Philip Swann Jr. is a financial advisor at Well-Planned Financial LLC in Staunton, VA, holding Series 65 and Series 63 licenses with nine years of industry experience. Before founding Well-Planned Financial in 2019, he worked at Providence Asset Management, Cetera Advisor Networks, and The Henderson Group, and he spent over three decades at Swann Construction, Inc. Well-Planned Financial serves individuals and high-net-worth clients with tailored investment management and financial planning services. The firm emphasizes passive management and Modern Portfolio Theory, using diversified model portfolios and low-cost funds, often managing assets on a non-discretionary basis while incorporating third-party managers and model providers.

Gregory Harris is the sole advisor at Klaren Capital, an independent firm based in Waynesboro, VA. He holds a Series 66 designation and has 20 years of industry experience, including 17 years with Klaren Capital. Klaren Capital provides financial planning and portfolio management services to individuals as well as institutional and non-profit clients, including pension and profit-sharing plans, trusts, and foundations. The firm employs proprietary quantitative risk-management models and a long-term market-timing approach, utilizing exchange-traded funds alongside other investment vehicles to manage risk and achieve client objectives.

David Cunningham is a ChFC® credentialed advisor with 13 years of industry experience. He is a principal at Sherpa Financial Guides, Inc. and also associated with AE Wealth Management, LLC. Outside of his advisory work, he owns and operates a farming business on his 70-acre property in Afton, VA, and provides personal tax return preparation and accounting services. Sherpa Financial Guides, Inc. offers investment advisory and financial planning services to individual and high-net-worth clients. The firm manages portfolios through discretionary and non-discretionary accounts and provides planning in areas including investment strategy, risk management, and estate planning.

Holly Ruff is a CFA® charterholder and Series 66 licensee with 19 years of industry experience. She is currently a member of Alpha Omega Wealth Management, LLC, where she has worked since 2016, following an 11-year tenure at Diveley Lind & Associates. Outside of her advisory role, she is involved with Green Acres of Cherry Grove LLC, a family farm. Alpha Omega Wealth Management advises individuals, trusts, estates, charitable organizations, and retirement plan sponsors, serving a wide range of clients from non‑high‑net‑worth to high‑net‑worth. The firm employs fundamental analysis and a long‑term investment approach, incorporating derivatives and options strategies, and offers a blend of family-office style services alongside retirement plan consulting.

Michael Mc Cue is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and based in Staunton, VA. He has one year of industry experience and previously worked at Tiger Solar Company for several years before entering the financial advisory field. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, pension plans, and other registered advisors. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Taysha Patterson is a financial advisor with Cornerstone Wealth Management, LLC in Staunton, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Edward Jones for 13 years before joining Cornerstone and LPL Financial in 2016. Outside of her advisory work, she is involved with Millstone Farms, a non-investment-related business. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses advisor-led discretionary management alongside LPL-sponsored programs, emphasizing tailored investment advice, continuous account supervision, and a blend of fundamental, quantitative, and qualitative analysis.

Melinda Walton is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. She holds Series 66 and Series 63 designations and has worked at firms including Cetera and Concourse Financial Group Securities Inc. Outside of her advisory role, she is a Suzuki violin instructor, a family photographer, and serves on the personnel committee of a domestic violence shelter. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, offering customized portfolios and specialized services such as family-office and special-needs planning.

Elizabeth Welcher is a financial advisor with Cornerstone Wealth Management, LLC in Staunton, VA, holding Series 65 and Series 66 designations and nine years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for ten years before joining Cornerstone Wealth Management and LPL Financial, LLC in 2019. Welcher also provides administrative support within Cornerstone Wealth Management and holds a Notary Public role. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, and other advisers. The firm manages assets through a combination of fundamental, quantitative, and qualitative analysis applied across various investment vehicles, offering tailored account supervision and a range of LPL-sponsored advisory programs.

Patrick Peason is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and 17 years of industry experience. He has been with Sound Income Strategies since 2016 and also owns Peason Financial Group, where he is involved in the sale of fixed and indexed annuities and insurance. Peason serves as a training coach at Advisors Academy, focusing on sales practices for insurance producers and advisors. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm emphasizes customized managed portfolios with a focus on fixed-income analysis and employs a scalable advisor network supported by affiliated business lines and training.

Laura Strickler is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 credential and 14 years of industry experience. Her career includes roles at Raymond James Financial Services Advisors and LPL Financial. She is also a commissioned notary. Cornerstone Wealth Management serves a broad client base including individuals, trusts, pension plans, corporations, and charitable organizations, providing asset management, financial planning, and retirement consulting. The firm emphasizes tailored investment advice with continuous account supervision and integrates multiple management approaches and technology platforms to support a high client load across its 91 advisors.

Michele Thompson is a financial advisor at AlphaStar Capital Management with one year of industry experience. She holds a Series 65 designation and has previously worked at Cash Financial LLC. Prior to her financial services career, she operated Thompson's Custom Cleaning for 14 years. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm utilizes a mix of strategic and tactical investment approaches through model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Sidney Smith is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Royal Fund Management since 2013 and has operated a separate independent licensed insurance agency specializing in life and annuity products since 2005. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and defined contribution plan participants with portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement investment strategies tailored to clients’ risk tolerances and offers access to select non-traded REITs and an options-writing overlay.

Robin Cash is a financial advisor with AlphaStar Capital Management who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with AlphaStar since 2016 and also has experience with The Callahan Group and Guardian Life Insurance. Outside of advisory work, he owns Cash Financial, LLC, where he operates as an insurance agent. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management through both model and custom strategies, utilizing quantitative analysis and third-party research.

Laurie Maddox is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with NewEdge Advisors and has held prior roles at Middlebrook Wealth, Freedom Street Partners, Raymond James Financial Services, Edward Jones, and Wells Fargo Clearing. Outside of her advisory work, she previously spent eight years with Blacksburg Health and Fitness at The Weight Club. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Enoch Arnett is a financial advisor with OSAIC Institutions, INC. based in Staunton, VA. He holds Series 63 and Series 66 designations and has 18 years of industry experience. His work history includes roles at infinex Investments, Inc. and First Bank and Trust. OSAIC Institutions serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a range of advisory and brokerage services through customized engagements and access to alternative investments, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

Seth Liskey is a CFP® with 21 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior experience includes 15 years at Edward Jones and more recent roles at Middlebrook Wealth and various entities associated with NewEdge. Outside of his advisory work, he is a partner in Penthouse Studio LLC, a creative space for content production and brand presentations in Tbilisi, Georgia. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing a range of investment strategies with periodic rebalancing and regular reviews.

Jacqueline Avery is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC. She previously worked at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Outside of her advisory role, she holds volunteer finance leadership positions with Memorial Baptist Church, Glenmore Hunt, Inc., and the Glenmore Foundation, and serves on the board and investment committee of a local community foundation. Davenport & Company LLC is an employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of strategies managed by dedicated portfolio teams and supports clients with advisory, brokerage, and financial planning services.

Joshua Deaver is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors and Edward Jones. Outside of his advisory work, he owns NKD Towing, LLC, a towing business based in Fishersville, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations with a range of investment advisory and financial planning services. The firm offers both discretionary and non-discretionary portfolio management through proprietary and third-party solutions, supported by custodial partnerships with firms such as Pershing and Raymond James.

Ginny Brown is a Series 66 licensed financial advisor with 22 years of industry experience. She currently works at Truist Advisory Services and has prior experience with Bb&T Securities, LLC and Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary management strategies and offers specialized programs such as the AMC Advantage manager-selection program.

Sarah Fowler is a financial advisor at Davenport & Company LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Davenport in 2021. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.