John L Schriever

Cassandra Sakala is a financial advisor at Strada Wealth Management, LLC with five years of industry experience. She holds Series 65 and Series 66 licenses. Prior to joining Strada Wealth Management, she worked at Williams Associates for 25 years and has been involved with My Virtual Sales Assistant LLC for over 15 years. Strada Wealth Management serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and a specialized marital-matters practice. The firm employs a range of investment strategies and emphasizes client education, offering planning engagements that include regular strategy sessions and market updates.

Daniel Reeves is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Eaglestone Wealth Advisors and Emerson Equity LLC. Outside of advisory work, he has been involved with the Bethesda Soccer Club and the University of Maryland Men’s Soccer Camp. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses third-party research and diversified investment strategies, with regular portfolio reviews tailored to clients’ goals and risk tolerances.

Patricia Starliper is a financial advisor at Edward Jones in Berkeley Springs, WV, holding a Series 66 designation and with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Nicotera is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023 and has been involved with The Sparta Group since 1992. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios that may include various asset classes and supports both discretionary and non-discretionary account management.

Jeremy Sauers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining LPL Financial in 2021, he worked at M&T Securities and held roles at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, Jeremy is involved in artistic and musical pursuits through his business, Screaming Butterfly. 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 financial planning and portfolio management services, employing both proprietary and third-party strategies, and supports its large adviser network with advanced operational and research tools.

Bradley Close is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Prior to joining Cetera in 2025, he spent six years with Avantax Advisory Services. Outside of his advisory role, he serves on the boards of the Berkeley County Development Authority, the Eastern West Virginia Regional Airport Authority, and Hope Community Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform that provides access to affiliated and third-party managers, discretionary and non-discretionary portfolio management, and a variety of program structures.