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.

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.

Melissa Harrison is the principal advisor at Harrison Capital Management in Keswick, VA, with 29 years of industry experience. She has held securities registrations including Series 63 and Series 65 and has operated her independent advisory firm since 2004. Harrison also has a long tenure at Linsco/Private Ledger Corp., where she has been active since 1995. Harrison Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs both fundamental and technical analysis to tailor portfolios to clients' risk tolerance and suitability, offers educational seminars and workshops, and manages accounts with continuous monitoring and semi-annual formal reviews.

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.

Philip Springer is the principal advisor at Retirement Wealth Management, Inc. in Keswick, VA. He holds a Series 65 designation and has 23 years of experience in the financial industry. He has been with Retirement Wealth Management since its founding in 1999. Retirement Wealth Management, Inc. provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm operates on a fee-only basis and focuses on long-term holdings and risk control, using a combination of fundamental, technical, and business-cycle analysis to build portfolios primarily from individual stocks, no-load mutual funds, and exchange-traded funds.

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.

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.

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.

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.

Frank Stalla is a CFA charterholder and financial advisor with Vesteer Wealth Management, LLC, bringing three years of industry experience. Prior to joining Vesteer, he worked at AccessBank and has held principal and consulting roles at Revu Exams LLC and Charter Content Solutions LLC, both focused on education and training. Vesteer Wealth Management provides discretionary asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental, cyclical, and statistical analysis in its investment approach and offers specialized ERISA plan advisory capabilities as well as access to direct working-interest oil and gas private placements for accredited investors.

Duncan Wells is a financial advisor at Ranger Global Holdings LLC in Charlottesville, VA, holding Series 65 and Series 66 licenses with 10 years of industry experience. He has been with Ranger Global Holdings since 2015. Ranger Global Holdings provides discretionary investment advisory and portfolio management services primarily for high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a long-only, buy-and-hold strategy focused on long-term capital appreciation through a concentrated portfolio of global equities based on proprietary fundamental research.

Charles Carr is a financial advisor at Carr Capital Management with 10 years of industry experience. He holds a Series 65 designation and has been with Carr Capital Management since 2015. Carr Capital Management provides fee-only, discretionary portfolio management primarily for individual investors, estates, and trusts, while also supporting institutional clients, endowments, and foundations. The firm emphasizes fundamental analysis of “franchise” companies and manages diversified portfolios with a long-term holding approach.

Timothy Mullen is a financial advisor at Swift Run Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with Swift Run Capital since 2013. Swift Run Capital Management provides discretionary portfolio management primarily to qualified high-net-worth individuals, family offices, endowments, foundations, trusts, and pension plans through separately managed accounts. The firm employs a single event-driven, value investing strategy focused on bottom-up fundamental research, maintaining concentrated portfolios and using modest leverage and hedging to manage risk.