Ashley Vice is a CFP®, CFA®, and Series 66-registered advisor with 14 years of industry experience. She is currently with Solitude Financial Services, Inc., where she has worked since 2021. Prior to that, she held roles at SIMA Wealth Partners, LLC, SIMA Retirement Solutions, LLC, Mercer Global Advisors Inc., and Gfs Private Wealth, 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 follows long-term, buy-and-hold investment principles with model portfolios primarily composed of ETFs, mutual funds, stocks, and bonds, and incorporates options strategies to manage portfolio risk.

Daniel Lohmar is a CFP® professional with 20 years of experience at United Wealth Management, LLC, where he has worked since 2005. He also serves as a flight officer for United Airlines, a role he has held since 1997. 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 employs tailored asset-allocation strategies through model portfolios and offers defined fixed-fee financial planning engagements.

Michael Delcolliano is a financial advisor at Westbourne Investments, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westbourne Investments since 2010. Westbourne Investments provides investment management and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutions. The firm manages discretionary equity, fixed-income, and ETF portfolios, incorporating options strategies within approved risk levels and combines top-down macro analysis with bottom-up security selection.

Paige Ryan is a CFP® with four years of industry experience, currently serving as a financial advisor at Northstar Asset Management, Inc. She has worked at Ameriprise Financial Services, LLC since 2018 and previously was involved with Common Ground Healing Arts. Ryan serves on the Board of Directors for Common Ground Healing Arts. Northstar Asset Management specializes in socially responsible investing for individuals, high-net-worth families, trusts, and nonprofit organizations. The firm combines discretionary portfolio management with tailored client portfolios that focus on social and environmental priorities across public equities, fixed income, and alternative investments.

Andrea Stiernstrand is a financial advisor at Investor FAN with one year of industry experience. She holds a Series 65 designation and has previously worked at Visible Wealth Planning, Equita Financial Network, Inc., and Foxhaven Asset Management. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored retirement plans, trusts, foundations, and charitable organizations. The firm employs a multifaceted investment approach incorporating Modern Portfolio Theory and various analytical methods, managing over $427 million in discretionary assets as of December 31, 2024.

Andrew St.Jean is a CFP® with nine years of industry experience currently serving as a financial advisor at Solitude Financial Services, Inc. Prior to joining Solitude, he worked at Ameriprise Financial and Barrett-Johnson & Associates for six years. Solitude Financial Services, Inc. provides fee-only fiduciary investment advisory and financial planning services to individual and high-net-worth clients, utilizing a “financial life management” approach that includes goal setting, lifetime cash-flow and net-worth modeling, and discretionary portfolio management. The firm follows a long-term, buy-and-hold investment framework using model portfolios informed by fundamental and technical analysis and Modern Portfolio Theory, incorporating options strategies to manage risk.

Gene Kowalski is a financial advisor at Solitude Financial Services, Inc. with 17 years of industry experience. He holds the Series 65 credential and has been with Solitude since 2014. In addition to his advisory role, Gene is a 787 First Officer pilot for United Airlines, a position he has held since 1996. Solitude Financial Services, Inc. provides fee-only fiduciary investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a long-term, buy-and-hold investment approach using model portfolios that incorporate fundamental and technical analysis, Modern Portfolio Theory, and options strategies to manage portfolio risk.

Stuart Chase is a financial advisor with Chase Investment Counsel Corporation in Charlottesville, VA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been self-employed since 2000 and associated with Chase Investment Counsel since 1994. He serves as Chairman of the Board for the firm, a position he has held since 2013. Chase Investment Counsel primarily serves individual investors, high-net-worth households, professionals, retirees, and families in transition. The firm employs a bottom-up, growth-at-a-reasonable-price investment approach with concentrated portfolios and utilizes yield-oriented strategies such as covered-call writing.

