Pamela Shields Cole

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.

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.

Jacklynn Larson is a Series 65-licensed advisor with Focus Partners Wealth, LLC, based in Buena Vista, VA. She has held positions at Willis Johnson & Associates, Plante Moran (formerly Tonneson), Swisher and Johnson, and SKR+CO. Larson has nine years of industry experience overall. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Samuel Stockstill is a CFP® and holds a Series 66 license, with seven years of industry experience. He has been with Edward Jones since 2020 and previously worked at Blueground US, Inc, La Parisienne, and Bedly Inc. He is based in Lexington, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christina Harris is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. She has been with Edward Jones since 2016, where she serves clients out of Lexington, VA. 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 strategies, operates under a fiduciary standard, and maintains one of the largest retail advisor and branch networks in the industry.

Fonda Coffey is a financial advisor with LPL Financial in Lexington, VA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Her prior roles include positions at BB&T Bank and BB&T Investments, as well as Cetara Advisor Networks. She is also a commissioned notary in the state of Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive research tools and a broad platform of non-advisory financial activities.