John Everson is a CFP®-certified financial advisor with Ameriprise, bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as president of the Tuscarora Springs Homeowners Association and is a deacon at the Church of Christ in Martinsburg, WV. Ameriprise provides a retirement-income planning service geared toward clients approaching or in retirement, typically serving those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Geoffrey Giffuni is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch Wealth Management in Garden City, NY in May 1987. Geoffrey works with both individuals and institutions, providing customized portfolio management and liability management services. His client base includes individuals and their families, public and private companies, endowments, foundations, and unions. He values the opportunity to work with successive generations within families, including children and grandchildren of long-term clients. He holds a Bachelor's Degree from Ithaca College and the professional designation of Personal Investment Advisor (PIA).

Amber Connors is a financial advisor with Equitable Advisors holding a Series 66 designation. She has less than one year of industry experience. Prior to joining Equitable Advisors, Amber’s background includes roles at Navy Federal Credit Union and various entrepreneurial ventures related to yoga, including Amber Connors Yoga Lifestyle and Dancingyogiamber LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, using a combination of firm programs and third-party asset managers.

Daniel Kelly is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with Raymond James & Associates and has held previous roles at FAI Wealth Management and TIAA-CREF. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and consulting services supported by comprehensive research and multiple portfolio management approaches.

Kevin Wamsley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in mortgage and real estate services through his positions at Distinctive Referral LLC and Main Street Home Loans LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Amy Forman is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various topics, with options to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Mark Brooke is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014, based in Purcellville, VA. 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 large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary strategies along with affiliated mutual funds and a proprietary money market fund.

Zachary Delphi is a financial advisor with Ameriprise in Martinsburg, WV, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Fidelity Investments and The Vanguard Group, Inc. He serves as Treasurer on the Board of Directors for The Robert C. Byrd Center for Congressional History and Education. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Steven Butler is a financial advisor with Ameriprise in Martinsburg, WV, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and previously at Axa Advisors LLC. Outside of finance, he was involved with Butler's Farm Market during his time at West Virginia University. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Jessica Reid is a Series 66 licensed financial advisor with Equitable Advisors and has one year of industry experience. Prior to joining Equitable Advisors, she worked for eight years with Berkeley County Schools and eleven years at Walmart. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Dena Morgan is a financial advisor with Edward Jones in Martinsburg, WV, holding CFP® and Series 66 credentials and with seven years of industry experience. She previously worked at Bechtel Corporation for nine years and served as a county engineer for Berkeley County. Morgan is active in her community as a board member of Horses with Hearts and the Professional Business Women's Association, and she serves as vice president of BNI Martinsburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Brian Mc Donald is a CFP® and ChFC® credentialed advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Phillip Mccoy is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise Financial Services since 2012, including prior experience at Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and third-party data to provide written recommendations and ongoing advice.

Joshua Mongold is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Azer Scientific for two years and has extensive experience in the healthcare sector, including roles at the VA Medical Center in Martinsburg and WVU Medicine - Jefferson Medical Center. 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 over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Colin Waldeck is a financial advisor at Equitable Advisors with Series 66 credentials and no prior industry experience. His background includes roles at Massey Hyundai and Shepherd University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm implements client solutions using third-party asset managers and advisory programs, offering a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Scott Daniel is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Amazon, Northwestern Mutual, and Joshua Parish. In addition to his advisory work, he is the owner of Greystone Farm LLC, a business unrelated to investing. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Van Pelt is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including over two decades with Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in operating Van Vixen Farm, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and third-party subadvisors, supported by advanced operational tools.

Lauren Epperly is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. She previously worked for Truist Financial Corporation (formerly BB&T) for eight years. Outside of her advisory role, she serves on the board of the Panhandle Home Health Puttin' Tournament Committee and is involved with local community organizations including the Junior League of the Eastern Panhandle. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models implemented through third-party asset managers and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Reggie Turner is a financial advisor with Edward Jones, holding a Series 66 credential and bringing 26 years of industry experience. His prior roles include positions at RBC Capital Markets LLC, Pruco Securities LLC, The Prudential Insurance Company of America, PNC Investments, and BB&T Investment Services. Outside of his advisory work, he serves as a trustee for the 1772 Foundation focused on historic preservation, co-founded the Western Maryland Community Development Corporation, and is a commissioner for the Maryland Commission on African American History & Culture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Hollie Hadsall is a financial advisor with Edward Jones in Charles Town, WV, holding Series 63 and Series 66 designations and having 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large network of financial advisors and branch offices nationwide.