David Cooper is a financial advisor with Cambridge Investment Research Advisors in Lynchburg, VA, holding Series 66 and Series 65 licenses and having 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and has prior experience with Cambridge Investment Research, Inc. Outside of his advisory role, Cooper serves as treasurer and elder at Providence Church, where he is involved in occasional preaching and weekly administrative work, and he is also treasurer for the Garland Hill Neighborhood Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing a range of portfolio management options and utilizing both proprietary models and third-party strategies tailored to client objectives.

Stacy Steuart is a financial advisor with Edward Jones in Lynchburg, VA, holding a Series 66 credential and 12 years of industry experience. She has worked at Edward Jones since 2020 and was previously self-employed and worked at ExamOne. Outside of advisory services, she operates a travel planning business called Wander with Stacy, LLC. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds supported by a large nationwide network of advisors and branches.

Jonathan Letchworth is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, he worked at Liberty University and has held positions at Moughons ACE Hardware and Mathews Yacht Club. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Karen Givens is a financial advisor at Raymond James & Associates with 12 years of industry experience. She held a position at Davenport & Company LLC for eight years before joining Raymond James in 2022. She holds the Series 66 designation. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Randall Calloway II is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Equity Services Inc and National Life Group. Outside of his advisory role, he serves on the boards of The Up Foundation and Lynchburg Business Development Centre, where he is involved in financial literacy education and fundraising. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Cristina Cochran is a financial advisor at Equitable Advisors with five years of industry experience. She holds a Series 66 designation and has worked previously at Truist Bank, Edward Jones, and Wells Fargo Clearing Services. Outside of her advisory role, she serves as an adjunct online instructor at Liberty University, teaching public speaking, and is a member of the board of directors for the nonprofit Freedom 424. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs through both proprietary and third-party managers.

Elizabeth Wiley is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Platt is a financial advisor at LPL Financial with 30 years of industry experience and holds Series 63 and Series 65 credentials. He has worked at LPL Financial since 2022 and has prior experience with Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He also maintains his own business entity, Bob Platt, Inc., which operates independently of his advisory work. 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 financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by proprietary research and advanced technology tools.

William Poats is a CFP® with ten years of experience in financial advisory roles. He is currently with Raymond James & Associates and previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Poats serves as Treasurer and a board member of Miriam’s House, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a variety of portfolio management styles.

John Waterworth is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, Scott & Stringfellow, and UBS Financial Services. He serves as a board member of the Greater Lynchburg Community Foundation and is a non-operating member of Fleming Mountain Grill, LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services with a variety of portfolio management styles and municipal advisory capabilities.

Holly Brown is a financial advisor with Ameriprise in Lynchburg, VA. She holds the Series 66 designation and has been in the industry since 2024. Prior to her current role, her work experience includes positions at Equitable Advisors, Blue Ridge Medical Center, Liberty University, and the YMCA of Central Virginia. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Donald Wooldridge Jr. is a Series 66-licensed financial advisor with Edward Jones in Lynchburg, VA, where he has worked since 2014. He has 11 years of industry experience and has also been involved with Amway since 2003. Outside of his advisory role, he serves as an usher for Rhino Sports and Entertainment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Samuel Petersen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining the firm, he worked in various roles including positions at DoorDash and in education. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, catering to a wide range of client needs.

John Stone is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds the Series 63 and Series 65 licenses. Outside of his advisory role, Stone is Chair of both the Greater Lynchburg Community Foundation and the Economic Development Authority of the City of Lynchburg. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with a focus on proprietary investment analysis and allocation methodologies.

Maxx Mitchell is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previous work experience in various roles including positions at Liberty University and Indian Rocks Christian School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Christopher Tibbs is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Freddie Barbour is a financial advisor with LPL Financial in Lynchburg, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His previous roles include positions at Royal Alliance Associates, Signator Investors, and Investors Capital Corp. Outside of financial advising, he is involved in the marketing and sale of MLK holiday legislation prints. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

William Bourne is a financial advisor with Cambridge Investment Research Advisors in Lynchburg, VA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His career includes roles at Colorado Financial Service Corporation, James River Advisory, Inc., and Triad Advisors, Inc. He is also president and owner of The Bourne Group, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and provides both proprietary and third-party investment strategies tailored to client objectives.

Amelia Marin is a Series 66-credentialed advisor at Cambridge Investment Research Advisors with two years of industry experience. She has held roles at Cambridge Investment Research, Vision Financial Group, and Ameriprise Financial. Outside of her financial advisory work, she owns and operates a food-related business called Amelia The Foodie. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers both proprietary and third-party investment strategies with a range of custody and platform options tailored to client objectives.

Robert Loflin Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at The Main Street Group, Signator Investors, Inc., and Equitable Advisors. Outside of his advisory work, he operates Robert M Loflin Jr LLC, a separate business entity used for tax and investment purposes. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of more than 22,800 advisors.