Allison Linney is a Series 65 credentialed advisor at A. N. Culbertson & Company, Inc. in Charlottesville, VA, with 22 years of industry experience. She has worked with An Culbertson & Co. since 2003 and Allison Partners since 2000. A. N. Culbertson & Company provides wealth management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm uses fundamental analysis and a range of investment strategies, managing approximately $700 million in client assets.

Ty Bilderback is a CFP®, CFA®, and holds a Series 66 license with 26 years of industry experience. He has worked at Merrill for 24 years before joining Solitude Financial Services, Inc., where he has been since 2024 as part of a team of six advisors based in Charlottesville, VA. Solitude Financial Services, Inc. provides fee-only fiduciary investment advisory and financial planning services to individual and high-net-worth clients through a financial life management approach that integrates goal setting, cash-flow and net-worth modeling, and discretionary portfolio management. The firm employs a long-term, buy-and-hold strategy using model portfolios and incorporates options strategies to manage portfolio risk.

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.

Elizabeth Horbaly is a CFP® professional with seven years of industry experience, currently serving at Marotta Wealth Management, Inc. since 2019. Her prior roles include positions at Bronfman Rothschild and Virginia Tech Student Athlete Academic Support Services. She is also an officer in a family business, Custom Yacht Service, maintained for continuity without active involvement. Marotta Wealth Management provides comprehensive wealth management and financial planning services to individual and institutional clients, including retirees, university professors, and charitable organizations. The firm employs a modern portfolio theory approach with diversified, low-cost indexed investments and offers multiple service tiers, operating as a fee-only fiduciary team with a focus on client education and managing retirement and employee benefit plan assets.

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.

David Parkinson is a CFA® charterholder with 22 years of industry experience. He is currently with PGI Wealth Management, where he has worked since 2024, following a 31-year tenure at Greylin Investment Management Inc. PGI Wealth Management, operating as Greylin Investment Management, offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and nonprofit organizations. The firm employs long-term, asset-allocation focused strategies and integrates pension consulting into its asset management services, managing approximately $932 million in client assets across seven offices.

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.

Courtney Regan is a CFP® and Series 65 holder with 10 years of experience, currently serving at Marotta Wealth Management, Inc. in Charlottesville, VA since 2016. Outside of her financial advisory role, she teaches fitness classes at Pure Barre. Marotta Wealth Management provides comprehensive wealth management and financial planning services to individual and institutional clients, specializing in diversified portfolios based on modern portfolio theory and maintaining a multi-advisor team with a strong focus on education and fiduciary responsibility.

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.

Eric Antrobius is a financial advisor at Southland Equity Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Osaic Wealth, Inc. and FSC Securities Corporation. He is also the owner of Service First Brokerage, where he oversees marketing and processing of various insurance and annuity products. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios, and maintains relationships with third-party portfolio managers and institutional custodians.

Greg Vairo is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Marotta Wealth Management, Inc. for five years and previously worked at Obsidian Planning Solutions and Axa Advisors. 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 framework with diversified, low-cost indexed portfolios and offers a range of service options through a fee-only fiduciary model.

Elizabeth Brew is a CFP® with nine years of industry experience, currently serving as a financial advisor at Marotta Wealth Management, Inc. in Charlottesville, VA. She has worked at Marotta Wealth Management since 2017, following her time as a student from 2007 to 2017. Marotta Wealth Management provides comprehensive wealth management and financial planning services to 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, and offers multiple service tiers through a fee-only fiduciary model.

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.

Peter Tuz is a CFP® and CFA® with 29 years of experience at Chase Investment Counsel Corporation, where he has worked since 1997. He serves as chairman of the investment committee at Ripon College, overseeing the school’s endowment investment policy. Additionally, he participates in a committee at Farmington Country Club that reviews employee benefit plans and mutual fund selections. Chase Investment Counsel provides personalized wealth and investment management to individuals and families, utilizing a bottom-up, growth-at-a-reasonable-price approach. The firm manages concentrated portfolios and income-oriented strategies on a team basis, advises an investment company, and engages in direct private placements for select clients.

Letitia Scalise is a financial advisor at Indivisible Partners with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Torray Investment Partners LLC, Quasar Distributors, LLC, and Somerset Advisory. At Torray Investment Partners, she served as Director of Client Relations and Marketing, managing client communications and website maintenance. Indivisible Partners provides investment advisory and financial planning services to individuals, trusts, pension plans, charities, and businesses. The firm uses a strategic asset allocation framework and offers a range of active, passive, and blended investment approaches through a team-based open-architecture platform.

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.

Robert Klintworth is a financial advisor at Chase Investment Counsel Corporation in Charlottesville, VA, with 14 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Chase Investment Counsel Corporation serves individual investors, high-net-worth households, career professionals, retirees, and families undergoing financial transitions, providing personalized wealth management and financial planning. The firm employs a bottom-up, growth-at-a-reasonable-price investment approach with concentrated portfolios and uses yield-oriented tactics such as covered-call writing and higher-dividend equity selections.

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.