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.

Cameron Kerns is a financial advisor with LPL Financial in Harrisonburg, VA, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Blue Ridge Bank, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of advisory work, he is the owner of a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Heather Hardy is a financial advisor with Ameriprise in Harrisonburg, VA, holding a Series 66 designation and with one year of industry experience. Prior to joining Ameriprise in 2023, she worked at Dynamic Aviation and Valley Workforce Center. She serves on the Board of Directors for Shen Valley YPA as an events planning board member. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized team, emphasizing managed accounts and algorithmic automation in its advisory approach.

Kathy Armentrout is a financial advisor with Edward Jones in Harrisonburg, VA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as a board member and co-chairs the communications committee for Ride With Pride, a nonprofit organization in Staunton, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor network and affiliated capabilities beyond traditional advisory services.

Kaeley Moran is a financial advisor with Ameriprise in Harrisonburg, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked in various roles including at Ken Copeland Family Dentistry and Brantley Somma State Farm. Outside of finance, she operates a local retail resale shop. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

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.

Timothy Leach is a Series 66-licensed financial advisor at Edward Jones in Harrisonburg, VA, with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for 21 years at Rockingham County Public Schools — Spotswood High School. Outside of advisory work, he is a silent investor in an LLC formed with his brother to invest in a company called Cyclone Rentals. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Tyler Deputy is a CFP® professional with 17 years of industry experience, currently advising at Ameriprise in Rockingham, VA. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a centralized team generating algorithm-assisted recommendations reviewed by financial advisors.

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.

Sonia Shifflett is a financial advisor with Edward Jones in Harrisonburg, VA, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Suntrust (now Truist Bank) and ownership of Rocky Mountain Chimney Sweeps, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, supported by a large nationwide network of financial advisors and branch offices.

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.

Ross Shull is a financial advisor with LPL Financial in Harrisonburg, VA, holding a Series 66 designation and 15 years of industry experience. He has worked with DuPont Community Credit Union and LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

David Rao is a financial advisor with Raymond James Financial in Harrisonburg, VA, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has worked with Raymond James Financial and its affiliates since 2001. Outside of his advisory role, Rao manages a farming partnership focused on raising beef cattle and turkeys, and he serves as president of Dam 16 Inc., a company involved in hunting, fishing, recreation properties, and timber sales. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports advisory programs and institutional portfolio management through a large advisor network.

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.