John Couric is the principal of Couric Financial and holds Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Providence Asset Management and Cetera Advisor Networks, and he currently serves as a director for the Organization of Indigenous Missions, a nonprofit. He is also an Enrolled Agent providing tax preparation and IRS representation through his separate businesses. Couric Financial Partners is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, endowments, and businesses. The firm offers discretionary portfolio management and financial planning with a fundamental, long-term investment approach, utilizing mutual funds, ETFs, individual stocks, and other securities, alongside an automated portfolio option through Schwab Institutional Intelligent Portfolios.

Ronald Dawson is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with several related entities including Legacy Wealth Advisor LLC and Old Dominion Insurance Partners. Outside of his advisory role, he is co-owner of Legacy Auditorium, LLC, a business that manages the rental of an auditorium facility. Legacy Wealth Management Group, Inc. provides discretionary investment management, financial planning, and consulting services primarily to individuals and high net worth clients. The firm employs customized portfolio strategies and generally manages accounts on a discretionary basis while allowing for client-imposed investment restrictions.

Mark Boccarossa is a financial advisor with Legacy Wealth Management Group, Inc., holding a Series 65 designation and three years of industry experience. His prior roles include positions at Old Dominion Insurance Partners and Liberty University. He is also active as an insurance agent with Old Dominion Insurance Partners. Legacy Wealth Management Group, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm offers discretionary investment management, comprehensive financial planning, and consulting services, utilizing tailored investment strategies and quarterly account reviews.

Logan Stamm is a financial advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 designation and bringing one year of industry experience. Prior to his current role, he was with Healey Company from 2016 to 2024. Legacy Wealth Management Group, Inc. serves individual and high net worth clients with discretionary investment management, comprehensive financial planning, and consulting. The firm employs a customized approach to portfolio construction, incorporating asset allocation, dollar-cost averaging, and technical analysis, and manages approximately $289.8 million across about 963 client relationships.

Jeffery Bruffy is an advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 designation. His professional background includes roles at Legacy Life LLC and C.W.Wright, as well as experience in education at Appomattox High School and Appomattox Middle School. Legacy Wealth Management Group, Inc. provides discretionary investment management, financial planning, and consulting services to individuals and high net worth clients. The firm manages approximately $289.8 million across about 963 client relationships with a team of seven advisors and offers customized portfolios based on various investment strategies.

Jacob Zody is a financial advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Liberty University and Gull Lake Ministries. Legacy Wealth Management Group is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm provides discretionary investment management, comprehensive financial planning, and consulting services, employing tailored strategies based on client objectives, time horizon, and risk tolerance.

Branden Bosch is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 66 credential and 12 years of industry experience. He is a co-owner of Legacy Auditorium, LLC, a business involved in rental management, and serves as a general board member of the Lynchburg Life Saving & First Aid Crew, a nonprofit CPR training organization. Legacy Wealth Management Group, Inc. offers discretionary investment management and comprehensive financial planning services primarily to individuals and high net worth clients. The firm manages approximately $289.8 million across about 963 client relationships with a team of seven advisors and employs customized portfolios based on various investment strategies.

Joshua Stamm is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Legacy Wealth Management Group since 2022 and is also involved in non-investment related businesses, including co-ownership of Legacy Auditorium, LLC and operations with Old Dominion Insurance Partners, LLC, which focuses on property and casualty insurance and Medicare supplements. Legacy Wealth Management Group, Inc. provides discretionary investment management, comprehensive financial planning, and consulting services to individuals and high net worth clients. The firm employs a customized investment approach with portfolio management strategies based on asset allocation, dollar-cost averaging, and technical analysis, serving approximately 963 client relationships through a team of seven advisors.

James Benet is a financial advisor with Sowell Management, holding Series 63 and Series 65 credentials and has 23 years of industry experience. He has been affiliated with Triumphant Portfolio Management, LLC and Sowell Management Services for the past 10 years. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model with over 100 investment adviser representatives.

Gerald Denney Jr. is a financial advisor with Kestra Advisory, holding the CFP® and ChFC® designations and bringing 37 years of industry experience. His prior roles include positions with LPL Financial, Ameriprise Financial Services, and Private Advisor Group. He serves as an Emeritus Board Director for the Loaves & Fishes Food Pantry and is President of the Board for his condominium association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Keith Wayne is a CFP® and Series 65-licensed financial advisor with Mercer Global Advisors Inc. in Evington, VA, bringing six years of industry experience including prior work in education at Campbell County Public Schools. He has been with Mercer Global Advisors since 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and offers client education, specialized advisory services, and integrated affiliated platforms.

Matthew Szabo is a ChFC® and Series 66 credentialed financial advisor with Edward Jones in Gretna, VA. He has seven years of industry experience, including five years at Liberty University before joining Edward Jones in 2018. 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 discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Randy Cassidy is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Outside of his advisory role, he is a co-owner of a timeshare unit in Virginia Beach, VA. 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 offers a range of discretionary and non-discretionary investment strategies, complemented by affiliated mutual funds and tax-efficient services.

Samuel Petersen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining the firm, he worked in various roles including positions at DoorDash and in education. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, catering to a wide range of client needs.

Don Satterfield II is a financial advisor at Edward Jones in Rustburg, VA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones for 19 years, starting in 2007. Outside of his advisory role, he is a partner in a landscaping business based in Danville, VA. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Alan Stayton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 38 years of industry experience. His career includes roles at Wells Fargo Advisors and Boston Harbor Wealth Advisors. Outside of finance, he owns a landscape design business where he assists with planning and supervision. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dianna Burkholder is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gretna, VA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She previously worked at Edward Jones for 11 years and has been associated with Wayfinder Wealth Management since 2020, where she is also the owner of a branding business called Light Money. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses comprehensive risk profiling and analytical tools to deliver non-discretionary planning tailored to client goals and offers a range of advisory programs and consulting services.

Andrew Kappler is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked concurrently at Lynchburg Nissan since 2008. Outside of his advisory work, he is involved in coaching with the Central VA United Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ann Farrar is a Series 66-licensed financial advisor with Wells Fargo Clearing, bringing 12 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including investment research, portfolio diversification, and plan-level investment management.