Maria Bolanos Wong is a financial advisor at Manchester Capital Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at Manchester Capital Management since 2021. Her prior roles include positions at Transparent.ly, Nomura Securities, and the University of Virginia. Manchester Capital Management provides investment advisory and wealth-management services to high-net-worth individuals, families, trusts, foundations, corporations, and pooled investment vehicles. The firm emphasizes an asset-allocation approach implemented through third-party managers and pooled vehicles, managing mostly discretionary portfolios and sponsoring private placements and limited partnerships for qualified clients.

Jill Fletcher is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Cary Street Partners. Her prior roles include positions at Signature Estate & Investment Advisors, Royal Alliance Associates, and Clearbrook Advisory Services. She is a pro bono board member and chair of the Pro Bono Committee for the Financial Planning Association of Central Virginia. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that incorporates both third-party managers and proprietary strategies across traditional and alternative asset classes.

George Hamar is a financial advisor at Chilton Investment Services, LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Chilton Investment Services since 2013. Outside of his advisory role, he serves as a trustee of private trusts. Chilton Investment Services, LLC provides 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 portfolios through various vehicles including separately managed accounts and sub-advised UMA accounts.

James Miller is a financial advisor at Wealthcare Advisory Partners LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Bank of America. Outside of his advisory role, Miller performs as a corporate magician and serves as a radio color analyst for the UVA Men's basketball team. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, using a goals-based planning approach combined with an evidence-based investment framework and proprietary quantitative measures to construct long-term portfolios.

Rudy Garcia is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Global View Capital entities since 2015 and has experience with Unum Life since 2022. Outside of his advisory role, Garcia is involved in community service and nonprofit leadership, including co-chairing the board of directors for Prevent Child Abuse Virginia and participating in several local community organizations. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach driven by proprietary algorithmic research and offers a range of managed account options and third-party platform integrations.

Mark Setaro is a CFA® charterholder and holds Series 65 and Series 63 licenses, with three years of industry experience. He currently works at Archer Investment Corporation and has previous experience at Tax Efficiency Advisors and PMMares LLP. Outside of his advisory role, he owns and operates a tax preparation business. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm works with accountants and CPAs as investment advisory representatives in a multi-branch, independent-contractor model and manages over $1 billion in discretionary assets.

James Childress is a CFA® charterholder with 36 years of industry experience. He has worked at Dixon, Hubard, Feinour & Brown, Inc. since 2021 and previously spent 32 years at Old Dominion Capital Management, Inc. Outside of finance, he works occasionally as a self-employed musician. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, utilizing a range of strategies from traditional equities and fixed income to proprietary and alternative investments.

Shawn Harper is a financial advisor with Strategic Wealth Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, typically implementing them on a discretionary basis with firm-developed model portfolios that are regularly monitored and rebalanced.

Benjamin Brewster is a financial advisor at Chilton Investment Services, LLC with 22 years of industry experience. He holds the Series 65 designation and has been with Chilton Investment Services since 2013. The firm provides 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. Chilton Investment Services employs a long-term investment approach combining fundamental research with macro and relative-value analysis, and offers a distinctive operating model that includes trust company affiliations and private-fund access vehicles.

John Mc Coy III is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Cary Street Partners and has held roles at Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and LPL Financial. Cary Street Partners provides wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, and access to alternative investments, combining third-party and in-house resources across various investment strategies.

Michael Ginty is a CFP® with 23 years of industry experience, currently serving as an advisor at Cary Street Partners since 2022. He previously worked at Dixon, Hubard, Feinour & Brown, Inc. and Old Dominion Capital Management. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, combining both third-party and proprietary strategies.

Mauree Barrett is a CFA® charterholder with 24 years of industry experience. She is currently with Cary Street Partners and has previously worked at Dixon, Hubard, Feinour & Brown, Inc. and Old Dominion Capital Management, Inc. Barrett holds a Series 65 license. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, retirement plans, and institutions. The firm employs a consultative approach to determine client objectives and risk tolerance, offering portfolio management, financial planning, and access to alternative investments through both third-party managers and in-house strategies.