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.

Andrew Dellinger is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Prior to joining Wells Fargo, he worked at American Woodmark Corporation for seven years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

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.

Sara Church is a financial advisor with LPL Financial in Martinsburg, WV, holding Series 63 and Series 65 designations and 10 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Christy Wade is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, having previously worked at Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.