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.

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.

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.

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.

Umar Ali is a financial advisor with First Citizens Investor Services, Inc. and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at First Citizens Bank, Infinex Investments, Inc., and LPL Financial. In addition to his advisory work, he serves as a civil celebrant authorized by Rockingham County Circuit Court to perform marriage ceremonies. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a client-centered process incorporating fundamental, quantitative, and technical analysis across various asset classes and offers a range of investment and financial planning solutions.

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.

Travis Marshall is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Truist Investment Services, Inc. and Bb&T Securities, Llc. Outside of his advisory role, he is involved as a referral agent with Locations Realty. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, financial planning, and a private wealth program, operating under fiduciary standards and incorporating both qualitative and quantitative analysis.

James White is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. He previously worked at TRUIST Investment Services, Inc., BB&T Securities, and The Collonades. Outside of his advisory role, he is an officer of WHITE HOUSE DESIGNS, an S-Corp, though he does not devote time to its operations. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from financial planning and equity research to ERISA retirement plan advisory and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Sean Philpott is a financial advisor at Davenport & Company LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015 before joining Davenport in 2023. Outside of advising, he co-owns a real estate holding company and manages a business related to NFTs that produce income. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, financial planning, and investment advisory programs. The firm manages diversified portfolios through dedicated teams and also acts as adviser to multiple mutual funds while providing broker-dealer and public finance services.

Rachael Sauder is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. She holds a Series 66 designation and has worked previously at TRUIST Investment Services, Inc., BB&T Securities, LLC, and Atwell Family Chiropractic. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with substantial net worth.

Coleman Zwanzig is a financial advisor at Farther with a Series 66 designation and one year of industry experience. His prior roles include positions at Mossy Creek Wealth and Byerly Wealth Management. Before entering the financial industry, he served six years in the United States Marine Corps. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings with firm representatives. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Joshua Morris is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Valley View Advisors, Concourse Financial Group Securities Inc, and Northwestern Mutual. Outside of advising, he owns a business coaching and consulting firm focused on sales and succession best practices for business owners. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection process based on fundamental analysis and Modern Portfolio Theory to build diversified portfolios and offers both traditional and digital investment solutions.

Neal Tarbox Jr. is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work includes roles at Infinex Investments, Bi Investments, Pioneer Bank, and Truist Investment Services. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates with a hybrid adviser and broker-dealer structure, delegating investment management to its representatives while offering firm supervision.

Steven Watts is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Truist Advisory Services since 2016 and has also worked at Truist Investment Services since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program. The firm utilizes a combination of discretionary and non-discretionary approaches and integrates inter-affiliate resources, including affiliated broker-dealer services and bank sweep features.

Matthew Armentrout is a financial advisor at Edward Jones in Dayton, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Danone North America for nine years. 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, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.