William Loomis IV is a financial advisor with LPL Financial in Harrisonburg, VA, holding the Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at L.M. Kohn & Company for 15 years and RBC Capital Markets for 8 years. He is also a commissioned notary. 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 with access to model portfolios, third-party asset management, and institutional platforms.

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 in Harrisonburg, VA, holding Series 63 and 65 licenses and with 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 CPA firm specializing in tax preparation. He serves as a member of a bank advisory board, meeting quarterly. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Alexander Stephens is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His prior work includes roles at Sieveking Plastic Surgery, The Estee Lauder Companies, Capital One, Critical Path Technology LLC, NextSource LLC, and as a self-employed consultant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds.

Robert Wheatley is a financial advisor at Edward Jones in Bridgewater, VA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1999. Outside of his advisory role, he is the vice president and co-owner of a women’s only health club, Women’s Fitness Center, Inc., in Harrisonburg, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Matthew Gray is a financial advisor with LPL Financial in Rockingham, VA, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2020, he worked briefly at Cetera Advisor Networks and Couric Financial. Outside of his advisory role, he has been involved in debate and speech coaching since 2018. 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 portfolios, third-party asset management, and institutional platforms, with a broad integration of advisory and non-advisory financial services.

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.

Joshua Dean is a CFP® with 12 years of industry experience and is currently affiliated with Ameriprise in Harrisonburg, VA. He has worked with Ameriprise and its affiliated entities since 2017 and previously held roles at Stratos Wealth Partners, Ltd and LPL Financial. Dean is also a shareholder of PFK ENTERPRISES LLC, which operates under the team name Koogler Financial Group within Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and asset allocation recommendations. The firm’s approach includes proprietary research and third-party data, operating within a defined investment universe influenced by affiliated product relationships.

Emily Corinne Hiter is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Hiter serves on the Board of Directors for Streak for a Cure, a nonprofit organization. Ameriprise Financial Services is a large institutional advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Christine Doughty is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked at Cambridge Investment Research Advisors and related entities since 2013 and has also been associated with The Commonwealth Group since 2007. In addition to her advisory role, she is an independent insurance agent specializing in life, accident, health, disability, and Medicare-related products and operates a vintage items resale business through pop-up shops and online platforms. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Brian Rhodes is a financial advisor at Cetera with 11 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera, Brian worked at Concourse Financial Group Securities Inc and Everence Financial Advisors. He also provides insurance, investment, financial planning, and charitable planning services through Everence Trust Company. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

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.