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Hollie H

Series 63, Series 66

Charles Town, WV

Edward Jones

Hollie Hadsall is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Amanda R

CFP®, ChFC®, Series 66

Shepherdstown, WV

Edward Jones

Amanda Ryder is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2023, she worked at Truist Advisory Services and BB&T Bank. Outside of advising, she is involved with the Avery Raymond Burkhart Memorial Scholarship Fund and co-owns a hobby farm focused on beef cattle and hay production. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor network and branch footprint, as well as its comprehensive offerings including trust services and securities-based lending.

Retirement income strategy General estate planning guidance Inheritance planning Military & Veterans Government Employee
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Sara C

Series 63, Series 65

Martinsburg, WV

LPL Financial

Sara Church is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jennifer F

Series 66

Ranson, WV

Edward Jones

Jennifer Fountain is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Her prior experience includes roles at Geostellar, Rodan & Fields, and Christian Caine Jewelers, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Charitable giving tax strategies Business ownership considerations Wealth management General retirement planning Government Employee Founder/Business Owner LGBTQIA
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Logan P

Series 66

Martinsburg, WV

Equitable Advisors

Logan Perez is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Equitable Advisors, he was involved in various roles at Salisbury University, Mt St Mary's University, Trout's Jubilee Foods, Champion Contractors Inc., and Catoctin High School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. Its advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing third-party asset managers and affiliated fund options.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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