Charles Carr is a financial advisor at Carr Capital Management with 10 years of industry experience. He holds a Series 65 designation 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 emphasizes fundamental analysis of “franchise” companies and manages diversified portfolios with a long-term holding approach.

Timothy Mullen is a financial advisor at Swift Run Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with Swift Run Capital since 2013. Swift Run Capital Management provides discretionary portfolio management primarily to qualified high-net-worth individuals, family offices, endowments, foundations, trusts, and pension plans through separately managed accounts. The firm employs a single event-driven, value investing strategy focused on bottom-up fundamental research, maintaining concentrated portfolios and using modest leverage and hedging to manage risk.

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 II is a financial advisor at Arrow Wealth Advisory LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses with 16 years of industry experience. His work history includes positions at US Trust, Merrill, and Bank of America, as well as roles at the University of Virginia. Arrow Wealth Advisory provides discretionary portfolio management primarily to high-net-worth individuals and charitable organizations, using a combination of Modern Portfolio Theory and quantitative analysis within a long-term trading strategy. The firm offers a wide range of investment options and maintains monthly account reviews tailored to client-specific investment policy statements.

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.

Stephen Purdy is a ChFC® credentialed financial advisor with 28 years of industry experience, currently serving at Virginia Investment Advisory, Inc. He previously worked at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory role, Purdy is a personnel committee member at Olivet Presbyterian Church and president of an insurance agency specializing in fixed and property & casualty insurance. Virginia Investment Advisory provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes a goal-driven process featuring asset allocation, diversification, and risk management through fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management.

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.

Eric Kallen is the sole advisor at Hayek Kallen Investment Management L.L.C. in Charlottesville, VA, holding a Series 63 designation with 22 years of industry experience. He has been with Hayek Kallen since 2003. Hayek Kallen Investment Management provides discretionary investment and wealth management services primarily to individuals, families, and small organizations, including non-profits. The firm employs a balanced-value investment approach focused on mid- and large-cap companies with typical equity/bond allocations of 50/50 or 60/40 and manages approximately $396–399 million across more than 200 client accounts.

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.

Caitlin Borland is a financial advisor with Aria Wealth Partners in Charlottesville, VA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at JP Morgan Securities and Truist Advisory Services. In addition to advisory services, she holds an insurance license and sells insurance and annuity products, dedicating less than five hours per month to this activity. Aria Wealth Partners serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans, providing wealth advisory, comprehensive financial planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios to client risk tolerance and time horizon, using both passive and active investment instruments.

Paula Gunter is a financial advisor at Aria Wealth Partners with 23 years of industry experience. She previously worked at Truist Advisory Services and BB&T Securities, LLC. Paula holds Series 63 and Series 65 licenses and has been licensed to sell insurance since 2002, receiving additional compensation for insurance and annuity sales. Aria Wealth Partners serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans. The firm offers wealth advisory, comprehensive financial planning, and retirement plan consulting, using a mix of fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios according to client risk tolerance and time horizon.

Alan Culbertson is a financial advisor at A. N. Culbertson & Company, Inc. in Charlottesville, VA, holding a Series 65 designation with 30 years of industry experience. He has worked at A. N. Culbertson & Co. since 1992. In addition to his advisory role, he is involved in the practice of law. A. N. Culbertson & Company provides wealth management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm develops advisory strategies based on client suitability factors and employs both long- and short-term investment approaches, managing approximately $700 million in client assets.

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.