Darren Colananni is a CFP® and ChFC® with 16 years of industry experience, currently with LPL Financial. His prior roles include positions at Centurion Wealth Management, Bank of America, Merrill, and Morgan Stanley. 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 portfolios, third-party asset management, and institutional platforms.

Amber Connors is a financial advisor with Equitable Advisors holding a Series 66 designation. She has less than one year of industry experience. Prior to joining Equitable Advisors, Amber’s background includes roles at Navy Federal Credit Union and various entrepreneurial ventures related to yoga, including Amber Connors Yoga Lifestyle and Dancingyogiamber LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, using a combination of firm programs and third-party asset managers.

Nicholas Diehl is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. He has recently started his career in the industry, joining Wells Fargo in 2026. His prior experience includes roles at Enterprise Mobility, Dick’s Sporting Goods, and Shenandoah University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute to support its investment strategies.

Daniel Kelly is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with Raymond James & Associates and has held previous roles at FAI Wealth Management and TIAA-CREF. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and consulting services supported by comprehensive research and multiple portfolio management approaches.

Alexander Casto is a financial advisor at Edward Jones in Winchester, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Truist for multiple periods between 2022 and 2026 and was employed at West Virginia University from 2019 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Whitney Pyles is a financial advisor with Edward Jones in Winchester, VA, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is involved as a Scentsy party host. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Zachary Delphi is a financial advisor with Ameriprise in Martinsburg, WV, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Fidelity Investments and The Vanguard Group, Inc. He serves as Treasurer on the Board of Directors for The Robert C. Byrd Center for Congressional History and Education. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Vorlop is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and previously worked at Lord, Abbett & Co. LLC from 2014 to 2018 before joining Wells Fargo Clearing in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Steven Butler is a financial advisor with Ameriprise in Martinsburg, WV, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and previously at Axa Advisors LLC. Outside of finance, he was involved with Butler's Farm Market during his time at West Virginia University. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Jessica Reid is a Series 66 licensed financial advisor with Equitable Advisors and has one year of industry experience. Prior to joining Equitable Advisors, she worked for eight years with Berkeley County Schools and eleven years at Walmart. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Dena Morgan is a financial advisor with Edward Jones in Martinsburg, WV, holding CFP® and Series 66 credentials and with seven years of industry experience. She previously worked at Bechtel Corporation for nine years and served as a county engineer for Berkeley County. Morgan is active in her community as a board member of Horses with Hearts and the Professional Business Women's Association, and she serves as vice president of BNI Martinsburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Gregory Michael is a CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Morgan Stanley Dw Inc. and Morgan Stanley & Co. LLC from 1998 to 2007. Outside of his advisory role, he is involved as a finance committee member at Faith Christian Academy and serves as secretary for the Heritage Grove Homeowners Association in Martinsburg, WV. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

William Armstrong is a financial advisor with Wells Fargo Clearing in Winchester, VA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics and a variety of financial products through its bank and insurance affiliates.

Phillip Mccoy is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise Financial Services since 2012, including prior experience at Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and third-party data to provide written recommendations and ongoing advice.

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.

Joshua Mongold is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Azer Scientific for two years and has extensive experience in the healthcare sector, including roles at the VA Medical Center in Martinsburg and WVU Medicine - Jefferson Medical Center. 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 over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Colin Waldeck is a financial advisor at Equitable Advisors with Series 66 credentials and no prior industry experience. His background includes roles at Massey Hyundai and Shepherd University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm implements client solutions using third-party asset managers and advisory programs, offering a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Derek Helman is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. His prior roles include positions at Scf Securities, Bank of America, Merrill, and Mission Financial Advisors. Outside of his advisory work, he has been involved in managing family-owned restaurant businesses. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors, offering a range of advisory and investment solutions supported by a large nationwide network of advisors and branch offices.

Scott Daniel is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Amazon, Northwestern Mutual, and Joshua Parish. In addition to his advisory work, he is the owner of Greystone Farm LLC, a business unrelated to investing. 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 portfolios, third-party asset management, and institutional platforms.

Lauren Epperly is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. She previously worked for Truist Financial Corporation (formerly BB&T) for eight years. Outside of her advisory role, she serves on the board of the Panhandle Home Health Puttin' Tournament Committee and is involved with local community organizations including the Junior League of the Eastern Panhandle. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models implemented through third-party asset managers and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.