Caleb Snider is a Series 66 credentialed financial advisor with LPL Financial, based in Waynesboro, VA, and has two years of industry experience. His prior roles include positions at First Bank & Trust Company and Strategent Financial. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational tools.

Benjamin Irick is a CFP® professional with 19 years of experience in the financial services industry. He has been with LPL Financial since 2008. 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 through a large network of advisers, including financial planning, third-party asset management, and institutional platforms.

Katherine Crow is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she owns and operates a farming business, Aleta Springs Farms, raising cattle and sheep for meat and wool, and serves on the boards of the Mid Atlantic German Shorthaired Pointer Rescue and the Augusta County Historical Society. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sam Shaw is a financial advisor with Edward Jones in Waynesboro, VA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Farmers and Merchants Bank/Infinex Investments, Shaw Financial Protection LLC, and National Agents Alliance. Shaw has additional business activities associated with Mutual of Omaha and Foresters Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Dalton Campbell is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at multiple financial services firms, including OneAmerica Securities and American United Life. Campbell is also involved in entrepreneurial ventures outside traditional advisory roles, including ownership of Campbell Financial LLC and participation in small business service referrals. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account management.

Jonah Cowherd is an advisor at LPL Financial with Series 63 and Series 65 licenses. He has held roles at AutoZone Inc., Blue Ridge Community College, Hunt & Associate, LLC, and Ridgeview Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and operational tools.

Edward Dawkins is a financial advisor with Edward Jones in Staunton, VA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a small farm called Star Hill Farm and serves as secretary on the board of The Humane Society of Sedona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of financial advisors and branches. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, along with affiliated mutual funds and trust services.

Andrew Kester is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ameriprise Financial Services and Edward Jones. Outside of his advisory role, he is a commissioned notary in Virginia and an insurance agent affiliated with Advisors Excel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives using a range of strategic and tactical investment approaches.

Aaron Schlappi is a financial advisor with Edward Jones in Waynesboro, VA. He holds the Series 66 designation and has nine years of industry experience, all with Edward Jones since 2014. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Koogler is a financial advisor with Ameriprise in Staunton, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its predecessor firms since 2005. Outside of her advisory role, she serves on the Parish Finance Council for St Francis Roman Catholic Church. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement advice within a large institutional framework.

Mervat Tadrous is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Atlantic Union Bank and Union Bank and Trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and it maintains a notable municipal advisor affiliation and specialized advisory programs.

Sarah Coiner is a financial advisor at Edward Jones in Staunton, VA, holding a Series 66 credential with over one year of industry experience. Prior to joining Edward Jones, she worked in education and healthcare, including a role at Frederick County Public Schools and CarePro Home Healthcare. She serves as vice president of the Ware Elementary PTA and is a board member and book sale chair for Friends of the Staunton Library. Edward Jones is a full-service wealth management firm serving 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 manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 financial advisors.

Joshua Elmore is a CFP®-certified financial advisor with 12 years of experience, currently affiliated with LPL Financial in Waynesboro, VA. He has been with LPL Financial since 2014 and operates a financial management business under a DBA associated with his LPL practice. 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 financial planning and investment management services, including model portfolios and third-party asset management, supported by advisor-facing technology tools.

Thomas Soyars is a financial advisor with Edward Jones in Waynesboro, VA, holding Series 63 and Series 66 designations and having 19 years of industry experience. He has been with Edward Jones since 2006. 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 discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts, operating under a fiduciary standard.

Laura Leigh Scott is a financial advisor at Edward Jones in Crozet, VA, with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020, with prior experience at Anchor Financial and First Command. Outside of advising, she coaches swim teams for the Charlottesville YMCA Aquatic Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.