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.

Robert Lewandowski is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has worked at LPL Financial since 2011 and maintains an affiliation with Summit Financial Group. 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 variety of financial planning and investment management services through a broad network of investment adviser representatives.

Jamie Streets is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Truist Bank (formerly BB&T) for eleven years. He holds a Series 66 designation. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Amy Flores Velasquez is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 66 registrations and 17 years of industry experience. Her prior work includes roles at Waddell & Reed Inc and various insurance carriers. Outside of her advisory work, she is involved with Associates of Clifton Park in a non-variable insurance capacity. 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 wide range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

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.

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.

Charles Nagelvoort is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Colin Johnson is a financial advisor with LPL Financial in Strasburg, VA, holding Series 63 and Series 65 licenses and with nine years of industry experience. Before joining LPL Financial in 2020, he worked at Ameriprise Financial Services and McAdam LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management options, utilizing both proprietary research and third-party strategies.

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.

Crystal Hollar is a ChFC® and Series 66 licensed financial advisor with Edward Jones, based in Strasburg, VA, where she has worked since 2017. She has nine years of industry experience, including seven years with the United States Government prior to joining Edward Jones. Outside of her advisory role, she serves as an election official in Shenandoah County. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, managed solutions, and affiliated investment products.

Erin Drumheller is a CFP® professional with four years of industry experience, currently advising clients at Edward Jones since 2022. Prior to joining Edward Jones, she worked at The Gemini 3 Group, Inc. as a consultant and at Geico for four years. She serves on the boards of NW Works and Girls on the Run, Shenandoah Valley, where she participates in governance, strategic planning, and finance committees. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

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.

Marc Aguilar is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and 10 years of industry experience. His previous roles include positions at Centurion Wealth Management, Spire Securities, Merrill, and Morgan Stanley. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research tools and multiple third-party subadvisors.