Sean Lankard is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 1998 and is also associated with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

Calan Jansen is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 66 licenses and has 11 years of industry experience. He has served as Vice President at Farmers and Merchants Bank since 2016, where he performs lending and retail account opening functions alongside his advisory role. OSAIC Institutions provides advisory and brokerage services to individuals, charitable organizations, corporations, and retirement plans through customized engagements and access to alternative investments. The firm’s approach combines fundamental and technical analysis with asset allocation and third-party due diligence, offering predominantly non-discretionary portfolio management alongside lending and cash-management solutions.

Amy Helsley is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to her current role, she operated her own CPA firm, Amy B Helsley CPA LLC, and has experience as the owner of The Winery at Kindred Pointe. In addition to her advisory work, she has business oversight responsibilities related to her winery ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and associated financial services. The firm is notable for its extensive national network of advisors and branch offices, as well as integrated capabilities including a trust company and affiliated mutual funds.

Lucinda Brill is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for Holtzman Propane Delivery LLC for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lora Loving is a Series 66-credentialed financial advisor at Edward Jones in Woodstock, VA, with 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized services.

Allen Beckner is a CERTIFIED FINANCIAL PLANNER™ professional with 38 years of industry experience. He has been with LPL Financial since 2008. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Brandon Davis is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at KPMG LLP, Bryce Resort, Ernst & Young LLP, and Brown Edwards & Co LLP. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Ann Stalbird is a Series 66-credentialed financial advisor with Edward Jones, based in Woodstock, VA. She has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and operates under a fiduciary standard.

David Thompson is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 45 years of industry experience. His prior work includes positions at Securities America Advisors, Inc. and Wall Street Financial Group. He is also the owner of DW Thompson, LLC and works as an independent insurance agent with Madison Financial Strategies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent advisors and utilizes multiple account platforms and third-party strategists.

Gretchen Franti is a financial advisor with Thrivent Investment Management in Woodstock, VA, holding a Series 66 designation and seven years of industry experience. She has been with Thrivent since 2018 and served on the board of the Culpeper County Chamber, where she participates in executive, finance, and marketing committee meetings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Everette Morgan Jr. is a financial advisor with Thrivent Investment Management in Woodstock, VA, holding a Series 66 designation and over 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Morgan serves on the Board of Zoning Appeals for the Town of Woodstock and is a member of the Board of Directors for Family Promise of Shenandoah County, a nonprofit organization focused on preventing and ending family homelessness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, emphasizing periodic reviews and separating planning services from managed-account programs.

Tracy Miller is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Miller serves as president of the Edinburg Chamber of Commerce and is involved with the Shenandoah County Fair Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors. The firm offers advisory programs, separately managed accounts, and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Nathaniel Rockey is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. He previously worked at Piedmont Family YMCA and Chick-fil-A, among other organizations. Rockey owns several holding companies that were formed for planned business ventures, though none have current activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Joseph Palumbo is a CFP® professional with 19 years of industry experience, currently advising clients at Cetera. He has held roles at various financial and accounting firms, including operating his own Palumbo Financial & Tax Services LLC since 2020 and maintaining a CPA practice since 2001. Outside of advisory work, he serves as Vice President of an amusement company and is treasurer/comptroller for the Maryland Society of Accountants PAC. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management and planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, with notable retirement and fiduciary capabilities integrated into its institutional platform.

Lacey Snarr is a financial advisor at Edward Jones in Woodstock, VA, holding the CFP®, ChFC®, and Series 66 designations with six years of industry experience. She has worked at Edward Jones since 2013. 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, managing approximately $1.01 trillion in assets with a network of more than 23,000 financial advisors and over 15,000 branch offices nationwide.

Carol Huber is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. Before joining Fidelity, Carol served as a Wealth Management Advisor at TIAA from 2018 to 2022 and as a Relationship Manager at TIAA from 2015 to 2018. Carol focuses on conducting holistic reviews of clients' financial and personal situations to prepare them for retirement and the aging process. She emphasizes the importance of updating these reviews annually or after significant life changes. Her approach involves educating clients using real-life examples and clear language to help them understand factors that may affect their lifestyle and comfort throughout various stages of life.

Jason Lesnik is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including roles at Cambridge Investment Research Advisors since 2016 and Custos Financial Services, which he owns and operates. Lesnik is also actively involved in the Manassas Volunteer Fire Company, where he serves as president. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and investment strategies.

Judy Baker is a financial advisor at Edward Jones in New Market, VA, holding a Series 66 designation with over two years of experience at Edward Jones and prior experience in real estate and telecommunications. Before joining Edward Jones, she worked at Coldwell Banker Premier and Skyline Team Realty, and she spent more than three decades at Shentel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.