Neil Treger is the founder of Treger & Associates in Lexington, VA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has operated his independent firm since 2002 and also has a concurrent affiliation with the Virginia Military Institute. Treger & Associates provides discretionary portfolio management and written financial planning primarily to individual and high-net-worth clients, including estate and trust accounts. The firm employs a tailored investment approach based on fundamental analysis, utilizing a mix of long- and short-term strategies and emphasizing mutual funds and exchange-traded funds.

Stephen Hostetler is a CFA® charterholder with 24 years of industry experience. He currently works at Indivisible Partners, where he has been since 2024, following a 23-year tenure at Merrill. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and third-party investment manager selection using a strategic asset allocation framework with active, passive, and blended approaches tailored to client risk profiles.

Jacklynn Larson is a Series 65-licensed advisor with Focus Partners Wealth, LLC, based in Buena Vista, VA. She has held positions at Willis Johnson & Associates, Plante Moran (formerly Tonneson), Swisher and Johnson, and SKR+CO. Larson has nine years of industry experience overall. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, financial planning, and consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

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, where she serves clients out of Lexington, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains one of the largest retail advisor and branch networks in the industry.

Fonda Coffey is a financial advisor with LPL Financial in Lexington, VA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Her prior roles include positions at BB&T Bank and BB&T Investments, as well as Cetara Advisor Networks. She is also a commissioned notary in the state of Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive research tools and a broad platform of non-advisory financial activities.

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.

Kimberlin Gutierrez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 registrations. Kimberlin has one year of industry experience and has previously worked at Old Point National Bank and Wells Fargo Bank, N.A. Outside of finance, Kimberlin operated Mj Cleaning for three years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and incorporates research and analytics from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Connie Russell is a financial advisor with Ameriprise in Vesuvius, VA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Ameriprise since 2020, with prior roles at Wells Fargo Clearing and Prudential Equity Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Michael Meads is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for nine years before joining Wells Fargo in 2016. Outside of his advisory role, he co-owns short-term lodging cottages in Lexington, VA, where he is involved in property maintenance 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

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 at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial in various capacities since 2009, with additional experience at Kestra Financial, The Main Street Group, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, leveraging advanced tools and a broad platform encompassing advisory and non-advisory financial activities.