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 11 years of experience in financial advisory roles. She is currently with Cary Street Partners in Charlottesville, VA, where she has worked since 2023. Her prior experience includes positions at Signature Estate & Investment Advisors and Royal Alliance Associates, as well as seven years at Clearbrook Advisory Services. She is involved with the Financial Planning Association of Central Virginia as a pro bono board member and chair of the Pro Bono Committee. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies through its affiliated asset manager, serving niche institutional clients such as state and municipal government entities and insurance companies.

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 is currently with Cary Street Partners and previously spent over three decades at Old Dominion Capital Management, Inc., with a one-year tenure at Dixon, Hubard, Feinour & Brown, Inc. Outside of his advisory work, he occasionally performs as a self-employed musician. Cary Street Partners offers investment advisory and financial planning services to a diverse client base, including individuals and institutional clients, using a broad range of investment options and proprietary strategies through its affiliated asset management firm.

Shawn Harper is a financial advisor with Strategic Wealth Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, typically implementing them on a discretionary basis with firm-developed model portfolios that are regularly monitored and rebalanced.

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 Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently with Cary Street Partners and has previously worked at firms including Dixon, Hubard, Feinour & Brown, Old Dominion Capital Management, and LPL Financial. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm constructs portfolios using a wide range of investments and offers proprietary strategies through its affiliated asset manager, serving institutional niches such as state and municipal government entities and insurance company clients.

Michael Ginty is a CFP® with 24 years of experience in the financial industry. He is currently with Cary Street Partners and has previously worked at Dixon, Hubard, Feinour & Brown, Old Dominion Capital Management, Commonwealth Financial Network, and Northstar Financial Companies. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients, using a broad array of investment options and proprietary strategies.

Mauree Barrett is a CFA® charterholder with 24 years of industry experience. She is currently with Cary Street Partners and previously worked at Dixon, Hubard, Feinour & Brown, Inc. and Old Dominion Capital Management, Inc. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies through its affiliated asset manager, serving notable institutional niches such as state and municipal government entities and insurance company clients.

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 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.

Michael Irwin is a financial advisor at Triad Wealth Partners, LLC with four years of industry experience. He holds a Series 65 designation and has previous work experience at Coppell Advisory Solutions and Gibbs Wealth Management, LLC. Irwin is also the founder and president of Prosperity Growth Strategies Wealth Management, an independent insurance agency that sells and services life insurance and annuity policies. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services. The firm employs a strategic asset allocation process supported by an investment committee and manages diversified strategies across various investment vehicles.

Nicholas Di Giorgio is a Series 66 licensed financial advisor with nine years of industry experience. He currently works at United Brokerage Services, Inc., where he has been since 2021, and previously worked at Edward Jones from 2016 to 2021. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a range of managed account programs and emphasizes strategic and tactical asset allocation, individual security selection, and tax-aware overlays, typically providing advice on a non-discretionary basis.