Samuel Stockstill

Neil Treger is the principal of Treger & Associates in Lexington, VA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has led Treger & Associates since 2002 and concurrently serves at the Virginia Military Institute. Treger & Associates provides discretionary portfolio management and written financial planning primarily for individual and high-net-worth clients, including estate and trust accounts. The firm’s investment approach is customized through written Investment Plans and emphasizes mutual funds, exchange-traded funds, equities, and corporate debt instruments under discretionary authority.

Stephen Hostetler is a CFA® charterholder with 24 years of industry experience. He is currently a financial advisor at Indivisible Partners, where he has worked since 2024, following a 23-year tenure at Merrill. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client needs.

Frank Friedman is a financial advisor at StoneX Advisors Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with StoneX since 2011. In addition to his advisory role, Friedman serves as Mayor of the City of Lexington, VA, where he leads city council meetings and participates in civic events. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party money managers.

Jacklynn Larson is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential. She has experience working at several firms including Willis Johnson & Associates, Plante Moran, Swisher and Johnson, and SKR+CO. Larson is based in Buena Vista, VA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and other vehicles.

Pamela Cole is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2011. In addition to her advisory role, she has worked as an independent insurance agent since 1984. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers a range of advisory services, including financial planning, portfolio management, and retirement plan consulting, delivered through a large network of independent financial professionals using various account platforms.

Christina Harris is a Certified Financial Planner™ professional with nine years of industry experience. She has been with Edward Jones since 2016 and previously worked for five years in education with Buena Vista City Public Schools. 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 under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.