Lisa Hasler is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has 7 years of industry experience and 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, and institutions. The firm offers tailored, non-discretionary planning and consulting services using risk profiling and analytical tools to support client goals.

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®-certified financial advisor with 24 years of industry experience, currently affiliated with LPL Financial since 2012. Prior to that, he worked for nine years at Signator Investors, Inc. Larson is based in Harrisonburg, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of representatives using a variety of investment strategies and institutional platforms.

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 at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked across several firms including Equitable Advisors and Cadaret, Grant & Co., Inc. He is also affiliated with the Kathy Moran Wealth Group, a financial planning practice associated with Raymond James Financial Services Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while maintaining a unique affiliation with a municipal advisor and providing specialized consulting programs.

Jennifer Duncan is a financial advisor at Ameriprise with 22 years of industry experience. She has been with Ameriprise since 2005 and holds a Series 66 designation. Outside of her advisory role, Duncan is involved in family and lifestyle photography through her business, Jennifer L Duncan Photography. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies. Their approach includes a centralized service team that collaborates with advisors to deliver personalized recommendation reports based on proprietary research and third-party data.

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. He previously worked at Edward Jones for five years. Outside of his financial advising career, he is involved in music and sports officiating, including long-term roles as a musician with the Pittsburgh Opera and the Roanoke Symphony Orchestra and as a sports coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of investment and financial planning solutions.

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.

Debra Wachter is a CFP® with 14 years of industry experience, currently affiliated with Cetera. She has previously worked with Concourse Financial Group Securities Inc, Park View Federal Credit Union, First Financial Services, MSI Financial Services, and Everence Trust Company. Outside of her advisory role, she serves as a power of attorney for her parents. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a variety of portfolio management and financial planning services. The firm supports its advisors with access to affiliated and third-party managers and manages over $256 billion in assets across more than 10,000 advisors.

Noah Yoder is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience at Mercy House Inc. and The Thomas House. Outside of finance, he has worked with The Friendly Fermenter and River City Brewing Company. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Marshall Kiser is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a finance committee member at Memorial Baptist Church in Staunton, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Katherine Mumaw is a financial advisor with Ameriprise in Harrisonburg, VA, holding a Series 66 designation and eight years of industry experience. She has worked at Ameriprise and its affiliated entities since 2014 and previously spent time affiliated with Christopher Newport University. Outside of her advisory role, she is a co-owner of YGB Operations LLC, a business unrelated to investments. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written Recommendation Reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Chase Semmig is a financial advisor with Ameriprise in Harrisonburg, VA. He holds a Series 66 designation and has been with Ameriprise since 2026. Prior to his advisory role, he worked at Greenberry's Coffee Co. and Coca-Cola Consolidated and operated Semmig Express LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Michael Bowen is a financial advisor with Ameriprise in Rockingham, VA, holding a Series 66 designation and 23 years of industry experience. He has worked with Ameriprise since 2020 and previously spent 18 years at American Express Financial Advisors Inc. Bowen also owns GreenBush, LLC, which manages the back-office operations of his practice. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and emphasizes the use of affiliated funds and managed accounts.