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Zhyar A
Series 65
Harrisonburg, VA
Newedge Advisors
Zhyar Abdul is a Series 65 licensed financial advisor at NewEdge Advisors with three years of industry experience. His prior roles include positions at Raymond James Financial Services, Level Four Advisory Services, and TJX Companies. 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 broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.
Rachael S
Series 66
Harrisonburg, VA
D.A. Davidson & Co.
Rachael Sauder is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. She holds a Series 66 designation and has worked previously at TRUIST Investment Services, Inc., BB&T Securities, LLC, and Atwell Family Chiropractic. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with substantial net worth.
Coleman Z
Series 66
Mount Solon, VA
Farther
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 C
Series 66
Harrisonburg, VA
Truist Advisory Services
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 S
Series 63, Series 65
Harrisonburg, VA
Truist Advisory Services
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.
Shreve R
Series 66
Staunton, VA
Davenport & Company LLC
Shreve Rohle is a financial advisor at Davenport & Company LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2015. Outside of his advisory role, Rohle serves as a board member of the HSC Gridiron Club, which supports Hampden-Sydney College's football program through recruiting and fundraising efforts. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, and advisory services. The firm provides separately managed accounts, financial planning, and investment programs, and manages several mutual funds and fixed-income strategies through a combination of portfolio teams, research, and an Investment Policy Committee.
Hugh L
Series 63, Series 65
Harrisonburg, VA
Janney Montgomery Scott
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 S
Series 66
Harrisonburg, VA
Commonwealth Financial Network
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 G
Series 63, Series 65
Harrisonburg, VA
Janney Montgomery Scott
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.
Mary P
Series 66
Staunton, VA
Davenport & Company LLC
Mary Pritt is a financial advisor at Davenport & Company LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Truist Advisory Services and Augusta County Public School. Davenport & Company serves individual and institutional clients, 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 bond strategies through dedicated portfolio teams and research.
Joshua M
Series 63, Series 66
Harrisonburg, VA
Tlg Advisors, Inc.
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.
William S
CFP®, Series 66
Staunton, VA
Davenport & Company LLC
William Sowers III is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Davenport & Company LLC. Prior to joining Davenport, he held roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of his advisory work, he serves as Board President of The Field School and is a member of the finance committee and board of directors for the Frontier Culture Museum Foundation. Davenport & Company LLC provides asset management, brokerage, and advisory services to individual and institutional clients, utilizing dedicated portfolio teams and a comprehensive investment platform that includes mutual funds and fixed-income strategies.
Neal T
Series 63, Series 65
Harrisonburg, VA
OSAIC Institutions, INC.
Neal Tarbox Jr. is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work includes roles at Infinex Investments, Bi Investments, Pioneer Bank, and Truist Investment Services. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates with a hybrid adviser and broker-dealer structure, delegating investment management to its representatives while offering firm supervision.
Steven W
Series 63, Series 66
Harrisonburg, VA
Truist Advisory Services
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 B
Series 66
Harrisonburg, VA
Janney Montgomery Scott
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 K
Series 66
Harrisonburg, VA
Commonwealth Financial Network
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 S
Series 63, Series 65
Harrisonburg, VA
Commonwealth Financial Network
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 W
Series 63, Series 65
Harrisonburg, VA
Commonwealth Financial Network
Christine Worontzoff is a financial advisor with Commonwealth Financial Network based in Harrisonburg, VA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She is President and Co-Owner of Stern & Heatwole Financial Group, PC, and has held roles at Stratos Wealth Partners and LPL Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed account programs, access to third-party asset managers, and custody/clearing services.
Donald B
Series 66
Staunton, VA
Davenport & Company LLC
Donald Benner is a financial advisor at Davenport & Company LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Advisory Services. Benner is also president of Benfield Farms, Inc., a family-operated cattle and hay farm. Davenport & Company serves individual and institutional clients with asset management, brokerage, fixed income, and advisory services, offering a range of investment programs and managing multiple mutual funds and fixed-income strategies.
Mark B
CFP®, Series 63, Series 65
Harrisonburg, VA
Commonwealth Financial Network
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.
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