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Raleigh K

Series 63, Series 65

Front Royal, VA

LPL Financial

Raleigh Kraft is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Advisors, H. Beck, Inc., and Oppenheimer. Outside of advisory work, Kraft manages a farming operation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through its extensive network of investment adviser representatives, utilizing various investment strategies and technological tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Emily S

Series 66

Woodstock, VA

Edward Jones

Emily Stalbird is a financial advisor at Edward Jones with a Series 66 designation. She has one year of experience in the financial industry, having joined Edward Jones in 2026. Prior to her current role, she worked at Eldor Automotive Powertrain, 7-Eleven, and served in the United States Air Force. Edward Jones is a full-service wealth management firm serving more than 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 nationwide.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Inheritance planning Founder/Business Owner Divorced Women
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Justin B

CFP®, Series 66

Strasburg, VA

Edward Jones

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.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management General retirement planning Founder/Business Owner Intergenerational Families
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Brandon D

Series 66

Edinburg, VA

Edward Jones

Brandon Davis is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at KPMG LLP, Bryce Resort, and Ernst & Young LLP. 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 strategies supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management General retirement planning Founder/Business Owner
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Ann S

Series 66

Woodstock, VA

Edward Jones

Ann Stalbird is a Series 66-credentialed financial advisor with Edward Jones, based in Woodstock, VA. She has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and operates under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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David T

Series 63, Series 65

Woodstock, VA

Cambridge Investment Research Advisors

David Thompson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2024 and previously spent seven years with Securities America Advisors. Thompson is also the owner of DW Thompson LLC and acts as an independent insurance agent for various companies through Madison Financial Strategies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment implementation options, including discretionary and non-discretionary strategies, and supports access to both proprietary and third-party models.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Stuart F

Series 66

Strasburg, VA

Edward Jones

Stuart Freakley is a Series 66-licensed financial advisor with Edward Jones in Strasburg, VA, possessing three 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 in Woodstock, VA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a nationwide network of approximately 23,700 financial advisors.

Charitable giving & philanthropy Business ownership considerations Wealth management General estate planning guidance Retirement income strategy Military & Veterans
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Erizde R

Series 63, Series 65

Front Royal, VA

Wells Fargo Clearing

Erizde Rios is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Rios worked at Wells Fargo Bank, NA, from 2019 and Rite Aid from 2017 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to support its investment strategies.

Retired Founder/Business Owner
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Will L

ChFC®, Series 66

Stephens City, VA

Edward Jones

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.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Steven S

Series 63, Series 65

Maurertown, VA

Cetera

Steven Shipe is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with HD Vest Insurance Agency, Lawrence R. Yoder CPA, and Avantax. Outside of advising, he serves as treasurer for a local political committee, overseeing compliance with Virginia election laws and managing campaign finance reports. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Douglas A

Series 66

Strasburg, VA

LPL Financial

Douglas Arthur Jr. is a financial advisor with LPL Financial in Strasburg, VA, holding a Series 66 designation and 26 years of industry experience. His career includes prior roles at Ameriprise Financial Services, Private Advisor Group, and Cetera Investment Services. Outside of his advisory work, he is involved in music entertainment as a musician in Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert H

Series 66

Winchester, VA

Edward Jones

Robert Hornbaker is a financial advisor at Edward Jones in Winchester, VA, holding a Series 66 designation with two years of industry experience. He previously worked at Wells Fargo for 13 years before joining Edward Jones in 2023. Outside of his advisory role, he owns Travel Ball Transparency LLC, an education-related business that provides services to travel ball parents, organizations, and colleges. He also serves as an election worker with the Clarke County (VA) Electoral Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a large network of financial advisors and branch offices. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jason B

Series 63, Series 65

Winchester, VA

Thrivent Investment Management

Jason Baird is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual and Thrivent Financial, as well as several years of service at community churches. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations across multiple planning areas without discretionary trading authority. The firm’s approach emphasizes holistic planning combined with optional managed-account services under a consolidated billing structure.

Business ownership considerations
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William C

Series 63, Series 65

Winchester, VA

LPL Financial

William Creveling is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at LPL Financial since 2021 and has been affiliated with Financial Seasons Group, Inc. since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of representatives. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Gretchen F

Series 66

Woodstock, VA

Thrivent Investment Management

Gretchen Franti is a financial advisor with Thrivent Investment Management in Woodstock, VA, holding a Series 66 designation and eight years of industry experience. She has been with Thrivent since 2018. Outside of her advisory role, she serves as a board member for the Culpeper County Chamber, participating in executive, finance, and marketing committee activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive goal-based planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, but portfolio management for institutional clients is not offered.

Business ownership considerations
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Ali M

Series 63, Series 66

Strasburg, VA

Cetera

Ali Marangoni is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 14 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. for 13 years before joining Cetera in 2025. Outside of advising, he operates Oak Bear Farm, a farm business selling eggs, meat, and produce. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services utilizing multiple program structures and affiliations.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Everette M

Series 66

Woodstock, VA

Thrivent Investment Management

Everette Morgan Jr. is a financial advisor with Thrivent Investment Management in Woodstock, VA, holding a Series 66 designation and over 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Morgan serves on the Board of Zoning Appeals for the Town of Woodstock and is a member of the Board of Directors for Family Promise of Shenandoah County, a nonprofit organization focused on preventing and ending family homelessness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, emphasizing periodic reviews and separating planning services from managed-account programs.

Business ownership considerations
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Abraham W

Series 66

Winchester, VA

Ameriprise

Abraham Walsh is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones for 11 years before joining Ameriprise in 2017. Outside of his advisory role, he is involved in taxidermy through his business, Walsh Wildlife Studios, LLC, serves on the Board of Directors for Safari Club International, and volunteers preparing taxes for elderly and low-income individuals through AARP. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income, tax-aware withdrawal strategies, and Social Security claiming options.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Drew F

Series 63, Series 65

Winchester, VA

LPL Financial

Drew Forte is a financial advisor with LPL Financial based in Winchester, VA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior roles include positions at Blue Ridge Bank, Wealthcare Advisory Partners, Eagle Strategies, Nylife Securities, and New York Life Insurance Company. In addition to his advisory work, he is a partner in Telehealth Advisory Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Robert L

Series 63, Series 66

Winchester, VA

LPL Financial

Robert Lewandowski is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has worked at LPL Financial since 2011 and maintains an affiliation with Summit Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management services through a broad network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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