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.

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.

Jill Fletcher is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Cary Street Partners. Her prior roles include positions at Signature Estate & Investment Advisors, Royal Alliance Associates, and Clearbrook Advisory Services. She is a pro bono board member and chair of the Pro Bono Committee for the Financial Planning Association of Central Virginia. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that incorporates both third-party managers and proprietary strategies across traditional and alternative asset classes.

George Hamar is a financial advisor at Chilton Investment Services, LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Chilton Investment Services since 2013. Outside of his advisory role, he serves as a trustee of private trusts. Chilton Investment Services, LLC provides 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 portfolios through various vehicles including separately managed accounts and sub-advised UMA accounts.

James Miller is a financial advisor at Wealthcare Advisory Partners LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Bank of America. Outside of his advisory role, Miller performs as a corporate magician and serves as a radio color analyst for the UVA Men's basketball team. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, using a goals-based planning approach combined with an evidence-based investment framework and proprietary quantitative measures to construct long-term portfolios.

James Childress is a CFA® charterholder with 36 years of industry experience. He has worked at Dixon, Hubard, Feinour & Brown, Inc. since 2021 and previously spent 32 years at Old Dominion Capital Management, Inc. Outside of finance, he works occasionally as a self-employed musician. 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, utilizing a range of strategies from traditional equities and fixed income to proprietary and alternative investments.

Stephen Coffman is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes seven years at United Brokerage Services, Inc. Outside of his advisory role, he is a part-time official with the Piedmont Basketball Officials Association and serves as an instructor with Phoenix TS. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses using a goals-based planning approach supported by proprietary software and an evidence-based investment framework.

Benjamin Brewster is a financial advisor at Chilton Investment Services, LLC with 22 years of industry experience. He holds the Series 65 designation and has been with Chilton Investment Services since 2013. The firm provides 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. Chilton Investment Services employs a long-term investment approach combining fundamental research with macro and relative-value analysis, and offers a distinctive operating model that includes trust company affiliations and private-fund access vehicles.

John Mc Coy III is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Cary Street Partners and has held roles at Dixon, Hubard, Feinour & Brown, Inc., Old Dominion Capital Management, and LPL Financial. Cary Street Partners provides 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, and access to alternative investments, combining third-party and in-house resources across various investment strategies.

Michael Ginty is a CFP® with 23 years of industry experience, currently serving as an advisor at Cary Street Partners since 2022. He previously worked at Dixon, Hubard, Feinour & Brown, Inc. and Old Dominion Capital Management. 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, combining both third-party and proprietary strategies.

Mauree Barrett is a CFA® charterholder with 24 years of industry experience. She is currently with Cary Street Partners and has previously worked at Dixon, Hubard, Feinour & Brown, Inc. and Old Dominion Capital Management, Inc. Barrett holds a Series 65 license. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, retirement plans, and institutions. The firm employs a consultative approach to determine client objectives and risk tolerance, offering portfolio management, financial planning, and access to alternative investments through both third-party managers and in-house strategies.

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.