Lena Swiney is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022, following prior roles at Commonwealth Financial Network, Stern & Heatwole Financial Group, and Summit Financial Group. Outside of her advisory work, she assists with a woodwork business operated by her husband. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and delegates portfolio management to sub-advisers while maintaining oversight.

William Loomis IV is a financial advisor with LPL Financial in Harrisonburg, VA, holding a Series 66 designation and having 25 years of industry experience. He previously worked for L.M. Kohn & Company for 15 years before joining LPL Financial in 2025. Loomis is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, retirement consulting, and brokerage services supported by in-house and third-party research and technology.

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, holding Series 63 and Series 65 licenses and 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 tax preparation and accounting firm. Outside of his advisory work, he serves on a bank advisory board that meets quarterly. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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.

Matthew Gray is a financial advisor with LPL Financial in Rockingham, VA, holding a Series 66 credential and six years of industry experience. Prior to joining LPL Financial in 2020, he was affiliated with Cetera Advisor Networks and Couric Financial. Outside of his advisory role, he has been involved in debate and speech coaching since 2018. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management and employs diverse strategies supported by in-house and third-party research.

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®-credentialed financial advisor with Ameriprise in Harrisonburg, VA, bringing 12 years of industry experience. His prior roles include positions at Stratos Wealth Partners and LPL Financial. He is a shareholder and manager of PFK ENTERPRISES LLC, which operates under the Koogler Financial Group team name within Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

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 with Cetera, holding the ChFC® designation and Series 65 and Series 63 licenses, with 10 years of industry experience. He previously worked at Concourse Financial Group Securities Inc and Everence Financial Advisors, among others. Rhodes also serves as a financial consultant with Everence Trust Company, where he provides insurance, investment, financial planning, and charitable planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes 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 holds a Series 66 license with four years of industry experience. She has worked at Edward Jones since 2024 and previously held positions at F&M Financial Services and Wharton Aldhizer & Weaver, PLC. Before her financial career, she was involved in the food service industry at Cinnamon Bear Bakery & Deli for six years. 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 provides a range of advisory services through a nationwide network of financial advisors and branch offices.

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, holding a Series 66 designation and six years of industry experience. She 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, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.