William Bourne is a financial advisor with Cambridge Investment Research Advisors in Lynchburg, VA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His career includes roles at Colorado Financial Service Corporation, James River Advisory, Inc., and Triad Advisors, Inc. He is also president and owner of The Bourne Group, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and provides both proprietary and third-party investment strategies tailored to client objectives.

Amelia Marin is a Series 66-credentialed advisor at Cambridge Investment Research Advisors with two years of industry experience. She has held roles at Cambridge Investment Research, Vision Financial Group, and Ameriprise Financial. Outside of her financial advisory work, she owns and operates a food-related business called Amelia The Foodie. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers both proprietary and third-party investment strategies with a range of custody and platform options tailored to client objectives.

Robert Loflin Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at The Main Street Group, Signator Investors, Inc., and Equitable Advisors. Outside of his advisory work, he operates Robert M Loflin Jr LLC, a separate business entity used for tax and investment purposes. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of more than 22,800 advisors.

Landen Mays is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked at First National Bank and has backgrounds in education and customer service. 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 and model portfolio programs, and supports advisors with various investment strategies and technology tools.

Jonathan Schubert is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior firms include Bank of America, Merrill, and Edward Jones. Outside of advising, he is involved in business ownership roles, including serving as president of a support company and as a partner in a company that holds office real estate. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, ranging from individuals and high-net-worth clients to institutional organizations. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through its advisory programs or other providers.

John Nixon is a financial advisor with LPL Financial, holding a Series 66 license and 11 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a total of 12 years before joining LPL Financial. Outside of his advisory role, Nixon writes a blog for Eastern Expeditions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and technology tools.

Don Satterfield II is a financial advisor at Edward Jones in Rustburg, VA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones for 19 years, starting in 2007. Outside of his advisory role, he is a partner in a landscaping business based in Danville, 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelly Letchworth is a Wealth Management Advisor and Senior Portfolio Advisor with The Hoskins Group, a team recognized as a 2024 Forbes Best-in-State Wealth Management team. She is part of a group of six professionals providing comprehensive wealth management services to individuals and families, focusing on creating personalized financial strategies that align with clients' values and life stages. Kelly's expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and serving women and wealth clients. As a Certified Financial Planner® and Certified Plan Fiduciary Advisor®, she holds Series 7 and Series 66 FINRA registrations and is licensed in Virginia for Life and Health Insurance. She earned her Bachelor's Degree in Financial Planning from Liberty University. Outside of her professional work, Kelly enjoys spending time with her husband, son, and their two dogs, frequently attending baseball games together. Her personal interests also include cooking, antiquing, interior decorating, reading, and traveling.

Joshua Crouse is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. He has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America N.A., with seven years at those firms. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Stephen Cooper is a financial advisor with Cambridge Investment Research Advisors in Lynchburg, VA, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior experience includes seven years at Lincoln Financial Securities. Outside of his advisory role, he is a managing partner and independent insurance agent at Commonwealth Financial Group. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and both discretionary and non-discretionary investment approaches.

Laura Holt is a financial advisor with LPL Financial in Lynchburg, VA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has worked at LPL Financial since 2018 and First National Securities since 2015. Outside of her advisory work, she is a business owner of a home-based company that makes and sells bath products, serves as a notary public for the Commonwealth of Virginia, and acts as Financial Secretary on the board of Childrey Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms, with an emphasis on a range of strategies and operational tools.

Brenton Helms is a CFP® and ChFC® with 17 years of experience in the financial services industry. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of more than 23,700 financial advisors.

Brent Bigney is a financial advisor at Raymond James Financial Services Advisors, Inc. with 19 years of industry experience and holds the Series 66 designation. His prior work includes roles at Bank of America and Merrill Lynch, each spanning 11 years. He is also involved in managing Resolute Private Wealth, a firm affiliated with Raymond James, where he dedicates significant time to its operations. 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 institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports both individual and institutional portfolios through a large advisor network.

Robert Hoskins is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 17 years of experience in the financial services industry, focusing on helping clients accumulate, build, preserve, and distribute wealth. His expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds a Bachelor's Degree from Lynchburg College and a Personal Investment Advisor (PIA) designation. Robert is a member of the Society of the Cincinnati and is involved in community activities, including volunteering with New Covenant Schools. Robert was born and raised in central Virginia and lives on a small farm outside of Lynchburg with his wife and three children. His personal interests include antiquing, chess, fishing, genealogy, horseback riding, music, singing, wood working, spending time with his family, and traveling.

David Midkiff is a financial advisor at Stifel with 11 years of industry experience, holding a Series 66 designation. He has been with Stifel Nicolaus & Co Inc since 2014. Midkiff serves on the board of the Downtown Lynchburg Association and acts as treasurer for the Forest Softball Organization supporting the softball program at Jefferson Forest High School. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Demond Bolden is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at National Life Group, Equity Services Inc, and Merrill. Outside of advising, he serves on the board of directors for the Old City Cemetery/Southern Memorial Association in Lynchburg, VA. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, offering access to third-party asset managers and model-driven portfolio implementation. The firm supports a broad client base including high-net-worth investors and employer-sponsored retirement plans.

Mark Brooks is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and SECURITIES AMERICA, Inc. Brooks is also president of Personal Design Financial Services, an insurance agency he has operated since 1980. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternatives, with management options tailored to client preferences.

Baron Becker is a financial advisor at Robert Baird & Co. with 33 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He holds Series 63 and Series 65 licenses and is based in Lynchburg, VA. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and unified fee arrangements, supported by internal research and technology tools.

Brian Burkey is a financial advisor with Edward Jones holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for ten years at Berkeley International School. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, providing a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Andrew Kappler is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked concurrently at Lynchburg Nissan since 2008. Outside of his advisory work, he is involved in coaching with the Central VA United Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.