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William C

Series 63, Series 65

Winchester, VA

LPL Financial

William Creveling is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at LPL Financial since 2021 and concurrently with Financial Seasons Group, Inc. since 2000, while previously serving at Commonwealth Financial Network from 2000 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from multiple sources alongside various technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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Drew F

Series 63, Series 65

Winchester, VA

LPL Financial

Drew Forte is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Blue Ridge Bank, Wealthcare Advisory Partners, Eagle Strategies (NY Life), and New York Life Insurance Company. He is also a partner in the Telehealth Advisory Group, a business outside the financial sector. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement consulting, and brokerage services, offering discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Danielle H

Series 63, Series 65

Winchester, VA

LPL Financial

Danielle Hill is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She worked previously at Commonwealth Financial Network for nine years and has been associated with Financial Seasons Group, Inc. for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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