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.

Jessica Heneberry is a financial advisor at Cary Street Partners with 34 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior roles include positions at Dixon, Hubard, Feinour & Brown, Inc., 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 non-profit providing mental health services to underserved women, and teaches group fitness classes several times per year. Cary Street Partners serves a broad range of clients including individuals, corporations, trusts, and retirement plans, offering services such as discretionary portfolio management, financial planning, and access to proprietary and third-party investment strategies. The firm integrates AI tools with human oversight and provides affiliated products through its asset-management affiliate.

Michael Wisinski is a financial advisor at Mutual of Omaha Investor Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mutual of Omaha since 1996. In addition to his advisory role, he is an insurance agent specializing in life, disability, long-term care, and health insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed accounts, and retirement consulting. The firm operates through a platform relationship with Envestnet and combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

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 financial advisor at United Brokerage Services, Inc. with eight years of industry experience. He holds the Series 66 designation 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 wrap and managed account programs through Wells Fargo Clearing Services, with an investment process focused on strategic and tactical asset allocation, use of mutual funds, ETFs, individual securities, third-party research, and tax-aware overlays.

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 CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently with &PARTNERS, where he has worked since 2026, and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Banc of America Investment Services. He serves as a board member of the Charlottesville Economic Development Authority. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

Edward Lee is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and possessing one year of industry experience. His prior roles include positions at LPL Financial, UBS Financial Services, HSBC Bank USA, and Velocity Ventures. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and utilizes multiple investment strategies and technology platforms to support client goals.

Michelle Johnson is a Series 66-licensed financial advisor at Davenport & Company LLC in Charlottesville, VA, with seven years of industry experience. She has been with Davenport since 2016. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, public finance, and investment advisory services. The firm’s asset management includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio teams and research.

Matthew Brock is a financial advisor at Davenport & Company LLC with three years of industry experience. Prior to joining Davenport in 2022, he 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, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that oversees multiple strategies, including separately managed accounts and mutual funds.

David Graham Jr. is a financial advisor at Farther with 25 years of industry experience. He holds the Series 66 designation and previously worked for 15 years at Grand Strategy Capital LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Susan Stimart is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation. She has no prior industry experience but has worked in several other business roles including with By Word of Mouth Auto and Strategic Urban Applications LLC. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is supported by dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team, providing separately managed accounts, model portfolios, and advisory programs.

Mark Varner is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Davenport & Company since 1988. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees strategies across various managed accounts and mutual funds.

Theodore Barger is a CFP® professional with 31 years of industry experience, currently serving with Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, LLC, and BB&T Investment Services, Inc. He holds the Series 63 and Series 66 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Ryan Young is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 66 designation and has worked in various roles within Truist-affiliated entities since 2021. Prior to his career in financial services, he held positions in retail and service businesses, including the Cavalier Store and Aly Pizza. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a blend of discretionary and non-discretionary manager solutions and integrates third-party platforms and AI-enabled research tools within its investment process.

James Rennie is a financial advisor with Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses and possessing 49 years of industry experience. He has been with Davenport & Company since 1991, totaling 35 years at the firm. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on dedicated portfolio management teams and a range of separately managed accounts, mutual funds, and ETF model portfolios.

Michelle Bishop is a Series 66 licensed financial advisor with 17 years of industry experience. She has been with &PARTNERS since 2026 and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2013 to 2026. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing account monitoring.

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.