Christopher Patton is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 credentials and two years of industry experience. He has worked at multiple First Command entities since 2023 and is involved with the Bedford Boys Tribute Center. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Jose Leon Garcia is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, CornerStone Partners, MUFG Investor Services, and ProShares. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including its proprietary WealthSuite platform, third-party programs, and alternative investments, employing a fiduciary-based advisory model with access to various strategies and technology platforms.

Ruth Key is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Davenport since 2010 and is also involved with Informed Simplifications LLC. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group that constructs strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Ralph Rush Jr. is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Davenport since 1990. Outside of his advisory work, he is active as a musician in Richmond, VA. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management approach includes dedicated portfolio teams and multiple investment strategies, and it acts as adviser to six mutual funds while also providing municipal finance services.

Chenchen Yin is a financial advisor at Kestra Advisory with 10 years of industry experience. Yin holds a Series 66 designation and has previously worked at LPL Financial, Ameriprise Financial Services Inc, Private Advisor Group, and Piedmont Wealth Management. Outside of advisory work, Yin is involved in leadership and client relationship management within a financial planning and investment management business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

William Reifsteck is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 credentials. He has six years of industry experience, including roles at Northwestern Mutual and Park Avenue Securities. Outside of his advisory work, he serves as Head Coach and President of Crozet Summit and is involved as a coach’s representative on the board of the Peachtree Baseball League of Albemarle County. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting solutions.

Courtney Eastlack is a financial advisor at Mercer Global Advisors Inc. with 30 years of industry experience. She previously worked at TIAA-CREF from 1994 to 2023. Outside of her advisory role, she provides executive coaching services through her consulting business, CKE Consulting, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other specialized strategies.

Nathaniel Rullman is a financial advisor at Davenport & Company LLC in Charlottesville, VA, holding a Series 66 designation with 15 years of industry experience. He has been with Davenport since 2011. Davenport serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach involves dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversee a variety of managed account strategies and mutual funds.

Yohannes Worku is a CFP® professional affiliated with Equity Services, Inc. with 10 years of industry experience. He has worked at Transamerica and National Life Group prior to joining Equity Services. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often integrating third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

John Smith is a financial advisor at &PARTNERS with Series 63 and 66 credentials and 27 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning 17 years before joining &PARTNERS. &PARTNERS serves a diverse client base including individuals, institutions, charities, and private businesses, offering investment management, financial and tax planning, retirement-plan consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analyses, utilizing both proprietary and third-party strategies with ongoing monitoring and account reviews.

Richard Rousseau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Holly Tomski is a financial advisor with Ameriprise in Charlottesville, VA, holding a Series 66 designation and six years of experience at the firm. Her prior work includes roles at Ready.Set.Live! and periods as a stay-at-home parent. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Sherman is a financial advisor at Cetera with four years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at firms including Tiaa and A. N. Culbertson & Company, Inc. Sherman serves as a Board of Trustee member for Bridgewater College, a nonprofit institution in Virginia. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to affiliated and third-party managers across multiple program structures.

Eric O'Neill is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones in two separate periods totaling six years, with a year at Thrivent Financial and eleven years at Polaris Alpha Advanced Systems prior to his financial services career. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Susan Wilkinson is a CFP® with 30 years of experience in financial advising. She is currently with Cetera and previously worked at Private Advisor Group and LPL Financial. She founded Wilkinson Wealth Management, where she manages the business and client accounts. Wilkinson serves as an elected board member for Creative Works Farm and PACEM, contributing to their governance and fundraising efforts. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brad Lovingood is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2023, he worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, N.A. for over eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Robert Bowen is a CFP® professional affiliated with LPL Financial in Charlottesville, VA, with six years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Co, and Hampden-Sydney College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and institutional services.

Lucas Higgins is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Rosin & Associates and T.C.C. Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

James Clark is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014 in Charlottesville, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Wickline is a financial advisor with LPL Financial in Charlottesville, VA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He previously worked at MassMutual Investors Services and Massachusetts Mutual Life Insurance Co from 2016 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management with access to model portfolios, research, and technology-driven strategies.