Andrew Beckwith is a financial advisor with Equitable Advisors in Martinsburg, WV. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including eight years at Bank of Charles Town before joining Equitable Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering 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, combining advisory, brokerage, and insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Baylee Dunham is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, Dunham held roles in various industries including retail and food service. Dunham also serves as executor of a will and trust for grandparents. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.

John Houser is a Series 66-registered financial advisor with Edward Jones in Winchester, VA. He has been with Edward Jones since 2024 and has prior experience in various industries including retail and sports entertainment. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm operates nationally with a large advisor and branch network and offers discretionary and non-discretionary strategies alongside affiliated mutual funds and trust services.

Jason Thackston is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the insights of its Global Investment Committee.

John Sichenze II is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide array of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides structured financial planning using firm-approved tools and modeling techniques.

Robert Denton is a CFP®-certified financial advisor with 20 years of industry experience, currently with LPL Financial since 2023. His prior roles include positions at SCF Investment Advisors, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Life Insurance Company. He is involved with several insurance-related business activities under Robert C Denton and Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, employing both discretionary and non-discretionary management strategies supported by research from LPL Research and third-party subadvisors.

Charles Ellison is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves on the investment oversight committee for Braddock Street United Methodist Church in Virginia. Morgan Stanley Wealth Management provides a broad range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by proprietary tools and offers diversified investment programs.

Rachel Elkins is a financial advisor at Edward Jones in Berryville, VA, holding the CFP® and Series 66 designations with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a network of more than 23,700 advisors nationwide. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary managed solutions along with affiliated mutual funds and overlay tax-efficient services.

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.

Jennie Morrow is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christian Trent is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and 35 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. 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.

Robert Hornbaker is a financial advisor at Edward Jones in Winchester, VA, holding a Series 66 designation with two years of industry experience. He previously worked at Wells Fargo for 13 years before joining Edward Jones in 2023. Outside of his advisory role, he owns Travel Ball Transparency LLC, an education-related business that provides services to travel ball parents, organizations, and colleges. He also serves as an election worker with the Clarke County (VA) Electoral Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a large network of financial advisors and branch offices. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard.

Peter Georgelakos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he has worked as a background actor in television productions. 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 services grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings and acts as an ERISA fiduciary when providing investment advice.

Darren Colananni is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Centurion Wealth Management, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Amber Connors is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Equitable Advisors, she worked at Navy Federal Credit Union and has been involved in entrepreneurial ventures including Amber Connors Yoga Lifestyle and Dancingyogiamber LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of program sponsors and third-party managers to provide advisory and brokerage solutions.

Tyler Pence is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 credential and has prior work experience in banking at Burke and Herbert Bank as well as various educational roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

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.

Jennifer Holliday is a financial advisor at Edward Jones with 9 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, she worked at Valley Health Wellness and Fitness Center for three years. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and a proprietary money market fund. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.

William Creveling is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at LPL Financial since 2021 and concurrently with Financial Seasons Group, Inc. since 2000, while previously serving at Commonwealth Financial Network from 2000 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from multiple sources alongside various technology-driven investment solutions.

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.