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.

Gregory Nicholas is a financial advisor at Cetera with four years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Avantax Advisory Services and Massanutten Financial Services Inc., where he also manages payroll and accounting functions for small businesses. In addition to his advisory role, he serves as assistant treasurer for Portering the Glory International, a church organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Joseph Nesselrodt is a financial advisor with Ameriprise in Rockingham, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at Cross Keys Vending and Blueridge Community College. He is currently involved with Cross Keys Vending, an entrepreneurial venture outside of his advisory work. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines investment research and algorithmic tools to provide tailored recommendations for clients approaching or in retirement.

Amy Helsley is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to her current role, she operated her own CPA firm, Amy B Helsley CPA LLC, and has experience as the owner of The Winery at Kindred Pointe. In addition to her advisory work, she has business oversight responsibilities related to her winery ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and associated financial services. The firm is notable for its extensive national network of advisors and branch offices, as well as integrated capabilities including a trust company and affiliated mutual funds.

Lucinda Brill 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 for Holtzman Propane Delivery LLC for 15 years. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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, holding a Series 66 designation and one year of industry experience. He has been with LPL Financial since 2016. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

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.

Joshua Kyger is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. He manages an agricultural business in Timberville, VA, in addition to his advisory work. Kyger also provides insurance consulting services to other Ameriprise advisors. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

James Hotchkiss is a financial advisor at Ameriprise Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including LPL Financial LLC and Raymond James Financial Services Advisors. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.