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Reggie T

Series 66

Martinsburg, WV

Edward Jones

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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Brandi S

Series 63, Series 65

Hagerstown, MD

Cetera

Brandi Small is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Cetera and First United Bank and Trust, where she assists the Trust Department with estate planning and administration tasks. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jessica P

CFP®, Series 66

Charles Town, WV

LPL Financial

Jessica Perry is a CFP® with two years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Potomac Bank Trust & Wealth, Bank of America, Merrill, and a decade at Sandy Spring Bank. She holds the Series 66 designation. 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 investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Hollie H

Series 63, Series 66

Charles Town, WV

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Amanda R

CFP®, ChFC®, Series 66

Shepherdstown, WV

Edward Jones

Amanda Ryder is a financial advisor at Edward Jones with 12 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Prior to joining Edward Jones in 2023, she worked at Truist Advisory Services and BB&T Bank. In addition to her advisory work, she is involved with the Avery Raymond Burkhart Memorial Scholarship Fund, which awards scholarships to local students, and co-owns a hobby farm focused on beef cattle and hay production. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Inheritance planning Military & Veterans Government Employee
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Bradley M

Series 63, Series 66

Middletown, MD

Edward Jones

Bradley Myers is a financial advisor with Edward Jones in Middletown, MD, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Finance Director for the Middletown Area Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Darrell E

ChFC®, Series 66

Hagerstown, MD

Ameriprise

Darrell Evans is a ChFC® credentialed financial advisor with Ameriprise, bringing 10 years of industry experience. He previously spent nine years with Edward Jones before joining Ameriprise in 2025. Outside of his advisory work, he serves as president of the Antietam Exchange Club of Hagerstown and is a board member for Washington County Public Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with a written Recommendation Report and ongoing annual planning advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joshua Z

Series 63, Series 65

Williamsport, MD

Raymond James Financial

Joshua Zoldan is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wealth Enhancement Group, and Mutual of Omaha Investor Services. He is also involved with All Seasons Wealth, a non-investment related support company based in Williamsport, Maryland. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports a broad network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Dennis K

Series 63, Series 65

Hagerstown, MD

Raymond James Financial

Dennis Koons is a financial advisor at Raymond James Financial with 35 years of industry experience. His prior roles include positions at Morgan Stanley and Legg Mason Wood Walker, and he has operated Koons Family LLC since 2006. Koons also serves as an independent contractor and financial advisor at Ark Financial Advisors, where he is involved in client servicing and business development. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through unique affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Sara C

Series 63, Series 65

Martinsburg, WV

LPL Financial

Sara Church is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jennifer F

Series 66

Ranson, WV

Edward Jones

Jennifer Fountain is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Her prior experience includes roles at Geostellar, Rodan & Fields, and Christian Caine Jewelers, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Charitable giving tax strategies Business ownership considerations Wealth management General retirement planning Government Employee Founder/Business Owner LGBTQIA
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Ronald B

Series 63, Series 65

Middletown, MD

LPL Financial

Ronald Burley is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Brokerage Services, United Bank, Capital One Financial Advisors, and Chevy Chase Financial Services. He is also affiliated with Bank of Charlestown in a financial institution capacity. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with diverse investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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