Philip Swann is a financial advisor with Well-Planned Financial LLC in Staunton, VA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior work includes roles at Providence Asset Management, Cetera Advisor Networks, and The Henderson Group, as well as over three decades with Swann Construction, Inc. He is the sole advisor at his independent firm. Well-Planned Financial LLC provides investment management and financial planning services to individual and high-net-worth clients, along with employee benefit plan consulting and implementation. The firm emphasizes passive portfolio construction using index funds and ETFs, incorporates third-party managers and model portfolios, and offers both discretionary and non-discretionary account management, with a notable focus on pension and profit-sharing plan clients and educational seminars.

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.

Holly Ruff is a CFA® charterholder with 18 years of industry experience, currently serving at Alpha Omega Wealth Management, LLC. She previously worked at Diveley Lind & Associates for 11 years before joining Alpha Omega Investment Advisors in 2016. Outside of her advisory role, she is a member of Green Acres of Cherry Grove LLC, a family farm. Alpha Omega Wealth Management serves individuals, high-net-worth families, trusts, estates, business entities, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach includes tailored asset allocation, fundamental analysis, and the use of derivatives within separately managed accounts, alongside comprehensive household finance administration and multi-generation education.

Michael Mc Cue is a financial advisor at Sound Income Strategies, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked for Tiger Solar Company for six years and was involved with Bounty and Soul for two years. Sound Income Strategies manages approximately $4.0 billion in client assets, serving a diverse client base including individuals, pension plans, trusts, estates, corporations, and other advisers. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, utilizing a scalable advisor network and offering specialized services such as sub-advisory ETF management and family-office style solutions.

Taysha Patterson is a financial advisor with Cornerstone Wealth Management, LLC in Staunton, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Edward Jones for 13 years before joining Cornerstone and LPL Financial in 2016. Outside of her advisory work, she is involved with Millstone Farms, a non-investment-related business. Cornerstone Wealth Management serves individuals, trusts, pension plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm uses advisor-led discretionary management alongside LPL-sponsored programs, emphasizing tailored investment advice, continuous account supervision, and a blend of fundamental, quantitative, and qualitative analysis.

Elizabeth Welcher is a financial advisor at Cornerstone Wealth Management, LLC with eight years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Ameriprise Financial Services, Inc. for ten years before joining Cornerstone and LPL Financial in 2019. In addition to her advisory role, she serves as a notary public. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm utilizes a multi-brand model with a range of LPL-sponsored programs and integrates in-house advisors, third-party managers, and algorithm-driven models to deliver tailored investment advice.

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 a Series 65 credential. She has experience working at Cash Financial LLC since 2021 and previously operated Thompson's Custom Cleaning for 14 years. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, estates, small businesses, pension plans, and other advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a combination of predefined model portfolios and customized strategies that use quantitative analysis, momentum evaluation, and third-party research.

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 Series 66-licensed financial advisor with seven years of industry experience. She is currently with NewEdge Advisors and has held prior roles at Middlebrook Wealth, Freedom Street Partners, Raymond James Financial Services, Edward Jones, and Wells Fargo Clearing. Outside of her advisory work, she previously spent eight years with Blacksburg Health and Fitness at The Weight Club. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Enoch Arnett is a financial advisor with OSAIC Institutions, INC. based in Staunton, VA. He holds Series 63 and Series 66 designations and has 18 years of industry experience. His work history includes roles at infinex Investments, Inc. and First Bank and Trust. OSAIC Institutions serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a range of advisory and brokerage services through customized engagements and access to alternative investments, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

Seth Liskey is a CFP® with 21 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior experience includes 15 years at Edward Jones and more recent roles at Middlebrook Wealth and various entities associated with NewEdge. Outside of his advisory work, he is a partner in Penthouse Studio LLC, a creative space for content production and brand presentations in Tbilisi, Georgia. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing a range of investment strategies with periodic rebalancing and regular reviews.

Jacqueline Avery is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC. She previously worked at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Outside of her advisory role, she holds volunteer finance leadership positions with Memorial Baptist Church, Glenmore Hunt, Inc., and the Glenmore Foundation, and serves on the board and investment committee of a local community foundation. Davenport & Company LLC is an employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of strategies managed by dedicated portfolio teams and supports clients with advisory, brokerage, and financial planning services.

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 experience includes roles at Raymond James Financial Services Advisors and Edward Jones. Outside of his advisory work, he owns NKD Towing, LLC, a towing company based in Fishersville, VA. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets, serving a diverse client base that includes individuals, charitable and corporate clients, and institutional investors. The firm offers discretionary and non-discretionary portfolio management using proprietary strategies combined with third-party money managers, implementing portfolios across multiple asset classes tailored to client objectives.

Ginny Brown is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds the Series 66 designation and has worked with Truist Advisory Services and related entities since 2013, including Bb&T Securities and Scott & Stringfellow, Inc. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Sarah Fowler is a financial advisor at Davenport & Company LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Davenport in 2021. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Elizabeth Nye is a financial advisor at Davenport & Company LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various account types and investment strategies.