Jay Smith is a financial advisor with Edward Jones in Winchester, VA, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992. Outside of his advisory role, Smith serves as President and CEO of Catch and Unleash Productions Inc, a faith-based concert ministry, and has participated as a corner and track marshal at various motorcycle racing events including Daytona and MotoAmerica. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a large nationwide network of advisors and branch offices.

Jennifer Mc Donald is a financial advisor at Osaic Wealth with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Private Bank, Truist Advisory Services, and BB&T. Outside of her advisory role, she serves as vice-chair and board member of the Winchester Medical Foundation, a charitable nonprofit organization. Osaic Wealth serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm combines brokerage and investment advisory services with financial planning, retirement consulting, and access to various third-party money managers, utilizing asset-allocation tools and risk assessments to construct diversified portfolios.

Jason Williams is a financial advisor at Ameriprise Financial Services LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Truist Advisory Services and BB&T Investment Services. Williams serves on the boards of Victory Church and NW Works and participates in finance and community committees in Winchester, VA. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that focuses on reliable income sources and tax-aware withdrawal strategies through a collaborative, non-discretionary process.

Sharayah Reed is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2020. Prior to that, she was employed by Wells Fargo in various capacities from 2012 to 2019. Outside of her advisory role, Reed works part-time as a delivery driver for DoorDash. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

James Imoh is a financial advisor at Edward Jones in Winchester, VA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, Imoh serves on the Board of Trustees for Shenandoah University. 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 and operates under a fiduciary standard.

Emma Stone is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked in education and hospitality sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies through a large nationwide network of advisors and branch offices.

George Karnes II is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, Karnes serves as president of the Moonlight Cove Property Owners Association, where he participates in community budget planning and governance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach includes discretionary and non-discretionary options and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep programs.

Evan Garfola is a CFP®-designated financial advisor with six years of industry experience. He is currently with Edward Jones, where he has worked since 2019, and previously held roles at Wells Fargo Clearing and several other organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large national network of financial advisors and branch offices.

Frances Mcdonald is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as a notary in Frederick County, VA. 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 process is driven by investment policy statements and modern portfolio theory, and it includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Aniyah Jones is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she held roles in various organizations including Apple Federal Credit Union and Capstone Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Houser is a Series 66-registered financial advisor with Edward Jones in Winchester, VA. He has been with Edward Jones since 2024 and has prior experience in various industries including retail and sports entertainment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm operates nationally with a large advisor and branch network and offers discretionary and non-discretionary strategies alongside affiliated mutual funds and trust services.

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.

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 with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides structured financial planning using firm-approved tools and modeling techniques.

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.

Rachel Elkins is a financial advisor at Edward Jones in Berryville, VA, holding the CFP® and Series 66 designations with 12 years of industry experience. She has been with Edward Jones since 2014. 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 strategies supported by a network of more than 23,700 advisors nationwide. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary managed solutions along with affiliated mutual funds and overlay tax-efficient services.

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.

Jennie Morrow is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christian Trent is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and 35 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.