Brian Blankinship is a financial advisor at Pettyjohn, Wood & White, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2014. Pettyjohn, Wood & White, Inc. manages approximately $1.02 billion in client assets, providing discretionary portfolio management primarily for individuals, families, trusts, estates, qualified retirement plans, and foundations. The firm employs a client-driven, customized investment approach that integrates bottom-up fundamental analysis with top-down sector considerations and offers additional operational services through its affiliation with Bank of the James Financial Group.

Marjun Tare is a CFP® and holds a Series 65 license, with eight years of industry experience. She has been with Selective Wealth Management, Inc. since 2017 and previously worked at Liberty University from 2015 to 2017. Selective Wealth Management, Inc. serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages approximately $426 million in assets, offers discretionary investment supervisory services, and maintains seven offices, which is notable for its size and structure.

Gorham Wood is a financial advisor at Pettyjohn, Wood & White, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2014. Pettyjohn, Wood & White, Inc. is a team-based investment adviser managing approximately $853.8 million, primarily serving individuals, families, trusts, estates, retirement plans, charities, and foundations. The firm emphasizes customized, balanced portfolios combining individual equities and investment-grade fixed income, with selective use of ETFs and mutual funds, and conducts day-to-day account oversight through its five portfolio managers.

Charles White is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Pettyjohn, Wood & White, Inc. He has been with the firm since 2014. Outside of his advisory role, he serves on the board of directors for Moore & Giles, Inc., a leather goods company. Pettyjohn, Wood & White, Inc. is a team-based investment adviser managing approximately $853.8 million, primarily serving individuals, families, trusts, estates, qualified retirement plans, charities, and foundations. The firm emphasizes customized, balanced portfolios combining individual equities and investment-grade fixed income, applying both fundamental and sector analysis tailored to clients’ specific needs.

Ronald Dawson is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with several related entities including Legacy Wealth Advisor LLC and Old Dominion Insurance Partners. Outside of his advisory role, he is co-owner of Legacy Auditorium, LLC, a business that manages the rental of an auditorium facility. Legacy Wealth Management Group, Inc. provides discretionary investment management, financial planning, and consulting services primarily to individuals and high net worth clients. The firm employs customized portfolio strategies and generally manages accounts on a discretionary basis while allowing for client-imposed investment restrictions.

Joshua Standeven is a financial advisor at Selective Wealth Management, Inc. with 13 years of industry experience. He holds a Series 65 designation and has been with Selective Wealth Management since 2013. Selective Wealth Management serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships and operates seven offices, offering discretionary investment supervisory services and tailored financial planning.

Harry Schwarz is a financial advisor at Brown Edwards Wealth Strategies with 13 years of industry experience. He holds a Series 65 designation and previously worked for Dixon Hughes Goodman LLP for 19 years. In addition to his advisory role, he serves as a principal and CPA at Brown, Edwards & Company, LLP. Brown Edwards Wealth Strategies provides discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to individuals, qualified retirement plans, trusts, charities, corporations, and small businesses. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified, primarily passive, asset-class exposure using fund families such as Vanguard and Dimensional Fund Advisors.

Kelli Vance is a financial advisor with Brown Edwards Wealth Strategies in Lynchburg, VA, holding the PFS™ designation and six years of industry experience. She has worked with Alliance Wealth Strategies and Brown Edwards & Co LLP since 2018 and spent 18 years at Gibbons & Kawash. Vance is also a partner and CPA at Brown, Edwards & Company, LLP. Brown Edwards Wealth Strategies offers discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to individuals, qualified retirement plans, trusts, charities, corporations, and small businesses. The firm utilizes a Modern Portfolio Theory approach with diversified, principally passive asset-class exposure, and incorporates financial planning and participant education without a separate planning fee.

Charles Nowlin is a financial advisor at Pettyjohn, Wood & White, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with Pettyjohn, Wood & White since 2014. Pettyjohn, Wood & White, Inc. is a team-based investment adviser managing approximately $853.8 million, primarily serving individuals, families, trusts, estates, retirement plans, charities, and foundations. The firm emphasizes customized, balanced portfolios combining individual equities and investment-grade fixed income, using ETFs and mutual funds selectively for diversification and efficiency.

Ryan Mcentire is a financial advisor with Brown Edwards Wealth Strategies in Lynchburg, VA, holding a Series 65 designation and 11 years of industry experience. He has been with Brown Edwards Wealth Strategies since 2014 and is also a partner and CPA at Brown, Edwards & Company, LLP, where he has worked since 2011. Brown Edwards Wealth Strategies provides portfolio management and employee benefit plan advisory services to individuals, retirement plans, trusts, charities, corporations, and small businesses. The firm utilizes a Modern Portfolio Theory-based approach focusing on diversified, primarily passive asset-class exposure and incorporates third-party managers and comprehensive financial planning in its services.

