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.

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 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.

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 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.

Derek Woods is a CFP® with 21 years of experience in the financial services industry. He currently works at Facet and has previously held roles at Brightside Financial, Independent Advisor Alliance, and several other firms. Outside of financial advising, Woods has been involved in health and fitness coaching and served as a fitness trainer. Facet Wealth provides subscription-based financial planning and discretionary investment management to a broad range of individual clients. The firm emphasizes technology-driven, model-based asset allocations and offers a flat subscription fee rather than percentage-of-assets charges.

Jeffrey Blatter is a CFP® professional with 11 years of industry experience, currently advising at Cary Street Partners since 2022. He previously worked at Old Dominion Capital Management, Inc. from 2015 to 2021 and maintains a tax preparation business serving long-term clients. He also serves as Treasurer of the Shenandoah Region Porsche Club. Cary Street Partners provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutions, utilizing a broad range of investment options and proprietary strategies.

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.

Daniel Green is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at LPL Financial and Wells Fargo Clearing. Green provides investment advisory services through Private Advisor Group, where he has worked since 2013. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions through proprietary and third-party platforms. The firm employs a fiduciary advisory model, combining various investment strategies with technology platforms and often utilizing third-party managers and TAMPs.

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.