Craig Posey is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Jack Jones is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 30 years of industry experience and has been with Cambridge Investment Research Advisors since 2017. Outside of his advisory role, he is also an independent insurance agent specializing in Medicare. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory services. The firm delivers these services through a broad network of independent Financial Professionals and supports a variety of investment strategies across multiple custody platforms.

Matthew Szabo is a ChFC® and Series 66 credentialed financial advisor with Edward Jones in Gretna, VA. He has seven years of industry experience, including five years at Liberty University before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Wiley is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Drake Richardson is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has prior work experience that includes roles in healthcare and education. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm provides tailored, non-discretionary planning and uses various analytical tools to support client goals.

Robert Platt is a financial advisor at LPL Financial with 30 years of industry experience and holds Series 63 and Series 65 credentials. He has worked at LPL Financial since 2022 and has prior experience with Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He also maintains his own business entity, Bob Platt, Inc., which operates independently of his advisory work. 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 financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by proprietary research and advanced technology tools.

Randy Cassidy is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Outside of his advisory role, he is a co-owner of a timeshare unit in Virginia Beach, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, complemented by affiliated mutual funds and tax-efficient services.

William Poats is a CFP® with ten years of experience in financial advisory roles. He is currently with Raymond James & Associates and previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Poats serves as Treasurer and a board member of Miriam’s House, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a variety of portfolio management styles.

John Waterworth is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, Scott & Stringfellow, and UBS Financial Services. He serves as a board member of the Greater Lynchburg Community Foundation and is a non-operating member of Fleming Mountain Grill, LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services with a variety of portfolio management styles and municipal advisory capabilities.

Rebecca Klahn is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She previously worked at Robert W. Baird & Co. for 11 years before joining Wells Fargo in 2020. Klahn holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives, demographics, and risk tolerances.

Holly Brown is a financial advisor with Ameriprise in Lynchburg, VA. She holds the Series 66 designation and has been in the industry since 2024. Prior to her current role, her work experience includes positions at Equitable Advisors, Blue Ridge Medical Center, Liberty University, and the YMCA of Central Virginia. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Donald Wooldridge Jr. is a Series 66-licensed financial advisor with Edward Jones in Lynchburg, VA, where he has worked since 2014. He has 11 years of industry experience and has also been involved with Amway since 2003. Outside of his advisory role, he serves as an usher for Rhino Sports and Entertainment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Samuel Petersen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining the firm, he worked in various roles including positions at DoorDash and in education. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, catering to a wide range of client needs.

Frederick Scruggs Jr. is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services since 1985, also maintaining a long tenure with MassMutual Life Insurance Company since 1977. Outside of his advisory work, he is involved in business coaching and consulting, including ownership of several business advisory entities, and is also an author. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and firm-approved software tools to deliver written financial recommendations, supporting a collaborative, annual planning process.

John Stone is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds the Series 63 and Series 65 licenses. Outside of his advisory role, Stone is Chair of both the Greater Lynchburg Community Foundation and the Economic Development Authority of the City of Lynchburg. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with a focus on proprietary investment analysis and allocation methodologies.

Maxx Mitchell is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previous work experience in various roles including positions at Liberty University and Indian Rocks Christian School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Tambi James is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Julie David is a financial advisor with Raymond James Financial in Forest, Virginia, holding Series 63 and Series 65 licenses with seven years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Bank. David also serves as a client associate at Resolute Private Wealth. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored non-discretionary planning and consulting using various analytical tools and supports municipal finance work through a unique municipal advisor affiliation.

Sarah Scruggs Reddell is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services since 2015. In addition to her advisory work, she owns a retail sales business called Sarah's Art and serves as a benefits manager for a group health insurance company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved software and also provides specialized planning programs such as divorce and estate-settlement planning.

Freddie Barbour is a financial advisor with LPL Financial in Lynchburg, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His previous roles include positions at Royal Alliance Associates, Signator Investors, and Investors Capital Corp. Outside of financial advising, he is involved in the marketing and sale of MLK holiday legislation prints. 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 portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.