Donald Benner is a financial advisor at Davenport & Company LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Advisory Services. Benner is also president of Benfield Farms, Inc., a family-operated cattle and hay farm. Davenport & Company serves individual and institutional clients with asset management, brokerage, fixed income, and advisory services, offering a range of investment programs and managing multiple mutual funds and fixed-income strategies.

John Childress is a financial advisor at Edward Jones in Staunton, VA, holding a Series 66 designation with 17 years of industry experience, all of which have been with Edward Jones since 2009. Outside of his advisory role, he is a 25% owner of CWP Holdings LLC, an LLC formed with family members to purchase family land. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors. The firm offers both discretionary and non-discretionary strategies, affiliated mutual funds, and operates under a fiduciary standard.

Michael Swinson is a CFP® and Series 66-registered financial advisor with Edward Jones in Staunton, VA, where he has worked for 10 years since 2016. He serves as a 1st Counselor in the bishopric of The Church of Jesus Christ of Latter-day Saints in Waynesboro, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Jeffrey Furman is a CFP® and Series 66 registered financial advisor with Edward Jones in Fishersville, VA, where he has worked for 11 years. His experience is entirely with Edward Jones. Outside of his advisory role, he owns a rental property in Bridgewater, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide array of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Cameron Parker is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016, working initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Garland Davis II is a financial advisor with Raymond James Financial, holding a Series 66 credential and 20 years of industry experience. He has worked at Raymond James since 2017 and previously spent six years with Wells Fargo Advisors Financial Network. Outside of his advisory role, he is the owner of Willow Springs Farm in Virginia and serves as the Investment Committee Chair for the Virginia Elks Association. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.

John Showalter is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including over two decades at Concourse Financial Group Securities Inc. Outside of his advisory role, he is involved in real estate business activities through ownership and management of rental properties. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services supported by a multi-manager platform and a large nationwide network of independent advisors.

Joel Elmore is a Series 66-licensed financial advisor with LPL Financial, based in Waynesboro, VA. He has one year of industry experience and has held roles at LPL Financial, Financial Management Inc, Positioning Universal Inc, Mission Secure Inc, and Power Monitors Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning, portfolio management, and institutional platforms.

Matthew Kurz is a financial advisor with Wells Fargo Clearing in Waynesboro, VA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Outside of his advisory role, he is involved in property management activities through ownership and coordination of several rental properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of brokerage and advisory solutions, supporting clients through diversified investment offerings and additional financial products from affiliated entities.

David Elmore is a CFP® professional with 29 years of experience in the financial industry. He has been with LPL Financial since 2004 and previously worked at Grove Point Investments, LLC. Outside of his advisory role, he holds ownership in a restaurant business and serves on the board of a nonprofit organization focused on business education for indigent populations worldwide. 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 portfolios, and institutional platforms, supported by research-driven strategies and a broad network of investment adviser representatives.

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 at Cetera with three years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Cetera, he worked at Concourse Financial Group Securities Inc and Weaver Insurance & Financial Advisors, where he currently provides investment advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers across various program structures and custodial relationships.

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.

Joseph Shenk is a financial advisor with Cetera based in Crozet, VA. He holds the CFP® and ChFC® designations and has 20 years of industry experience. He founded Oak and Shepherd Wealth Management LLC in 2024, where he serves as President and Advisor, providing financial planning and insurance-related products as needed. Prior to this, he worked at Concourse Financial Group Securities Inc. for 19 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and features access to both affiliated and third-party investment managers across multiple program structures.

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 credentials and seven years of industry experience. His prior roles include positions at Securities America Advisors and Northwestern Mutual Investment Services. Arey operates a separate advisory business under the name Cornerstone Wealth Advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.