Morgan Eye is a CFP® and holds a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and is also involved with Old Dominion Realty and 80 South Main LLC, which operates Jack Browns Beer and Burger Joint. Morgan serves on the finance committee of Stone Haven in Harrisonburg, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

John Priester is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. His prior roles include five years at Edward Jones. Outside of advising, he is actively involved as a musician with several orchestras, including the Pittsburgh Opera and the Roanoke Symphony Orchestra, and he also coaches sports in his community. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a nationwide network. The firm offers a wide range of advisory programs and financial planning services, utilizing research and model portfolios from both internal and third-party sources.

Debra Wachter is a CFP® with 14 years of industry experience, currently affiliated with Cetera. She has previously worked with Concourse Financial Group Securities Inc, Park View Federal Credit Union, First Financial Services, MSI Financial Services, and Everence Trust Company. Outside of her advisory role, she serves as a power of attorney for her parents. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a variety of portfolio management and financial planning services. The firm supports its advisors with access to affiliated and third-party managers and manages over $256 billion in assets across more than 10,000 advisors.

Randall Nutter is a Series 66-licensed financial advisor with 26 years of industry experience, currently affiliated with LPL Financial since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2015 to 2023. Outside of his advisory role, he is employed by Sherwin Williams in a non-investment-related position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Lindsay Stroupe is a Series 66-registered financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the country.

Glen Kauffman is a financial advisor at Cetera with 30 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Prior to joining Cetera, he worked at Concourse Financial Group Securities Inc and Everence Trust Company. Kauffman also provides financial planning and charitable planning services through Everence Trust Company, a federally chartered savings bank. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and planning services through a multi-manager platform that accommodates both discretionary and non-discretionary strategies.

Gregory Owen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016, following a one-year tenure at Concorde Asset Management. Outside of advising, he is the owner of a book royalties business and is active as an author, educator, podcaster, and speaker. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm employs a range of investment strategies and platform arrangements, including proprietary models and third-party manager referrals, with options for both discretionary and non-discretionary management.

Sarah Sunde is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 credential and has been with Thrivent and its related entities since 2022. Prior to her advisory career, she spent sixteen years at James Madison University and took time as a stay-at-home mom. Outside of her advisory role, she serves on the boards of the Harrisonburg Education Foundation and the Shenandoah Valley Children's Choir, and is the treasurer of Muhlenberg Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Steven Brunk is a financial advisor with Cetera, holding the ChFC® designation and bringing 29 years of industry experience. He has been with Cetera since 2025, following a long tenure at Concourse Financial Group Securities Inc. Brunk also manages his own financial planning and insurance businesses under the LD&B Financial Group and LD&B Insurance Agency brands. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party investment strategies.

Kelly Burkholder is a financial advisor with Ameriprise in Harrisonburg, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. Burkholder has been with Ameriprise since 2013. Outside of financial advising, Burkholder operates Solutions to Empower, LLC, a business engaged in non-investment-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research, third-party data, and algorithmic tools within a defined investment universe influenced by its affiliated product ecosystem.

Judith Leeth is a Series 66-credentialed financial advisor with eight years of industry experience. She currently works at LPL Enterprise and previously worked at Ameriprise Financial Services and Ameriprise. Outside of her advisory role, she is an author and a musician in the band Tim & Mandy Music, Revival. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products.