Ali Marangoni is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He previously worked with Concourse Financial Group Securities Inc. for 13 years before joining Cetera and Cetera Wealth Services in 2025. Outside of advising, he operates Oak Bear Farm, which sells eggs, meat, and produce. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures, managing over $256 billion in assets through a large network of advisors.

Abraham Walsh is a Series 66-credentialed financial advisor with Ameriprise, bringing 19 years of industry experience. He previously worked at Edward Jones from 2006 to 2017 before joining Ameriprise Financial Services Inc and later Ameriprise. Outside of his advisory role, Walsh owns a taxidermy business, serves on the Board of Directors for Safari Club International, and volunteers with AARP providing tax preparation for elderly and low-income individuals. Ameriprise offers a retirement-income planning service aimed at clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Drew Forte is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Blue Ridge Bank, Wealthcare Advisory Partners, Eagle Strategies (NY Life), and New York Life Insurance Company. He is also a partner in the Telehealth Advisory Group, a business outside the financial sector. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement consulting, and brokerage services, offering discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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 in Winchester, VA, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked at LPL Financial since 2011 and has been associated with Summit Financial Group since 2003. Lewandowski is involved with Burke & Herbert Wealth Management as part of his professional activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management along with model portfolios and research support.

Jamie Streets is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Truist Bank (formerly BB&T) for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Amy Flores Velasquez is a financial advisor with LPL Financial in Winchester, VA, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. Her professional background includes roles at Waddell & Reed Inc, various insurance carriers, and founding a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management and a variety of model portfolios and research resources.

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 in Winchester, VA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She worked previously at Commonwealth Financial Network for nine years and has been associated with Financial Seasons Group, Inc. for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

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 at Edward Jones with six years of industry experience. She holds a Series 66 credential and has worked previously at Morgan Stanley Private Bank, Centaurus Financial Inc., and US Bank. Outside of her advisory role, she owns Edibly Green LLC, a business focused on all-natural skin care products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Colin Johnson is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Ameriprise Financial Services, McAdam LLC, and Purshe Kaplan Sterling Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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 financial advisor at Edward Jones with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, she worked at The Gemini 3 Group, Inc. and Geico. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

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.