Scott Vallar is the principal advisor at Guard Hill Advisors LLC in Charlottesville, VA, holding Series 63 and Series 65 designations with 10 years of industry experience. He has led Guard Hill Advisors since its founding in 2016. Guard Hill Advisors provides discretionary investment management to individuals, high-net-worth clients, corporations, charitable organizations, and trusts, focusing on tax-efficient, low-turnover portfolios constructed through fundamental analysis. The firm applies a credit-focused approach to fixed income selection, leveraging the principal’s background in leveraged finance, and manages concentrated portfolios with explicit position size limits.

David Lewis is a Series 65-licensed financial advisor with over four years of industry experience. He has worked at firms including Kuleana Capital Management LLC and 910 Fund LLC and previously spent 12 years at S&P Global. Lewis has been leading High Top Growth Partners since 2015. High Top Growth Partners serves individuals, high-net-worth clients, and institutions by providing financial planning, investment advisory, and real estate consulting. The firm focuses on long-term, diversified allocations across multiple asset classes and works as a disclosed solicitor for third-party managers, recommending strategies while managing proprietary capital alongside clients.

Thomas Sheehan is the founder of Round Oak Capital LLC in Charlottesville, VA, where he has provided investment advisory services since 2010. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His work history is solely with Round Oak Capital. Round Oak Capital is a small independent investment office offering discretionary portfolio management and wealth management services to individuals, families, trusts, and businesses. The firm provides customized portfolios using fundamental analysis across various asset classes and offers family-office style services, real estate advisory, and introductions to alternative investments.

Stephen Aust is a Series 65-registered financial advisor with MarketCycle Wealth Management, LLC, where he has worked since 2010. He has 15 years of industry experience and operates as the sole advisor at his independent firm based in Free Union, VA. MarketCycle Wealth Management provides ongoing investment supervisory and portfolio management services to individual and corporate clients. The firm employs a broad investment approach, including mutual funds, equities, bonds, ETFs, real estate, hedge funds, private placements, and insurance products, utilizing a mix of charting, technical, fundamental, and cyclical analysis.

David Van Roijen is a CFA® charterholder with 13 years of industry experience. He is the sole advisor at Split Creek LLC, doing business as Split Creek Capital LLC, where he has worked since 2022. Prior to founding Split Creek, he spent ten years at Goldman Sachs. Split Creek Capital provides portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $108.7 million. The firm emphasizes tailored portfolios based on client objectives and risk tolerance, employing a combination of modern portfolio theory, fundamental and quantitative analysis, and a range of investment strategies including options and private placements.

Our process will clarify your financial picture and help you understand what’s possible. We’ll provide expert advice and ongoing support for aligning your time and money with your values. We believe in taking a simple, disciplined approach that minimizes fees, taxes, emotional biases, and conflicts of interest. What sets Oakleigh apart? -We take a holistic approach to your well-being. What does it matter if you have climbed the ladder, saved money on taxes, and made better investment decisions if you haven't answered the deeper questions of "why" and "for what purpose?" - We are retirement income specialists. Navigating the transition to retirement requires a different set of skills than what got you here. - We are tax planning experts. While you were working, you likely had very little control over the taxes you owed, but this changes in retirement when you have multiple sources of income and more control over the timing and amount of taxes you pay. - We are fiduciaries. We are held to a higher standard than many advisors or financial salespeople affiliated with banks, brokerages, or insurance companies. As an independent investment advisor, we only answer to our clients. - We are flat-fee-only. "Fee-only" means that we're paid directly by our clients with no hidden commissions or kickbacks for selling certain products. We also charge a flat fee, not a percentage of your assets under management. Managing a $3 million portfolio is no more difficult for us than one that's $1 million. So why should you pay three times as much? - We know Social Security and healthcare. We'll help you decide when to take Social Security and can help you navigate Medicare and how to plan for health and long-term care. Contact us for a free consultation. Whether or not we are the right advisor for you, I would love to learn about your situation and help you find a skilled advisor who is committed to the same values of integrity, transparency, and expertise.

