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 bringing 32 years of industry experience. His work history includes roles at Infinex Investments, Inc., Pioneer Bank, BI Investments, LLC, and Truist Investment Services, Inc. He is based in Harrisonburg, VA. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with significant non-discretionary client assets.

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.

Jacqueline Blosser is a financial advisor at Janney Montgomery Scott with 10 years of industry experience and holds a Series 66 designation. She has been with Janney Montgomery Scott since 2016, including both the LLC and predecessor firm. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.

Brian Kinzie is a financial advisor at Commonwealth Financial Network in Harrisonburg, VA, holding a Series 66 designation. He began his advisory career in 2026 and has prior work experience in engineering and various other fields. Outside of finance, he has been involved with Grace Covenant Church since 2021. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Owen Showalter III is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Stern & Heatwole Financial Group, PC since 2018 and previously held positions at Stratos Wealth Partners, Ltd and LPL Financial. Outside of his advisory role, he owns Christine Manor Farms in Broadway, VA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while offering discretionary model portfolios and multiple program structures.

Christine Worontzoff is a financial advisor with Commonwealth Financial Network based in Harrisonburg, VA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She is President and Co-Owner of Stern & Heatwole Financial Group, PC, and has held roles at Stratos Wealth Partners and LPL Financial. 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 broad adviser-support platform including managed account programs, access to third-party asset managers, and custody/clearing services.

Mark Brenneman is a financial advisor with Commonwealth Financial Network in Harrisonburg, VA, holding the CFP® designation and Series 63 and 65 licenses. He has 15 years of industry experience and has previously worked at LPL Financial and Stratos Wealth Partners. He is also co-owner, secretary, and treasurer of Pinewood Acres, Inc., an entity created to own hunting land in Virginia. 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 operational and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Katie Wilkins is a financial advisor with Commonwealth Financial Network in Harrisonburg, VA, holding a Series 66 designation and nine years of industry experience. She has worked at Stern & Heatwole Financial Group, PC since 2018 and previously was affiliated with Stratos Wealth Partners and LPL Financial, LLC. Wilkins also serves as a notary public. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, investment management, and compliance services. The firm offers a range of customizable portfolio solutions and operates as a platform provider for advisors managing retail and institutional client accounts.

William Loomis III is a CFP® professional with 44 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at L.M. Kohn & Company for 15 years and RBC Capital Markets for 8 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Nathan Dixon is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity affiliates since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

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 his advisory work, he is the owner of a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

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.

Gregory Nicholas is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has four years of industry experience and has worked at firms including Avantax Advisory Services and Massanutten Financial Services Inc. Outside of his advisory role, he manages payroll and accounting at Massanutten Financial Services and serves as assistant treasurer at Portering the Glory International, a religious organization. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

Thomas Linski Jr. is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1997. Outside of his advisory role, he is a board member of Shenvalee Lodge in New Market, VA. 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 advisory programs and investment strategies, supported by a broad network of financial advisors and branch offices nationwide.

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.

Nancy Runion is a financial advisor with Wells Fargo Clearing in Harrisonburg, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Wells Fargo Advisors since 2009 and with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Seth Showalter is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2022. Outside of his advisory role, he serves as a notary public in Virginia and is involved in a home-based project called Thinking Out Loud. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gregory Scott is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Wells Fargo Clearing Services since 2018 and has worked at Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.