Andrew Lilly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. He has worked at Raymond James since 2014 and is also vice president of Atlantic Union Financial Consultants, LLC/AUB Wealth Management. His professional background includes roles at Union Bank & Trust and Atlantic Union Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized municipal and public-finance capabilities.

Donald Hashagen is a financial advisor with Edward Jones in Waynesboro, VA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Hashagen serves on the advisory board of The Salvation Army in Waynesboro, focusing on fundraising, community relations, and financial stewardship. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network.

Kenya Balser is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has previously worked in event planning as a wedding coordinator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Philip Arey is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Securities America Advisors and Northwestern Mutual Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs supported by research and third-party subadvisors.

Michael Moles is a financial advisor with Ameriprise in Waynesboro, VA, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm. Outside of his advisory role, he serves on the Board of Directors for McDow Funeral Home. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

William Dod III is a financial advisor with Cambridge Investment Research Advisors in Staunton, VA. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he held positions at AD Financial Partners and The Commonwealth Group. Dod is involved with TAG Advisors and owns Dod Capital Management, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides tailored investment solutions across multiple platforms, featuring both proprietary and third-party strategies.

Michael Thorne is a financial advisor with Primerica Advisors in Afton, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with firms including PFS Investments Inc., Primerica Financial Services, Trex Corporation, and, most recently, DiGi Financial. Outside of his advisory role, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and custody support from BNY Mellon Advisors and Pershing.

James Tate is a financial advisor at Edward Jones in Verona, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for WorldStrides for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

Justin Rexrode is a financial advisor with Edward Jones in Verona, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brittney Marshall is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various roles within Fidelity and other firms, including PensionMark Securities and Rogers Financial. Her background also includes positions related to parks, recreation, and botanical gardens. Fidelity Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a noted focus on systematic methodologies and oversight of delegated sub-advisers.

Stephen Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 40 years of industry experience. His career includes long tenures at Everbank and Securities America Advisors, Inc. Based in Fishersville, VA, Campbell has managed his own financial services firm and is involved in investment-related real estate activities. LPL Financial serves a broad client base, including individuals, retirement plans, and institutions, offering a range of advisory programs and brokerage services supported by comprehensive research and advanced portfolio management tools.

Joseph Rosenberger is a financial advisor with LPL Financial in Waynesboro, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with LPL Financial (formerly LINSCO Private Ledger Corp) since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Matthew Barnes is a financial advisor at Edward Jones in Staunton, VA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at CenturyLink from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households as well as pension plans and charitable organizations. The firm 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.

Marlana Lancaster is a financial advisor with LPL Financial in Waynesboro, VA, holding a Series 66 designation and 18 years of industry experience. She has been associated with Linsco Private Ledger since 2007. Outside of her advisory work, she is an officer in a family-owned business, CrossFit Revive, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Lily Dawkins is a financial advisor at Edward Jones with Series 66 credentials and approximately one year of industry experience. Before joining Edward Jones, she worked at James River Realty and Valley Law, PLC. Outside of her advisory role, she contributes to her family farm in Waynesboro, VA, as a fiber artist and farm hand. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Christopher Beverage is a Series 66 licensed financial advisor with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Flow Automotive for three years. Beverage serves as president of the nonprofit organization Grassroots Heroes International. 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, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Lauren Mundy is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2015. The firm serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. LPL Financial offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Ariel Harper is a financial advisor with Raymond James Financial Services Advisors Inc. and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Wells Fargo Advisors and Davis Financial Strategies, where he currently also serves as an associate. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal and public finance, as well as SIMPLE IRA advisory services.

Leah Pugh is a CFP®-designated financial advisor with Edward Jones in Staunton, VA, where she has worked since 2014. She has 11 years of industry experience and holds a Series 66 license. Outside of her advisory role, she is the sole owner of a real estate business in Staunton. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Bridgett Beasley is a financial advisor at Ameriprise with three years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2021. Prior to her current role, Bridgett held positions at Ashley Furniture HomeStore/HomeMakers Furniture, Biteseeing Staunton, The Mosby Foundation, and CHIP of South Hampton Roads. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice supported by algorithmic automation and oversight.