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.

Matthew Frakes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously was employed at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2018. 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 discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Judith Leeth is a Series 66-credentialed financial advisor with eight years of industry experience. She currently works at LPL Enterprise and previously worked at Ameriprise Financial Services and Ameriprise. Outside of her advisory role, she is an author and a musician in the band Tim & Mandy Music, Revival. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products.