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 Series 65-licensed advisor with Silvercrest Asset Management Group LLC, where she has worked since 2005, accumulating 22 years of industry experience. She is based in Charlottesville, VA. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering a range of proprietary equity and fixed-income strategies alongside outsourced CIO, due diligence, and quantitative risk analytics. The firm manages approximately $36.5 billion in assets under advisement, focusing primarily on high-net-worth clients and institutions rather than retail investors.

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.

Elizabeth Craddock is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and 17 years of industry experience. She has been with Wealthcare Advisory Partners since 2017 and also maintains a longstanding affiliation with LPL Financial dating back to 2010. Craddock is a commissioned Notary Public for the state of Virginia. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative investment opportunities using a goals-based, evidence-driven advisory process.

Howard Barnett is a financial advisor with Spire Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining Spire Investment Partners in 2021. Outside of advising, Barnett is a compensated musician with the Mid Life Crisis Band and is involved in screenplay marketing through Patterson Boys, LLC. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, hybrid tax-aware, and tactical solutions. The firm also offers financial planning, manager-of-managers programs, and access to model portfolios, supported by proprietary risk overlays through its affiliate Corbett Road Capital Management.

Derek Woods is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Facet. His prior roles include positions at Independent Advisor Alliance, Brightside Financial, and several other firms, along with work in health and fitness coaching as president of Complete Health and Wellness and as a fitness trainer at F45 Training. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm’s approach emphasizes holistic financial planning through a Total Financial Life Resources framework and employs technology-driven, discretionary asset-allocation programs primarily using ETFs.

Christopher Paoletti is a financial advisor with TIAA-CREF in Charlottesville, VA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with TIAA-CREF since 2013. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and also advises donor-advised funds within a vertically integrated structure.

Jonathan Chasen is a financial advisor at &PARTNERS with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member of the Charlottesville Economic Development Authority. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds, providing investment advisory, brokerage, financial planning, and related services through a combination of proprietary and third-party investment strategies.

Edward Lee is a financial advisor with Private Advisor Group, LLC in Charlottesville, VA. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at LPL Financial, UBS Financial Services, and HSBC Bank USA. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and proprietary investment programs supported by multiple strategists and analytical approaches.

Michelle Johnson is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 credential and with seven years of industry experience. She has been with Davenport & Company since 2016. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, public finance, and advisory services, with dedicated portfolio management teams and a variety of investment programs.

Daniel Green is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party asset management programs.

Matthew Brock is a financial advisor at Davenport & Company LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Organogenesis Inc. and Depuy Synthes Spine. Outside of his advisory role, he participates in general lacrosse activities. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, and investment advisory services. The firm employs dedicated portfolio manager teams and comprehensive research efforts to manage a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Susan Stimart is a financial advisor with Davenport & Company LLC, holding a Series 66 designation and based in Charlottesville, VA. She has been with Davenport since 2026 and previously worked in various roles including leadership positions at By Word of Mouth Auto and Strategic Urban Applications LLC. Prior to her financial career, she held a longstanding role with the County of Albemarle. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, supported by a team-based investment approach and advisory programs.

Mark Varner is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Davenport & Company since 1988. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to a diverse client base, including individuals, institutions, and non-profits. The firm offers a broad range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio manager teams and various specialized committees.

James Rennie is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 certifications and bringing 48 years of industry experience. He has been with Davenport & Company LLC since 1991. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a variety of investment strategies and services delivered through managed accounts, mutual funds, ETFs, and retirement solutions, supported by dedicated portfolio teams and regular committee oversight.

Michelle Bishop is a financial advisor with \u0026PARTNERS in Charlottesville, VA. She holds a Series 66 designation and has 17 years of industry experience, including 13 years with Wells Fargo Clearing and WELLS FARGO Advisors, LLC. \u0026PARTNERS serves a diverse client base that includes individual and institutional investors, offering investment advisory, brokerage, financial planning, and retirement plan consulting services. The firm utilizes the Envestnet platform alongside proprietary and third-party investment strategies and operates uniquely as both a broker-dealer and registered investment advisor.

John Sentner is a CFP® and Series 65-registered financial advisor with Creative Planning, where he has worked since 2025. He has three years of industry experience, including prior roles at Wellspring Financial Partners and Jackson Hewitt Tax Services. Outside of finance, he has been involved with nonprofit organizations such as the YMCA of Greater Pittsburgh and Catholic Charities Pittsburgh. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.

Heather Nadeau is a financial advisor at &PARTNERS with two years of industry experience. She holds the Series 66 designation and previously worked for Wells Fargo Clearing for 15 years. She is based in Charlottesville, VA. &PARTNERS serves a wide range of clients, including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering both investment advisory and brokerage services. The firm employs a combination of proprietary and third-party investment strategies and operates as both a broker-dealer and registered investment adviser.

Gregory Switzer is a financial advisor with TIAA-CREF in Charlottesville, VA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at TIAA and TIAA-CREF since 1997. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes its planning services from ongoing discretionary management and serves as adviser to a donor-advised fund while operating within a vertically integrated group utilizing affiliated funds.

Noah Elias is a financial advisor at &PARTNERS with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining &PARTNERS in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2014 to 2026 and at Wells Fargo Bank NA from 2012 to 2021. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, using a combination of proprietary and third-party strategies executed through Envestnet and NFS platforms.