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 CFP® professional with 10 years of experience in financial advising. He is currently with LPL Financial and has previously worked at Centurion Wealth Management, Spire Securities, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

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 a Series 66 credential and less than one year of industry experience. His prior work includes roles at Massey Hyundai and teaching positions at Shepherd University and Jefferson High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

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.

Scott Daniel is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory role, he is the owner of Greystone Farm LLC, a business he has been involved with since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

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 with LPL Financial in Winchester, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining LPL Financial in 2025, he spent nine years at Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

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 in Martinsburg, WV, holding a Series 66 designation and four years of industry experience. She previously worked at Truist Financial Corporation from 2013 to 2021 before joining Equitable Advisors in 2021. 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 and youth sports clubs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Kathryn Gordon is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and Hornor Townsend & Kent Inc. Outside her advisory roles, she has experience in the food and hospitality sector. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

Kaleigh Weatherholtz is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. She has worked previously as a non-registered assistant and has experience in education and community sports organizations. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, delivering solutions through LPL-sponsored programs and endorsed third-party managers.

Hannah Snapp is a financial advisor at Edward Jones with securities industry credentials including Series 65 and Series 63 licenses and one year of experience. Her prior work includes positions at Hartford Funds, Rehau, and Belk. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.