Katie Wilkins is a financial advisor with Commonwealth Financial Network in Harrisonburg, VA, holding a Series 66 designation and nine years of industry experience. She has worked at Stern & Heatwole Financial Group, PC since 2018 and previously was affiliated with Stratos Wealth Partners and LPL Financial, LLC. Wilkins also serves as a notary public. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, investment management, and compliance services. The firm offers a range of customizable portfolio solutions and operates as a platform provider for advisors managing retail and institutional client accounts.

William Loomis III is a CFP® professional with 44 years of industry experience, currently associated with LPL Financial since 2025. Prior to this, he spent 15 years at L.M. Kohn & Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from in-house and third-party sources.

Matthew Armentrout is a financial advisor at Edward Jones in Dayton, VA. He holds the Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he worked for nine years at Danone North America. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nathan Dixon is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michael Swinson is a CFP® and Series 66-registered financial advisor with Edward Jones in Staunton, VA, where he has worked for 10 years since 2016. He serves as a 1st Counselor in the bishopric of The Church of Jesus Christ of Latter-day Saints in Waynesboro, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Cameron Kerns is a financial advisor with LPL Financial in Harrisonburg, VA, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Blue Ridge Bank, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of advisory work, he is the owner of a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Heather Hardy is a financial advisor with Ameriprise in Harrisonburg, VA, holding a Series 66 designation and with one year of industry experience. Prior to joining Ameriprise in 2023, she worked at Dynamic Aviation and Valley Workforce Center. She serves on the Board of Directors for Shen Valley YPA as an events planning board member. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized team, emphasizing managed accounts and algorithmic automation in its advisory approach.

Kathy Armentrout is a financial advisor with Edward Jones in Harrisonburg, VA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as a board member and co-chairs the communications committee for Ride With Pride, a nonprofit organization in Staunton, VA. Edward Jones is a full-service wealth management firm serving over four million 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 operates under a fiduciary standard and is notable for its extensive advisor network and affiliated capabilities beyond traditional advisory services.

Thomas Linski Jr. is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1997. Outside of his advisory role, he is a board member of Shenvalee Lodge in New Market, VA. 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 strategies, supported by a broad network of financial advisors and branch offices nationwide.

Kaeley Moran is a financial advisor with Ameriprise in Harrisonburg, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked in various roles including at Ken Copeland Family Dentistry and Brantley Somma State Farm. Outside of finance, she operates a local retail resale shop. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities.

Nancy Runion is a financial advisor with Wells Fargo Clearing in Harrisonburg, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Wells Fargo Advisors since 2009 and with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Garland Davis II is a financial advisor with Raymond James Financial, holding a Series 66 credential and 20 years of industry experience. He has worked at Raymond James since 2017 and previously spent six years with Wells Fargo Advisors Financial Network. Outside of his advisory role, he is the owner of Willow Springs Farm in Virginia and serves as the Investment Committee Chair for the Virginia Elks Association. 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 consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.

Seth Showalter is a financial advisor with LPL Financial in Harrisonburg, VA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at InterChange, Inc. and Unbound, as well as work outside finance such as a notary for the State of Virginia and involvement in a home-based project called Thinking Out Loud. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through its extensive network of investment adviser representatives. The firm offers a broad range of advisory services, including financial planning and model portfolio management, supported by proprietary and third-party research.

Gregory Scott is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Wells Fargo Clearing Services since 2018 and has worked at Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Shrader is a financial advisor with LPL Financial based in Harrisonburg, VA. He holds a Series 66 designation and has 10 years of experience at LPL Financial, following seven years at Harrisonburg Automall. 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 advisory and brokerage services, including financial planning, retirement consulting, and model portfolio management.

Dreama Long is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has served at Cambridge Investment Research Advisors and affiliated entities since 2011. Outside of her advisory role, she owns and operates Long Insurance & Financial Services and is involved in tax preparation and practice management solutions for physicians and dentists. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing multiple portfolio management approaches and custody platforms tailored to client objectives.

David Secrist is a financial advisor at LPL Financial in Harrisonburg, VA, holding a Series 66 credential with 19 years of industry experience, all of which have been at LPL Financial. His outside activities include acting in a fiduciary capacity for family members. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning and advisory services supported by research and multiple investment programs.

Kassi Redifer is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise in 2025, Redifer worked at Ameriprise for six years and spent five years at Maple Lane Veterinary Clinic. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform.

Timothy Leach is a Series 66-licensed financial advisor at Edward Jones in Harrisonburg, VA, with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for 21 years at Rockingham County Public Schools — Spotswood High School. Outside of advisory work, he is a silent investor in an LLC formed with his brother to invest in a company called Cyclone Rentals. 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 affiliated mutual funds, operating under a fiduciary standard.

Christine Hornberger is a financial advisor at Wells Fargo Clearing with 11 years at the firm and four years of industry experience. She holds a Series 66 designation and works out of Harrisonburg, VA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and provides both brokerage and advisory solutions.