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 with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Securities America Advisors, Northwestern Mutual Investment Services, and Northwestern Mutual Life Insurance Company. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

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.

Joanne White is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 31 years of industry experience. She previously worked at First Investors Corporation for 25 years and Foresters Advisory Services for three years. Joanne serves as secretary for both the Nelson Rotary Club and the Westwood Property Owners Association. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning and portfolio management services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of program options and oversees more than $256 billion in assets managed by over 10,000 advisors nationwide.

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.

Connie Russell is a financial advisor with Ameriprise in Vesuvius, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Ameriprise since 2020, with prior roles at Wells Fargo Clearing and Prudential Equity Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

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 credentials and over 40 years of industry experience. His career includes long tenures at Everbank and Securities America Advisors, Inc., as well as managing his own firm, Campbell Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse investment options including model portfolios and third-party asset management, supported by extensive operational tools and a large network of over 22,000 advisors.

Joseph Rosenberger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LPL Financial (formerly LINSCO Private Ledger Corp) since 2002. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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, holding a Series 66 designation and 19 years of industry experience. She has been affiliated with Linsco Private Ledger since 2007. Outside of her advisory work, she is involved as an officer in a family business, CrossFit Revive, LLC. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Lily Dawkins is a financial advisor at Edward Jones in Staunton, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked at James River Realty and practiced law at Valley Law, PLC. Outside the financial industry, she helps around her family farm, Belle Fields Farm, on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive retail advisor network and affiliated financial services beyond advisory offerings.

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 with LPL Financial in Waynesboro, VA, holding a Series 66 designation and 11 years of industry experience. She has been with LPL Financial since 2015. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.