Danielle Hill is a financial advisor with LPL Financial based in Winchester, VA. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Commonwealth Financial Network for nine years and has been affiliated with Financial Seasons Group, Inc. since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Paul Haecker is a financial advisor at Thrivent Investment Management with two years of industry experience. He previously operated his own firm, Paul Haecker LLC, for 31 years before joining Thrivent in 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of Financial Advisors. The firm offers goal-based financial planning on a variety of topics without discretionary portfolio management, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Shanika Mc Cloud is a financial advisor with Edward Jones in Winchester, VA, holding a Series 66 license and seven years of industry experience. Her prior work includes roles at Morgan Stanley Private Bank, Centaurus Financial Inc., US Bank, and mortgage firms. She is also the owner of Edibly Green LLC, a business that produces all-natural skin care products. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Timothy Thaxton is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Gregory Michael is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for his son, is secretary of the Heritage Grove Homeowners Association, and is a member of the finance committee at Faith Christian Academy in Martinsburg, WV. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers.

William Armstrong is a financial advisor with Wells Fargo Clearing in Winchester, VA, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. 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 solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Lori Placentino is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior work includes nine years at key Investment Services LLC before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and firm-approved tools, serving clients through a mix of advisory and brokerage services.

Steven Hamant is a financial advisor with Cambridge Investment Research Advisors in Winchester, VA. He holds a ChFC® designation and has 32 years of industry experience. Prior to joining Cambridge in 2021, he worked at Lincoln Financial Securities Corporation for seven years. Hamant serves as a FINRA arbitrator and is involved as vice president and owner/partner of River City Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, offering a variety of portfolio management and model-based solutions tailored to client objectives.

Jonathan Motichka is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He previously worked at Avantax Investment Services and Hottel & Willis P.C., where he spent several years. Motichka is the owner of a tax and accounting firm, HW CPAs + Advisors, PC, and serves on the boards of the Blue Ridge Youth Soccer Association and the Powhatan School. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary strategies and access to both affiliated and third-party managers.

Mark Hillyard is a Series 66–licensed financial advisor with Edward Jones in Winchester, VA, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, he is also a distributor and owner of a food wholesaler business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, affiliated mutual funds, and other financial services through a large nationwide network of advisors and branch offices.

Jennifer Shea Roop is a financial advisor at Morgan Stanley with 20 years of industry experience. She has held roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies such as Monte Carlo simulations to support its advisory process.

Daniel Snapp is a financial advisor at Edward Jones in Winchester, VA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at American Woodmark Corporation and spent four years at Virginia Polytechnic Institute and State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Gayle Canini is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked with Securities America Advisors and SECURITIES AMERICA, Inc. Outside of her advisory role, she serves as president, secretary, and treasurer of Employee Benefits Administration, Inc., and volunteers with the Shenandoah Apple Blossom Festival. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm employs various tools and platforms to deliver integrated brokerage and advisory services, offering portfolios constructed with stocks, bonds, options, mutual funds, ETFs, and alternative investments managed on both discretionary and non-discretionary bases.

Susan Kagey is a financial advisor at Ameriprise with 28 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to her current role starting in 2020, she worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory work, she serves on the boards of First Presbyterian Church and Shenandoah Valley Westminster Canterbury. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling with tax-smart withdrawal strategies. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, with a notable emphasis on managed accounts and algorithmic recommendation processes.

Myles Mcpartland is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Scott & Stringfellow, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Courtney Meadows is a financial advisor at Morgan Stanley with seven years of experience at the firm. Prior to joining Morgan Stanley, she worked at Lost River Brewing Company and Capon Springs & Farms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Kathryn Gordon is a Series 66–registered advisor at Fidelity with six years of industry experience. She has worked at multiple financial firms, including Merrill, Bank of America, and Hornor Townsend & Kent Inc., prior to her current role. Outside of finance, she has experience in the food and beverage sector, having worked at The Muse Coffee and Buffalo Wild Wings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies, use of AI in research, and for delivering model portfolios to intermediary platforms.

Michael Cesnik is a financial advisor with Edward Jones in Winchester, VA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all of which has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Paul Magness is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Wells Fargo Clearing Services LLC, where he has worked since 2019. Prior to that, he held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as treasurer for the Applie Pie Meadows HOA and is involved with the Sacred Heart Academy PTO in Winchester, VA, including serving as a substitute teacher. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

James Armstrong is a financial advisor with RBC Capital Markets in Winchester, VA, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at City National Bank, Bank of America NA, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with customized investment strategies that incorporate both in-house and third-party managers, along with integrated portfolio management and financial planning services.