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.

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.”

Colin Johnson is a financial advisor with LPL Financial in Strasburg, VA, holding Series 63 and Series 65 licenses and with nine years of industry experience. Before joining LPL Financial in 2020, he worked at Ameriprise Financial Services and McAdam LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management options, utilizing both proprietary research and third-party strategies.

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.

Tracy Miller is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Miller serves as president of the Edinburg Chamber of Commerce and is involved with the Shenandoah County Fair Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors. The firm offers advisory programs, separately managed accounts, and affiliated investment products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Erin Drumheller is a CFP® professional with four years of industry experience, currently advising clients at Edward Jones since 2022. Prior to joining Edward Jones, she worked at The Gemini 3 Group, Inc. as a consultant and at Geico for four years. She serves on the boards of NW Works and Girls on the Run, Shenandoah Valley, where she participates in governance, strategic planning, and finance committees. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Steven Hamant is a financial advisor with Cambridge Investment Research Advisors in Winchester, VA. He holds a ChFC® designation and has 32 years of industry experience. Prior to joining Cambridge in 2021, he worked at Lincoln Financial Securities Corporation for seven years. Hamant serves as a FINRA arbitrator and is involved as vice president and owner/partner of River City Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, offering a variety of portfolio management and model-based solutions tailored to client objectives.

Marc Aguilar is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and 10 years of industry experience. His previous roles include positions at Centurion Wealth Management, Spire Securities, Merrill, and Morgan Stanley. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research tools and multiple third-party subadvisors.

Mark Hillyard is a Series 66–licensed financial advisor with Edward Jones in Winchester, VA, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, he is also a distributor and owner of a food wholesaler business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, affiliated mutual funds, and other financial services through a large nationwide network of advisors and branch offices.

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 affiliated with LPL Financial. Prior to joining LPL in 2025, she worked at Grove Point Advisors and Grove Point Investments from 2018 to 2025. Outside of her advisory role, she is involved in managing real estate rental activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers various investment strategies including model portfolios, third-party asset management, and customized approaches supported by advanced operational tools.

Robert Harris Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Euclid Systems, Hopewell Group, Teksynap, and the Department of Aging and Rehabilitative Services for the Commonwealth of Virginia. Outside of his advisory role, he is the president and owner of an LLC providing employment development support. 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 strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Jaye Beringer is a Series 66-licensed financial advisor with Thrivent Investment Management. She has one year of industry experience and previously worked at Thrivent Financial, Jaye Anne Consulting, LLC, AAFMAA Life Insurance, Liberty Mutual Insurance, and J&J Insurance. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a wide range of financial topics without managing client portfolios directly. The firm’s approach includes holistic, goal-based analyses and the option to combine planning with managed-account programs under a consolidated billing arrangement called "WealthPlan."

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.

Susan Kagey is a financial advisor at Ameriprise with 28 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to her current role starting in 2020, she worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory work, she serves on the boards of First Presbyterian Church and Shenandoah Valley Westminster Canterbury. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling with tax-smart withdrawal strategies. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, with a notable emphasis on managed accounts and algorithmic recommendation processes.

Myles Mcpartland is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Scott & Stringfellow, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Cesnik is a financial advisor with Edward Jones in Winchester, VA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all of which has been with Edward Jones since 2005. 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. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Lacey Snarr is a financial advisor at Edward Jones in Woodstock, VA, holding the CFP®, ChFC®, and Series 66 designations with seven years of industry experience, all spent at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of account types. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.