Tyler Conley is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 10 years of industry experience. He has been with LPL Financial since 2015 and is also involved with Public Partnerships LLC, which provides companion services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by its extensive network of investment adviser representatives.

James Mumaw is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he owns and operates a personal farm where he raises sheep, and he serves on the boards of the Rockingham County 4-H and the Virginia Sheep Industry Board. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create tailored income strategies, delivered through a centralized consulting team in partnership with its financial advisors.

Justin Hitt is a Series 66-licensed financial advisor with LPL Financial in Harrisonburg, VA, bringing two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Loomis Wealth Management and L.M. Kohn & Company, and spent nearly a decade with Rockingham County Public Schools. He also serves as a public notary in Harrisonburg. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, employing a variety of investment strategies and technologies to support its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Christopher Goehner is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise. He has worked with Ameriprise Financial Service, LLC since 1994 and held roles at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory practice, he is an assistant coach for boys varsity volleyball and soccer at Blue Ridge Christian School. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with personalized recommendations and offers a broad range of advisory, brokerage, and insurance solutions.

Gannon Irons is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a network of nearly 24,000 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kenneth Surber is a CFP® professional with 39 years of experience in financial advising, all with Edward Jones. He holds Series 63 and Series 65 licenses and is based in Harrisonburg, VA. Outside of his advisory role, he is involved as a member or managing member in two business rental property ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Dustin Dean is a CFP®-designated financial advisor with LPL Financial, based in Harrisonburg, VA, and has 17 years of industry experience. He previously worked at Private Advisor Group, LLC, and FSC Securities Corporation. Outside of his advisory role, he is involved as a racecar mechanic with Robert Noaker Racing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of services including financial planning, model portfolios, and third-party asset management, supported by technology tools and a broad platform that integrates advisory and non-advisory financial activities.

Lena Swiney is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022, following prior roles at Commonwealth Financial Network, Stern & Heatwole Financial Group, and Summit Financial Group. Outside of her advisory work, she assists with a woodwork business operated by her husband. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and delegates portfolio management to sub-advisers while maintaining oversight.

William Loomis IV is a financial advisor with LPL Financial in Harrisonburg, VA, holding the Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at L.M. Kohn & Company for 15 years and RBC Capital Markets for 8 years. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Amelia Catoe is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has prior work experience at Partners 1st Federal Credit Union and SunTrust Bank. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Orville Shrader Jr. is a financial advisor with LPL Financial in Harrisonburg, VA, holding Series 63 and 65 licenses and with 25 years of industry experience. He has been with LPL Financial since 2001 and is also the majority owner of O.D. Shrader, CPA, PC, a CPA firm specializing in tax preparation. He serves as a member of a bank advisory board, meeting quarterly. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Margot Allman Smith is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at Raymond James Financial Services since 2007 and has also held roles at Union Bank & Trust and Atlantic Union Bank. In addition to her advisory role, she is involved with Atlantic Union Financial Consultants, LLC/AUB Wealth Management. 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 utilizes analytical tools for risk profiling and outcome modeling, supporting its clients through a broad network of advisors and unique municipal and retirement plan advisory programs.

Boyd Burkholder is a financial advisor with Ameriprise in Harrisonburg, VA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he participates in a deer management cooperative in Bergton, Virginia, where he collects data to support wildlife health efforts. Ameriprise offers a retirement-income planning service for individuals near or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, annual reports through a centralized consulting team.

Jack Bauer is a financial advisor with Cetera in Harrisonburg, VA, holding a Series 66 designation. He has professional experience beginning in 2024 with roles at LD&B Insurance and Financial Services and Hantzmon Wiebel LLP prior to joining Cetera in 2026. Outside of finance, his work history includes various educational and service roles. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers diverse portfolio management and retirement services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of investment programs under discretionary and non-discretionary authorities.

Matthew Gray is a financial advisor with LPL Financial in Rockingham, VA, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2020, he worked briefly at Cetera Advisor Networks and Couric Financial. Outside of his advisory role, he has been involved in debate and speech coaching since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a broad integration of advisory and non-advisory financial services.

Adam Palmore is a CFP®-certified financial advisor with Raymond James Financial, based in Harrisonburg, VA, and has seven years of industry experience. He previously worked at Elite and has been involved with Raymond James since 2014. Outside of his financial advisory work, he is active as a musician, playing drums, writing, and recording songs. 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 institutions. The firm offers tailored non-discretionary planning and uses analytical tools to project potential outcomes, supporting clients through a broad advisory network and specialized programs.

Joshua Dean is a CFP® with 12 years of industry experience and is currently affiliated with Ameriprise in Harrisonburg, VA. He has worked with Ameriprise and its affiliated entities since 2017 and previously held roles at Stratos Wealth Partners, Ltd and LPL Financial. Dean is also a shareholder of PFK ENTERPRISES LLC, which operates under the team name Koogler Financial Group within Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and asset allocation recommendations. The firm’s approach includes proprietary research and third-party data, operating within a defined investment universe influenced by affiliated product relationships.

Emily Corinne Hiter is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Hiter serves on the Board of Directors for Streak for a Cure, a nonprofit organization. Ameriprise Financial Services is a large institutional advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Christine Doughty is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked at Cambridge Investment Research Advisors and related entities since 2013 and has also been associated with The Commonwealth Group since 2007. In addition to her advisory role, she is an independent insurance agent specializing in life, accident, health, disability, and Medicare-related products and operates a vintage items resale business through pop-up shops and online platforms. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Brian Rhodes is a financial advisor at Cetera with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera, Brian worked at Concourse Financial Group Securities Inc and Everence Financial Advisors. He also provides insurance, investment, financial planning, and charitable planning services through Everence Trust Company. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.