Benjamin Glenn is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with Creative Financial Designs, Inc. since 2014. Outside of his advisory work, Glenn serves as president of the Anabaptist Scholarship Foundation of Virginia, provides eldercare services through his own company, and is treasurer and board member for New Song Sanctuary, an organization supporting women affected by domestic violence. Creative Financial Designs serves individual and institutional clients with investment management and financial planning services, using a range of strategies from passive models to tactically managed portfolios. The firm emphasizes asset-class allocations informed by third-party research and offers Biblical Responsible Investing options alongside traditional approaches.

Kyle Glenn is a CFP® with three years of industry experience, currently serving at Creative Financial Designs, Inc. in Harrisonburg, VA. He has worked with Glenn Financial and cfd Investments, holding roles that encompass client planning, coordination with professionals, and implementation of client action items. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and modular consulting. The firm uses asset-class model allocations with risk objectives ranging from Conservative to Aggressive, and it provides a range of implementation features and Biblically Responsible Investing strategies.

Raymond Gay Jr. is a CFP® professional with 20 years of industry experience, currently serving at Davenport & Company LLC since 2021. His prior roles include positions at Fiduciary Wealth Management, Private Advisor Group, LPL Financial, CapFinancial Securities, and Rogers Financial. He serves as a volunteer board member for New Creation VA, a nonprofit organization, providing oversight and assistance to the Executive Director. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s advisory division provides separately managed accounts, model delivery, and financial planning, supported by portfolio manager teams and research, and acts as adviser to multiple mutual funds and fixed-income strategies.

Jeffrey Gruse is a financial advisor with Valic Financial Advisors in Harrisonburg, VA. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he operated as CEO of Cloud Compute LLC, a business providing infrastructure-as-a-service solutions. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts and a technology-driven approach to managing approximately $29.2 billion in assets.

Stephan Hess is a CFP® professional with 33 years of experience, currently affiliated with Commonwealth Financial Network. He has been operating Hess Financial, LLC since 2011 and is also a part owner of Hess and Allen, LLC. Hess serves as an expert witness on financial planning topics in unaffiliated court cases. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Cameron Shah is a financial advisor at Davenport & Company LLC in Harrisonburg, VA, with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and GE Healthcare. Outside of his advisory role, he manages a single-family rental property on a limited basis. Davenport & Company serves individual and institutional clients, providing asset management, financial planning, brokerage, and advisory services. The firm employs a team-based investment approach and offers a range of strategies through separately managed accounts, mutual funds, and ETFs.

Robyn Weaver is a financial advisor at D.A. Davidson & Co. with four years of industry experience. She holds the Series 66 designation and previously worked at BB&T Scott & Stringfellow/Truist Wealth and James Madison University. Outside of her advisory role, she is involved as an independent sales consultant for Rodan & Fields. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Derek Hess is a CFP® with seven years of industry experience, currently affiliated with Commonwealth Financial Network in Harrisonburg, VA. His prior roles include positions at PBMARES Wealth Management LLC and FDM Group Inc. Hess also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christian Alger is a financial advisor at OSAIC Institutions, Inc. He holds a Series 66 designation and has experience working in banking and corporate roles, including positions at F&M Bank, Pepsi, and Truist Bank. Alger joined OSAIC Institutions in 2025 and is based in Harrisonburg, VA. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer structure and a distinctive model that includes both discretionary and non-discretionary account management.

Robyn Hill is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network and Hess Financial since 2018. She previously worked at Private Advisor Group, LLC and Good Wealth Management from 2015 to 2018. In addition to her financial advisory role, Robyn practices as an attorney specializing in estate planning and serves as an elections officer for the Harrisonburg, VA City Electoral Board. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors discretion over client portfolio construction alongside managed model portfolios.

Mary Via is a financial advisor with Janney Montgomery Scott in Harrisonburg, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Janney Montgomery Scott since 2016. Outside of her advisory role, she is involved in Mary Kay product sales. Janney Montgomery Scott LLC is a large brokerage and SEC-registered investment advisory firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering a variety of brokerage and advisory services supported by in-house and third-party portfolio management.

Daniel Uribe is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Private Advisor Group since 2013 and at LPL Financial since 2007. Outside of his advisory work, he owns SDG Food, LLC, a local pizza franchise. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and utilizes both discretionary and non-discretionary advisory strategies supported by technology platforms and third-party managers.

Mindy Schwartz is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds the Series 66 designation and has previously worked in education and nonprofit sectors, including roles at the Roberta Webb Childhood Education Center and Virginia Mennonite Missions. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, public finance, and advisory services. The firm provides a range of investment programs through dedicated portfolio teams and manages several mutual funds and fixed-income strategies.

Sara Lasher is a CFP®-credentialed financial advisor with Commonwealth Financial Network, based in Stephens City, VA, and has one year of industry experience. Her work history includes roles at Commonwealth Financial Network and Hess Financial, as well as prior positions at James Madison University and Dupont Community Credit Union. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Karl Mongold is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes positions at LPL Financial, Ameriprise, Edward Jones, and several other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing proprietary and third-party technology platforms to provide diverse investment strategies.

Nichole Whatley is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Truist Investment Services and Bb&T Securities. Nichole serves as the president of the board of directors for Blue Ridge Christian School, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm offers various advisory programs under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Sharon Krantz is a CFP® with four years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. Prior to joining Janney, she worked for six years at BB&T/Truist Bank. She is actively involved in her community as a member of the Rotary Club of Broadway Timberville, serves on the Industrial Development Authority Board for the Town of Broadway, and is a board member of the Rockingham Education Foundation, supporting educational initiatives locally. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, and institutions, and provides a range of brokerage, advisory, and financial planning services supported by internal and third-party portfolio management.

Matthew Robinson is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He previously worked at Infinex Investments, Inc. for ten years before joining Janney in 2024. Robinson serves as Chair of the Bridgewater Retirement Community Foundation and participates in local education-related committees in Harrisonburg, VA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Joseph Byerly is a financial advisor with Farther in Mount Solon, VA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Cetera Advisors, LLC, Cetera Investment Advisors, LLC, and First Allied Securities, Inc. Outside of advising, he actively manages several farming and farmland entities. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory, utilizing bespoke or algorithmic model portfolios with automatic rebalancing and primarily allocating among ETFs, mutual funds, equities, and fixed income.

Robert Hart IV is a financial advisor at Farther with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Mossy Creek Wealth, Commonwealth Financial Network, and Cetera Advisors, LLC. Outside of advising, he is the owner of HartBeat, LLC, a private company currently with no active holdings. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based approach using bespoke or algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income, while providing discretionary management and retirement plan consulting.