Tyler Herring

Melissa Harrison is the sole advisor at Harrison Capital Management in Keswick, VA, holding Series 63 and Series 65 designations with 29 years of industry experience. She has managed her own firm since 2004 and has been associated with Linsco/Private Ledger Corp. since 1995. Harrison Capital Management provides portfolio management primarily for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management tailored to client needs using fundamental and technical analysis, supplemented by financial planning and educational seminars.

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.

Hi I’m Katie, founder of Money Pilot Financial Advisor. I’m a 25-year Army veteran where I served as a troop leader, Blackhawk helicopter pilot, and advisor on China affairs. Now I bring my passion for service and working with soldiers to financial planning. My mission is to help you take charge of your finances and live your best life. My husband Rob and I live on our farm in Virginia where the door is always open. I work with you to fit your lifestyle. We use virtual technology to meet and connect worldwide. Book meetings online, meet via video chat, stay in charge with our online portal. Give it a test drive. Book your free 20-minute intro call online.

William Cameron is a CFP® professional with 28 years of experience in financial advising. He has been with Third Millennium Advisors, Inc. since 1997, where he serves as the sole advisor. Third Millennium Advisors, Inc. provides discretionary portfolio management, financial planning, and consulting services to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm manages approximately $31.1 million for around ten clients, employing a long-term, asset-allocation approach that incorporates fundamental, technical, quantitative, and qualitative analyses, and utilizes a broad range of investment instruments tailored to each client’s objectives and risk tolerance.

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.

John Carr is a financial advisor at Carr Capital Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses 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 focuses on fundamental analysis of franchise companies and manages diversified portfolios with a long-term holding orientation.