Bassam Fahel is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages the operation of Tanyard Vines, a vineyard business, and serves as treasurer on the board of directors for Aylett Bible Fellowship. Ameriprise is an institutional firm that offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Catherine Snyder is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked at Bates Group, LLC and Monex, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices.

Jack Snyder III is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he served five years in the United States Army. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 advisors, offering various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

William King Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2003. His additional activities include serving as a notary public and managing a business entity 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Laura Goodman is a financial advisor at Fidelity with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Joyner, Kirkham, Keel & Robertson, P.C. Outside of her advisory role, she is also a songwriter and may receive royalties from her work. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund structures.

Jerome Newbill Jr. is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2011. Outside of his advisory role, he is a licensed real estate agent affiliated with Keller Williams Realty and Dalton Realty and also sells fixed life insurance and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

R. Brann is a financial advisor with Mass Mutual Investors Services in Warsaw, VA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2003. Outside of his advisory role, he serves as a softball coach at Rappahannock Community College and is president of the Northern Neck Rage girls fastpitch softball organization. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved software to analyze client goals and deliver written recommendations.