John Lanier is a financial advisor at Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of experience in the financial industry, including roles at Mutual of Omaha Insurance Company, Assurance IQ LLC, United Laboratories Inc, AAA Club Alliance Inc, and MSI Financial Services, Inc. Outside of his advisory work, he serves as a vestry member at Christ Episcopal Church in Luray, VA. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm’s approach includes utilizing third-party money managers and platform relationships with Envestnet and Pershing to deliver managed solutions.

Sean Lankard is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 1998 and is also associated with Agia, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

Tyler Adams is a financial advisor at Eagle Strategies (NY Life) with credentials including Series 63 and Series 65 licenses and one year of industry experience. Before entering the financial sector, he served five years in the U.S. House of Representatives and was involved in several political campaigns. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a predominantly non-discretionary asset base within an integrated New York Life affiliate structure.

Ryan Painter is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with firms affiliated with Truist since 2011, including Bb&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment and fiduciary solutions.

Gregory Nicholas is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has four years of industry experience and has worked at firms including Avantax Advisory Services and Massanutten Financial Services Inc. Outside of his advisory role, he manages payroll and accounting at Massanutten Financial Services and serves as assistant treasurer at Portering the Glory International, a religious organization. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

Amy Helsley is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to her current role, she operated her own CPA firm, Amy B Helsley CPA LLC, and has experience as the owner of The Winery at Kindred Pointe. In addition to her advisory work, she has business oversight responsibilities related to her winery ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and associated financial services. The firm is notable for its extensive national network of advisors and branch offices, as well as integrated capabilities including a trust company and affiliated mutual funds.

Nathan Dofflemyer is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he worked for the Town of Luray from 2016 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs and platforms while supporting advisors with research and operational tools.

Anthony Craft is a financial advisor at Edward Jones with 8 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Wells Fargo for three years before joining Edward Jones in 2018. Outside of his advisory role, he volunteers as an online ESL teacher with Cambly, helping people worldwide improve their English skills through casual conversation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and offers affiliated mutual funds and trust services supported by a large network of advisors and branch offices.

Chester Holsinger is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Securities America Advisors and Investors Security Company. Holsinger also manages a real estate rental business in Luray, VA. 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, model portfolios, third-party asset management access, and institutional platforms.

John Johnson is a financial advisor with LPL Financial in Luray, VA, holding the Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Investors Security Company, Inc. Outside of his advisory work, he is involved with Starr Johnson Investments & Insurance, a business entity separate from his investment activities. 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, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Taylor La Fever is a financial advisor with Thrivent Investment Management in Woodstock, VA. He holds Series 63 and Series 66 designations and has been with Thrivent and its affiliates since 2025. Prior to joining Thrivent, he was self-employed for two years and has experience working in various roles including at Cave Ridge Vineyards and Southern Utah University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and written recommendations on a wide range of planning topics, but does not provide portfolio management for institutional clients or implement planning recommendations directly.

Nathaniel Rockey is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. He has worked at Edward Jones since 2024 and previously held roles at Piedmont Family YMCA, Chick-fil-A, and The Table Church. Rockey is the owner of several legal entities established for planned business ventures, though these entities have no current or historical business activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,700 financial advisors and operates under a fiduciary standard.

Starr Johnson is a financial advisor with LPL Financial in Luray, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Before joining LPL Financial in 2018, Johnson worked at Securities America Advisors and Securities America, Inc. He also operates Starr Johnson Investments & Insurance, Inc., a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Jerry Biller is a financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.