Everence Financial/Everence Federal Credit Union

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Financial Health for Today and Tomorrow.Third Millennium Advisors provides comprehensive wealth management services to successful individuals and families in the Charlottesville area, Central Virginia, and Northern Virginia. We also serve clients in other states. Our wealth management services include two key areas of planning: Comprehensive Financial PlanningInvestment ManagementThird Millennium Advisors is a privately held company. William W. Cameron founded Third Millennium Advisors in 1997, and he is the president and sole owner of the company. As an independent registered investment advisor, we are not affiliated with any provider of financial products. We work directly for our clients, and our recommendations are not biased by compensation from external parties. Our wealth management style includes in-depth financial planning, personalized investment selection and asset allocation, tax efficient planning, and risk management strategies resulting in a comprehensive solution designed to address each clients unique financial situation. In general, our clients are highly educated, successful professionals technologists, engineers, entrepreneurs, and others to whom finances and investing are no mystery. Our clients look to us to provide the same level of care and analysis that they would use in their analyses if they had the time

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.