Trent Tarnstrom is a CFP® professional with four years of experience in the financial services industry. He is currently with Selective Wealth Management, Inc., where he has worked since 2022. His prior work includes a position at Rookie's and five years associated with Liberty University. Selective Wealth Management serves individuals, family offices, trusts, estates, charitable organizations, and institutional clients by providing comprehensive wealth management services, including financial planning and discretionary portfolio management. The firm focuses on a disciplined investment approach using fundamental analysis, a curated approved securities list, and technology tools such as artificial intelligence to support research and client delivery.

Kathleen Graves is a financial advisor with Pettyjohn, Wood & White, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her prior roles include positions at SunTrust Advisory Services and SunTrust Bank. Pettyjohn, Wood & White, Inc. is a team-based investment adviser managing approximately $853.8 million, primarily serving individuals, families, trusts, estates, retirement plans, charities, and foundations. The firm focuses on customized, balanced portfolios combining individual equities and fixed income, with portfolio management tailored to clients’ specific time horizons, tax situations, and liquidity needs.

Joshua Leslie is a financial advisor at Brown Edwards Wealth Strategies with one year of industry experience. He holds a Series 65 credential and has worked previously at Brown Edwards & Company, LLP, as well as Liberty University and Hurt & Proffitt Inc. Outside of his advisory role, Leslie serves as an In-Charge Associate at Brown Edwards & Company, LLP. Brown Edwards Wealth Strategies provides discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to individuals, retirement plans, trusts, charities, corporations, and small businesses. The firm’s investment approach emphasizes diversified, primarily passive asset-class exposure guided by Modern Portfolio Theory, utilizing mutual funds, ETFs, and individual securities along with written investment policy statements and financial planning.

Mark Boccarossa is a financial advisor with Legacy Wealth Management Group, Inc., holding a Series 65 designation and three years of industry experience. His prior roles include positions at Old Dominion Insurance Partners and Liberty University. He is also active as an insurance agent with Old Dominion Insurance Partners. Legacy Wealth Management Group, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm offers discretionary investment management, comprehensive financial planning, and consulting services, utilizing tailored investment strategies and quarterly account reviews.

Logan Stamm is a financial advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 designation and bringing one year of industry experience. Prior to his current role, he was with Healey Company from 2016 to 2024. Legacy Wealth Management Group, Inc. serves individual and high net worth clients with discretionary investment management, comprehensive financial planning, and consulting. The firm employs a customized approach to portfolio construction, incorporating asset allocation, dollar-cost averaging, and technical analysis, and manages approximately $289.8 million across about 963 client relationships.

Jeffery Bruffy is an advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 designation. His professional background includes roles at Legacy Life LLC and C.W.Wright, as well as experience in education at Appomattox High School and Appomattox Middle School. Legacy Wealth Management Group, Inc. provides discretionary investment management, financial planning, and consulting services to individuals and high net worth clients. The firm manages approximately $289.8 million across about 963 client relationships with a team of seven advisors and offers customized portfolios based on various investment strategies.

Brian Eckert is a financial advisor at OASIS Advisors with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at CAPE Securities, Terra Wealth Management, and PFS Investments. Outside of his advisory role, he is involved in entrepreneurial ventures including a money mindset coaching business and healthcare solutions company. OASIS Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm employs fundamental and quantitative investment strategies across a variety of instruments and serves nearly 5,000 clients with no account minimum.

Matthew Turner is a CFP® with seven years of industry experience, currently serving as an advisor at Selective Wealth Management, Inc. He has held roles at Selective Wealth Management since 2018 and has extensive prior experience at Strategic Funding, LP and Coley, Eubank & Company, P.C. In addition to his advisory work, he serves as the CFO of Strategic Funding, a nonbank lender specializing in business use real estate. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervision, separately managed accounts, and client-tailored financial planning through a broader physical footprint of seven offices.

Jacob Zody is a financial advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Liberty University and Gull Lake Ministries. Legacy Wealth Management Group is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm provides discretionary investment management, comprehensive financial planning, and consulting services, employing tailored strategies based on client objectives, time horizon, and risk tolerance.

Branden Bosch is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 66 credential and 12 years of industry experience. He is a co-owner of Legacy Auditorium, LLC, a business involved in rental management, and serves as a general board member of the Lynchburg Life Saving & First Aid Crew, a nonprofit CPR training organization. Legacy Wealth Management Group, Inc. offers discretionary investment management and comprehensive financial planning services primarily to individuals and high net worth clients. The firm manages approximately $289.8 million across about 963 client relationships with a team of seven advisors and employs customized portfolios based on various investment strategies.