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.

Nathaniel Rockey is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. He has worked at Edward Jones since 2024 and previously held roles at Piedmont Family YMCA, Chick-fil-A, and The Table Church. Rockey is the owner of several legal entities established for planned business ventures, though these entities have no current or historical business activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,700 financial advisors and operates under a fiduciary standard.

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.

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.

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 seven years of industry experience. She has been with Ameriprise since 2014, including her current role since 2020. Outside of her advisory work, she is a co-owner of YGB Operations LLC, a business unrelated to investments. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, delivering written recommendations that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with advisor oversight and offers a broad range of advisory, brokerage, and insurance solutions.

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.

Randall Nutter is a Series 66-licensed financial advisor with 26 years of industry experience, currently affiliated with LPL Financial since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2015 to 2023. Outside of his advisory role, he is employed by Sherwin Williams in a non-investment-related position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Coleman Showalter is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 licenses and 11 years of industry experience. He previously worked at James River Advisory, Claraphi Advisory Network, and Concorde Asset Management. Outside of his advisory role, he owns Rocktown Marketing Agency, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts by providing financial planning, investment management, and retirement advisory services through independent Financial Professionals. The firm offers a range of portfolio management options and model-based solutions, with both discretionary and non-discretionary strategies tailored to client objectives.