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.

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.

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® professional with 17 years of industry experience, currently advising through LPL Financial in Harrisonburg, VA. His career includes prior work at Private Advisor Group, LLC, and multiple roles within LPL Financial since 2015. Outside of his advisory work, he is employed as a racecar mechanic at Robert Noaker Racing. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios, offering both discretionary and non-discretionary management options.

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.

William Loomis IV is a financial advisor with LPL Financial in Harrisonburg, VA, holding a Series 66 designation and having 25 years of industry experience. He previously worked for L.M. Kohn & Company for 15 years before joining LPL Financial in 2025. Loomis is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, retirement consulting, and brokerage services supported by in-house and third-party research and technology.

Amelia Catoe is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has prior work experience at Partners 1st Federal Credit Union and SunTrust Bank. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Orville Shrader Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with LPL Financial since 2001 and is also the majority owner of O.D. Shrader, CPA, PC, a tax preparation and accounting firm. Outside of his advisory work, he serves on a bank advisory board that meets quarterly. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Margot Allman Smith is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at Raymond James Financial Services since 2007 and has also held roles at Union Bank & Trust and Atlantic Union Bank. In addition to her advisory role, she is involved with Atlantic Union Financial Consultants, LLC/AUB Wealth Management. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling, supporting its clients through a broad network of advisors and unique municipal and retirement plan advisory programs.

Boyd Burkholder is a financial advisor with Ameriprise in Harrisonburg, VA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he participates in a deer management cooperative in Bergton, Virginia, where he collects data to support wildlife health efforts. Ameriprise offers a retirement-income planning service for individuals near or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, annual reports through a centralized consulting team.

Jack Bauer is a financial advisor with Cetera in Harrisonburg, VA, holding a Series 66 designation. He has professional experience beginning in 2024 with roles at LD&B Insurance and Financial Services and Hantzmon Wiebel LLP prior to joining Cetera in 2026. Outside of finance, his work history includes various educational and service roles. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers diverse portfolio management and retirement services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of investment programs under discretionary and non-discretionary authorities.

Matthew Gray is a financial advisor with LPL Financial in Rockingham, VA, holding a Series 66 credential and six years of industry experience. Prior to joining LPL Financial in 2020, he was affiliated with Cetera Advisor Networks and Couric Financial. Outside of his advisory role, he has been involved in debate and speech coaching since 2018. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management and employs diverse strategies supported by in-house and third-party research.

Adam Palmore is a CFP®-certified financial advisor with Raymond James Financial, based in Harrisonburg, VA, and has seven years of industry experience. He previously worked at Elite and has been involved with Raymond James since 2014. Outside of his financial advisory work, he is active as a musician, playing drums, writing, and recording songs. 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, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and uses analytical tools to project potential outcomes, supporting clients through a broad advisory network and specialized programs.