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.

Randall Nutter is a financial advisor with LPL Financial and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Wells Fargo Clearing, Wells Fargo Advisors, Edward Jones, Banc of America Investment Services, and Raymond James Financial Services. 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 advisory and brokerage services through a network of representatives and provides a range of investment programs and platforms, including access to third-party asset managers and institutional solutions.

Coleman Showalter is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at James River Advisory, Claraphi Advisory Network, and Concorde Asset Management. Outside of advisory work, he owns Rocktown Marketing Agency, a business entity based in Rockingham, VA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment platforms and strategies, combining proprietary and third-party models, with options for both discretionary and non-discretionary management.

Lindsay Stroupe is a Series 66-registered financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the country.

Daniel Grandstaff is a CFP® with 34 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC. In addition to his advisory work, he is the author of the book *The Jesus Disruption* and owns a publishing company, Outlander Publishing LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third parties.

Glen Kauffman is a financial advisor at Cetera with 30 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Prior to joining Cetera, he worked at Concourse Financial Group Securities Inc and Everence Trust Company. Kauffman also provides financial planning and charitable planning services through Everence Trust Company, a federally chartered savings bank. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and planning services through a multi-manager platform that accommodates both discretionary and non-discretionary strategies.

Gregory Owen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016, following a one-year tenure at Concorde Asset Management. Outside of advising, he is the owner of a book royalties business and is active as an author, educator, podcaster, and speaker. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm employs a range of investment strategies and platform arrangements, including proprietary models and third-party manager referrals, with options for both discretionary and non-discretionary management.

Sarah Sunde is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 credential and has been with Thrivent and its related entities since 2022. Prior to her advisory career, she spent sixteen years at James Madison University and took time as a stay-at-home mom. Outside of her advisory role, she serves on the boards of the Harrisonburg Education Foundation and the Shenandoah Valley Children's Choir, and is the treasurer of Muhlenberg Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Steven Brunk is a financial advisor with Cetera, holding the ChFC® designation and bringing 29 years of industry experience. He has been with Cetera since 2025, following a long tenure at Concourse Financial Group Securities Inc. Brunk also manages his own financial planning and insurance businesses under the LD&B Financial Group and LD&B Insurance Agency brands. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party investment strategies.

Amar Gogia is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Centurion Solutions Group. Outside of his advisory role, he is involved in passive monitoring and progress meetings for local housing projects in Rockingham, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Philip St Jean is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. His prior positions include roles at WayMont Wealth, ArkWise Wealth, and Hefren-Tillotson Inc. He has also been involved with the Institute for Faith and Freedom and the Mercatus Center at George Mason University. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kelly Burkholder is a financial advisor with Ameriprise in Harrisonburg, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. Burkholder has been with Ameriprise since 2013. Outside of financial advising, Burkholder operates Solutions to Empower, LLC, a business engaged in non-investment-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research, third-party data, and algorithmic tools within a defined investment universe influenced by its affiliated product ecosystem.