top-down global macroeconomic analysis with an absolute-return orientation, combining various assets in model portfolios designed to manage liquidity and limit drawdowns.

Alan Bewley is a financial advisor at United Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with United Wealth Management since 2004. In addition to his advisory role, he works as a flight officer for United Airlines. United Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and participants in the United Airlines Pilot Retirement Account Plan. The firm offers tailored asset-allocation advice through model portfolios and standalone financial planning, with a focus on managing accounts on a discretionary, continuous basis.

Harry Zinsser III is a financial advisor at United Wealth Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks, Virginia Asset Management, and Minnesota Life Insurance Company. Outside of his financial advisory role, Zinsser serves as a pilot in the West Virginia Air National Guard and as a reserve First Officer pilot for United Airlines. United Wealth Management provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and plan participants. The firm emphasizes tailored asset allocations based on client suitability, fundamental analysis, and long-term investments, managing approximately $406.6 million across about 257 client relationships as of December 2025.

Daniel Lohmar is a CFP® certificant with 21 years of experience in financial advising at United Wealth Management, LLC, where he has worked since 2005. He also has a long-standing career as a Flight Officer with United Airlines, a role he has held since 1997. United Wealth Management provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm emphasizes fundamental analysis and long-term investment strategies, managing approximately $406.6 million across about 257 client relationships.

Michael Delcolliano is a financial advisor at Westbourne Investments, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westbourne Investments since 2010. Westbourne Investments provides investment management and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutions. The firm manages discretionary equity, fixed-income, and ETF portfolios, incorporating options strategies within approved risk levels and combines top-down macro analysis with bottom-up security selection.

Paige Ryan is a CFP® and Series 66 credentialed advisor with five years of industry experience. She currently works at NorthStar Asset Management, Inc. and previously spent four years at Ameriprise. Ryan serves on the Board of Directors for Common Ground Healing Arts in Charlottesville, VA. NorthStar Asset Management is a seven-advisor firm managing approximately $806 million in client assets. The firm serves individuals, high-net-worth families, trusts, and not-for-profits with an investment approach centered on a socially responsible six-pillar framework and employs a combination of ETFs, direct indexing, and a global equity portfolio sleeve.

Jay Ferguson is a financial advisor at Sky Investment Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and spent over three decades working with Ferguson Andrews Investment Advisers, where he served as the sole director. Outside of his advisory role, Ferguson engages in private business activities unrelated to his investment advisory work. Sky Investment Group LLC is a discretionary asset manager serving primarily high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios managed with fundamental analysis across equities and fixed income.

Eric Antrobius is a financial advisor at Southland Equity Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Osaic Wealth, Inc. and FSC Securities Corporation. He is also the owner of Service First Brokerage, where he oversees marketing and processing of various insurance and annuity products. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios, and maintains relationships with third-party portfolio managers and institutional custodians.

Stuart Chase is a financial advisor with Chase Investment Counsel Corporation in Charlottesville, VA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been self-employed since 2000 and associated with Chase Investment Counsel since 1994. He serves as Chairman of the Board for the firm, a position he has held since 2013. Chase Investment Counsel primarily serves individual investors, high-net-worth households, professionals, retirees, and families in transition. The firm employs a bottom-up, growth-at-a-reasonable-price investment approach with concentrated portfolios and utilizes yield-oriented strategies such as covered-call writing.

James Miller is a financial advisor at Wealthcare Advisory Partners LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Bank of America. Outside of his advisory role, Miller performs as a corporate magician and serves as a radio color analyst for the UVA Men's basketball team. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, using a goals-based planning approach combined with an evidence-based investment framework and proprietary quantitative measures to construct long-term portfolios.

Shawn Harper is a financial advisor with Strategic Wealth Investment Group, LLC, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at Wells Fargo Bank NA and Wells Fargo Clearing, where he worked for over a decade combined before joining his current firm. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, along with corporations and business entities. The firm employs a variety of investment strategies including internally developed and third-party model portfolios, and manages traditional assets as well as private placements for accredited investors.

John Trentanove is a financial advisor with Capitol Securities Management, Inc. in Charlottesville, VA, holding a Series 66 designation and 28 years of industry experience. He has worked at Capitol Securities Management since 2015 and previously at A-Closer-Look from 2019 to 2021. Outside of his advisory role, he manages a residential rental property. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services along with financial planning, pension consulting, and insurance products. The firm utilizes a range of investment vehicles and provides access to wrap fee programs, third-party managers, and model portfolios.

Theresia Muller is a financial advisor at Silvercrest Asset Management Group LLC with 23 years of industry experience. She holds the Series 65 designation and has been with Silvercrest since 2005, following earlier roles at Heritage Financial Management, LLC. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm specializes in bottom-up, value-oriented equity strategies and active fixed-income management, employing proprietary valuation tools and quantitative risk analytics.

Anna Green is a financial advisor with Wealthcare Advisory Partners LLC in Charlottesville, VA, holding a Series 66 license and eight years of industry experience. She has worked at Wealthcare Advisory Partners and its affiliated teams since 2019 and previously worked at Edward Jones and Paychex, Inc. Outside of her advisory role, she coaches travel and youth softball, providing training and managing team activities. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising discipline supported by proprietary Wealthcare software and a behavioral economics framework, utilizing both passive and active investment strategies alongside dynamic rebalancing.