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® professional with 12 years of experience at LPL Financial in Waynesboro, VA. He has worked exclusively with LPL Financial since 2014. His other business activities include operating Financial Management, Inc., a DBA related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.