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.

Patrick Volk is a financial advisor at OneSeven in Charlottesville, VA, with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Abich Wealth Management, Impact Partnership Wealth, and J. Hagan Capital, among others. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach using diversified portfolios that may include mutual funds, ETFs, individual securities, and alternatives, with options for discretionary and non-discretionary management.

Theresia Muller is a Series 65-licensed advisor with Silvercrest Asset Management Group LLC, where she has worked since 2005, accumulating 22 years of industry experience. She is based in Charlottesville, VA. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering a range of proprietary equity and fixed-income strategies alongside outsourced CIO, due diligence, and quantitative risk analytics. The firm manages approximately $36.5 billion in assets under advisement, focusing primarily on high-net-worth clients and institutions rather than retail investors.

Brian Franke is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and four years of industry experience. He is also the owner and musical performer of Far Away Music, LLC, an entertainment business he has operated since 2010. Global View Capital Management provides discretionary investment management and financial planning to a broad client base including individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach using technical and quantitative methods supported by proprietary algorithmic research.

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.

Larry Weber is a CFP® professional with 10 years of industry experience. He is currently affiliated with Lincoln Investment Planning and works with Capital Analysts in Charlottesville, VA. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs an in-house investment management team that utilizes proprietary screening tools and offers both discretionary and non-discretionary portfolio management options tailored to client needs.

Jessica Heneberry is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Cary Street Partners. Her prior roles include positions at Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and SunTrust Advisory Services. She is involved with The Women's Initiative, a nonprofit providing mental health services to underserved women, where she reviews budgets and financial statements as a finance committee member. 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, employing both third-party managers and in-house resources across a range of traditional and proprietary strategies.

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® professional with 10 years of experience in the financial industry. He has worked at Cary Street Partners since 2022 and previously held roles 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 serves as treasurer of the Shenandoah Region Porsche Club. 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 employs a comprehensive investment approach that integrates third-party and proprietary strategies across equities, fixed income, alternative investments, and structured products.

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 financial advisor at &PARTNERS with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member of the Charlottesville Economic Development Authority. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds, providing investment advisory, brokerage, financial planning, and related services through a combination of proprietary and third-party investment strategies.

Edward Lee is a financial advisor with Private Advisor Group, LLC in Charlottesville, VA. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at LPL Financial, UBS Financial Services, and HSBC Bank USA. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and proprietary investment programs supported by multiple strategists and analytical approaches.

Michelle Johnson is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 credential and with seven years of industry experience. She has been with Davenport & Company since 2016. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, brokerage, fixed income, public finance, and advisory services, with dedicated portfolio management teams and a variety of investment programs.

Matthew Brock is a financial advisor at Davenport & Company LLC with three years of industry experience. He holds a Series 66 designation and has previously 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, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, and investment advisory services. The firm employs dedicated portfolio manager teams and comprehensive research efforts to manage a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Susan Stimart is a financial advisor with Davenport & Company LLC, holding a Series 66 designation and based in Charlottesville, VA. She has been with Davenport since 2026 and previously worked in various roles including leadership positions at By Word of Mouth Auto and Strategic Urban Applications LLC. Prior to her financial career, she held a longstanding role with the County of Albemarle. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, supported by a team-based investment approach and advisory programs.

Mark Varner is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Davenport & Company since 1988. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to a diverse client base, including individuals, institutions, and non-profits. The firm offers a broad range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio manager teams and various specialized committees.

Ryan Young is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Truist Investment Services, Truist Bank, and several small businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary management approaches supported by third-party platforms and research tools.

James Rennie is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 certifications and bringing 48 years of industry experience. He has been with Davenport & Company LLC since 1991. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a variety of investment strategies and services delivered through managed accounts, mutual funds, ETFs, and retirement solutions, supported by dedicated portfolio teams and regular committee oversight.

Michelle Bishop is a financial advisor with \u0026PARTNERS in Charlottesville, VA. She holds a Series 66 designation and has 17 years of industry experience, including 13 years with Wells Fargo Clearing and WELLS FARGO Advisors, LLC. \u0026PARTNERS serves a diverse client base that includes individual and institutional investors, offering investment advisory, brokerage, financial planning, and retirement plan consulting services. The firm utilizes the Envestnet platform alongside proprietary and third-party investment strategies and operates uniquely as both a broker-dealer and registered investment advisor.

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.