Dreama Long is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has served at Cambridge Investment Research Advisors and affiliated entities since 2011. Outside of her advisory role, she owns and operates Long Insurance & Financial Services and is involved in tax preparation and practice management solutions for physicians and dentists. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing multiple portfolio management approaches and custody platforms tailored to client objectives.

David Secrist is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2007. His other business activities include acting in a fiduciary capacity for family members. 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 portfolio programs, third-party asset management, and institutional platforms.

Kassi Redifer is a financial advisor at LPL Enterprise with a Series 66 credential and three years of industry experience. Prior to joining LPL Enterprise in 2025, Redifer worked at Ameriprise for six years and also held a position at Maple Lane Veterinary Clinic for five years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, high-net-worth clients, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Timothy Leach is a Series 66-licensed financial advisor at Edward Jones in Harrisonburg, VA, with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for 21 years at Rockingham County Public Schools — Spotswood High School. Outside of advisory work, he is a silent investor in an LLC formed with his brother to invest in a company called Cyclone Rentals. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christine Hornberger is a financial advisor at Wells Fargo Clearing with 11 years at the firm and four years of industry experience. She holds a Series 66 designation and works out of Harrisonburg, VA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and provides both brokerage and advisory solutions.

Adam Powell is a financial advisor at Osaic with 28 years of industry experience. He holds the Series 63 and Series 65 credentials and has held positions at firms including Securities America Advisors and Banc of America Investment Services. Outside of his advisory role, he serves as treasurer and finance committee member for Staunton Alliance Church. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm-provided tools and third-party solutions to construct and manage portfolios across various asset classes.

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.

James Hotchkiss is a financial advisor at Ameriprise Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including LPL Financial LLC and Raymond James Financial Services Advisors. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Dale Schrock is a financial advisor with LPL Financial in Rockingham, VA, holding a Series 66 credential and 27 years of industry experience. He has been with LPL Financial since 2007, following an eight-year tenure at Ameriprise. Outside of his advisory role, Schrock serves as a notary public and owns Schrock Tax Care, a tax preparation and accounting business. 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, with a large network of advisors managing over $819 billion in discretionary assets.

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.