Larry Weber is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Lincoln Investment Planning since 2015. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm offers discretionary and non-discretionary investment services supported by an in-house research team and a nationwide network of independent advisors.

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.

Derek Woods is a CFP® with 21 years of experience in the financial services industry. He currently works at Facet and has previously held roles at Brightside Financial, Independent Advisor Alliance, and several other firms. Outside of financial advising, Woods has been involved in health and fitness coaching and served as a fitness trainer. Facet Wealth provides subscription-based financial planning and discretionary investment management to a broad range of individual clients. The firm emphasizes technology-driven, model-based asset allocations and offers a flat subscription fee rather than percentage-of-assets charges.

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 26 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Wells Fargo Clearing and Banc of America Investment Services, Inc. He serves as a board member of the Charlottesville Economic Development Authority. &PARTNERS serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through discretionary and non-discretionary approaches that incorporate both proprietary and third-party strategies.

Edward Lee is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and possessing one year of industry experience. His prior roles include positions at LPL Financial, UBS Financial Services, HSBC Bank USA, and Velocity Ventures. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and utilizes multiple investment strategies and technology platforms to support client goals.

Michelle Johnson is a Series 66-licensed financial advisor at Davenport & Company LLC in Charlottesville, VA, with seven years of industry experience. She has been with Davenport since 2016. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, public finance, and investment advisory services. The firm’s asset management includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio teams and research.

Daniel Green is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at LPL Financial and Wells Fargo Clearing. Green provides investment advisory services through Private Advisor Group, where he has worked since 2013. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions through proprietary and third-party platforms. The firm employs a fiduciary advisory model, combining various investment strategies with technology platforms and often utilizing third-party managers and TAMPs.

Matthew Brock is a financial advisor at Davenport & Company LLC with three years of industry experience. Prior to joining Davenport in 2022, he 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, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that oversees multiple strategies, including separately managed accounts and mutual funds.

Mark Varner is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Davenport & Company since 1988. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm provides separately managed accounts, model portfolios, financial planning, and manages a range of mutual funds and fixed-income strategies.

James Rennie is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses and possessing 49 years of industry experience. He has been with Davenport & Company since 1991, totaling 35 years at the firm. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on dedicated portfolio management teams and a range of separately managed accounts, mutual funds, and ETF model portfolios.

Michelle Bishop is a financial advisor with &PARTNERS in Charlottesville, VA, holding a Series 66 designation and 17 years of industry experience. She has previously worked at Wells Fargo Clearing for 10 years and Edward Jones for 4 years. Bishop joined &PARTNERS in 2026. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary strategies, utilizing a combination of proprietary and third-party portfolio solutions.

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 a Series 66 credential and two years of industry experience. She previously worked for Wells Fargo Clearing for 15 years before joining &PARTNERS. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a range of analytical methods and third-party strategies.

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 in Charlottesville, VA, holding Series 63 and Series 65 credentials with 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined total of nearly a decade. &PARTNERS serves a wide range of clients including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services using a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Todd Saunders is a financial advisor with TIAA-CREF in Charlottesville, VA, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked with TIAA-CREF and Tiaa since 2007, with brief roles at Spire Wealth Management and Spire Securities in 2021. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm also serves as adviser to the TIAA Donor Advised Fund and employs a fiduciary standard across its advisory services.

Timothy Beczkowski is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with assets exceeding $20 million, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Lee Morris is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Wealthcare Advisory Partners LLC. Lee also provides investment advisory services through Wealthcare Advisory Partners LLC, an independent registered investment advisor. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Avrom Posner is a financial advisor at Davenport & Company LLC with 45 years of industry experience. He has been with Davenport since 1987. Posner holds Series 63 and Series 65 licenses. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, public finance, and investment banking services, with a focus on separately managed accounts and model portfolios overseen by dedicated portfolio manager teams and an Investment Policy Committee.