Scott Vallar is the sole advisor at Guard Hill Advisors LLC in Charlottesville, VA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guard Hill Advisors since 2010. Guard Hill Advisors is a state-registered, single-advisor firm providing discretionary portfolio management and investment advice to individuals, corporations, trusts, and charitable organizations. The firm employs a fundamental analysis approach with a focus on tax efficiency and low turnover, blending equities, corporate bonds, closed-end credit funds, and REITs, while using equity option strategies selectively in non-retirement accounts.

Thomas Sheehan is the sole advisor at Round Oak Capital LLC in Charlottesville, VA, holding Series 63 and Series 65 designations with 12 years of industry experience. He has been with Round Oak Capital since 2010. Round Oak Capital provides fund and wealth management services to families, individuals, high-net-worth clients, and trusts. The firm offers discretionary portfolio management alongside non-investment services such as supplemental performance reporting, introductions to hedge and private equity opportunities, real estate advisory, and family administrative services, managing approximately $20 million with a customized, integrated approach.

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.

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.

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 in Charlottesville, VA, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he has worked as a school psychologist in several public school districts, including Greene County Public Schools, where he is currently employed. His professional background is primarily in special education. Simplified Retirement offers retirement-focused financial planning mainly for educators, emphasizing low-cost, passive investment options and a buy-and-hold strategy based on Modern Portfolio Theory. The firm operates as a solo practice without discretionary portfolio management or asset custody, focusing on comprehensive planning and client education.

James Aldige is a Series 65 licensed advisor with seven years of industry experience. He is the sole advisor at Clio Asset Management LLC in Charlottesville, VA, where he has worked since 2018. Aldige is also the managing member of Turl Street Ventures LLC, an investment holding company for his personal assets. Clio Asset Management provides discretionary asset management and ongoing portfolio oversight primarily for high-net-worth individuals, family offices, endowments, foundations, trusts, corporations, and other institutional investors. The firm focuses on concentrated, long-term ownership of 8–12 companies selected through fundamental analysis, emphasizing returns on invested capital, competitive position, management quality, and balance-sheet strength.

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.

Daniel Buckman is the principal of Buckman & Company, where he has worked since 2025. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including roles at Truist Investment Services and BB&T. Buckman serves on the boards of the Spotsylvania Education Foundation and the Lloyd F. Moss Free Clinic. Buckman & Company provides financial planning and consulting services to individuals and families through a virtual platform. The firm does not manage client assets or recommend specific securities; instead, it focuses on delivering tailored financial plans and ongoing consultation via a monthly retainer model.

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.

Ryan Daley is a CFP® professional with four years of experience at Broadpark Advisors, LLC and over a decade as a partner at Kamke & Daley LLP, a tax-focused accounting firm. He combines his financial planning credentials with his CPA background in tax, working primarily with individual clients and employee benefit plans. Broadpark Advisors is a single-advisor independent registered investment adviser that offers discretionary portfolio management, financial planning, and pension consulting services. The firm employs a range of investment strategies, including fundamental analysis, modern portfolio theory, and options, and integrates accounting expertise through its affiliation with an accounting firm.