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.

Sidney Smith is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Royal Fund Management since 2013 and has operated a separate independent licensed insurance agency specializing in life and annuity products since 2005. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants with portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement investment strategies tailored to clients’ risk tolerances and offers access to select non-traded REITs and an options-writing overlay.

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.

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.

Robin Cash is a financial advisor with AlphaStar Capital Management who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with AlphaStar since 2016 and also has experience with The Callahan Group and Guardian Life Insurance. Outside of advisory work, he owns Cash Financial, LLC, where he operates as an insurance agent. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management through both model and custom strategies, utilizing quantitative analysis and third-party research.

Megan Wiley is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Badgley Phelps Wealth Managers. She has worked at Badgley Phelps since 2019 and previously at Moss Adams Wealth Advisors from 2015 to 2019. Badgley Phelps Wealth Managers is a registered investment adviser that provides wealth and investment management and standalone financial planning to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined asset allocation and model-based portfolio construction approach, with dedicated equity styles and periodic rebalancing, while acting as an ERISA fiduciary for plan clients.