Tihomir Yankov is a financial advisor at Tobi, Inc. with one year of industry experience. He holds a Series 65 designation and has a legal background, having worked at Buckley LLP and Orrick Herrington & Sutcliffe prior to joining Tobi. Yankov is also a licensed attorney, though he does not offer legal services to his clients. Tobi, Inc. provides an algorithmic subscription platform featuring animated educational videos and account-aggregation dashboards designed to improve investment literacy and assist with retirement, custodial accounts, and debt management. The firm combines model allocations based on modern portfolio theory with discretionary portfolio management and a wrap fee program, serving individual users without account minimums.

Steven Schetrom is a financial advisor at Legacy Financial with 17 years of industry experience. He holds the Series 66 designation and has been with Legacy Financial since 2010. Outside of his advisory work, he co-owns a recreational campground business with his spouse. Legacy Financial offers customized financial planning and discretionary portfolio management for individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm’s investment approach focuses on long-term asset allocation, diversification, and fundamental security analysis across a range of investment vehicles.

Mark Stys is a financial advisor at WS Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WS Wealth Management since 2013. The firm provides financial planning, consulting, and discretionary investment management primarily to individual and high-net-worth clients. WS Wealth Management employs a tactical, diversified asset-allocation approach utilizing various investment vehicles, managing approximately $90.5 million across about 70 client relationships.

Richard Czechowski is a CFP® with 33 years of industry experience, currently serving as an advisor at WS Wealth Management, LLC. He joined the firm in 2021 after 16 years with LPL Financial. WS Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm primarily serves individual and high-net-worth clients with a tactical, well-diversified asset-allocation approach tailored to clients’ objectives and considerations.

Jonathan Wagner is a CFA® charterholder with 20 years of industry experience. He is currently with WS Wealth Management, LLC, where he has worked since 2024, following an 11-year tenure at W&S Wealth Management, LLC. WS Wealth Management provides financial planning, consulting, and discretionary investment management primarily to individual and high-net-worth clients, managing approximately $90.5 million across about 70 relationships. The firm uses a tactical, diversified asset-allocation approach incorporating ETFs, mutual funds, individual equities, fixed income, alternative investments, and covered options, tailoring portfolios to clients’ objectives, liquidity, tax, and legal considerations.

Stephen Locke is a CFP® and ChFC® with 18 years of experience in financial advisory. He is affiliated with First Advisors National, LLC and has worked at AlphaStar Capital Management since 2012. Locke is also a licensed insurance agent, selling life insurance and fixed annuity products, and serves as a LegalShield consultant marketing prepaid legal plans and identity theft solutions. First Advisors National manages discretionary assets primarily for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach involves selecting and monitoring third-party money managers and supplementing with individual securities based on fundamental analysis.

James Kelly is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LaSalle St. Investment Advisors since 2006 and associated with LaSalle St. Securities since 2001. Outside of his advisory role, he serves as secretary of the Donald J. Kelly Foundation, coaches high school basketball at Chelsea Academy, and participates in community and church activities including membership on the St. John the Baptist Parish Council and the Chelsea Academy School Board. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies incorporating both passive and active approaches, managing primarily non-discretionary assets and utilizing third-party managers and wrap-fee platforms.

Benjamin Cauthorn is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including 14 years at Edward Jones and nine years at Cornerstone Wealth Management, an independent investment advisory firm he operates alongside his role at LPL. Outside of finance, he is involved in a small engine repair and welding business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Anna Green is a financial advisor at CWM, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at firms including Wealthcare Advisory Partners, Edward Jones, and Paychex, Inc. Outside of her advisory role, she coaches travel softball and provides softball lessons to youth players. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, employing discretionary portfolio management through a combination of in-house models, third-party sub-advisors, and technology partners.

Bret Hrbek is a CFP® and ChFC® with 25 years of industry experience, currently with Edward Jones since 2000. He serves as chairman of the Finance Committee at Front Royal United Methodist Church and holds board positions with the Front Royal Rotary Club and the Zeta Beta Tau Foundation, where he chairs the Investment Advisory Committee. Additionally, he is a partner in OnionHill, LLC, a retail business producing Christmas ornaments representing Front Royal. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors.

Roy Ruble is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory work, he provides tax return preparation and bookkeeping services to individuals, real estate agents, and other self-employed professionals. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions ranging from model portfolios to customized discretionary arrangements.

Todd Ellis is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at UBS Financial Services and City National Bank. Outside of his advisory role, he holds a 20% interest in racehorses in Kentucky. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes a mix of in-house and third-party managers to implement portfolios.

