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.

Spencer Werres is a CFP® with six years of industry experience, currently serving at OLIO Financial Planning. His prior experience includes roles at Edward Jones and Silver Creek Orchards, as well as time at Virginia Tech. OLIO Financial Planning manages approximately $600 million across several hundred client relationships, serving individuals, retirement plans, charitable organizations, and corporations. The firm employs a buy-and-hold, core-and-satellite investment approach incorporating fundamental, technical, charting, and cyclical analysis, and offers financial planning through broad-based or modular engagements.

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.

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.

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.

Larry Straley Jr. is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and 65 credentials and 39 years of industry experience. He has worked at Infinex Investments, Inc. since 2008 and previously at Bi Investments, LLC from 2004 to 2008. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a range of clients including high-net-worth individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a focus on supervision and third-party management arrangements.

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.

Jeffrey Furman is a CFP® and Series 66 registered financial advisor with Edward Jones in Fishersville, VA, where he has worked for 11 years. His experience is entirely with Edward Jones. Outside of his advisory role, he owns a rental property in Bridgewater, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide array of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

John Showalter is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including over two decades at Concourse Financial Group Securities Inc. Outside of his advisory role, he is involved in real estate business activities through ownership and management of rental properties. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services supported by a multi-manager platform and a large nationwide network of independent advisors.

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.

Zachary Hatter is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses. He has three years of industry experience and has worked at several firms, including Concourse Financial Group Securities Inc and Weaver Insurance & Financial Advisors, where he also serves as a financial adviser. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and employs multiple program structures with discretionary and non-discretionary management options.

Donald Hashagen is a financial advisor with Edward Jones in Waynesboro, VA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Hashagen serves on the advisory board of The Salvation Army in Waynesboro, focusing on fundraising, community relations, and financial stewardship. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network.

Michael Moles is a financial advisor with Ameriprise in Waynesboro, VA, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm. Outside of his advisory role, he serves on the Board of Directors for McDow Funeral Home. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

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.

Brittney Marshall is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various roles within Fidelity and other firms, including PensionMark Securities and Rogers Financial. Her background also includes positions related to parks, recreation, and botanical gardens. Fidelity Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a noted focus on systematic methodologies and oversight of delegated sub-advisers.

Joseph Rosenberger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LPL Financial (formerly LINSCO Private Ledger Corp) since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Christopher Beverage is a Series 66 licensed financial advisor with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Flow Automotive for three years. Beverage serves as president of the nonprofit organization Grassroots Heroes International. 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, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

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.

Joseph Carlson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Wells Fargo Bank, as well as a lengthy tenure at Old Navy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Bruce Hatter is a financial advisor with Cetera who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including long-term roles at Concourse Financial Group Securities Inc and operating under Weaver Insurance & Financial Advisors. Outside of his advisory work, he serves as a board member for the Waynesboro YMCA, chair of his church council, president of a local homeowners association, and is involved with the Rotary Club. Cetera Investment Advisers LLC is a nationally registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, financial planning, and access to a broad range of investment programs and third-party managers.

Sam Shaw is a financial advisor with Edward Jones in Waynesboro, VA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Farmers and Merchants Bank/Infinex Investments, Shaw Financial Protection LLC, and National Agents Alliance. Shaw has additional business activities associated with Mutual of Omaha and Foresters Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Thomas Soyars is a financial advisor with Edward Jones in Waynesboro, VA, holding Series 63 and Series 66 designations and having 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than 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, including tax-efficient services and separately managed accounts, operating under a fiduciary standard.