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.

Timothy Armstrong is a CFP® with 19 years of industry experience, currently serving as the sole advisor at Armstrong Financial, Inc. in Crozet, VA. He has been with Armstrong Financial since 2015. Armstrong Financial provides investment advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management, consulting, and financial planning. The firm combines passive investment vehicles with active strategies, including option-writing and technical analysis, aiming to tailor advice to client objectives using a mix of fundamental analysis and modern portfolio theory.

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.

John Mumper is a financial advisor at Patina Wealth in Crozet, VA, holding a Series 65 credential with eight years of industry experience. He worked at Xenith Bank for seven years before joining Patina Wealth in 2018. Patina Wealth serves individuals, pension and profit-sharing plans, businesses, and charitable organizations, providing comprehensive financial planning, portfolio management, and investment consultation. The firm emphasizes a long-term, buy-and-hold investment strategy with customized portfolios tailored to clients’ objectives and risk tolerance.

Samuel Harris is a Series 65-licensed financial advisor with 10 years of industry experience, currently practicing at Patina Wealth in Crozet, VA. He has been with Patina Wealth and its predecessor entity since 2016. Patina Wealth provides advisory services to individuals, pension and profit-sharing plans, businesses, and charitable organizations, focusing on comprehensive financial planning and portfolio management. The firm employs a long-term, buy-and-hold investment approach, utilizing mutual funds, ETFs, and selected individual securities, with customized portfolios tailored to clients' objectives and risk tolerance.

David Cunningham is a financial advisor at Sherpa Financial Guides, Inc. with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 registrations. His prior experience includes roles at AE Wealth Management, LLC, BB&T Investment Services, Inc., and Berthel, Fisher & Company Financial Services, Inc. Outside of advisory work, he is involved in personal tax return preparation and farming, managing timber and animal raising operations on his own property. Sherpa Financial Guides, Inc. primarily serves individual clients with tailored investment advisory and portfolio management services, emphasizing customized asset allocation and risk profiling. The firm offers both discretionary and non-discretionary managed accounts and incorporates a variety of strategies to support long-term purchasing power.

Thomas Grinnell is a financial advisor at Sherpa Financial Guides, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management, LLC and Bb&T Investment Services, Inc. Grinnell is also a partner and owner involved in insurance sales and services. Sherpa Financial Guides, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $5.9 million in assets. The firm offers tailored portfolio management and planning services using various investment strategies aligned with clients’ objectives and risk tolerance.

Marie Lovett is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Page Wealth Services, LLC (dba Oakleigh Wealth Services) since 2025 and has prior experience with Experience Your Wealth, LLC, and The Trust Company of Tennessee. Oakleigh Wealth Services provides discretionary investment management and financial planning to individuals, small businesses, and charitable organizations, using a disciplined, long-term approach focused on strategic asset allocation and low-cost index funds. The firm manages approximately $102.5 million for about 51 clients and operates on a fixed, fee-only model without commissions.

Rebecca Lees is a CFP® and Series 65-licensed advisor at OLIO Financial Planning with two years of industry experience. Prior to joining OLIO, she owned Purpose Financial Coaching, providing financial education, content creation, and budgeting support. She previously worked at Core Planning and Northrop Grumman. OLIO Financial Planning serves individual clients across a range of net worth levels, retirement plans, charitable organizations, and corporations, managing approximately $600 million. The firm offers comprehensive financial planning and portfolio management using a buy-and-hold, core-and-satellite investment approach with ETFs, mutual funds, and selected securities.

Scott Hoover is a financial advisor with Lexington Hill Partners, LLC, holding a Series 65 designation. He has been with Lexington Hill Partners since 2026 and previously worked at Washington and Lee University for 25 years. Lexington Hill Partners provides wealth management and investment advisory services to individuals and high-net-worth families, including trusts and corporate entities. The firm focuses on long-term, low-turnover portfolios with diversified asset allocation and offers discretionary portfolio management alongside tailored consulting services for complex family needs.

Spencer Werres is a CFP® with six years of industry experience, currently serving at OLIO Financial Planning. His prior experience includes roles at Edward Jones and Silver Creek Orchards, as well as time at Virginia Tech. OLIO Financial Planning manages approximately $600 million across several hundred client relationships, serving individuals, retirement plans, charitable organizations, and corporations. The firm employs a buy-and-hold, core-and-satellite investment approach incorporating fundamental, technical, charting, and cyclical analysis, and offers financial planning through broad-based or modular engagements.

Stephen Coffman is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes seven years at United Brokerage Services, Inc. Outside of his advisory role, he is a part-time official with the Piedmont Basketball Officials Association and serves as an instructor with Phoenix TS. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses using a goals-based planning approach supported by proprietary software and an evidence-based investment framework.

Edward Karppi is a CFA® charterholder with 11 years of industry experience. He has worked at Verdence Capital Advisors, LLC since 2022 and previously spent six years at Mangham Associates, Inc. He serves on the investment subcommittee for St. Albans School’s endowment, focusing on asset allocation and investment fund review. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios across various asset classes and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

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.

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.

