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® 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.

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.

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.

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.

Lloyd Knight is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Nationwide Securities LLC, Nationwide Financial, and Nationwide from 2015 to 2019. 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 under management through a broad network of financial advisors and branch offices, offering a range of advisory strategies under a fiduciary standard.

Adrianne Smith is a CFP® professional with seven years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2025, she worked at Grove Point Advisors and Grove Point Investments from 2018 to 2025. Outside of her advisory role, she is involved in managing real estate rental activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers various investment strategies including model portfolios, third-party asset management, and customized approaches supported by advanced operational tools.

Robert Harris Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Euclid Systems, Hopewell Group, Teksynap, and the Department of Aging and Rehabilitative Services for the Commonwealth of Virginia. Outside of his advisory role, he is the president and owner of an LLC providing employment development support. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Jaye Beringer is a Series 66-licensed financial advisor with Thrivent Investment Management. She has one year of industry experience and previously worked at Thrivent Financial, Jaye Anne Consulting, LLC, AAFMAA Life Insurance, Liberty Mutual Insurance, and J&J Insurance. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a wide range of financial topics without managing client portfolios directly. The firm’s approach includes holistic, goal-based analyses and the option to combine planning with managed-account programs under a consolidated billing arrangement called "WealthPlan."

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.

Christopher Van Pelt is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including over two decades with Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in operating Van Vixen Farm, LLC. 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 financial planning and investment management services, including access to model portfolios and third-party subadvisors, supported by advanced operational tools.

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.