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.

Matthew Dawson is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with Rede Wealth, LLC since 2015. Outside of his advisory role, he manages a real estate rental business through Matt Dawson Enterprises, LLC. Rede Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, wealth management, and discretionary investment management. The firm employs a multi-faceted investment process incorporating fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, utilizing ETFs, individual equities, and selected independent managers.

Stephen McNaughton is a financial advisor at Rede Wealth, LLC in Charlottesville, VA, holding a Series 66 designation with 24 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Rede Wealth since 2015. Outside of his advisory role, he is an author and artist, involved in creating and publishing printed works, and serves as a committee chair for the Charlottesville Area Community Foundation. Rede Wealth serves individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, wealth management, and discretionary investment management. The firm’s investment approach combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, implementing portfolios through ETFs, individual equities, and selected independent managers.

Todd Sturman is a CFP® professional with 25 years of experience in financial advisory. He has worked at Private Advisor Group and LPL Financial, each for 10 years, and previously managed Sturman Wealth Management. He currently leads Sturman Wealth Advisors, an independent firm based in Charlottesville, VA. Sturman Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and select institutional clients, including banking institutions and pension plans. The firm manages approximately $97.7 million across about 96 client relationships, offering customized, long-term portfolio management using fundamental analysis and a mix of low-cost mutual funds, ETFs, and individual securities.

Kevin Wells is a financial advisor at Chilton Investment Services, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Sapere Wealth Management, LLC for eight years before joining Chilton in 2020. Chilton Investment Services, LLC offers 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 a notable private-fund business alongside trust company affiliations and institutional sub-advisory roles.

Louise Hopkins is a financial advisor at Sapere Wealth Management, LLC in Charlottesville, VA, holding a Series 65 designation with 16 years of industry experience. She has been with Sapere Wealth Management since 2008. Sapere Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a top-down, global-macro investment approach with an absolute-return focus, combining public equities, registered funds, and privately offered vehicles while emphasizing active liquidity management.

Jeffrey Burton is a financial advisor with Sapere Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Sapere Wealth Management since 2008. Sapere Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a top-down, global-macro investment approach with an absolute-return focus, combining public equities, registered funds, and privately offered vehicles while emphasizing active liquidity management.

Michael Delcolliano is a financial advisor at Westbourne Investments, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westbourne Investments since 2010. Westbourne Investments provides investment management and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutions. The firm manages discretionary equity, fixed-income, and ETF portfolios, incorporating options strategies within approved risk levels and combines top-down macro analysis with bottom-up security selection.

Eric Antrobius is a financial advisor at Southland Equity Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Osaic Wealth, Inc. and FSC Securities Corporation. He is also the owner of Service First Brokerage, where he oversees marketing and processing of various insurance and annuity products. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized, mostly discretionary portfolios, and maintains relationships with third-party portfolio managers and institutional custodians.

Shawn Harper is a financial advisor with Strategic Wealth Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, typically implementing them on a discretionary basis with firm-developed model portfolios that are regularly monitored and rebalanced.

Howard Barnett is a financial advisor with Spire Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining Spire Investment Partners in 2021. Outside of advising, Barnett is a compensated musician with the Mid Life Crisis Band and is involved in screenplay marketing through Patterson Boys, LLC. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, hybrid tax-aware, and tactical solutions. The firm also offers financial planning, manager-of-managers programs, and access to model portfolios, supported by proprietary risk overlays through its affiliate Corbett Road Capital Management.

Derek Woods is a CFP® with 21 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2025. His prior experience includes roles at Madison Avenue Securities, AE Wealth Management, and OneAmerica Securities. Outside of financial advising, he is president of Complete Health and Wellness, providing in-person health and fitness coaching, and works as a group fitness instructor at F45 Training. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, sub-advisors, and technology platforms to manage and rebalance client allocations.

Christopher Paoletti is a financial advisor with TIAA-CREF in Charlottesville, VA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with TIAA-CREF since 2013. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and also advises donor-advised funds within a vertically integrated structure.

Jonathan Chasen is a CFP® and ChFC® with 25 years of industry experience. He is currently with &PARTNERS and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member of the Charlottesville Economic Development Authority. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners, offering services such as portfolio management, financial planning, and estate consulting. The firm integrates platform technology with proprietary and third-party strategies, providing both discretionary and non-discretionary management options.

Daniel Green is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party asset management programs.