CFP®-certified, retirement income strategy financial advisors in Charlottesville, VA

George Hamar is a financial advisor at Chilton Investment Services, LLC with 21 years of industry experience. He holds a Series 65 designation and has been with Chilton Investment Services since 2013. Outside of his advisory role, he serves as a trustee of private trusts. Chilton Investment Services, LLC provides discretionary and non-discretionary investment management, family-office support, and advisory services to private fund investors, high- and ultra-high-net-worth individuals, and institutional clients. The firm employs a long-term investment approach combining bottom-up fundamental research with top-down macro and relative-value analysis across equity and fixed-income strategies, and manages portfolios through various vehicles including separately managed accounts and sub-advised UMA accounts.

Michael Whitney is a CFP® professional with four years of industry experience, currently serving at Solitude Financial Services, Inc. He previously worked at Albany Financial Group and LPL Financial, LLC. Solitude Financial Services provides fee-only, fiduciary investment advice and discretionary portfolio management to individual and high-net-worth clients using a financial life management framework. The firm emphasizes long-term, buy-and-hold investment strategies with model portfolios primarily composed of ETFs, mutual funds, stocks, and bonds, and employs options strategies to manage portfolio risk.

Margaret Connelly is a CFA® charterholder and holds a Series 65 license with one year of experience in the financial industry. She has worked at Investor FAN, Visible Wealth Planning, and Equita Financial Network, Inc., and previously spent 15 years with the Georgia Retirement System. Prior to entering the financial field, she was a full-time homemaker for three years. Investor FAN is a team-based firm with 14 advisors that provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and institutional investors. The firm employs a multi-disciplinary investment approach based on Modern Portfolio Theory and incorporates fundamental, technical, cyclical, and macroeconomic analysis in portfolio construction.

Shelly Pellish is a Series 66-licensed financial advisor with Ameriprise in Charlottesville, VA, with seven years of industry experience. She has been with Ameriprise and its affiliated entities since 2017, following a 15-year tenure at the Center for Christian Study. Outside of her advisory role, Pellish is the owner of Flying Squirrel, LLC, which she manages alongside her work at Ameriprise. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering personalized recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ellen Doyle is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Truist Investment Services, Inc. and BB&T Securities, LLC. Outside of finance, she is a member and bookkeeper of a family ceramic tile and marble installation business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with net worth above $20 million.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.