Ginny Brown is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 23 years of industry experience. She has worked with Truist since 2013, including roles at Truist Investment Services and Bb&T Securities, and previously spent 18 years at Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Seth Price is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has one year of industry experience. He previously worked at Truist Bank for seven years and City National Bank for three years. Outside of his advisory role, he is a member of Can I Say This Media, LLC, which generates residual income from podcast advertising. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Cameron Parker is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, working initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joel Elmore is a Series 66-licensed financial advisor with LPL Financial, based in Waynesboro, VA. He has one year of industry experience and has held roles at LPL Financial, Financial Management Inc, Positioning Universal Inc, Mission Secure Inc, and Power Monitors Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning, portfolio management, and institutional platforms.

Matthew Kurz is a financial advisor with Wells Fargo Clearing in Waynesboro, VA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Outside of his advisory role, he is involved in property management activities through ownership and coordination of several rental properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of brokerage and advisory solutions, supporting clients through diversified investment offerings and additional financial products from affiliated entities.

David Elmore is a CFP® professional with 29 years of experience in the financial industry. He has been with LPL Financial since 2004 and previously worked at Grove Point Investments, LLC. Outside of his advisory role, he holds ownership in a restaurant business and serves on the board of a nonprofit organization focused on business education for indigent populations worldwide. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by research-driven strategies and a broad network of investment adviser representatives.

Donald Hashagen is a financial advisor with Edward Jones in Waynesboro, VA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Hashagen serves on the advisory board of The Salvation Army in Waynesboro, focusing on fundraising, community relations, and financial stewardship. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network.

Joseph Shenk is a financial advisor with Cetera based in Crozet, VA. He holds the CFP® and ChFC® designations and has 20 years of industry experience. He founded Oak and Shepherd Wealth Management LLC in 2024, where he serves as President and Advisor, providing financial planning and insurance-related products as needed. Prior to this, he worked at Concourse Financial Group Securities Inc. for 19 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and features access to both affiliated and third-party investment managers across multiple program structures.

Michael Moles is a financial advisor with Ameriprise in Waynesboro, VA, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm. Outside of his advisory role, he serves on the Board of Directors for McDow Funeral Home. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Thorne is a financial advisor with Primerica Advisors in Afton, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with firms including PFS Investments Inc., Primerica Financial Services, Trex Corporation, and, most recently, DiGi Financial. Outside of his advisory role, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and custody support from BNY Mellon Advisors and Pershing.

Joanne White is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 31 years of industry experience. She previously worked at First Investors Corporation for 25 years and Foresters Advisory Services for three years. Joanne serves as secretary for both the Nelson Rotary Club and the Westwood Property Owners Association. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning and portfolio management services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of program options and oversees more than $256 billion in assets managed by over 10,000 advisors nationwide.

Adam Rorrer is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015. His prior experience includes positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee to guide client strategies.

Sean Howe is a CFP® with 18 years of experience in the financial industry. He is currently with RBC Capital Markets and City National Bank, having previously worked at UBS Financial Services for 14 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs with customizable investment strategies and has a significant capital-markets presence supported by affiliated asset managers and integrated financial services.

Brittney Marshall is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various roles within Fidelity and other firms, including PensionMark Securities and Rogers Financial. Her background also includes positions related to parks, recreation, and botanical gardens. Fidelity Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a noted focus on systematic methodologies and oversight of delegated sub-advisers.

Marlana Lancaster is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has been affiliated with Linsco Private Ledger since 2007. Outside of her advisory work, she is involved as an officer in a family business, CrossFit Revive, LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Lauren Mundy is a financial advisor with LPL Financial in Waynesboro, VA, holding a Series 66 designation and 11 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

David Wall is a CFP® and ChFC® with 16 years of experience in financial advising, all of which have been with Edward Jones since 2010. He holds the Series 66 license and is based in Waynesboro, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high- and non-high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Carlson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Wells Fargo Bank, as well as a lengthy tenure at Old Navy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Caleb Snider is a Series 66 credentialed financial advisor with LPL Financial, based in Waynesboro, VA, and has two years of industry experience. His prior roles include positions at First Bank & Trust Company and Strategent Financial. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational tools.

Sam Shaw is a financial advisor with Edward Jones in Waynesboro, VA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Farmers and Merchants Bank/Infinex Investments, Shaw Financial Protection LLC, and National Agents Alliance. Shaw has additional business activities associated with Mutual of Omaha and Foresters Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Dalton Campbell is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at multiple financial services firms, including OneAmerica Securities and American United Life. Campbell is also involved in entrepreneurial ventures outside traditional advisory roles, including ownership of Campbell Financial LLC and participation in small business service referrals. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Joshua Elmore is a CFP®-certified financial advisor with 12 years of experience, currently affiliated with LPL Financial in Waynesboro, VA. He has been with LPL Financial since 2014 and operates a financial management business under a DBA associated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including model portfolios and third-party asset management, supported by advisor-facing technology tools.

Thomas Soyars is a financial advisor with Edward Jones in Waynesboro, VA, holding Series 63 and Series 66 designations and having 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts, operating under a fiduciary standard.

Laura Leigh Scott is a financial advisor at Edward Jones in Crozet, VA, with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020, with prior experience at Anchor Financial and First Command. Outside of advising, she coaches swim teams for the Charlottesville YMCA Aquatic Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.