Sam Shaw is a financial advisor with Edward Jones in Waynesboro, VA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Farmers and Merchants Bank/Infinex Investments, Shaw Financial Protection LLC, and National Agents Alliance. Shaw has additional business activities associated with Mutual of Omaha and Foresters Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Dalton Campbell is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at multiple financial services firms, including OneAmerica Securities and American United Life. Campbell is also involved in entrepreneurial ventures outside traditional advisory roles, including ownership of Campbell Financial LLC and participation in small business service referrals. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Jonah Cowherd is a financial advisor at LPL Financial with Series 65 and Series 63 credentials. He has been with LPL Financial since 2026 and has prior experience at AutoZone Inc., Blue Ridge Community College, Hunt & Associate, LLC, and Ridgeview Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing various investment management approaches and technologies.

Timothy Morris is a financial advisor at LPL Financial with 30 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Union Bank & Trust, Union Wealth Management, and Raymond James Financial Services. He holds Series 63, 65, and 66 licenses. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Robert Abbott is a CFP® with 27 years of industry experience, currently advising clients at Edward Jones since 1998. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

Michael Miller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 46 years of industry experience. He has been with Cambridge Investment Research since 2009. Outside of his advisory role, he operates Michael Miller Financial, providing insurance and annuity services. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, trusts, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services with a range of portfolio management options and proprietary model strategies.

Troy Hamilton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He previously spent 10 years at Edward Jones before joining LPL Financial in 2025. Outside of advisory work, he is a business owner of Saint John Will Help You, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches along with extensive research and model portfolios.

Andrew Kester is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for six years before joining LPL Financial. Outside of his advisory role, he is a commissioned notary in Virginia and serves as an insurance agent with Advisors Excel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and diverse investment strategies.

Olivia Tucker is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. She has worked at Charles Schwab & Co., Inc. since 2025. Outside of her advisory role, she has experience in education and hospitality, including work at Old Trail Golf Club and Harvest Moon Catering. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by centralized supervisory, custody, and order-routing arrangements.

Aaron Schlappi is a Series 66 licensed financial advisor with Edward Jones, based in Waynesboro, VA. He has eight years of industry experience, all with Edward Jones since 2014. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacquelyn Nasca is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. She has worked at several firms including LPL Financial and Private Advisor Group before joining Cetera. Nasca also serves as a financial advisor at Wilkinson Wealth Management, a firm she has been involved with since 2012. Cetera is an SEC-registered adviser that offers services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, providing a range of portfolio management and financial planning solutions with access to multiple program structures and third-party money managers.

Peter Mindnich is a financial advisor with LPL Financial in Charlottesville, VA, holding a Series 66 designation and four years of industry experience. Prior to his current role at LPL Financial, he worked with Private Advisor Group, iAnthus Capital, and Holistic Industries. In addition to his advisory work, he is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Mervat Tadrous is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Atlantic Union Bank and Union Bank and Trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and it maintains a notable municipal advisor affiliation and specialized advisory programs.

Jorgen Vik is a CFP®-certified financial advisor with 24 years of industry experience, currently working at Wells Fargo Advisors since 2016. He holds a Series 66 license and is based in Charlottesville, VA. Outside of his advisory role, he is a financial advisor and treasurer at SKV Group, LLC, and contributes articles to The Daily Progress. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a wide range of investment and financial planning services, utilizing firm research and planning tools to develop tailored recommendations.

Yvonne Harmon is a financial advisor with LPL Financial in Charlottesville, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T across various affiliated entities. She is also a notary and has involvement with Wood and Waters Financial Group in an investment-related capacity. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Steven Ball is a CFP®-certified financial advisor with Ameriprise in Charlottesville, VA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a family-owned real estate property in Charleston, SC, which is infrequently rented. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports, supported by a centralized consulting team and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Kimberlee Barrett Johnson is a financial advisor with Ameriprise in Charlottesville, VA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves on multiple nonprofit boards in the Charlottesville area, including the Charlottesville Area Planned Giving Council and the Westminster Canterbury of the Blue Ridge Foundation. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and third-party data to provide tailored, tax-aware withdrawal strategies.

Todd Mullen is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Wells Fargo firms since 2009, including Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Ellen Marrs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Joshua Elmore is a CFP® professional with 12 years of experience at LPL Financial in Waynesboro, VA. He has worked exclusively with LPL Financial since 2014. His other business activities include operating Financial Management, Inc., a DBA related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.