Catherine Viernes is a Series 66-licensed advisor with Thrivent Investment Management, holding one year of industry experience. Prior to joining Thrivent, she worked at Acacia Real Estate Analytics and PENN Interactive Ventures, and has additional experience with Dan Ryan Builders and Racaden Holdings, LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a wide range of financial topics through a network of Financial Advisors. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Leslie Crabill is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2011. Her prior experience includes five years at BB&T Investment Services, Inc., and she is also involved with Bct, a financial institution and wealth advisory business. 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 portfolio programs, and institutional platforms, supported by extensive resources and technology.

Sharayah Reed is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Wells Fargo in various capacities since 2012. Outside of her advisory role, she works part-time as a delivery driver for DoorDash. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

James Imoh is a financial advisor at Edward Jones in Winchester, VA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, Imoh serves on the Board of Trustees for Shenandoah University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions and operates under a fiduciary standard.

George Karnes II is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Edward Jones. He serves as president of the Moonlight Cove Property Owners Association in Glade Hill, Virginia. 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 with an investment approach informed by research and modern portfolio theory.

Evan Garfola is a CFP®-designated financial advisor with six years of industry experience. He is currently with Edward Jones, where he has worked since 2019, and previously held roles at Wells Fargo Clearing and several other organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large national network of financial advisors and branch offices.

Frances McDonald is a financial advisor with Wells Fargo Clearing in Winchester, VA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Additionally, she serves as a notary in Frederick County, VA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Kyle Anderson is a financial advisor with Equitable Advisors in Martinsburg, WV, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he spent ten years at Battery Mart of Winchester, Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of proprietary and third-party advisory models and investment products.

Aniyah Jones is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she held roles in various organizations including Apple Federal Credit Union and Capstone Properties LLC. 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 approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Edward Stone Jr. is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015 and is also involved with EWS Medical LLC since 2008. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of advisory services and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Andrew Beckwith is a financial advisor at Equitable Advisors in Martinsburg, WV, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Equitable Advisors, he spent eight years at Bank of Charles Town. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Baylee Dunham is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, Dunham held various roles across retail and hospitality sectors. She also serves as an executor of a will and trust for her grandparents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations, offering a range of advisory programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

John Houser is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He has worked at Edward Jones since 2024 and has previous experience at Costco and other employers. 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, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

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 at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley entities since 1993, including Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and scenario modeling.

Robert Denton is a CFP® professional with 21 years of industry experience. He is currently with LPL Financial and has previously worked at SCF Investment Advisors, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Life Insurance Company. Denton also operates an insurance agency and a business entity for tax and investment purposes in Martinsburg, WV. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

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.