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.

Samuel Stockstill is a CFP® professional at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2020, following roles at Blueground US, Inc, La Parisienne, Bedly Inc, and Credit Suisse Securities (USA) LLC. 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 through a network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated funds.

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.

Fonda Coffey is a financial advisor with LPL Financial in Lexington, VA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes roles at Bank of Botetourt, Cetara Advisor Networks, and BB&T in both investment and banking capacities. She is also a commissioned notary in Virginia. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Daniel Dickman is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was associated with Lesko Financial Securities Inc and held various roles including work with the Handicapped Children Association. Edward Jones serves more than four million individual and institutional clients with a broad range of wealth management services. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

George Daugharty Jr. is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Intercontinental Exchange and Censeo Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Michael Meads is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Lexington, VA, and has 18 years of industry experience. He previously worked at Edward Jones from 2007 to 2016 before joining Wells Fargo Advisors and then Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he co-owns and maintains a short-term lodging business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

James Woodford is a CFP® and holds a Series 66 designation, with 13 years of industry experience exclusively at Edward Jones since 2013. He is based in Lexington, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Catherine Carlock is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2009, with prior roles at The Main Street Group and Kestra Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.