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.

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.

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.

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.

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.

Paul Kamke is a financial advisor at Kamke Investment Strategies Inc. in Charlottesville, VA, holding a Series 65 designation with two years of industry experience. He is also a partner at Kamke & Daley, LLP, a CPA firm. Prior to his current roles, he worked at Ernst & Young for four years. Kamke Investment Strategies Inc. provides discretionary investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, and small businesses, managing approximately $80 million for a limited client roster. The firm employs a blend of fundamental and technical analysis with a variety of investment strategies and maintains an affiliation with an accounting practice through its principals, who are licensed CPAs.

Stephen Purdy is a ChFC® credentialed financial advisor with 28 years of industry experience, currently serving at Virginia Investment Advisory, Inc. He previously worked at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory role, Purdy is a personnel committee member at Olivet Presbyterian Church and president of an insurance agency specializing in fixed and property & casualty insurance. Virginia Investment Advisory provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm emphasizes a goal-driven process featuring asset allocation, diversification, and risk management through fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management.

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.

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.

Nicholas Di Giorgio is a financial advisor with United Brokerage Services, Inc., holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and RE/MAX Team, REALTORS. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients, utilizing a range of wrap fee and advisory programs. The firm predominantly manages client assets on a non-discretionary basis and maintains an affiliation with United Bank through its ownership by United Asset Management Corporation.

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.

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.

Theodore Barger is a CFP® professional with 30 years of industry experience currently with Truist Advisory Services. He has worked at Truist and its predecessor firms since 2013, including BB&T Investment Services and BB&T Securities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across its affiliated entities.

Scott Shriver is a financial advisor at First Citizens Investor Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank and Mbsc Securities Corporation. Outside of his advisory role, he is involved in local sports, serving as a lacrosse coach and working with University of Virginia athletics in various capacities. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, and institutional clients. The firm integrates fundamental, quantitative, and technical analysis with a range of portfolio management options and benefits from its affiliation with a bank holding company, which offers access to banking resources and unique operational relationships.

Manoj Lal is a financial advisor with Truist Advisory Services in Charlottesville, VA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, spanning from 2007 to 2024 before joining Truist Bank in 2024. Outside of advisory work, he drives for ride-share services on weekends. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by firm-wide research and integrated platforms.

Gregory Lohr is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at MML Investors Services and Massachusetts Mutual Life Insurance Company before joining Commonwealth and founding Lohr & Company, LLC. Outside of advisory work, he is president and co-owner of Rehoboth Farms, LLC, which manages a private farm raising Angus steers and rents property as a wedding venue, and is co-owner of 4 Buckets Retirement, LLC, a book sales and intellectual property business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and customized investment solutions while operating as a platform provider for affiliated advisors.

Steven Fish is a financial advisor with Eagle Strategies (New York Life) based in Powhatan, VA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His work history includes roles at New York Life Insurance Company since 2001, Uber and Lyft since 2018, and ONDEO NALCO Company since 1992. Outside of his advisory work, he is the owner and captain of Mary Chan Charters, a fishing guide and boat service in Powhatan, VA. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by offering financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.

Evan Sterling is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021, following prior roles at Bb&T Securities and BB&T Investments. Outside of his advisory work, he owns rental property in Richmond, VA. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Ethan Lohr is a CFP® with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth and Lohr & Company, LLC since 2020 and previously at Mass Mutual Investors Services from 2015 to 2020. Lohr is co-owner of 4 Buckets Retirement, LLC and author of the book "The Four Buckets." Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, investment management, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Courtney Eastlack is a financial advisor at Mercer Global Advisors Inc. with 29 years of industry experience. She previously worked at TIAA-CREF from 1994 to 2023. In addition to her advisory role, she provides executive coaching through her consulting firm, CKE Consulting, LLC. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of portfolio management and planning services.