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 19 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Cetera, he worked for Concourse Financial Group Securities Inc. for 13 years and has been involved with LD&B Insurance and Financial Services since 2011. Outside of his advisory work, Savanick serves as a trustee for an employee stock ownership plan and is a board member and treasurer for a local nonprofit organization focused on youth development. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across various program structures.

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 based in Harrisonburg, VA, holding a Series 66 designation and 16 years of industry experience. He has worked at Edward Jones from 2010 to 2014 and has been with LPL Financial and DuPont Community Credit Union since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced operational and research tools.

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 holding a Series 66 credential and one year of industry experience. She has previous work history with Gravity Group and Matchbox Realty LLC. Holbert also has experience in homemaking spanning a decade. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

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.