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.

Marie Lovett is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Page Wealth Services, LLC (dba Oakleigh Wealth Services) since 2025 and has prior experience with Experience Your Wealth, LLC, and The Trust Company of Tennessee. Oakleigh Wealth Services provides discretionary investment management and financial planning to individuals, small businesses, and charitable organizations, using a disciplined, long-term approach focused on strategic asset allocation and low-cost index funds. The firm manages approximately $102.5 million for about 51 clients and operates on a fixed, fee-only model without commissions.

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.

Orman Kimbrough is a financial advisor at A. N. Culbertson & Company, Inc. in Charlottesville, VA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining A. N. Culbertson & Company in 2026, he worked at Ivy Creek Capital LLC and Quantitative Investment Management. A. N. Culbertson & Company provides wealth management and financial planning services to individuals and institutional clients, employing fundamental analysis and a range of investment strategies tailored to client objectives and risk profiles. The firm manages approximately $700 million in client assets and is notable for its use of margin transactions within separately managed accounts to address client liquidity needs.

Michael Whitney is a CFP® professional with four years of industry experience, currently serving at Solitude Financial Services, Inc. He previously worked at Albany Financial Group and LPL Financial, 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 emphasizes long-term, buy-and-hold investment strategies with model portfolios primarily composed of ETFs, mutual funds, stocks, and bonds, and employs options strategies to manage portfolio risk.

Mark Mccarron is a CFP® professional with nine years of industry experience. He has been with Arrowroot Family Office, LLC since 2020 and previously worked at Bond Wealth Management, LLC. He holds a Certificate in Financial Planning from the University of Richmond. Arrowroot Family Office offers advisory services to individuals, families, and various institutional clients. The firm focuses on asset allocation using quantitative analytics and manages portfolios that include ETFs, mutual funds, and selectively chosen individual securities, while also providing multi-family office services and managing private funds.

Rebecca Lees is a CFP® and Series 65-licensed advisor at OLIO Financial Planning with two years of industry experience. Prior to joining OLIO, she owned Purpose Financial Coaching, providing financial education, content creation, and budgeting support. She previously worked at Core Planning and Northrop Grumman. OLIO Financial Planning serves individual clients across a range of net worth levels, retirement plans, charitable organizations, and corporations, managing approximately $600 million. The firm offers comprehensive financial planning and portfolio management using a buy-and-hold, core-and-satellite investment approach with ETFs, mutual funds, and selected securities.

Jacob Fleming is a financial advisor with Solitude Financial Services, Inc. in Charlottesville, VA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Private Advisor Group, LPL Financial, TD Ameritrade, Scottrade, and VALIC Financial Advisors. Outside of his advisory work, he operates a notary service as a sole proprietor. 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 approach. The firm emphasizes long-term, buy-and-hold investment strategies with model portfolios primarily composed of ETFs, mutual funds, stocks, and bonds, and also incorporates simple options strategies to manage portfolio risk.

George Payne Jr. is a financial advisor at A. N. Culbertson & Company, Inc. in Charlottesville, VA, with 27 years of industry experience, having been with the firm since 1999. A. N. Culbertson & Company provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm manages approximately $818 million in assets and employs fundamental analysis and a combination of long- and short-term investment strategies, with regular portfolio reviews and daily liquidity monitoring.

Margaret Connelly is a CFA® charterholder and holds a Series 65 license with one year of experience in the financial industry. She has worked at Investor FAN, Visible Wealth Planning, and Equita Financial Network, Inc., and previously spent 15 years with the Georgia Retirement System. Prior to entering the financial field, she was a full-time homemaker for three years. Investor FAN is a team-based firm with 14 advisors that provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and institutional investors. The firm employs a multi-disciplinary investment approach based on Modern Portfolio Theory and incorporates fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction.

Spencer Garrett is a financial advisor at Chase Investment Counsel Corporation with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including LongView Wealth Management, Cambridge Investment Research, Canal Capital Management, Oppenheimer & Co. Inc, Merrill Lynch, and Bank of America. Chase Investment Counsel provides personalized wealth and investment management and financial planning to individuals and families, using a bottom-up, growth-at-a-reasonable-price approach with concentrated portfolios. The firm manages both discretionary and non-discretionary mandates, serves as adviser to an investment company, and engages in direct private placements for participating clients.

Kevin Wells is a financial advisor at Chilton Investment Services, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Sapere Wealth Management, LLC for eight years before joining Chilton in 2020. Chilton Investment Services, LLC offers 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 a notable private-fund business alongside trust company affiliations and institutional sub-advisory roles.

Thomas Contiliano is a financial advisor at A. N. Culbertson & Company, Inc. He holds a Series 65 designation and previously worked at Bloomberg LP for 26 years. Contiliano has been with A. N. Culbertson & Company since 2026. A. N. Culbertson & Company provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm manages approximately $808 million on a discretionary basis, offering tailored portfolios with ongoing liquidity monitoring and strategy reviews.

Louise Hopkins is a financial advisor at Sapere Wealth Management, LLC in Charlottesville, VA, holding a Series 65 designation with 16 years of industry experience. She has been with Sapere Wealth Management since 2008. Sapere Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a top-down, global-macro investment approach with an absolute-return focus, combining public equities, registered funds, and privately offered vehicles while emphasizing active liquidity management.

Matthew Borland is a financial advisor with A. N. Culbertson & Company, Inc. in Charlottesville, VA. He holds a Series 65 designation and has five years of industry experience. Prior to joining A. N. Culbertson, he worked at Davidson Kempner Capital Management. A. N. Culbertson & Company provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm manages portfolios through fundamental analysis and a mix of long- and short-term investments, generally operating on a discretionary basis.

Megan Russell is a CFP® professional with three years of industry experience at Marotta Wealth Management, Inc., where she has been part of the team since 2005. She is based in Charlottesville, VA. Marotta Wealth Management serves individual and institutional clients, including retirees, university professors, small business owners, and charitable organizations. The firm employs a modern portfolio theory approach with diversified, low-cost indexed investments, operates as a fee-only fiduciary, and offers multiple service tiers including an investment-only option.