John Carr is a financial advisor at Carr Capital Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carr Capital Management since 2015. Carr Capital Management provides fee-only, discretionary portfolio management primarily for individual investors, estates, and trusts, while also supporting institutional clients, endowments, and foundations. The firm focuses on fundamental analysis of franchise companies and manages diversified portfolios with a long-term holding orientation.

George Craddock is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He has been with Ranger Global Holdings LLC since 2019 and previously worked at the Richard A. Mayo Center for Asset Management at the Darden School from 2014 to 2019. Ranger Global Holdings LLC provides discretionary investment advisory and portfolio management services primarily to high-net-worth individuals, related trusts and estates, and institutional clients such as endowments and pensions. The firm employs a long-only, buy-and-hold strategy focused on long-term capital appreciation through a concentrated portfolio of global equities, guided by proprietary fundamental research.

Edward Finley is a financial advisor at Arrow Wealth Advisory LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at US Trust, Merrill Lynch, and Bank of America. Finley has also been affiliated with the University of Virginia during two separate periods totaling eight years. Arrow Wealth Advisory LLC provides discretionary portfolio management and investment oversight primarily for high-net-worth individuals and charitable organizations. The firm employs a long-term, quantitatively driven investment approach across a broad range of public and private asset types, managing over $200 million in client assets with a single primary advisor.

Alexander Sullivan is a financial advisor at Vesteer Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Vesteer since 2022. Outside of his advisory role, he has a concurrent position at Carahsoft. 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 techniques to manage portfolios and may utilize third-party sub-advisors, including direct indexing providers, to support client objectives.

Daniel Goodall is a financial advisor at Swift Run Capital Management in Charlottesville, VA, holding a Series 65 designation with 13 years of industry experience. He works alongside two other advisors at the firm. Swift Run Capital Management provides discretionary portfolio management primarily to qualified clients such as high-net-worth individuals, family offices, endowments, foundations, and trusts. The firm employs an event-driven, value-oriented investment strategy focused on bottom-up fundamental research, typically maintaining concentrated portfolios that may include equities, debt, derivatives, and selectively use leverage or less liquid securities.

Matthew Dawson is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with Rede Wealth, LLC since 2015. Outside of his advisory role, he manages a real estate rental business through Matt Dawson Enterprises, LLC. Rede Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, wealth management, and discretionary investment management. The firm employs a multi-faceted investment process incorporating fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, utilizing ETFs, individual equities, and selected independent managers.

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.

Jonathan Foltz is a financial advisor at Swift Run Capital Management with 19 years of industry experience and holds a Series 65 designation. He is a one-quarter owner of a real estate development business, which he is involved with on weekends. Swift Run Capital Management provides discretionary portfolio management primarily to high-net-worth individuals, family offices, endowments, foundations, trusts, and pension plans. The firm employs a single event-driven, value investing strategy based on bottom-up fundamental research, focusing on concentrated portfolios with multi-year absolute return targets.

Elias Patrick is a financial advisor at Drive Wealth Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses and has work history including roles at Finalis Securities LLC, Zero Point Capital LLC, Crewe Capital, Cognitive G Capital Group, LLC, and prior experience at PricewaterhouseCoopers LLP and KPMG LLP. Outside of his advisory role, he is involved in business development for Deaglo Inc., a company specializing in FX hedging solutions. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, focusing on customized, goals-based asset allocation with ongoing monitoring. The firm offers a broad range of investment strategies and incorporates family office services, managing approximately $2 billion in assets.

Michael Whitney is a CFP® professional with four years of industry experience, currently serving at Solitude Financial Services, Inc. He previously worked at Albany Financial Group and LPL Financial, LLC. Solitude Financial Services provides fee-only, fiduciary investment advice and discretionary portfolio management to individual and high-net-worth clients using a financial life management framework. The firm emphasizes long-term, buy-and-hold investment strategies with model portfolios primarily composed of ETFs, mutual funds, stocks, and bonds, and employs options strategies to manage portfolio risk.

Jacob Fleming is a financial advisor with Solitude Financial Services, Inc. in Charlottesville, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Private Advisor Group, LPL Financial, TD Ameritrade, Scottrade, and VALIC Financial Advisors. Outside of his advisory work, he operates a notary service as a sole proprietor. Solitude Financial Services provides fee-only, fiduciary investment advice and discretionary portfolio management to individual and high-net-worth clients using a financial life management approach. The firm emphasizes long-term, buy-and-hold investment strategies with model portfolios primarily composed of ETFs, mutual funds, stocks, and bonds, and also incorporates simple options strategies to manage portfolio risk.

Margaret Connelly is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Investor FAN. She has over a year of industry experience, with prior roles at Visible Wealth Planning and Equita Financial Network, Inc. Before entering the financial advisory field, she spent 15 years with the Georgia Retirement System and three years as a full-time homemaker. Investor FAN offers investment management, financial consulting, and retirement plan advisory services to individuals, retirement plans, trusts, foundations, and charitable organizations. The firm employs a diversified investment approach incorporating Modern Portfolio Theory and various analytical methods, managing over $427 million in discretionary assets as of the end of 2024.

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, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He 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.

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.

Ty Bilderback is a CFP®, CFA®, and holds a Series 66 license with 26 years of industry experience. He has worked at Merrill for 24 years before joining Solitude Financial Services, Inc., where he has been since 2024 as part of a team of six advisors based in Charlottesville, VA. Solitude Financial Services, Inc. provides fee-only fiduciary investment advisory and financial planning services to individual and high-net-worth clients through a financial life management approach that integrates goal setting, cash-flow and net-worth modeling, and discretionary portfolio management. The firm employs a long-term, buy-and-hold strategy using model portfolios and incorporates options strategies to manage portfolio risk.