John Carr Jr. is a financial advisor at Carr Capital Management with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Keegan & Company, LLC for six years before joining Carr Capital Management in 2015. Carr Capital Management provides discretionary, fee-only investment management primarily to individuals, estates, and trusts, with a focus on diversified portfolios of individual equity securities augmented by mutual funds and ETFs. The firm emphasizes fundamental analysis of “franchise” companies and manages accounts on a discretionary basis with typical holdings of 15–30 positions.

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 II is a financial advisor at Arrow Wealth Advisory LLC in Charlottesville, VA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at US Trust, Merrill, and Bank of America, in addition to his current role since 2018. He spent several years affiliated with the University of Virginia before and during the early part of his advisory career. Arrow Wealth Advisory provides discretionary portfolio management primarily to high-net-worth individuals and charitable organizations. The firm combines Modern Portfolio Theory and quantitative analysis with a long-term trading orientation, offering a diverse range of investment options and maintaining tailored investment policy statements for each client.

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.

Paul Kamke is a financial advisor at Kamke Investment Strategies Inc. in Charlottesville, VA, holding a Series 65 designation with two years of industry experience. He is also a partner at Kamke & Daley, LLP, a CPA firm. Prior to his current roles, he worked at Ernst & Young for four years. Kamke Investment Strategies Inc. provides discretionary investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, and small businesses, managing approximately $80 million for a limited client roster. The firm employs a blend of fundamental and technical analysis with a variety of investment strategies and maintains an affiliation with an accounting practice through its principals, who are licensed CPAs.

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.

Paul Kamke is a Series 65-licensed financial advisor with 11 years of industry experience. He is a partner in Kamke & Daley LLP, a CPA firm serving high-net-worth clients since 1999, and has operated Kamke Investment Strategies Inc. since 1996. Outside of his advisory and accounting work, he is the sole proprietor of Rockland Travel & Cruises, a travel business established in 1991. Kamke Investment Strategies Inc. provides discretionary investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm manages approximately $80 million with a focus on personalized portfolio management for a limited client roster, employing a mix of fundamental and technical analysis alongside various investment strategies.

Elias Patrick is a financial advisor with Drive Wealth Advisers in Charlottesville, VA, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior work includes roles at Finalis Securities LLC, Zero Point Capital LLC, Crewe Capital, Cognitive G Capital Group, DuPont de Nemours, and PricewaterhouseCoopers LLP. Outside of his advisory role, he is a business development partner at Deaglo Inc., a firm providing FX hedging solutions. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation with ongoing monitoring and provides a broad range of investment strategies, including equity, options, structured products, and direct indexing.

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 with one year of experience in the financial industry. She has worked at Investor FAN, Visible Wealth Planning, and Equita Financial Network, Inc., and previously spent 15 years with the Georgia Retirement System. Prior to entering the financial field, she was a full-time homemaker for three years. Investor FAN is a team-based firm with 14 advisors that provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and institutional investors. The firm employs a multi-disciplinary investment approach based on Modern Portfolio Theory and incorporates fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction.

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.