Ashley Vice is a CFP®, CFA®, and holds a Series 66 license with 15 years of industry experience. She has worked at Solitude Financial Services, Inc. since 2021 and previously held roles at SIMA Wealth Partners, SIMA Retirement Solutions, Mercer Global Advisors, Gfs Private Wealth, and Merrill. Solitude Financial Services, Inc. is a fee-only fiduciary firm serving individual and high-net-worth clients with a comprehensive “financial life management” approach that includes goal setting, lifetime cash-flow and net-worth modeling, and discretionary portfolio management. The firm employs a long-term, buy-and-hold investment strategy using model portfolios, fundamental and technical analysis, and incorporates options strategies to manage risk.

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.

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.

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.

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 with Indivisible Partners, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Somerset Advisory, Quasar Distributors, and Torray Investment Partners, where she was a partner managing client relations and marketing. Indivisible Partners is an SEC-registered firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm employs a strategic asset allocation framework with active, passive, or blended investment approaches tailored to client risk profiles and offers access to third-party managers, model portfolios, and alternative investments.

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.

Alexandra Goldston is a financial advisor at Marotta Wealth Management, Inc. with one year of industry experience. She holds a Series 65 credential and has worked in various roles including positions at Doordash and Virginia Polytechnic Institute. Outside of finance, she has experience in culinary services through her involvement with Chef by Design. Marotta Wealth Management serves individual and institutional clients including retirees, pre-retirees, university professors, small business owners, and charitable organizations. The firm employs a modern portfolio theory approach with diversified, low-cost indexed investments, offers fee-only fiduciary services, and emphasizes client education and documented management of corporate retirement and employee benefit plan assets.

Thomas Eastman is a Series 65-licensed advisor with Triad Wealth Partners, LLC, based in Charlottesville, VA. He has experience in financial services beginning in 2017, including roles at New York Life Insurance Co. and Prosperity Growth Strategies. Outside of finance, he was involved with Loyalty Painting for seven years. Triad Wealth Partners serves individual and institutional clients through a network of independent representatives offering portfolio management and financial planning, alongside a Turnkey Asset Management Platform providing sub-advisory and operational services to other registered investment advisers. The firm employs a combined business model that supports customizable, diversified investment strategies managed through proprietary and third-party models.