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Hannah S

Series 65, Series 63

Winchester, VA

Edward Jones

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.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Hollie H

Series 63, Series 66

Charles Town, WV

Edward Jones

Hollie Hadsall is a financial advisor with Edward Jones in Charles Town, WV, holding Series 63 and Series 66 designations and having 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael O

Series 66

Winchester, VA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert H

Series 63, Series 65

Winchester, VA

RBC Capital Markets

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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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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Jennifer F

Series 66

Ranson, WV

Edward Jones

Jennifer Fountain is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Her prior experience includes roles at Geostellar, Rodan & Fields, and Christian Caine Jewelers, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Charitable giving tax strategies Business ownership considerations Wealth management General retirement planning Government Employee Founder/Business Owner LGBTQIA
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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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Corey S

CFP®, Series 66

Stephens City, VA

Edward Jones

Corey Seymour is a CFP® professional with seven years of industry experience, currently serving at Edward Jones since 2019. Prior to joining Edward Jones, he worked for six years at the National Church Group Insurance Agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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