Benjamin Cauthorn is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including 14 years at Edward Jones and nine years at Cornerstone Wealth Management, an independent investment advisory firm he operates alongside his role at LPL. Outside of finance, he is involved in a small engine repair and welding business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, 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.

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.

Anna Green is a financial advisor at CWM, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at firms including Wealthcare Advisory Partners, Edward Jones, and Paychex, Inc. Outside of her advisory role, she coaches travel softball and provides softball lessons to youth players. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, employing discretionary portfolio management through a combination of in-house models, third-party sub-advisors, and technology partners.

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.

Justin Baker is a CFP® and holds a Series 66 license, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Comfort Inn/Hilton Garden Inn (The Aikens Group) from 2014 to 2017. 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 and is known for its large network of financial advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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.

Stuart Freakley is a financial advisor at Edward Jones in Strasburg, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Shentel for nine years. He serves as a board member of the Shenandoah Memorial Hospital Foundation. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Steven Shipe is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Investment Services and HD Vest Insurance Agency. In addition to his advisory role, Shipe serves as treasurer for a local political committee and operates his own tax preparation and planning business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by model portfolios and multiple program structures.

Douglas Arthur Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Ameriprise Financial Services, Inc. from 2015 to 2020. Outside of his advisory work, he is involved in music entertainment as a musician. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

Ali Marangoni is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. and Bankers Life & Casualty. Outside of his advisory role, he is involved in a farm business selling eggs, meat, and produce. Cetera Investment Advisers serves a broad client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

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.

Colin Johnson is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, McAdam LLC, and Purshe Kaplan Sterling Investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment delivery options, combining large-scale advisory operations with non-advisory product offerings.

Crystal Hollar is a ChFC® and Series 66 licensed financial advisor with Edward Jones, based in Strasburg, VA, where she has worked since 2017. She has nine years of industry experience, including seven years with the United States Government prior to joining Edward Jones. Outside of her advisory role, she serves as an election official in Shenandoah County. 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 nationwide network of more than 23,700 advisors, offering a range of advisory programs, managed solutions, and affiliated investment products.

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.

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.