Andrew Huggins is a financial advisor with Ameriprise in Harrisonburg, VA, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he serves on the boards of the Pasaquan Preservation Society and the Boys & Girls Club Advisory Board and is involved with The Community Foundation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, delivering non-discretionary, research-backed recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Carole Burke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a poll worker for the Rockingham County Electoral Board in Harrisonburg, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Katherine Bray is a CFP® and Series 66-registered financial advisor with Edward Jones in Harrisonburg, VA, bringing five years of industry experience. Prior to joining Edward Jones in 2024, she worked at F&M Financial Services and Wharton Aldhizer & Weaver, PLC. She also has experience running a bakery and deli business for six years before entering the financial industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of investment strategies and advisory services, managing approximately $1.01 trillion in assets.

Nicole Tayman is a Series 66-licensed financial advisor with Ameriprise in Fort Defiance, VA, bringing 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Tayman is also co-owner of 11thour, an advisory business based in Harrisonburg, VA. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jason May is a financial advisor with Edward Jones in Harrisonburg, VA, holding a Series 66 designation and 22 years of industry experience. He previously worked at United Brokerage Services, Inc. for nine years and Mass Mutual Investors Services for two years. Outside of his advisory role, May serves as Deputy Town Manager for the Town of Mt. Crawford and is a member of its Planning Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Wyona Miller is a financial advisor with Ameriprise in Harrisonburg, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Miller serves on the Board of Directors and acts as Treasurer for St James United Methodist Church. 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 deliver tailored, non-discretionary recommendations through a centralized consulting team.

Lisa Hasler is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has 7 years of industry experience and has been with Raymond James Financial Services, Inc. since 2015. Outside of her advisory role, she teaches at the Harrisonburg Parks and Recreation Department and Valley Fitness. 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, and institutions. The firm offers tailored, non-discretionary planning and consulting services using risk profiling and analytical tools to support client goals.

John Bell is a financial advisor with Wells Fargo Clearing in Harrisonburg, VA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at SunTrust Advisory Services for six years before joining Wells Fargo in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Randguem Baker III is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 65 and Series 66 credentials. Baker has been involved with multiple entities including REB Investments LLC, a holding company he owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individuals to institutional clients, providing financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Robert Frakes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley and its affiliates from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with an investment menu that notably includes insurance-related vehicles and bank deposit sweep options.

Adam Hatter is a financial advisor with Cetera holding a Series 66 designation and has been in the industry since 2026. His prior work includes roles at DuPont Community Credit Union, Dick's Sporting Goods, and several educational institutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

David Larson is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with LPL Financial since 2012. Prior to that, he worked for nine years at Signator Investors, Inc. Larson is based in Harrisonburg, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of representatives using a variety of investment strategies and institutional platforms.

Tyler Brass is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked across several firms including Equitable Advisors and Cadaret, Grant & Co., Inc. He is also affiliated with the Kathy Moran Wealth Group, a financial planning practice associated with Raymond James Financial Services Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while maintaining a unique affiliation with a municipal advisor and providing specialized consulting programs.

Jennifer Duncan is a financial advisor at Ameriprise with 22 years of industry experience. She has been with Ameriprise since 2005 and holds a Series 66 designation. Outside of her advisory role, Duncan is involved in family and lifestyle photography through her business, Jennifer L Duncan Photography. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies. Their approach includes a centralized service team that collaborates with advisors to deliver personalized recommendation reports based on proprietary research and third-party data.

Laura Vanorden is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having seven years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held positions at Morgan Stanley and Grand Home Furnishings. Outside of finance, she is involved in horseback riding instruction, online art sales, horse training and care, and participates as an actor in a local Halloween scare attraction. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

John Priester is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. He previously worked at Edward Jones for five years. Outside of his financial advising career, he is involved in music and sports officiating, including long-term roles as a musician with the Pittsburgh Opera and the Roanoke Symphony Orchestra and as a sports coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of investment and financial planning solutions.

Thomas Sipe is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and with 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for a family friends trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs a large network of advisors and integrates research from Wells Fargo Investment Institute alongside third-party data, offering both brokerage and advisory solutions.

Debra Wachter is a CFP® with 14 years of industry experience, currently affiliated with Cetera. She has previously worked with Concourse Financial Group Securities Inc, Park View Federal Credit Union, First Financial Services, MSI Financial Services, and Everence Trust Company. Outside of her advisory role, she serves as a power of attorney for her parents. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a variety of portfolio management and financial planning services. The firm supports its advisors with access to affiliated and third-party managers and manages over $256 billion in assets across more than 10,000 advisors.

Noah Yoder is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience at Mercy House Inc. and The Thomas House. Outside of finance, he has worked with The Friendly Fermenter and River City Brewing Company. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Marshall Kiser is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a finance committee member at Memorial Baptist Church in Staunton, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.