Adam Powell is a financial advisor with OSAIC in Weyers Cave, VA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked with Securities America Advisors and SECURITIES AMERICA, inc. for eight years. Outside of his advisory role, he serves as Treasurer and a Finance Committee member for Staunton Alliance Church. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to manage a range of investment vehicles on both discretionary and non-discretionary bases.

Joshua Kyger is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. He manages an agricultural business in Timberville, VA, in addition to his advisory work. Kyger also provides insurance consulting services to other Ameriprise advisors. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Dale Schrock is a financial advisor with LPL Financial in Rockingham, VA, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he owns Schrock Tax Care, a tax preparation and accounting service, and serves as a notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Carolyn Jones is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2019, following roles at Wells Fargo Bank, NA, Patrick Veterinary Clinic, and Gamestop. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Malachi Bontrager is a financial advisor at Cetera with six years of industry experience. He holds the Series 66 designation and has worked with firms including Concourse Financial Group Securities Inc and LD&B Financial Group. Outside of advisory roles, he is involved in the sale of fixed insurance products through LD&B Insurance Agency. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with various program structures and custodial relationships.

Katherine Moran is a financial advisor with Raymond James Financial in Harrisonburg, VA, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been affiliated with Raymond James since 1999 and leads the Kathy Moran Wealth Group since 2017. Moran also owns Kathy Moran Financial Planning and Investments, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Tyler Deputy is a CFP® professional with 17 years of industry experience, currently advising at Ameriprise in Rockingham, VA. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, with a centralized team generating algorithm-assisted recommendations reviewed by financial advisors.

Syed Ali is a financial advisor at Merrill with four years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at multiple financial institutions, including Bank of America and Wells Fargo. Outside of his advisory role, he owns and oversees a 7-11 franchise and manages several private business entities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a varied client base including individuals and institutions.

Adam Savanick is a financial advisor at Cetera with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, he worked for Concourse Financial Group Securities Inc. for 13 years. Outside of his advisory role, he serves as a trustee for an employee stock ownership plan and sits on the boards of a nonprofit youth organization and a local collaborative, where he holds treasurer responsibilities. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across diverse program structures.

Kenya Balser is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has previously worked in event planning as a wedding coordinator. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Sonia Shifflett is a financial advisor with Edward Jones in Harrisonburg, VA, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Suntrust (now Truist Bank) and ownership of Rocky Mountain Chimney Sweeps, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, supported by a large nationwide network of financial advisors and branch offices.

Joshua Lowe is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2015 and has 10 years of industry experience. He is based in Harrisonburg, VA. Outside of his advisory role, he co-owns and manages residential properties through separate business entities. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Ross Shull is a financial advisor with LPL Financial in Harrisonburg, VA, holding a Series 66 designation and 15 years of industry experience. He has worked with DuPont Community Credit Union and LPL Financial since 2014. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Kelsey Sigala is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked at Capital Group from 2012 to 2018 and was involved with Mary Kay from 2009 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a notable nationwide network of advisors and branch offices.

David Rao is a financial advisor with Raymond James Financial in Harrisonburg, VA, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has worked with Raymond James Financial and its affiliates since 2001. Outside of his advisory role, Rao manages a farming partnership focused on raising beef cattle and turkeys, and he serves as president of Dam 16 Inc., a company involved in hunting, fishing, recreation properties, and timber sales. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports advisory programs and institutional portfolio management through a large advisor network.

Marcy Holbert is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has one year of industry experience and has previously worked with Gravity Group and Matchbox Realty LLC. Outside of her advisory role, she is employed by Gravity Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio management, third-party asset management, and brokerage and insurance products via an integrated platform.

Tyler Conley is a financial advisor with LPL Financial in Harrisonburg, VA, holding a Series 66 license and 10 years of industry experience. He has been with LPL Financial since 2015 and is also involved with Public Partnerships LLC, where he provides companion services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

James Tate is a financial advisor at Edward Jones in Verona, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for WorldStrides for ten years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

Justin Hitt is a financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Loomis Wealth Management and L.M. Kohn & Company. He also spent nine years with Rockingham County Public Schools. Hitt is a licensed notary public in Harrisonburg, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.