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.

Brooke Mc Gloon is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in various roles including at Shenandoah Growers and Up With People Jr. Brooke is also the owner of Havenbaby, a retail business where she designs children's clothing sold through an online store. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, supported by a large network of advisors and branch offices nationwide.

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® with 24 years of experience in the financial industry. He has been with LPL Financial since 2012. Larson operates Larson Wealth Management, offering fixed insurance sales, variable products, and fee-based planning. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified and alternative investment strategies.

Joshua Defnall is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent four years at The Stratford Companies. Outside of his advisory role, he owns rental properties in Harrisonburg, VA, including a basement apartment and an AirBnB managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors.

Morgan Eye is a CFP® and holds a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and is also involved with Old Dominion Realty and 80 South Main LLC, which operates Jack Browns Beer and Burger Joint. Morgan serves on the finance committee of Stone Haven in Harrisonburg, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Tyler Brass is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James-affiliated firms since 2015. Brass is also associated with Kathy Moran Wealth Group, a public-facing DBA connected to his advisory services at Raymond James. 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 offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jennifer Duncan is a financial advisor at Ameriprise with 21 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory work, she operates Jennifer L Duncan Photography, focusing on family and lifestyle photography. Ameriprise is an institutional firm serving clients primarily through retirement-income planning services and a broad array of advisory, brokerage, and insurance solutions. Its approach includes algorithm-driven retirement income recommendations combined with personalized financial advice.

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. His prior roles include five years at Edward Jones. Outside of advising, he is actively involved as a musician with several orchestras, including the Pittsburgh Opera and the Roanoke Symphony Orchestra, and he also coaches sports in his community. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a nationwide network. The firm offers a wide range of advisory programs and financial planning services, utilizing research and model portfolios from both internal and third-party sources.

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.