Steve Hose is a financial advisor at LPL Financial with 31 years of industry experience. He has held positions at LPL Financial since 2010, previously working at M&T Securities, Inc. and Raymond James Financial Services, Inc. He is registered with Series 63 and Series 65 credentials and is involved with The Hose Group, which includes non-variable insurance activities. 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 broad range of advisory and brokerage services, utilizing various investment strategies and tools to support its extensive network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Bradley Mullins is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked for the Commonwealth of Virginia and as a self-employed professional. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Mary Ervin is a financial advisor with Morgan Stanley in Winchester, VA, holding a Series 66 designation and having nine years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, she was employed at Lifetime Fitness for one year. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process uses firm-approved tools and models but does not include individual security recommendations as part of standalone planning services.

Ivan Snapp is a financial advisor with Edward Jones located in Winchester, VA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in managing rental properties through a personal business entity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Wilson Rimmer is a financial advisor with Thrivent Investment Management in Martinsburg, WV, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019. Prior to his financial career, he worked with the Potomac District of the Assemblies of God for 18 years. 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 planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Julie Wise is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for eight years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Antonio Loureiro is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2016, following prior roles at Morgan Stanley and Merrill. Loureiro is also the owner of Beaver Tail, LLC, an LLC based in Cross Junction, VA. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Karis Holnagel Frey is a financial advisor at Edward Jones in Winchester, VA, holding a Series 66 designation with 1 year of industry experience. She has been with Edward Jones since 2010. 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 supported by a nationwide network of over 23,700 financial advisors.

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 licenses and has previously worked at Morgan Stanley Private Bank, Truist Advisory Services, and BB&T. She serves as Vice-Chair on the Board of the Winchester Medical Foundation, a charitable nonprofit organization. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and a complex affiliate network.

Nicholas Aberegg is a financial advisor with Equitable Advisors in Martinsburg, WV, holding a Series 66 credential and 19 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he serves on the boards of the Eastern Panhandle WVU Alumni Association and the Eastern West Virginia Community Foundation, where he is also a scholarship committee member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm works through a network of Investment Adviser Representatives and partners with third-party managers to offer a broad range of investment programs.

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 and Wells Fargo in various capacities since 2012. Outside of her advisory role, she works part-time as a delivery driver for DoorDash. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

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 Series 66 credentialed financial advisor with 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Edward Jones. He serves as president of the Moonlight Cove Property Owners Association in Glade Hill, Virginia. 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 with an investment approach informed by research and modern portfolio theory.

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 in Winchester, VA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Additionally, she serves as a notary in Frederick County, VA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Kyle Anderson is a financial advisor with Equitable Advisors in Martinsburg, WV, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he spent ten years at Battery Mart of Winchester, Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of proprietary and third-party advisory models and investment products.

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.