Daniel Lohmar is a CFP® certificant with 21 years of experience in financial advising at United Wealth Management, LLC, where he has worked since 2005. He also has a long-standing career as a Flight Officer with United Airlines, a role he has held since 1997. United Wealth Management provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, trusts, and charitable organizations. The firm emphasizes fundamental analysis and long-term investment strategies, managing approximately $406.6 million across about 257 client relationships.

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® and Series 66 credentialed advisor with five years of industry experience. She currently works at NorthStar Asset Management, Inc. and previously spent four years at Ameriprise. Ryan serves on the Board of Directors for Common Ground Healing Arts in Charlottesville, VA. NorthStar Asset Management is a seven-advisor firm managing approximately $806 million in client assets. The firm serves individuals, high-net-worth families, trusts, and not-for-profits with an investment approach centered on a socially responsible six-pillar framework and employs a combination of ETFs, direct indexing, and a global equity portfolio sleeve.

Jay Ferguson is a financial advisor at Sky Investment Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and spent over three decades working with Ferguson Andrews Investment Advisers, where he served as the sole director. Outside of his advisory role, Ferguson engages in private business activities unrelated to his investment advisory work. Sky Investment Group LLC is a discretionary asset manager serving primarily high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios managed with fundamental analysis across equities and fixed income.

Andrea Stiernstrand is a Series 65 licensed financial advisor with one year of industry experience. She is currently with Investor FAN 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, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a diversified investment approach incorporating Modern Portfolio Theory and fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios to clients’ goals.

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 11 years of experience in financial advisory roles. She is currently with Cary Street Partners in Charlottesville, VA, where she has worked since 2023. Her prior experience includes positions at Signature Estate & Investment Advisors and Royal Alliance Associates, as well as seven years at Clearbrook Advisory Services. She is involved with the Financial Planning Association of Central Virginia as a pro bono board member and chair of the Pro Bono Committee. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies through its affiliated asset manager, serving niche institutional clients such as state and municipal government entities and insurance companies.

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 licenses and 17 years of industry experience. He has been affiliated with Global View Capital Management and its related entities since 2015 and also serves as owner and director of Rivanna Woods Associates, LLC, a firm involved in real estate, business consulting, and tax preparation. Garcia is active in community organizations, including serving as co-chair of the board for Prevent Child Abuse Virginia and holding leadership roles in local civic groups such as the Rotary Club of Fluvanna County. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a quantitative investment approach focused on technical indicators and manages portfolios through proprietary research and third-party platforms, supporting discretionary management of assets both on and off its primary custodians.

James Childress is a CFA® charterholder with 36 years of industry experience. He is currently with Cary Street Partners and previously spent over three decades at Old Dominion Capital Management, Inc., with a one-year tenure at Dixon, Hubard, Feinour & Brown, Inc. Outside of his advisory work, he occasionally performs as a self-employed musician. Cary Street Partners offers investment advisory and financial planning services to a diverse client base, including individuals and institutional clients, using a broad range of investment options and proprietary strategies through its affiliated asset management firm.

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 Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently with Cary Street Partners and has previously worked at firms including Dixon, Hubard, Feinour & Brown, Old Dominion Capital Management, and LPL Financial. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm constructs portfolios using a wide range of investments and offers proprietary strategies through its affiliated asset manager, serving institutional niches such as state and municipal government entities and insurance company clients.

Michael Ginty is a CFP® with 24 years of experience in the financial industry. He is currently with Cary Street Partners and has previously worked at Dixon, Hubard, Feinour & Brown, Old Dominion Capital Management, Commonwealth Financial Network, and Northstar Financial Companies. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients, using a broad array of investment options and proprietary strategies.

Mauree Barrett is a CFA® charterholder with 24 years of industry experience. She is currently with Cary Street Partners and previously worked at Dixon, Hubard, Feinour & Brown, Inc. and Old Dominion Capital Management, Inc. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies through its affiliated asset manager, serving notable institutional niches such as state and municipal government entities and insurance company clients.

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.