Julie David is a financial advisor with Raymond James Financial in Forest, Virginia, holding Series 63 and Series 65 licenses with seven years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Bank. David also serves as a client associate at Resolute Private Wealth. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting using various analytical tools and supports municipal finance work through a unique municipal advisor affiliation.

Sarah Scruggs Reddell is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services since 2015. In addition to her advisory work, she owns a retail sales business called Sarah's Art and serves as a benefits manager for a group health insurance company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved software and also provides specialized planning programs such as divorce and estate-settlement planning.

Staci Parker is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co. since 2010. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Jonathan Schubert is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior firms include Bank of America, Merrill, and Edward Jones. Outside of advising, he is involved in business ownership roles, including serving as president of a support company and as a partner in a company that holds office real estate. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, ranging from individuals and high-net-worth clients to institutional organizations. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through its advisory programs or other providers.

John Nixon is a financial advisor with LPL Financial, holding a Series 66 license and 11 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2012 to 2024. He is also the author of a blog called Eastern Expeditions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Brent Bigney is a financial advisor at Raymond James Financial Services Advisors, Inc. with 19 years of industry experience and holds the Series 66 designation. His prior work includes roles at Bank of America and Merrill Lynch, each spanning 11 years. He is also involved in managing Resolute Private Wealth, a firm affiliated with Raymond James, where he dedicates significant time to its operations. 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 institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports both individual and institutional portfolios through a large advisor network.

Alan Stayton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 38 years of industry experience. His career includes roles at Wells Fargo Advisors and Boston Harbor Wealth Advisors. Outside of finance, he owns a landscape design business where he assists with planning and supervision. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Mark Minuto is a CFP® professional with 16 years of experience, currently serving as a financial advisor at Edward Jones since 2010. He holds the Series 66 designation and is based in Bedford, VA. Outside of his advisory role, he has involvement in real estate through several small business activities where he manages property and holds ownership or control positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, and maintains a large network of advisors and branch offices.

Branson Terrell is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding a Series 66 designation and four years of industry experience. Prior to joining Baird in 2022, he held positions at Boonsboro Country Club and Oak Ridge Property and Management. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology tools.

Mark Brooks is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and SECURITIES AMERICA, Inc. Brooks is also president of Personal Design Financial Services, an insurance agency he has operated since 1980. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternatives, with management options tailored to client preferences.

Andrew Kappler is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked concurrently at Lynchburg Nissan since 2008. Outside of his advisory work, he is involved in coaching with the Central VA United Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ann Farrar is a Series 66-licensed financial advisor with Wells Fargo Clearing, bringing 12 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including investment research, portfolio diversification, and plan-level investment management.

Tommy Collins is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Michael Morrison is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is a part-time assistant coach for a local hockey team. 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, pension plans, corporations, and institutions. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals.

Russell Davidson Sr. is a financial advisor with Robert Baird & Co. in Lynchburg, VA, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has been with Robert W. Baird since 2012. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Paul Mcwane is a financial advisor at Robert W. Baird & Co. with 32 years of industry experience. He has been with Robert W. Baird & Co. since 2010 and holds Series 63 and Series 65 designations. Outside of his advisory role, Mcwane serves as a board member and on the endowment committee of the Lynchburg Academy of Arts and is involved with a local investment club. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a variety of investment strategies and overlays, and also provides municipal advisory and public finance services.