Philip Showalter is a financial advisor with Principal Financial Services in Lynchburg, VA, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with Principal Securities since 2003 and is part owner and officer at Campbell Insurance, where he manages the employee benefits division. Showalter also serves as an ESOP trustee for Wd Campbell & Son and is president of two LLCs involved in rental property ownership. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities, offering direct advisory programs, financial planning, and access to third-party money manager solutions.

Robert Penn is a financial advisor at Guardian Life with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Principal Financial Services, Equitable Advisors, and Penn Mutual Life Insurance Company. He is also president and sole owner of Harvest Wealth Advisors, where he provides fee-based financial planning and educational workshops without charge. Gardner Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships using in-house and third-party model portfolios, alongside tailored solutions including digital advisory options.

Ian Morse is a financial advisor at Truist Advisory Services with Series 66 registration and experience in related roles since 2019. Prior to joining Truist Advisory Services in 2026, he worked at Truist Investment Services and Truist, as well as at StarTek. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Dennis Bradshaw is a financial advisor at Davenport & Company LLC in Lynchburg, VA, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has been with Davenport & Company since 2002. Davenport & Company serves individual and institutional clients including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, investment banking, and advisory services, with a focus on portfolio manager teams and a research-driven investment approach.

Alexander Gibson is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the Series 66 designation and previously worked at T3 Trading Group, LLC. Outside of finance, he owns and operates ALEX GIBSON ART LLC, where he sells his artwork and prints both in person and online. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to manage client portfolios and investment programs.

Jason Alford is a Series 66-licensed financial advisor with 16 years of industry experience, currently with Davenport & Company LLC since 2016. Before joining Davenport, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2016. Outside of his advisory work, Alford owns Count Your Blessings Farm, a beef cattle farm, and serves as a board member for Harmony Day Support. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, public finance, and investment advisory services. The firm manages a range of strategies through dedicated portfolio teams and offers both fee-based and commission-based accounts alongside its oversight of multiple mutual funds.

David Heppner is a financial advisor with Davenport & Company LLC in Lynchburg, VA, holding Series 63 and Series 65 designations and 41 years of industry experience. He has been with Davenport & Company LLC since 1995. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm provides separately managed accounts, financial planning, and manages multiple mutual funds and fixed-income strategies through a team-based investment approach.

Carrie Williams is a financial advisor with D.A. Davidson & Co. in Lynchburg, VA, holding a Series 66 designation and four years of industry experience. She previously worked at Truist Investment Services, Inc. for five years and BB&T for eight years. Outside of her advisory work, she provides notary public services as a sole proprietor. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm adheres to fiduciary standards and provides a range of services such as retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients.

William Herbert is a CFP® with 26 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has served at First Bank & Trust Company and Infinex Investments, Inc. for 18 years each and previously worked with Uvest Financial Services Group, Inc. for five years. Herbert also holds a vice president role at First Bank & Trust Company, where he performs residential and commercial lending duties. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of adviser representatives. The firm offers customized advisory services and financial planning while operating a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary management.

Abram Halterman is a financial advisor at Davenport & Company LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Davenport since 2021, following a 12-year tenure at Edward Jones. Outside of his advisory role, he is an owner and member of Meridian Farms LLC, a cattle farm in Grottoes, Virginia. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, public finance, and investment banking. The firm’s investment advisory division provides separately managed accounts, model delivery, and financial planning, supported by dedicated portfolio teams and a Manager Research group.

Don Carter Jr. is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at D.A. Davidson & Co. and has previously held roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of services from retirement plan advisory to comprehensive financial planning and a private wealth program for clients with net worth exceeding $20 million.

Chelsea Vogt is a financial advisor with D.A. Davidson & Co. in Lynchburg, VA, holding a Series 66 designation and eight years of industry experience. She has previously worked at Truist Advisory Services and BB&T Securities. Outside of her advisory role, she is a Pilates instructor and a notary public for existing D.A. Davidson clients. D.A. Davidson & Co. provides investment advisory and brokerage services to a variety of clients, including retirement plans, individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients.

Steven Miller is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 designations. He has 29 years of industry experience, including prior roles at Claraphi Advisory Network, James River Advisors, Triad Advisors, Inc., and his own firm, Miller & Associates, P.C. In addition to investment advisory services, Mr. Miller provides tax advice and tax preparation services separately from his work at Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement a range of investment strategies.

Jesse Ford is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Davenport since 2023. His prior experience includes roles at CRC Financial, Newbridge Securities Corporation, and Markel. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory platform includes separately managed accounts, model portfolios, and mutual funds, with a structured investment process involving portfolio manager teams and an Investment Policy Committee.

Christian De Paul is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Ameriprise for 23 years and Cadaret, Grant & Co., Inc. for 5 years. He is also a non-variable insurance producer. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Branden Brooks is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over three decades of experience in wealth management, serving multiple generations of client families. Prior to joining Merrill Lynch in 2007, Branden spent fifteen years with A.G. Edwards. He focuses on a holistic approach to financial planning, working with individuals and affluent families—including those with special needs children—to help set realistic goals and keep clients informed about their progress. Branden holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Advisor in Philanthropy (CAP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor’s degree in Political Science from California State University, Fullerton, and an MBA in Personal Financial Planning from Indiana Wesleyan University. Outside of his professional work, Branden resides in Lynchburg with his wife Joslyn and their six children. His personal interests include golfing, hiking, racquetball, skiing, table tennis, and tennis.

Jeffrey Myers is a financial advisor with LPL Financial in Lynchburg, VA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Cadaret, Grant & Co., Ameriprise, Edward Jones, and Banc of America Investment Services. Outside of his advisory work, he is involved with The Pinnacle Group as an advisor agent for non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Timothy Talley is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience, all spent at Edward Jones since 2014. He is based in Lynchburg, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through an extensive network of more than 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Thomas Detrick is a financial advisor with Edward Jones in Appomattox, VA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he spent 23 years with Appomattox River Company. 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 under management through a nationwide network of over 23,000 advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Michael Sharrett is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, and Merrill Lynch. Outside of advisory work, he is the owner of Hole Punchers, LLC, a business unrelated to his investment activities. 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 portfolio programs, and access to third-party asset managers, supported by technology tools and a diverse platform integrating advisory and non-advisory financial services.