Adam Powell is a financial advisor with OSAIC in Weyers Cave, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked with Securities America Advisors and SECURITIES AMERICA, inc. for eight years. Outside of his advisory role, he serves as Treasurer and a Finance Committee member for Staunton Alliance Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to manage a range of investment vehicles on both discretionary and non-discretionary bases.

David Elmore is a CFP® professional affiliated with LPL Financial in Waynesboro, Virginia, with 29 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with the Elmore Foundation, a nonprofit organization that raises and distributes funds for business education for indigent people globally, and he holds ownership in a local restaurant, Mission Coffee, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party providers.

Nicholas Decker is a financial advisor at Fidelity with nine years of industry experience. His prior roles include positions at Charles Schwab Bank, Ameriprise Financial Services, LPL Financial, and Merrill. He holds the Series 66 designation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a process that combines fundamental research and quantitative analysis to construct model portfolios utilizing mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Zachary Hatter is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses. He has three years of industry experience and has worked at several firms, including Concourse Financial Group Securities Inc and Weaver Insurance & Financial Advisors, where he also serves as a financial adviser. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and employs multiple program structures with discretionary and non-discretionary management options.

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 with two years of industry experience. He holds the Series 66 designation and previously worked for WorldStrides for ten years. Based in Verona, VA, he has been with Edward Jones since 2024. 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 under management and offers both discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

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, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is involved with Rosenberger Financial Services, a business dedicated to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies including machine learning.

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.

Alexander Stephens is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His prior work includes roles at Sieveking Plastic Surgery, The Estee Lauder Companies, Capital One, Critical Path Technology LLC, NextSource LLC, and as a self-employed consultant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds.