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.

Michael Karwic is a CFP® with 28 years of industry experience, currently serving as an advisor at Glenayr Family Advisors LLC. His prior roles include positions at Third Eye Associates, Commonwealth Financial Network, Lincoln Investment, and Iron Valley Wealth Management. He is a faculty member with The Sudden Money Institute, where he teaches Transition Finances, and he owns a woodworking business through Apogee Innovations, LLC. Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi-generational families, focusing on life transitions such as divorce, inheritance, retirement, health events, or sudden wealth. The firm emphasizes values-based, holistic financial and transition planning, referring investment management to vetted third-party managers rather than managing portfolios directly.

Peggy Frye is a CFP® professional with 23 years of industry experience, currently serving at Glenayr Family Advisors LLC since 2014. She is also an adjunct instructor at the Kinder Institute of Life Planning and the Financial Transitionist Institute and co-owns Glenayr Farm LLC, a working farm specializing in breeding championship show dogs and Angus beef cattle. Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi-generational families, focusing on life transitions such as divorce, inheritance, retirement, health events, or sudden wealth. The firm emphasizes values-based, holistic planning using the Kinder Method and Financial Transitionist tools and refers investment management to vetted third-party managers rather than managing portfolios directly.

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.

Conner Forster is a financial advisor with Merrill, holding a Series 66 credential and beginning his industry experience in 2025. His prior roles include positions at Bank of America, Mutual of Omaha Investor Services, and various companies outside the financial industry. He is a general partner and managing member of Forster Enterprises LLC, a holding company. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and charities, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates investment management with Bank of America’s broader banking and capital markets platform.

Robert Butterworth is a financial advisor with Ameriprise in Madison, Virginia, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he has involvement in real estate ownership unrelated to investment activities. Ameriprise is an institutional firm serving clients, particularly those nearing or in retirement with significant investable assets, through its retirement-income planning service. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

Jeffrey Earnhardt is a financial advisor with Edward Jones in Orange, Virginia, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he manages a real estate business called New Beginnings Properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Tyler Herring is a financial advisor with Edward Jones in Gordonsville, VA, holding a Series 66 license and nine years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a Bishopric Counselor and Ward Clerk for The Church of Jesus Christ of Latter Day Saints in Culpeper, VA, and is involved in operating a short-term rental property in Wintergreen Resort, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Shaylyne Gough is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Edward Jones since 2002. Outside of her advisory role, she is involved as an ambassador with Plexus, a health-related business based in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Shreve is the sole advisor at KAIROS LLC and holds Series 63 and Series 65 licenses with 23 years of industry experience. He has been with KAIROS LLC since 2000 and has prior experience dating back to 1986 through his sole proprietorship and work with The Mutual Life Insurance Company of New. KAIROS LLC is an investment manager that provides discretionary investment management primarily for pooled investment vehicles and institutional accounts, while also serving individual clients across both non-high-net-worth and high-net-worth segments. The firm operates with discretionary authority and emphasizes governance and conflict management through a code of ethics and disclosure practices.