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.

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.

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.

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.

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 credentials and has worked at OSAIC since 2024, previously spending over a decade with Securities America Advisors and SECURITIES AMERICA, Inc. Outside of advising, she serves as president, secretary, and treasurer of Employee Benefits Adm., Inc., and volunteers with the Shenandoah Apple Blossom Festival committee. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm employs a model-based investment process with various strategies and third-party manager options, supported by a complex affiliate network and multiple custodial arrangements.

Scott Daniel is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and Northwestern Mutual, among others. Outside of his advisory work, he is the owner of Greystone Farm LLC, a business he has managed since 1989. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services supported by various investment strategies and technology tools, with oversight of over $819 billion in discretionary assets.

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.

Myles Mcpartland is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Scott & Stringfellow, LLC. 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 portfolio programs, and institutional platforms, supporting advisors with research and technology tools.

Courtney Meadows is a financial advisor at Morgan Stanley with seven years of experience at the firm. Prior to joining Morgan Stanley, she worked at Lost River Brewing Company and Capon Springs & Farms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

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.

Kathryn Gordon is a Series 66–registered advisor at Fidelity with six years of industry experience. She has worked at multiple financial firms, including Merrill, Bank of America, and Hornor Townsend & Kent Inc., prior to her current role. Outside of finance, she has experience in the food and beverage sector, having worked at The Muse Coffee and Buffalo Wild Wings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies, use of AI in research, and for delivering model portfolios to intermediary platforms.

Michael Cesnik is a financial advisor with Edward Jones in Winchester, VA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all of which has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Paul Magness is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Wells Fargo Clearing Services LLC, where he has worked since 2019. Prior to that, he held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as treasurer for the Applie Pie Meadows HOA and is involved with the Sacred Heart Academy PTO in Winchester, VA, including serving as a substitute teacher. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 broad range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

James Armstrong is a financial advisor with RBC Capital Markets in Winchester, VA, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at City National Bank, Bank of America NA, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with customized investment strategies that incorporate both in-house and third-party managers, along with integrated portfolio management and financial planning services.

Joseph Sorrell is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Principal Securities Inc and Principal Life Insurance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment strategies within a broad range of financial products.

Hannah Snapp is a financial advisor at Edward Jones in Winchester, VA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Edward Jones, she gained experience at Hartford Funds and worked in various roles including at Belk and James Madison University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory solutions, managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Michael O'Dell is a financial advisor at Edward Jones in Winchester, VA, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, he is involved with Royal Broadcasting, Inc., a radio station in Front Royal, VA, where he has an ownership stake and provides limited commercial production and sales training. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,700 advisors and $1.01 trillion in assets under management.

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.