Dustin Dean is a CFP® professional with 17 years of industry experience, currently advising through LPL Financial in Harrisonburg, VA. His career includes prior work at Private Advisor Group, LLC, and multiple roles within LPL Financial since 2015. Outside of his advisory work, he is employed as a racecar mechanic at Robert Noaker Racing. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios, offering both discretionary and non-discretionary management options.

Lena Swiney is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022, following prior roles at Commonwealth Financial Network, Stern & Heatwole Financial Group, and Summit Financial Group. Outside of her advisory work, she assists with a woodwork business operated by her husband. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and delegates portfolio management to sub-advisers while maintaining oversight.

Amelia Catoe is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has prior work experience at Partners 1st Federal Credit Union and SunTrust Bank. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Margot Allman Smith is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at Raymond James Financial Services since 2007 and has also held roles at Union Bank & Trust and Atlantic Union Bank. In addition to her advisory role, she is involved with Atlantic Union Financial Consultants, LLC/AUB Wealth Management. 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 utilizes analytical tools for risk profiling and outcome modeling, supporting its clients through a broad network of advisors and unique municipal and retirement plan advisory programs.

Boyd Burkholder is a financial advisor with Ameriprise in Harrisonburg, VA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he participates in a deer management cooperative in Bergton, Virginia, where he collects data to support wildlife health efforts. Ameriprise offers a retirement-income planning service for individuals near or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, annual reports through a centralized consulting team.

Jack Bauer is a financial advisor with Cetera in Harrisonburg, VA, holding a Series 66 designation. He has professional experience beginning in 2024 with roles at LD&B Insurance and Financial Services and Hantzmon Wiebel LLP prior to joining Cetera in 2026. Outside of finance, his work history includes various educational and service roles. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers diverse portfolio management and retirement services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of investment programs under discretionary and non-discretionary authorities.

Alexander Stephens is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His prior work includes roles at Sieveking Plastic Surgery, The Estee Lauder Companies, Capital One, Critical Path Technology LLC, NextSource LLC, and as a self-employed consultant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds.

Robert Wheatley is a financial advisor at Edward Jones in Bridgewater, VA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1999. Outside of his advisory role, he is the vice president and co-owner of a women’s only health club, Women’s Fitness Center, Inc., in Harrisonburg, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Joshua Dean is a CFP®-credentialed financial advisor with Ameriprise in Harrisonburg, VA, bringing 12 years of industry experience. His prior roles include positions at Stratos Wealth Partners and LPL Financial. He is a shareholder and manager of PFK ENTERPRISES LLC, which operates under the Koogler Financial Group team name within Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Emily Corinne Hiter is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Hiter serves on the Board of Directors for Streak for a Cure, a nonprofit organization. Ameriprise Financial Services is a large institutional advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Christine Doughty is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked at Cambridge Investment Research Advisors and related entities since 2013 and has also been associated with The Commonwealth Group since 2007. In addition to her advisory role, she is an independent insurance agent specializing in life, accident, health, disability, and Medicare-related products and operates a vintage items resale business through pop-up shops and online platforms. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Brian Rhodes is a financial advisor with Cetera, holding the ChFC® designation and Series 65 and Series 63 licenses, with 10 years of industry experience. He previously worked at Concourse Financial Group Securities Inc and Everence Financial Advisors, among others. Rhodes also serves as a financial consultant with Everence Trust Company, where he provides insurance, investment, financial planning, and charitable planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Katherine Bray is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Edward Jones since 2024 and previously held positions at F&M Financial Services and Wharton Aldhizer & Weaver, PLC. Before her financial career, she was involved in the food service industry at Cinnamon Bear Bakery & Deli for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through a nationwide network of financial advisors and branch offices.

Jason May is a financial advisor with Edward Jones in Harrisonburg, VA, holding a Series 66 designation and 22 years of industry experience. He previously worked at United Brokerage Services, Inc. for nine years and Mass Mutual Investors Services for two years. Outside of his advisory role, May serves as Deputy Town Manager for the Town of Mt. Crawford and is a member of its Planning Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Lisa Hasler is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. She has been with Raymond James Financial Services, Inc. since 2015. Outside of her advisory role, she teaches at the Harrisonburg Parks and Recreation Department and Valley Fitness. 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 institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Brooke Mc Gloon is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in various roles including at Shenandoah Growers and Up With People Jr. Brooke is also the owner of Havenbaby, a retail business where she designs children's clothing sold through an online store. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, supported by a large network of advisors and branch offices nationwide.

Randguem Baker III is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 65 and Series 66 credentials. Baker has been involved with multiple entities including REB Investments LLC, a holding company he owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individuals to institutional clients, providing financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Adam Hatter is a financial advisor with Cetera holding a Series 66 designation and has been in the industry since 2026. His prior work includes roles at DuPont Community Credit Union, Dick's Sporting Goods, and several educational institutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

David Larson is a CFP® with 24 years of experience in the financial industry. He has been with LPL Financial since 2012. Larson operates Larson Wealth Management, offering fixed insurance sales, variable products, and fee-based planning. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified and alternative investment strategies.

Joshua Defnall is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent four years at The Stratford Companies. Outside of his advisory role, he owns rental properties in Harrisonburg, VA, including a basement apartment and an AirBnB managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors.