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.

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.

Zhyar Abdul is a Series 65 licensed financial advisor at NewEdge Advisors with three years of industry experience. His prior roles include positions at Raymond James Financial Services, Level Four Advisory Services, and TJX Companies. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

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.

Luis Castaneda Arellano is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. His career includes roles at Truist Investment Services and Truist Bank beginning in 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships, non-discretionary consulting, and AI-enabled research tools, with an emphasis on integrated inter-affiliate operations.

Thomas Sowers is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021, following prior roles at Bb&T Securities and BB&T Investment Services. Outside of his advisory work, he serves as the broom sale chairman for his local Lions Club chapter, a nonprofit organization that raises funds for the hearing and sight impaired. 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 implemented through both discretionary and non-discretionary approaches.

Hugh Lantz is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2016. 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 diverse client base, including individuals, families, trusts, and institutional clients, and provides brokerage services, financial planning, consulting, and various wrap/advisory programs.

Jeanette Showalter is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. She holds a Series 66 designation and previously worked at Stratos Wealth Partners, Ltd and LPL Financial. Outside of financial advising, she is secretary, treasurer, and co-owner of Showalter Masonry, Inc., a masonry and construction business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive support services, including investment management, compliance, and technology, enabling advisors to offer customized portfolio solutions.

Michael Gochenour is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Janney Montgomery Scott since 2016. Outside of his advisory role, he serves on the boards of a financial literacy nonprofit and the UVA Cancer Center, and he is involved in several real estate ventures as an owner and manager. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, and institutional sponsors, and offers brokerage, financial planning, and advisory services supported by in‑house and third‑party portfolio management.

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.