Jason Thackston is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the insights of its Global Investment Committee.

John Sichenze II is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley entities since 1993, including Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and scenario modeling.

Charles Ellison is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves on the investment oversight committee for Braddock Street United Methodist Church in Virginia. Morgan Stanley Wealth Management provides a broad range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by proprietary tools and offers diversified investment programs.

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.

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 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.

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.

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.

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.

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.

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.

Ali Marangoni is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining Cetera in 2025, he spent 13 years at Concourse Financial Group Securities Inc. In addition to his advisory work, Marangoni operates Oak Bear Farm, selling eggs, meat, and produce. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party investment strategies.

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.

Abraham Walsh is a financial advisor with Ameriprise in Winchester, VA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Edward Jones for 11 years before joining Ameriprise, where he has been since 2017. Outside of advising, Walsh owns a taxidermy studio, serves on the Board of Directors for Safari Club International, and volunteers with AARP preparing taxes for elderly and low-income individuals. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and ongoing tax-aware advice. The firm’s approach involves collaboration between centralized planning teams and financial advisors, with a focus on dependable income sources and adaptive withdrawal strategies within a managed investment framework.

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.

Jamie Streets is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Truist Bank (formerly BB&T) for eleven years. He holds a Series 66 designation. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Amy Flores Velasquez is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 66 registrations and 17 years of industry experience. Her prior work includes roles at Waddell & Reed Inc and various insurance carriers. Outside of her advisory work, she is involved with Associates of Clifton Park in a non-variable insurance capacity. 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 wide range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

Danielle Hill is a financial advisor with LPL Financial based in Winchester, VA. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Commonwealth Financial Network for nine years and has been affiliated with Financial Seasons Group, Inc. since 2011. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Charles Nagelvoort is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 designations and 28 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, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Haecker is a financial advisor at Thrivent Investment Management with two years of industry experience. He previously operated his own firm, Paul Haecker LLC, for 31 years before joining Thrivent in 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm offers goal-based financial planning on a variety of topics without discretionary portfolio management, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”