Tyler Pence is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL, he worked at Cetera Investment Services LLC and Cetera Investment Advisors LLC. His background includes roles in education and retail, including positions at James Madison University and Tractor Supply Company. 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 portfolios, third-party asset management, and institutional platforms.

Jason Baird is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked with Northwestern Mutual from 2023 to 2024. Prior to his financial career, he was involved with Ramoth Baptist Church and Leesburg Community Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers goal-based, holistic planning across various financial topics, delivered either as a one-time or ongoing service separate from portfolio management.

William Creveling is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at LPL Financial since 2021 and has been affiliated with Financial Seasons Group, Inc. since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of representatives. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Nicholas Diehl is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses. He has less than one year of industry experience and previously worked at Enterprise Mobility, Dick's Sporting Goods, and attended Shenandoah University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ali Marangoni is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He previously worked with Concourse Financial Group Securities Inc. for 13 years before joining Cetera and Cetera Wealth Services in 2025. Outside of advising, he operates Oak Bear Farm, which sells eggs, meat, and produce. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures, managing over $256 billion in assets through a large network of advisors.

Abraham Walsh is a Series 66-credentialed financial advisor with Ameriprise, bringing 19 years of industry experience. He previously worked at Edward Jones from 2006 to 2017 before joining Ameriprise Financial Services Inc and later Ameriprise. Outside of his advisory role, Walsh owns a taxidermy business, serves on the Board of Directors for Safari Club International, and volunteers with AARP providing tax preparation for elderly and low-income individuals. Ameriprise offers a retirement-income planning service aimed at clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Drew Forte is a financial advisor with LPL Financial based in Winchester, VA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior roles include positions at Blue Ridge Bank, Wealthcare Advisory Partners, Eagle Strategies, Nylife Securities, and New York Life Insurance Company. In addition to his advisory work, he is a partner in Telehealth Advisory Group, 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing technology.

Whitney Pyles is a financial advisor with Edward Jones in Winchester, VA, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is involved as a Scentsy party host. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Robert Lewandowski is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has worked at LPL Financial since 2011 and maintains an affiliation with Summit Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management services through a broad network of investment adviser representatives.

Amy Flores Velasquez is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 66 registrations and 17 years of industry experience. Her prior work includes roles at Waddell & Reed Inc and various insurance carriers. Outside of her advisory work, she is involved with Associates of Clifton Park in a non-variable insurance capacity. 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 wide range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

Michael Vorlop is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and previously worked at Lord, Abbett & Co. LLC from 2014 to 2018 before joining Wells Fargo Clearing in 2018. 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 advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Danielle Hill is a financial advisor with LPL Financial based in Winchester, VA. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Commonwealth Financial Network for nine years and has been affiliated with Financial Seasons Group, Inc. since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Paul Haecker is a financial advisor at Thrivent Investment Management with two years of industry experience. He previously operated his own firm, Paul Haecker LLC, for 31 years before joining Thrivent in 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm offers goal-based financial planning on a variety of topics without discretionary portfolio management, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Shanika Mc Cloud is a financial advisor with Edward Jones in Winchester, VA, holding a Series 66 license and seven years of industry experience. Her prior work includes roles at Morgan Stanley Private Bank, Centaurus Financial Inc., US Bank, and mortgage firms. She is also the owner of Edibly Green LLC, a business that produces all-natural skin care products. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Colin Johnson is a financial advisor with LPL Financial in Strasburg, VA, holding Series 65 and Series 63 credentials and nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, McAdam LLC, and Purshe Kaplan Sterling Investments. 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, supported by a large network of advisors and extensive technology tools.

Timothy Thaxton is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Gregory Michael is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for his son, is secretary of the Heritage Grove Homeowners Association, and is a member of the finance committee at Faith Christian Academy in Martinsburg, WV. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers.

William Armstrong is a financial advisor with Wells Fargo Clearing in Winchester, VA, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Lori Placentino is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior work includes nine years at key Investment Services LLC before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and firm-approved tools, serving clients through a mix of advisory and brokerage services.

Crystal Hollar is a ChFC® and Series 66 licensed financial advisor with Edward Jones, based in Strasburg, VA, where she has worked since 2017. She has nine years of industry experience, including seven years with the United States Government prior to joining Edward Jones. Outside of her advisory role, she serves as an election official in Shenandoah County. 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 nationwide network of more than 23,700 advisors, offering a range of advisory programs, managed solutions, and affiliated investment products.