Patrick Volk is a financial advisor with OneSeven in Charlottesville, VA, holding Series 63, 65, and 66 credentials and 12 years of industry experience. His prior experience includes roles at Abich Wealth Management, Impact Partnership Wealth, and Fisher Investments. He also worked with the National Foundation For Cancer Research from 2018 to 2020. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting. The firm’s approach combines long-term investing with flexible trading strategies and includes the use of diversified mutual funds, ETFs, individual securities, and alternative investments.

Theresia Muller is a financial advisor at Silvercrest Asset Management Group LLC with 23 years of industry experience. She holds the Series 65 designation and has been with Silvercrest since 2005, following earlier roles at Heritage Financial Management, LLC. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm specializes in bottom-up, value-oriented equity strategies and active fixed-income management, employing proprietary valuation tools and quantitative risk analytics.

Brian Franke is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has been with Global View Capital Management since 2022. Outside of advising, he is the owner and musical performer at Far Away Music, LLC, an entertainment business he has operated since 2010. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm uses a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC.

Anna Green is a financial advisor with Wealthcare Advisory Partners LLC in Charlottesville, VA, holding a Series 66 license and eight years of industry experience. She has worked at Wealthcare Advisory Partners and its affiliated teams since 2019 and previously worked at Edward Jones and Paychex, Inc. Outside of her advisory role, she coaches travel and youth softball, providing training and managing team activities. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising discipline supported by proprietary Wealthcare software and a behavioral economics framework, utilizing both passive and active investment strategies alongside dynamic rebalancing.

Jessica Heneberry is a CFP® professional with 34 years of industry experience, currently serving at Cary Street Partners since 2022. Her prior experience includes roles at Dixon, Hubard, Feinour & Brown, Old Dominion Capital Management, and SunTrust Advisory Services. Outside of her advisory work, she serves on the finance committee and is a proposed board member for The Women’s Initiative, a nonprofit providing mental health services to underserved women, and she teaches group fitness classes several times per year. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm constructs portfolios using a broad investment menu and proprietary strategies, serving a wide client mix including state and municipal government entities and insurance company clients.

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.

Jeffrey Blatter is a CFP® with 11 years of industry experience, currently serving at Cary Street Partners since 2022. His prior roles include positions at Dixon, Hubard, Feinour & Brown, Inc. and Old Dominion Capital Management, Inc. Outside of advising, he owns a tax preparation business serving long-term clients and acts as treasurer for the Shenandoah Region Porsche Club. Cary Street Partners offers investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients, utilizing a broad investment menu and proprietary strategies through affiliated asset managers.

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 CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently with &PARTNERS, where he has worked since 2026, and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Banc of America Investment Services. He serves as a board member of the Charlottesville Economic Development Authority. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

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.

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.

Susan Stimart is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation. She has no prior industry experience but has worked in several other business roles including with By Word of Mouth Auto and Strategic Urban Applications LLC. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is supported by dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team, providing separately managed accounts, model portfolios, and advisory programs.

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.

Ryan Young is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 66 designation and has worked in various roles within Truist-affiliated entities since 2021. Prior to his career in financial services, he held positions in retail and service businesses, including the Cavalier Store and Aly Pizza. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a blend of discretionary and non-discretionary manager solutions and integrates third-party platforms and AI-enabled research tools within its investment process.

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 Series 66 licensed financial advisor with 17 years of industry experience. She has been with &PARTNERS since 2026 and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2013 to 2026. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing account monitoring.

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.