Ulmer Financial brings together your investments and tax preparation in one place, so you don’t have to deal with multiple advisors. Our goal is to make managing your money and filing your taxes easier. I became fascinated by investing at a young age and bought my first stock when I was 10 years old. Despite its importance, I have found that personal finance is rarely talked about and people are often ill-equipped to plan for their futures. I decided to become a financial planner to help solve this problem. I am passionate about making financial planning accessible to my clients and helping them invest to achieve their goals. I also enjoy making clients' lives easier by streamlining their investments and tax preparation. Before starting Ulmer Financial in 2022, I worked as an assistant to a financial planner where I created and operated our investment management process, researched a variety of financial planning issues, and served clients. I have a BS in Commerce from the University of Virginia's McIntire School of Commerce and am a CERTIFIED FINANCIAL PLANNER (TM) professional. I am also an Enrolled Agent admitted to practice before the Internal Revenue Service. The most important thing in my life is my relationship with Jesus Christ. I seek to glorify Jesus Christ and make Him known, as I help individuals steward their finances.

Paul Hendricks is a financial advisor at Laird-Altman Holdings LLC in Charlottesville, VA, holding a Series 65 designation with 19 years of industry experience. He has been with Laird-Altman Holdings since 2005. Laird-Altman Holdings LLC provides discretionary portfolio management to individuals, trusts, and small businesses, typically managing accounts of $100,000 or more. The firm employs a combination of higher-frequency macroeconomic trading, core ETF allocations, multivariate quantitative strategies, and covered-call programs tailored to each client’s risk tolerance, tax status, and other factors, with all accounts managed on a discretionary basis and reviewed continuously by Mr. Hendricks.

Douglass List is a CFA® charterholder with 16 years of experience in the financial industry. He is the principal of 31 Moorgate, Inc., an independent advisory firm based in Charlottesville, VA, and has concurrently maintained a licensed legal practice at Banner Legal Services, Inc. as well as a strategic management consulting business at List & Company, Inc. 31 Moorgate, Inc. provides investment advisory services to individuals, trusts, estates, and charitable organizations, focusing on individualized portfolio management using fundamental, qualitative, and quantitative analysis across a range of securities. The firm may manage accounts on a discretionary basis and routinely permits client-directed brokerage.

Kevin Schiedel is a financial advisor at Simplified Retirement with a Series 65 designation and three years of industry experience. He also works as a school psychologist with Greene County Public Schools. Simplified Retirement specializes in retirement-focused financial planning for individuals and families, primarily serving educators. The firm emphasizes low-cost, passive investment options and a buy-and-hold strategy, providing tailored recommendations without discretionary portfolio management.

James Aldige IV is a financial advisor at Clio Asset Management LLC in Charlottesville, VA, holding a Series 65 credential and eight years of industry experience. He previously worked at Ivy Road Partners LLC from 2016 to 2018 and manages his personal assets through Turl Street Ventures LLC. Clio Asset Management LLC provides discretionary asset management and optional financial planning to individuals, high-net-worth households, family offices, endowments, foundations, LLCs, trusts, corporations, and other institutional investors. The firm employs fundamental analysis and a proprietary Core Portfolio Strategy focused on a concentrated equity portfolio, tailoring investments to client objectives, risk tolerance, and time horizon.

Christopher Jackson is the sole advisor at Drystone LLC in Charlottesville, VA, holding the CFA® designation along with Series 63 and 65 licenses. He has 17 years of industry experience and has led Drystone since its founding in 2008. Drystone manages approximately $151 million in discretionary portfolios for a select client base that includes individuals, trusts, IRAs, a charitable family foundation, and family estate entities. The firm focuses on income and growth at a reasonable price through fundamental security analysis and provides customized investment objectives with ongoing portfolio supervision and transparent reporting.

