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.

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.

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.

Nathan Dixon is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Joseph Nesselrodt is a financial advisor with Ameriprise in Rockingham, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at Cross Keys Vending and Blueridge Community College. He is currently involved with Cross Keys Vending, an entrepreneurial venture outside of his advisory work. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines investment research and algorithmic tools to provide tailored recommendations for clients approaching or in retirement.

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.

Seth Showalter is a financial advisor with LPL Financial in Harrisonburg, VA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at InterChange, Inc. and Unbound, as well as work outside finance such as a notary for the State of Virginia and involvement in a home-based project called Thinking Out Loud. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through its extensive network of investment adviser representatives. The firm offers a broad range of advisory services, including financial planning and model portfolio management, supported by proprietary and third-party research.

Dreama Long is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has served at Cambridge Investment Research Advisors and affiliated entities since 2011. Outside of her advisory role, she owns and operates Long Insurance & Financial Services and is involved in tax preparation and practice management solutions for physicians and dentists. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing multiple portfolio management approaches and custody platforms tailored to client objectives.

Kassi Redifer is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise in 2025, Redifer worked at Ameriprise for six years and spent five years at Maple Lane Veterinary Clinic. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform.

James Hotchkiss is a financial advisor at Ameriprise Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including LPL Financial LLC and Raymond James Financial Services Advisors. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Malachi Bontrager is a financial advisor at Cetera with six years of industry experience. He holds the Series 66 designation and has worked with firms including Concourse Financial Group Securities Inc and LD&B Financial Group. Outside of advisory roles, he is involved in the sale of fixed insurance products through LD&B Insurance Agency. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with various program structures and custodial relationships.

Adam Savanick is a financial advisor at Cetera with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, he worked for Concourse Financial Group Securities Inc. for 13 years. Outside of his advisory role, he serves as a trustee for an employee stock ownership plan and sits on the boards of a nonprofit youth organization and a local collaborative, where he holds treasurer responsibilities. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across diverse program structures.

Joshua Lowe is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2015 and has 10 years of industry experience. He is based in Harrisonburg, VA. Outside of his advisory role, he co-owns and manages residential properties through separate business entities. Edward Jones is a full-service wealth management firm that serves 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.

Marcy Holbert is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has one year of industry experience and has previously worked with Gravity Group and Matchbox Realty LLC. Outside of her advisory role, she is employed by Gravity Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio management, third-party asset management, and brokerage and insurance products via an integrated platform.

Tyler Conley is a financial advisor with LPL Financial in Harrisonburg, VA, holding a Series 66 license and 10 years of industry experience. He has been with LPL Financial since 2015 and is also involved with Public Partnerships LLC, where he provides companion services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kenneth Surber is a CFP® professional with 39 years of experience in financial advising, all with Edward Jones. He holds Series 63 and Series 65 licenses and is based in Harrisonburg, VA. Outside of his advisory role, he is involved as a member or managing member in two business rental property ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.