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Andrew D

Series 66

Winchester, VA

Wells Fargo Clearing

Andrew Dellinger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following previous roles at Merrill and A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Sean D

Series 63, Series 66

Winchester, VA

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Sara C

Series 63, Series 65

Martinsburg, WV

LPL Financial

Sara Church is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christy W

Series 66

Winchester, VA

Wells Fargo Clearing

Christy Wade is a financial advisor with Wells Fargo Clearing in Winchester, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and also has tenure with Wells Fargo Bank NA dating back to 2014. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets with over 14,000 financial advisors. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients.

Retired Founder/Business Owner
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