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.

Drake Richardson is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has prior work experience that includes roles in healthcare and education. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm provides tailored, non-discretionary planning and uses various analytical tools to support client goals.

Randy Cassidy is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Outside of his advisory role, he is a co-owner of a timeshare unit in Virginia Beach, VA. 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 discretionary and non-discretionary investment strategies, complemented by affiliated mutual funds and tax-efficient services.

Chad Craven is a Series 66-licensed financial advisor with Edward Jones, based in Bedford, VA. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies through a nationwide network of more than 23,700 advisors.

Rebecca Klahn is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She previously worked at Robert W. Baird & Co. for 11 years before joining Wells Fargo in 2020. Klahn holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives, demographics, and risk tolerances.

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.

Frederick Scruggs Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Mass Mutual Investors Services since 1985 and has been associated with MassMutual Life Insurance Company since 1977. Outside of his advisory role, he is an author of a book titled The Abundance Mentality Program and is involved in business coaching and consulting focused on retention, value enhancement, and customer relations. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative annual engagements and firm-approved analytical tools to recommend investment strategies without discretionary authority.

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.

Tambi James is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Julie David is a financial advisor with Raymond James Financial in Forest, Virginia, holding Series 63 and Series 65 licenses with seven years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Bank. David also serves as a client associate at Resolute Private Wealth. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored non-discretionary planning and consulting using various analytical tools and supports municipal finance work through a unique municipal advisor affiliation.

Sarah Scruggs Reddell is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services since 2015. In addition to her advisory work, she owns a retail sales business called Sarah's Art and serves as a benefits manager for a group health insurance company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved software and also provides specialized planning programs such as divorce and estate-settlement planning.

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, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Colorado Financial Service Corporation, James River Advisory, Triad Advisors, Wells Fargo Clearing, and RBC Capital Markets. He is president and owner of The Bourne Group, Inc., a business entity involved in financial consulting and investment-related activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and advisory platforms.

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.

Landen Mays is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked at First National Bank and has backgrounds in education and customer service. 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 and model portfolio programs, and supports advisors with various investment strategies and technology tools.

Jonathan Schubert is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior firms include Bank of America, Merrill, and Edward Jones. Outside of advising, he is involved in business ownership roles, including serving as president of a support company and as a partner in a company that holds office real estate. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, ranging from individuals and high-net-worth clients to institutional organizations. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through its advisory programs or other providers.

John Nixon is a financial advisor with LPL Financial, holding a Series 66 license and 11 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a total of 12 years before joining LPL Financial. Outside of his advisory role, Nixon writes a blog for Eastern Expeditions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and technology tools.

Don Satterfield II is a financial advisor at Edward Jones in Rustburg, VA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones for 19 years, starting in 2007. Outside of his advisory role, he is a partner in a landscaping business based in Danville, VA. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.