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.

Christopher Beverage is a Series 66 licensed financial advisor with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Flow Automotive for three years. Beverage serves as president of the nonprofit organization Grassroots Heroes International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Lauren Mundy is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2015. The firm serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. LPL Financial offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Ariel Harper is a financial advisor with Raymond James Financial Services Advisors Inc. and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Wells Fargo Advisors and Davis Financial Strategies, where he currently also serves as an associate. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal and public finance, as well as SIMPLE IRA advisory services.

Leah Pugh is a CFP®-designated financial advisor with Edward Jones in Staunton, VA, where she has worked since 2014. She has 11 years of industry experience and holds a Series 66 license. Outside of her advisory role, she is the sole owner of a real estate business in Staunton. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Bridgett Beasley is a financial advisor at Ameriprise with three years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2021. Prior to her current role, Bridgett held positions at Ashley Furniture HomeStore/HomeMakers Furniture, Biteseeing Staunton, The Mosby Foundation, and CHIP of South Hampton Roads. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice supported by algorithmic automation and oversight.

David Wall is a CFP® and ChFC® with 16 years of experience in financial advising, all of which have been with Edward Jones since 2010. He holds the Series 66 license and is based in Waynesboro, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high- and non-high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, 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, holding a Series 66 designation and eight years of industry experience. He has worked at multiple financial services firms, including OneAmerica Securities and American United Life. Campbell is also involved in entrepreneurial ventures outside traditional advisory roles, including ownership of Campbell Financial LLC and participation in small business service referrals. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

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.