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.