David Wall is a CFP®, ChFC®, and Series 66 registered financial advisor with Edward Jones, where he has worked since 2010. He has 15 years of industry experience and is based in Waynesboro, VA. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Joseph Carlson is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, with prior roles at Wells Fargo and DuPont Community Credit Union. Carlson also has a background in retail, having worked at Old Navy for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Bruce Hatter is a financial advisor with Cetera who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including long-term roles at Concourse Financial Group Securities Inc and operating under Weaver Insurance & Financial Advisors. Outside of his advisory work, he serves as a board member for the Waynesboro YMCA, chair of his church council, president of a local homeowners association, and is involved with the Rotary Club. Cetera Investment Advisers LLC is a nationally registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, financial planning, and access to a broad range of investment programs and third-party managers.

Jennifer Williams is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise. Her prior roles include positions at Commonwealth Financial Network, Hess Financial, and The Henderson Group. She holds Series 66 and Series 63 licenses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a centralized team that collaborates with advisors to deliver customized recommendation reports and ongoing advice.

Caleb Snider is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience and has worked at several firms, including First Bank & Trust Company and Strategent Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Benjamin Irick is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Katherine Crow is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she owns and operates a farming business, Aleta Springs Farms, raising cattle and sheep for meat and wool, and serves on the boards of the Mid Atlantic German Shorthaired Pointer Rescue and the Augusta County Historical Society. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sam Shaw is a financial advisor with Edward Jones in Waynesboro, VA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Farmers and Merchants Bank/Infinex Investments, Shaw Financial Protection LLC, and National Agents Alliance. Shaw has additional business activities associated with Mutual of Omaha and Foresters Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Dalton Campbell is a financial advisor with Cetera in Waynesboro, VA, holding a Series 66 designation and eight years of industry experience. He has worked with firms including OneAmerica Securities and American United Life prior to joining Cetera. Outside of his advisory role, Campbell is involved in multiple business ventures, including ownership of Campbell Financial LLC, which focuses on expense management, and referrals for IT and self-employment benefits services. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and third-party investment managers.

Jonah Cowherd is a financial advisor at LPL Financial with Series 65 and Series 63 credentials. He has been with LPL Financial since 2026 and has prior experience at AutoZone Inc., Blue Ridge Community College, Hunt & Associate, LLC, and Ridgeview Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing various investment management approaches and technologies.

Edward Dawkins is a financial advisor with Edward Jones in Staunton, VA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a small farm called Star Hill Farm and serves as secretary on the board of The Humane Society of Sedona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of financial advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, along with affiliated mutual funds and trust services.

Andrew Kester is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for six years before joining LPL Financial. Outside of his advisory role, he is a commissioned notary in Virginia and serves as an insurance agent with Advisors Excel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and diverse investment strategies.

Aaron Schlappi is a Series 66 licensed financial advisor with Edward Jones, based in Waynesboro, VA. He has eight years of industry experience, all with Edward Jones since 2014. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Koogler is a financial advisor with Ameriprise in Staunton, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its predecessor firms since 2005. Outside of her advisory role, she serves on the Parish Finance Council for St Francis Roman Catholic Church. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement advice within a large institutional framework.

Mervat Tadrous is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Atlantic Union Bank and Union Bank and Trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and it maintains a notable municipal advisor affiliation and specialized advisory programs.

Sarah Coiner is a financial advisor at Edward Jones in Staunton, VA, holding a Series 66 credential with over one year of industry experience. Prior to joining Edward Jones, she worked in education and healthcare, including a role at Frederick County Public Schools and CarePro Home Healthcare. She serves as vice president of the Ware Elementary PTA and is a board member and book sale chair for Friends of the Staunton Library. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 financial advisors.

Joshua Elmore is a CFP® professional with 12 years of experience at LPL Financial in Waynesboro, VA. He has worked exclusively with LPL Financial since 2014. His other business activities include operating Financial Management, Inc., a DBA related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Thomas Soyars is a financial advisor with Edward Jones in Waynesboro, VA, holding Series 63 and Series 66 designations and having 19 years of industry experience. He has been with Edward Jones since 2006. 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 offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts, operating under a fiduciary standard.