Neil Treger is the principal of Treger & Associates in Lexington, VA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has led Treger & Associates since 2002 and concurrently serves at the Virginia Military Institute. Treger & Associates provides discretionary portfolio management and written financial planning primarily for individual and high-net-worth clients, including estate and trust accounts. The firm’s investment approach is customized through written Investment Plans and emphasizes mutual funds, exchange-traded funds, equities, and corporate debt instruments under discretionary authority.

Stephen Hostetler is a CFA® charterholder with 24 years of industry experience. He is currently a financial advisor at Indivisible Partners, where he has worked since 2024, following a 23-year tenure at Merrill. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client needs.

Jacklynn Larson is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential. She has experience working at several firms including Willis Johnson & Associates, Plante Moran, Swisher and Johnson, and SKR+CO. Larson is based in Buena Vista, VA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and other vehicles.

Pamela Cole is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Cambridge since 2011. In addition to her advisory role, she works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals.

Samuel Stockstill is a CFP® and holds a Series 66 license, with seven years of industry experience. He has been with Edward Jones since 2020 and previously worked at Blueground US, Inc, La Parisienne, and Bedly Inc. He is based in Lexington, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christina Harris is a Certified Financial Planner™ professional with nine years of industry experience. She has been with Edward Jones since 2016 and previously worked for five years in education with Buena Vista City Public Schools. 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 under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Fonda Coffey is a financial advisor with LPL Financial in Lexington, VA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior work includes roles at BB&T entities from 2000 to 2018 and at Cetara Advisor Networks from 2018 to 2021. She also serves as a notary in the state of Virginia. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with support from LPL Research and third-party subadvisors.

Daniel Dickman is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was associated with Lesko Financial Securities Inc and held various roles including work with the Handicapped Children Association. Edward Jones serves more than four million individual and institutional clients with a broad range of wealth management services. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Connie Russell is a financial advisor at Ameriprise with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations through a centralized consulting team.

Michael Meads is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo firms since 2016. Outside of his advisory role, Meads co-owns a short-term lodging business involving maintenance and property management tasks. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by in-house and third-party research.

James Woodford is a CFP® and holds a Series 66 designation, with 13 years of industry experience exclusively at Edward Jones since 2013. He is based in Lexington, VA. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Catherine Carlock is a financial advisor with LPL Financial in Lexington, VA. She holds a Series 66 designation and has 19 years of industry experience. Her prior work includes roles at Kestra Financial, Inc. and The Main Street Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.