Philip Swann Jr. is a financial advisor with Well-Planned Financial LLC in Staunton, VA, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Prior to founding his independent firm in 2019, he worked at Providence Asset Management, Cetera Advisor Networks, and The Henderson Group, and spent over three decades at Swann Construction, Inc. Well-Planned Financial serves individuals and high-net-worth clients by providing tailored investment management and financial planning services, including both project-based plans and subscription-style ongoing planning. The firm emphasizes passive management and Modern Portfolio Theory, uses diversified model portfolios with low-cost funds, and manages a majority of assets on a non-discretionary basis, supporting client goals through documented investment policy statements and regular reviews.

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.

Eric Barkey is a financial advisor at J.S. Replogle & Associates LLC with 16 years of industry experience. He holds the Series 65 designation and has been with J.S. Replogle & Associates since 2018. Outside of his advisory role, he owns Barkey Notary Services, LLC, a notary business to which he dedicates up to 20 hours per week. J.S. Replogle & Associates LLC provides discretionary portfolio management and financial consulting to individual and high-net-worth clients, managing approximately $40 million across about 90 accounts. The firm combines fundamental and technical investment approaches and offers services including ongoing portfolio management and targeted consulting such as deferred charitable gift planning.

James Replogle is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with J.S. Replogle & Associates LLC since 2002. In addition to his advisory role, he has maintained a consulting practice specializing in deferred gift planning and trustee work with charitable remainder and lead trusts for over 15 years. J.S. Replogle & Associates LLC advises individual and high-net-worth clients, providing discretionary portfolio management and financial consulting services, including specialized guidance on deferred charitable gifts. The firm employs a variety of analytical approaches and customizes portfolios to client objectives across common investment types.

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, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Cornerstone Wealth Management since 2016 and previously worked at Edward Jones from 2008 to 2016. Outside of her advisory role, she is involved in Millstone Farms, a farming business. Cornerstone Wealth Management serves a diverse client base, including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and applies a combination of fundamental, quantitative, and qualitative analyses with regular account reviews and multiple advisory program options.

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 financial advisor at NewEdge Advisors with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Edward Jones, Raymond James Financial Services, and Middlebrook Wealth. Prior to her financial advisory career, she spent eight years at Blacksburg Health and Fitness. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through independent investment adviser representatives, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Enoch Arnett is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 licenses and has 19 years of industry experience. His work history includes roles at Infinex Investments, Inc. since 2015 and First Bank and Trust since 2015, as well as a brief tenure at BB&T Investment Services, Inc. from 2014 to 2015. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a diverse client base including individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm operates with a hybrid adviser/broker-dealer structure and emphasizes a model that delegates investment analysis and account management to its representatives while offering access to alternative investments, lending solutions, and customized advisory services.

Seth Liskey is a CFP® with 21 years of industry experience, currently serving at NewEdge Advisors. His career includes roles at Edward Jones for 15 years and several positions within affiliated entities before joining NewEdge in 2024. Outside of his advisory work, he is a partner in Penthouse Studio LLC, a creative space for content production and brand presentations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures with a focus on centralized due diligence, technology tools, and incorporating artificial intelligence in business operations.

Jacqueline Avery is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC. She has worked previously at Truist Advisory Services and Bb&T Securities. Outside of her advisory role, Avery holds volunteer finance positions with Memorial Baptist Church, Glenmore Hunt, Inc., and the Glenmore Foundation, and serves on the Board of Directors and investment committee for the Community Foundation in Staunton, VA. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, and investment banking. The firm manages portfolios through dedicated teams and offers separately managed accounts, mutual funds, ETF model portfolios, and fixed-income strategies.

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.