Benjamin Cauthorn is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including 14 years at Edward Jones and nine years at Cornerstone Wealth Management, an independent investment advisory firm he operates alongside his role at LPL. Outside of finance, he is involved in a small engine repair and welding business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Sean Lankard is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 1998 and is also associated with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

Calan Jansen is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has served as Vice President at Farmers and Merchants Bank since 2016, where he performs lending and opens retail accounts. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser and broker-dealer model with both discretionary and non-discretionary account management.

Judy Baker is a financial advisor at Empower Advisory Group with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for two years. Prior to her financial services career, she spent over 30 years at Shentel. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Amy Helsley is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to her current role, she operated her own CPA firm, Amy B Helsley CPA LLC, and has experience as the owner of The Winery at Kindred Pointe. In addition to her advisory work, she has business oversight responsibilities related to her winery ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and associated financial services. The firm is notable for its extensive national network of advisors and branch offices, as well as integrated capabilities including a trust company and affiliated mutual funds.

Lucinda Brill is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for Holtzman Propane Delivery LLC for 15 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lora Loving is a Series 66-credentialed financial advisor at Edward Jones in Woodstock, VA, with 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized services.

Allen Beckner is a CFP® with 38 years of experience in the financial services industry. He has been with LPL Financial since 2008 and previously worked at Wells Fargo Clearing, A. G. Edwards & Sons, Cetera Wealth Services, Banc of America Investment Services, and Truist Investment Services. 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 services including financial planning, model portfolios, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Emily Stalbird is a financial advisor at Edward Jones with a Series 66 designation. She has one year of experience in the financial industry, having joined Edward Jones in 2026. Prior to her current role, she worked at Eldor Automotive Powertrain, 7-Eleven, and served in the United States Air Force. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Justin Baker is a CFP® and holds a Series 66 license, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Comfort Inn/Hilton Garden Inn (The Aikens Group) from 2014 to 2017. 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 is known for its large network of financial advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Brandon Davis is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at KPMG LLP, Bryce Resort, and Ernst & Young LLP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Ann Stalbird is a Series 66-credentialed financial advisor with Edward Jones, based in Woodstock, VA. She has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and operates under a fiduciary standard.

David Thompson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2024 and previously spent seven years with Securities America Advisors. Thompson is also the owner of DW Thompson LLC and acts as an independent insurance agent for various companies through Madison Financial Strategies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment implementation options, including discretionary and non-discretionary strategies, and supports access to both proprietary and third-party models.

Steven Shipe is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with HD Vest Insurance Agency, Lawrence R. Yoder CPA, and Avantax. Outside of advising, he serves as treasurer for a local political committee, overseeing compliance with Virginia election laws and managing campaign finance reports. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment options.

Douglas Arthur Jr. is a financial advisor with LPL Financial in Strasburg, VA, holding a Series 66 designation and 26 years of industry experience. His career includes prior roles at Ameriprise Financial Services, Private Advisor Group, and Cetera Investment Services. Outside of his advisory work, he is involved in music entertainment as a musician in Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gretchen Franti is a financial advisor with Thrivent Investment Management in Woodstock, VA, holding a Series 66 designation and eight years of industry experience. She has been with Thrivent since 2018. Outside of her advisory role, she serves as a board member for the Culpeper County Chamber, participating in executive, finance, and marketing committee activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive goal-based planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, but portfolio management for institutional clients is not offered.

Ali Marangoni is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 14 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. for 13 years before joining Cetera in 2025. Outside of advising, he operates Oak Bear Farm, a farm business selling eggs, meat, and produce. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services utilizing multiple program structures and affiliations.

Everette Morgan Jr. is a financial advisor with Thrivent Investment Management in Woodstock, VA, holding a Series 66 designation and over 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Morgan serves on the Board of Zoning Appeals for the Town of Woodstock and is a member of the Board of Directors for Family Promise of Shenandoah County, a nonprofit organization focused on preventing and ending family homelessness. 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 financial planning without discretionary trading authority, emphasizing periodic reviews and separating planning services from managed-account programs.

Colin Johnson is a financial advisor with LPL Financial in Strasburg, VA, holding Series 63 and Series 65 licenses and with nine years of industry experience. Before joining LPL Financial in 2020, he worked at Ameriprise Financial Services and McAdam LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management options, utilizing both proprietary research and third-party strategies.

Tracy Miller is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Miller serves as president of the Edinburg Chamber of Commerce and is involved with the Shenandoah County Fair Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors. The firm offers advisory programs, separately managed accounts, and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Joseph Palumbo is a CFP® with 20 years of industry experience, currently affiliated with Cetera. He has been involved in tax preparation and accounting through his own firms, including Palumbo Financial & Tax Services LLC, and has held various roles spanning over two decades. Outside of advisory work, he serves as Vice President and a 5% owner of an amusement company, and he is Treasurer/Comptroller of the Maryland Society of Accountants PAC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party managers, and supports various account structures with over $256 billion in assets under management.

Lacey Snarr is a financial advisor at Edward Jones in Woodstock, VA, holding the CFP®, ChFC®, and Series 66 designations with seven years of industry experience, all spent at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of account types. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Carol Huber is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. Before joining Fidelity, Carol served as a Wealth Management Advisor at TIAA from 2018 to 2022 and as a Relationship Manager at TIAA from 2015 to 2018. Carol focuses on conducting holistic reviews of clients' financial and personal situations to prepare them for retirement and the aging process. She emphasizes the importance of updating these reviews annually or after significant life changes. Her approach involves educating clients using real-life examples and clear language to help them understand factors that may affect their lifestyle and comfort throughout various stages of life.