Kevin Mccall is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Primerica Advisors since 2015. Prior to his current role, he was employed at American Color from 2017 to 2019 and operated Virginia Canopy Tours for 10 years. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Elaine Miller is a financial advisor at LPL Financial with 48 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Momentum Independent Network Inc. and Capitol Securities Management, Inc. Elaine is based in Front Royal, VA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities.

Raleigh Kraft is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, and Wachovia Securities Financial Network. Outside of his advisory work, Kraft is involved in farming on a part-time basis. LPL Financial serves a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and a broad platform of investment options.

Justin Baker is a CFP® and holds a Series 66 license, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Comfort Inn/Hilton Garden Inn (The Aikens Group) from 2014 to 2017. 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 and is known for its large network of financial advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Stuart Freakley is a financial advisor at Edward Jones in Strasburg, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Shentel for nine years. He serves as a board member of the Shenandoah Memorial Hospital Foundation. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Erizde Rios is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. Rios has worked at Wells Fargo Clearing since 2022 and has been associated with Wells Fargo Bank, N.A. since 2019. Prior to that, Rios worked at Rite Aid from 2017 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Will Lawrence is a financial advisor with Edward Jones in Stephens City, VA, holding the ChFC® designation and Series 66 license, with nine years of industry experience. He has been with Edward Jones since 2016 and maintains a separate business investment in Johnson City Brewing Co. Additionally, he hosts a weekly radio show on ESPN discussing gaming and movies and serves as a community liaison for esports at Shenandoah University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and supports clients through affiliated mutual funds, trust services, and securities-based lending.

Steven Shipe is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Investment Services and HD Vest Insurance Agency. In addition to his advisory role, Shipe serves as treasurer for a local political committee and operates his own tax preparation and planning business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by model portfolios and multiple program structures.

Douglas Arthur Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Ameriprise Financial Services, Inc. from 2015 to 2020. Outside of his advisory work, he is involved in music entertainment as a musician. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Ali Marangoni is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. and Bankers Life & Casualty. Outside of his advisory role, he is involved in a farm business selling eggs, meat, and produce. Cetera Investment Advisers serves a broad client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Jamie Streets is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Truist Bank (formerly BB&T) for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Charles Nagelvoort is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Colin Johnson is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, McAdam LLC, and Purshe Kaplan Sterling Investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment delivery options, combining large-scale advisory operations with non-advisory product offerings.

Crystal Hollar is a ChFC® and Series 66 licensed financial advisor with Edward Jones, based in Strasburg, VA, where she has worked since 2017. She has nine years of industry experience, including seven years with the United States Government prior to joining Edward Jones. Outside of her advisory role, she serves as an election official in Shenandoah County. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, managed solutions, and affiliated investment products.

Erin Drumheller is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Prior to Edward Jones, she worked at The Gemini 3 Group, Inc. as a consultant and held positions at Geico and Chick-fil-A. She serves on the boards of NW Works and Girls on the Run, Shenandoah Valley, participating in governance, strategic planning, and finance committees. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving individual and institutional clients, offering a range of advisory programs and affiliated financial products under a fiduciary standard.

Lloyd Knight is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Nationwide Securities LLC, Nationwide Financial, and Nationwide from 2015 to 2019. 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 through a broad network of financial advisors and branch offices, offering a range of advisory strategies under a fiduciary standard.

Adrianne Smith is a CFP® professional with seven years of industry experience, currently advising at LPL Financial. She previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC, and has a background at Skanska Infrastructure Development Inc. Outside of her advisory role, she is involved in real estate rental activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Robert Harris Jr. is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Euclid Systems, Hopewell Group, Teksynap, and the Commonwealth of Virginia’s DARS agency. He is also the president and owner of an LLC focused on employment support services. 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 solutions supported by a large network of financial advisors and branch offices across the United States.

Evan Courtney is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. He has held various roles prior to joining Edward Jones, including operating TutoringEZ LLC, an educational business that involves marketing and backend operations. Evan is also involved in developing a fitness and nutrition app and holds a limited partnership in a pressure washing startup. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Bryon Biggs is a CFP®-designated financial advisor with Edward Jones, based in Front Royal, VA, and has 11 years of industry experience. He has been with Edward Jones since 2014. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Amy Straightiff is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Rockingham Insurance for six years and has had two separate tenures with Edward Jones totaling seven years. Outside of her financial advisory work, she serves as a school bus driver for Frederick County Public Schools. Edward Jones is a full-service wealth management firm serving 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.

Corey Seymour is a CFP® professional with seven years of industry experience, currently serving at Edward Jones since 2019. Prior to joining Edward Jones, he worked for six years at the National Church Group Insurance Agency. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.