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Cindy R

Series 66

Kearneysville, WV

Edward Jones

Cindy Ross is a financial advisor with Edward Jones in Kearneysville, WV. She holds the Series 66 designation and began her advisory career in 2025. Prior to joining Edward Jones, she worked at Carrabba’s Restaurant and Target, and spent over two decades at the Social Security Administration. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Wealth management Retirement income strategy ESG / Sustainable investing Military & Veterans Government Employee Women Professionals Women's Finance Values-based investing
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Kaleigh W

Series 66

Martinsburg, WV

Equitable Advisors

Kaleigh Weatherholtz is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. She has worked previously as a non-registered assistant and has experience in education and community sports organizations. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, delivering solutions through LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Hollie H

Series 63, Series 66

Charles Town, WV

Edward Jones

Hollie Hadsall is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

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 11 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2023, she worked at Truist Advisory Services and BB&T Bank. Outside of advising, she is involved with the Avery Raymond Burkhart Memorial Scholarship Fund 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 with a wide range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor network and branch footprint, as well as its comprehensive offerings including trust services and securities-based lending.

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 with Raymond James Financial in Hagerstown, MD, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Raymond James Financial and Raymond James Financial Services since 2009 and has operated Koons Family LLC since 2006. In addition to his advisory role, he works as an independent contractor for Ark Financial Advisors, where he provides client servicing, trade execution, and business development. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support customized investment strategies, maintaining specialized capabilities in municipal advisory services and employer-sponsored retirement plans.

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 in Martinsburg, WV, holding Series 63 and Series 65 designations and 10 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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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 with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at United Brokerage Services, INC. and United Bank, where he worked for 13 years. He also serves in a financial institution role at Bank of Charlestown. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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