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.

Travis Marshall is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 17 years of industry experience. He previously worked at Truist Investment Services, Inc. and Bb&T Securities, LLC. Outside of his advisory work, he serves as a referral agent for Locations Realty. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

James White is a CFP® with eight years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2019. His prior roles include positions at Truist Investment Services, BB&T Securities, and The Collonades. Outside of his advisory work, he is an officer of White House Designs, an S-Corp based in Fishersville, VA. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards that incorporate both qualitative and quantitative investment analysis.

Sean Philpott is a financial advisor at Davenport & Company LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of advising, he is co-owner of a real estate holding company and manages income-producing NFTs. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a wide range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Zhyar Abdul is a financial advisor with NewEdge Advisors in Harrisonburg, VA, holding a Series 65 license and three years of industry experience. His prior roles include positions at Raymond James Financial Services and Level Four Advisory Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisor and client needs.

Rachael Sauder is a financial advisor at D.A. Davidson & Co. with six years of industry experience. She holds a Series 66 designation and has worked previously at Truist Investment Services, Inc. and BB&T Securities, LLC. Prior to her financial services career, she was involved with Atwell Family Chiropractic. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including retirement plan advisory under ERISA standards, comprehensive financial planning, and a private wealth program for high-net-worth clients, while maintaining fiduciary responsibilities and employing both qualitative and quantitative investment analysis.

Coleman Zwanzig is a financial advisor at Farther with a Series 66 designation and one year of industry experience. His prior roles include positions at Mossy Creek Wealth and Byerly Wealth Management. Before entering the financial industry, he served six years in the United States Marine Corps. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings with firm representatives. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Luis Castaneda Arellano is a financial advisor with Truist Advisory Services, holding a Series 66 designation and one year of industry experience. His career includes roles at Truist Investment Services and Truist Bank beginning in 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships, non-discretionary consulting, and AI-enabled research tools, with an emphasis on integrated inter-affiliate operations.

Thomas Sowers is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021, following prior roles at Bb&T Securities and BB&T Investment Services. Outside of his advisory work, he serves as the broom sale chairman for his local Lions Club chapter, a nonprofit organization that raises funds for the hearing and sight impaired. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary approaches.

Hugh Lantz is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2016. 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 diverse client base, including individuals, families, trusts, and institutional clients, and provides brokerage services, financial planning, consulting, and various wrap/advisory programs.

Jeanette Showalter is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. She holds a Series 66 designation and previously worked at Stratos Wealth Partners, Ltd and LPL Financial. Outside of financial advising, she is secretary, treasurer, and co-owner of Showalter Masonry, Inc., a masonry and construction business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive support services, including investment management, compliance, and technology, enabling advisors to offer customized portfolio solutions.

Michael Gochenour is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Janney Montgomery Scott since 2016. Outside of his advisory role, he serves on the boards of a financial literacy nonprofit and the UVA Cancer Center, and he is involved in several real estate ventures as an owner and manager. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, and institutional sponsors, and offers brokerage, financial planning, and advisory services supported by in‑house and third‑party portfolio management.

Joshua Morris is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Valley View Advisors, Concourse Financial Group Securities Inc, and Northwestern Mutual. Outside of advising, he owns a business coaching and consulting firm focused on sales and succession best practices for business owners. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection process based on fundamental analysis and Modern Portfolio Theory to build diversified portfolios and offers both traditional and digital investment solutions.

Neal Tarbox Jr. is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes roles at Infinex Investments, Inc., Bi Investments, LLC, and Pioneer Bank, where he has been active since 2006. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering customized advisory and brokerage services. The firm emphasizes both advisory and brokerage solutions through a network of investment adviser representatives and provides access to alternative investments, lending, and cash-management options.

Steven Watts is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Truist Advisory Services since 2016 and has also worked at Truist Investment Services since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program. The firm utilizes a combination of discretionary and non-discretionary approaches and integrates inter-affiliate resources, including affiliated broker-dealer services and bank sweep features.

Jacqueline Blosser is a financial advisor at Janney Montgomery Scott with 10 years of industry experience and holds a Series 66 designation. She has been with Janney Montgomery Scott since 2016, including both the LLC and predecessor firm. 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.

Brian Kinzie is a financial advisor at Commonwealth Financial Network in Harrisonburg, VA, holding a Series 66 designation. He began his advisory career in 2026 and has prior work experience in engineering and various other fields. Outside of finance, he has been involved with Grace Covenant Church since 2021. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

Owen Showalter III is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Stern & Heatwole Financial Group, PC since 2018 and previously held positions at Stratos Wealth Partners, Ltd and LPL Financial. Outside of his advisory role, he owns Christine Manor Farms in Broadway, VA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while offering discretionary model portfolios and multiple program structures.

Christine Worontzoff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been affiliated with Stern & Heatwole Financial Group and Commonwealth Financial Network since 2018, and previously worked at Stratos Wealth Partners and LPL Financial. Worontzoff is also president and co-owner of Stern & Heatwole Financial Group, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers customizable investment solutions and discretionary model portfolios managed through a structured due-diligence process.

Mark Brenneman is a financial advisor with Commonwealth Financial Network in Harrisonburg, VA, holding the CFP® designation and Series 63 and 65 licenses. He has 15 years of industry experience and has previously worked at LPL Financial and Stratos Wealth Partners. He is also co-owner, secretary, and treasurer of Pinewood Acres, Inc., an entity created to own hunting land in Virginia. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive operational and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.