Stuart Freakley is a financial advisor at Edward Jones in Strasburg, VA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Shentel for nine years. He serves as a board member of the Shenandoah Memorial Hospital Foundation. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

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.

Erizde Rios is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Rios worked at Wells Fargo Bank, NA from 2019 and at Rite Aid from 2017 to 2019. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Will Lawrence is a financial advisor with Edward Jones in Stephens City, VA, holding the ChFC® designation and Series 66 license, with nine years of industry experience. He has been with Edward Jones since 2016 and maintains a separate business investment in Johnson City Brewing Co. Additionally, he hosts a weekly radio show on ESPN discussing gaming and movies and serves as a community liaison for esports at Shenandoah University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and supports clients through affiliated mutual funds, trust services, and securities-based lending.

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.

Steven Shipe is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Avantax Investment Services and HD Vest Insurance Agency. In addition to his advisory role, Shipe serves as treasurer for a local political campaign committee and maintains an accounting and tax preparation practice. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including access to affiliated and third-party managers.

Douglas Arthur Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and totaling 26 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Ameriprise Financial Services, Inc. for five years. Outside of finance, he is involved in music entertainment as a musician in Virginia. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

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.

Jennifer Costello is a financial advisor at Edward Jones in Winchester, VA, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, she worked for Blue Ridge Hospice and MedFlight of Ohio. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of wealth levels. The firm offers a variety of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

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.