Robyn Hill is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network and Hess Financial since 2018. She previously worked at Private Advisor Group, LLC and Good Wealth Management from 2015 to 2018. In addition to her financial advisory role, Robyn practices as an attorney specializing in estate planning and serves as an elections officer for the Harrisonburg, VA City Electoral Board. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors discretion over client portfolio construction alongside managed model portfolios.

Mary Via is a financial advisor with Janney Montgomery Scott in Harrisonburg, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Janney Montgomery Scott since 2016. Outside of her advisory role, she is involved in Mary Kay product sales. Janney Montgomery Scott LLC is a large brokerage and SEC-registered investment advisory firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering a variety of brokerage and advisory services supported by in-house and third-party portfolio management.

Joshua Deaver is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors and Edward Jones. Outside of his advisory work, he owns NKD Towing, LLC, a towing business based in Fishersville, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations with a range of investment advisory and financial planning services. The firm offers both discretionary and non-discretionary portfolio management through proprietary and third-party solutions, supported by custodial partnerships with firms such as Pershing and Raymond James.

Daniel Uribe is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Private Advisor Group since 2013 and at LPL Financial since 2007. Outside of his advisory work, he owns SDG Food, LLC, a local pizza franchise. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and utilizes both discretionary and non-discretionary advisory strategies supported by technology platforms and third-party managers.

Mindy Schwartz is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds the Series 66 designation and has previously worked in education and nonprofit sectors, including roles at the Roberta Webb Childhood Education Center and Virginia Mennonite Missions. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, estates, nonprofits, and corporations, offering asset management, brokerage, public finance, and advisory services. The firm provides a range of investment programs through dedicated portfolio teams and manages several mutual funds and fixed-income strategies.

Sara Lasher is a CFP®-credentialed financial advisor with Commonwealth Financial Network, based in Stephens City, VA, and has one year of industry experience. Her work history includes roles at Commonwealth Financial Network and Hess Financial, as well as prior positions at James Madison University and Dupont Community Credit Union. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Karl Mongold is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes positions at LPL Financial, Ameriprise, Edward Jones, and several other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing proprietary and third-party technology platforms to provide diverse investment strategies.

Nichole Whatley is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Truist Investment Services and Bb&T Securities. Nichole serves as the president of the board of directors for Blue Ridge Christian School, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm offers various advisory programs under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Sharon Krantz is a CFP® with four years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. Prior to joining Janney, she worked for six years at BB&T/Truist Bank. She is actively involved in her community as a member of the Rotary Club of Broadway Timberville, serves on the Industrial Development Authority Board for the Town of Broadway, and is a board member of the Rockingham Education Foundation, supporting educational initiatives locally. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, and institutions, and provides a range of brokerage, advisory, and financial planning services supported by internal and third-party portfolio management.

Matthew Robinson is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He previously worked at Infinex Investments, Inc. for ten years before joining Janney in 2024. Robinson serves as Chair of the Bridgewater Retirement Community Foundation and participates in local education-related committees in Harrisonburg, VA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Joseph Byerly is a financial advisor with Farther in Mount Solon, VA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Cetera Advisors, LLC, Cetera Investment Advisors, LLC, and First Allied Securities, Inc. Outside of advising, he actively manages several farming and farmland entities. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory, utilizing bespoke or algorithmic model portfolios with automatic rebalancing and primarily allocating among ETFs, mutual funds, equities, and fixed income.

Robert Hart IV is a financial advisor at Farther with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Mossy Creek Wealth, Commonwealth Financial Network, and Cetera Advisors, LLC. Outside of advising, he is the owner of HartBeat, LLC, a private company currently with no active holdings. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based approach using bespoke or algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income, while providing discretionary management and retirement plan consulting.

Sarah Fowler is a financial advisor at Davenport & Company LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Davenport in 2021. Davenport & Company serves individual and institutional clients by offering asset management, brokerage, fixed income, public finance, and advisory services. The firm employs dedicated portfolio manager teams and research groups to manage strategies across various accounts and mutual funds, operating as an employee-owned company with a history dating back to 1863.

Elizabeth Nye is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow, Inc. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm offers a range of advisory programs and manages multiple mutual funds and fixed-income strategies through dedicated portfolio teams and an Investment Policy Committee.

Ashley Ferguson is a Series 65-licensed financial advisor with NewEdge Advisors, LLC, and has one year of industry experience. Prior to joining NewEdge, Ferguson held roles at Middlebrook Wealth and Frederick County Wealth, and worked for Wake County Government. Outside of advising, Ferguson is involved in managing a real estate business as an owner and landlord in Strasburg, VA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client needs.

Travis Marshall is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Truist Investment Services, Inc. and Bb&T Securities, Llc. Outside of his advisory role, he is involved as a referral agent with Locations Realty. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, financial planning, and a private wealth program, operating under fiduciary standards and incorporating both qualitative and quantitative analysis.

Alicia Mcanney is a financial advisor at Davenport & Company LLC, holding a Series 66 designation. She began her career in 2019 and has held positions at Truist BANK and Truist Investment Services before joining Davenport. Davenport & Company serves individual and institutional clients, including banks, pension plans, and nonprofits, providing asset management, brokerage, fixed income, and advisory services. The firm’s investment approach includes separately managed accounts, model portfolios, and mutual fund management, supported by dedicated portfolio teams and research.

James White is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. He previously worked at TRUIST Investment Services, Inc., BB&T Securities, and The Collonades. Outside of his advisory role, he is an officer of WHITE HOUSE DESIGNS, an S-Corp, though he does not devote time to its operations. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from financial planning and equity research to ERISA retirement plan advisory and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Henry Shipplett Jr. is a financial advisor at Davenport & Company LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Truist Advisory Services and Scott & Stringfellow, Inc. He serves as a trustee for the Staunton Augusta YMCA Endowment Fund. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm manages a range of investment strategies through dedicated teams and provides advisory programs including separately managed accounts and mutual funds.

Sean Philpott is a financial advisor at Davenport & Company LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2015 before joining Davenport in 2023. Outside of advising, he co-owns a real estate holding company and manages a business related to NFTs that produce income. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, financial planning, and investment advisory programs. The firm manages diversified portfolios through dedicated teams and also acts as adviser to multiple mutual funds while providing broker-dealer and public finance services.