Dena Morgan is a financial advisor with Edward Jones in Martinsburg, WV, holding CFP® and Series 66 credentials and with seven years of industry experience. She previously worked at Bechtel Corporation for nine years and served as a county engineer for Berkeley County. Morgan is active in her community as a board member of Horses with Hearts and the Professional Business Women's Association, and she serves as vice president of BNI Martinsburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

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.

Phillip Mccoy is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise Financial Services since 2012, including prior experience at Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and third-party data to provide written recommendations and ongoing advice.

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.

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.

Derek Helman is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. His prior roles include positions at Scf Securities, Bank of America, Merrill, and Mission Financial Advisors. Outside of his advisory work, he has been involved in managing family-owned restaurant businesses. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors, offering a range of advisory and investment solutions supported by a large nationwide network of advisors and branch offices.

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.

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.

Reggie Turner is a financial advisor with Edward Jones, holding a Series 66 credential and bringing 26 years of industry experience. His prior roles include positions at RBC Capital Markets LLC, Pruco Securities LLC, The Prudential Insurance Company of America, PNC Investments, and BB&T Investment Services. Outside of his advisory work, he serves as a trustee for the 1772 Foundation focused on historic preservation, co-founded the Western Maryland Community Development Corporation, and is a commissioner for the Maryland Commission on African American History & Culture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

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.

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.