Bradley Mullins is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he was self-employed for five years and worked for the Commonwealth of Virginia for three years. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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 credentials and bringing 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he is the owner of Beaver Tail, LLC, a limited liability company based in Cross Junction, Virginia. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals with access to various portfolio management strategies and platform arrangements.

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 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.

Nicholas Aberegg is a financial advisor with Equitable Advisors in Martinsburg, WV, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2007. Outside of his advisory work, he serves on the boards of the Eastern Panhandle WVU Alumni Association and the Eastern West Virginia Community Foundation, where he is also involved in scholarship committee activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

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.

Kyle Anderson is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he worked for ten years at Battery Mart of Winchester, Inc. He holds the Series 66 designation. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

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.

Edward Stone Jr. is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is involved with EWS Medical LLC, a business he has operated since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.