Robert Holmes is a financial advisor with RBC Capital Markets in Winchester, VA, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with RBC Capital Markets since 2009 and has also worked at City National Bank since 2017. Holmes serves on the board of directors and the Greens and Grounds Committee at a local nonprofit golf and country club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using tailored strategies based on each client’s risk profile.

Andrew Dellinger is a financial advisor with Wells Fargo Clearing in Winchester, VA, holding a Series 66 designation and 11 years of industry experience. His work history includes positions at Wells Fargo Advisors LLC, Merrill, and A. G. Edwards & Sons, Inc. Andrew has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute along with diversification principles and modern portfolio theory in its investment evaluations.

Sean Dudley is a financial advisor at Edward Jones with 24 years of industry experience. He has held his current position at Edward Jones since 2002. Outside of his advisory work, he serves as Vice-President of Catch & Unleash Productions, a nonprofit that promotes local Christian concerts in Winchester, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Amy Straightiff is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Rockingham Insurance for six years and has had two separate tenures with Edward Jones totaling seven years. Outside of her financial advisory work, she serves as a school bus driver for Frederick County Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Christy Wade is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Corey Seymour is a CFP® professional with seven years of industry experience, currently serving at Edward Jones since 2019. Prior to joining Edward Jones, he worked for six years at the National Church Group Insurance Agency. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.