Jerome Francis Gristina is a financial advisor at Acadia Wealth Advisors in Charlottesville, VA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been associated with Tell Tale Capital Corp since 2010. Acadia Wealth Advisors specializes in active, discretionary portfolio management primarily for individual investors and select family-office partnerships. The firm employs a quantitative screening process combined with fundamental analysis in its Growth At the Right Yield (G@RY) strategy, focusing on revenue and income growth, yield sustainability, and valuation to construct relatively concentrated portfolios.

Sean Miller is the sole advisor at Miller Asset Solutions LLC in Charlottesville, VA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has led Miller Asset Solutions since 2010. Miller Asset Solutions provides discretionary investment management primarily for individuals, trusts, estates, charitable organizations, and corporations. The firm employs an absolute-return, deep-value strategy based on bottom-up fundamental research, managing concentrated portfolios with explicit risk controls and offering a performance-based fee option for qualified clients.

Jay Ferguson is the sole advisor and director at Ferguson, Andrews Investment Advisers, Inc, an independent firm based in Charlottesville, VA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including roles at Cadaret, Grant & Co., Inc. since 1995 and founding his own investment advisory firm in 1992. Outside of his advisory work, Mr. Ferguson engages in private business activities unrelated to his firm. Ferguson, Andrews Investment Advisers provides investment supervisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and charitable organizations. The firm employs both fundamental and technical analysis, focusing on long-term holdings while allowing for occasional trading and specific strategies, and delivers ongoing personal interaction and fiduciary services.

Timothy Schenk is a financial advisor at Kuleana Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has been with Kuleana Capital Management since 2016. The firm manages approximately $70.7 million for about 35 clients, including individuals, institutions, and a private pooled investment vehicle. Kuleana Capital Management employs a research-driven, concentrated investment approach focusing on information technology and business services, utilizing equities, ETFs, options, and strategies such as short selling and margin in some accounts.

Brian Doench is the principal of Doench Wealth Management, LLC, an independent advisory firm based in Charlottesville, VA. He holds a Series 66 designation and has 18 years of industry experience, having led his firm since 2014. Outside of his advisory role, he owns a rental property from which he receives rental income. Doench Wealth Management provides portfolio management and advisory services to individuals, high-net-worth clients, and small business retirement plans. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary management, with a particular emphasis on options strategies and exposure to precious-metals and emerging-market ETFs.

Gregory Harris is the sole advisor at Klaren Capital, an independent firm based in Waynesboro, VA. He holds a Series 66 designation and has 20 years of industry experience, including 17 years with Klaren Capital. Klaren Capital provides financial planning and portfolio management services to individuals as well as institutional and non-profit clients, including pension and profit-sharing plans, trusts, and foundations. The firm employs proprietary quantitative risk-management models and a long-term market-timing approach, utilizing exchange-traded funds alongside other investment vehicles to manage risk and achieve client objectives.

Ryan Daley is a CFP® professional based in Charlottesville, VA, with five years of experience at Broadpark Advisors, LLC. He is also a partner at Kamke & Daley LLP, a primarily tax-focused CPA firm. Broadpark Advisors is an independent, single-advisor registered investment adviser serving individuals and a limited number of institutional clients, including pension and profit-sharing plans, charities, and business entities. The firm offers discretionary portfolio management and financial planning through customized investment programs, including the use of options strategies and other derivatives, and maintains an affiliation with an accounting practice.

Alan Nicolette is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. He is the sole advisor at Nicolette Financial Advisors LLC, an independent firm he has led since 2008. The firm provides personalized financial planning, consulting, investment advisory services, and tax preparation for individuals, trusts, estates, not-for-profit organizations, and businesses. Operating on a fee-only, non-discretionary basis, the firm combines a tactical asset-allocation approach with tax compliance and planning services, including IRS representation, delivered through a solo-advisor structure.