Connie V Russell

Neil Treger is the founder of Treger & Associates in Lexington, VA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has operated his independent firm since 2002 and also has a concurrent affiliation with the Virginia Military Institute. Treger & Associates provides discretionary portfolio management and written financial planning primarily to individual and high-net-worth clients, including estate and trust accounts. The firm employs a tailored investment approach based on fundamental analysis, utilizing a mix of long- and short-term strategies and emphasizing mutual funds and exchange-traded funds.

Spencer Werres is a CFP® with six years of industry experience, currently serving at OLIO Financial Planning. His prior experience includes roles at Edward Jones and Silver Creek Orchards, as well as time at Virginia Tech. OLIO Financial Planning manages approximately $600 million across several hundred client relationships, serving individuals, retirement plans, charitable organizations, and corporations. The firm employs a buy-and-hold, core-and-satellite investment approach incorporating fundamental, technical, charting, and cyclical analysis, and offers financial planning through broad-based or modular engagements.

Stephen Hostetler is a CFA® charterholder with 24 years of industry experience. He currently works at Indivisible Partners, where he has been since 2024, following a 23-year tenure at Merrill. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and third-party investment manager selection using a strategic asset allocation framework with active, passive, and blended approaches tailored to client risk profiles.

Laura Strickler is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and 14 years of industry experience. Her career includes roles at Raymond James Financial Services Advisors and LPL Financial. She is also a commissioned notary. Cornerstone Wealth Management serves a broad client base including individuals, trusts, pension plans, corporations, and charitable organizations, providing asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice with continuous account supervision and integrates multiple management approaches and technology platforms to support a high client load across its 91 advisors.

Ginny Brown is a Series 66 licensed financial advisor with 22 years of industry experience. She currently works at Truist Advisory Services and has prior experience with Bb&T Securities, LLC and Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management strategies and offers specialized programs such as the AMC Advantage manager-selection program.

Larry Straley Jr. is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and 65 credentials and 39 years of industry experience. He has worked at Infinex Investments, Inc. since 2008 and previously at Bi Investments, LLC from 2004 to 2008. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a range of clients including high-net-worth individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a focus on supervision and third-party management arrangements.