ADVISOR BIO

Evelyn Isabel Ovando-flores is an investment advisor representative associated with Omega Wealth Management LLC. Evelyn has been in the financial industry since 2022 and has a Series 65 license. Omega Wealth Management LLC is a registered investment advisor firm based in Arlington, VA. The firm specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.

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Everett Gilliss is a financial advisor with Canal Capital Management, LLC, in Richmond, VA. Everett has been in the financial services industry since 2002. Everett is a Certified Financial Planner and holds the Series 6, 7, 24 and 63 licenses. Everett is also registered as an Investment Advisor Representative in Texas and Virginia. Prior to joining Canal Capital Management, LLC, Everett worked at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company and 1717 Capital Management Company. Everett specializes in providing financial planning and investment advice to individuals, families, and businesses. Everett also manages a variety of pooled investment vehicles.

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Everette Morgan is an investment advisor representative at Thrivent Investment Management Inc. and has been in the industry since 2005. Everette is registered with FINRA and has passed the Series 7, Series 66, and SIE exams. In addition to being a registered representative, Everette is also a registered investment advisor in Virginia and Texas. Everette offers a variety of services to clients, including financial planning, portfolio management, and educational seminars. Everette has experience working with individuals, families, and businesses. Everette is also involved in the community, serving on the board of directors for Family Promise of Shenandoah County.

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Evgeniy Yashin is a financial advisor registered with the state of Virginia. Evgeniy has been in the industry since February 2014 and is currently registered with Signet Financial Management, LLC. Evgeniy is also a Chartered Financial Analyst. Evgeniy specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.

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Evgeniya Komarova is an investment advisor representative at Schwab Wealth Advisory, Inc., licensed in Virginia and Texas. Evgeniya is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered as an investment advisor representative in several other states. Evgeniya has been in the financial industry since 2019, previously working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA. Evgeniya holds the Series 7, Series 66, and SIE licenses. Schwab Wealth Advisory, Inc. provides portfolio management for individuals and businesses, as well as financial planning services.

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ADVISOR BIO

Evgeny Gushcha is an investment advisor representative who has been registered with the Securities and Exchange Commission (SEC) since 2009. Evgeny holds a Series 65 license. Evgeny is currently employed by The Burney Co., a registered investment advisor with offices in Reston, Virginia. The Burney Co. specializes in providing financial planning, portfolio management for individuals and investment companies, and tax preparation services.

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Evonne Kouri is an investment advisor representative with PFS Investments Inc. Evonne is registered with FINRA and the state of Virginia and has been in the industry since 1986. Evonne holds multiple securities licenses, including Series 6, Series 63, Series 26, and SIE. In addition to being an investment advisor representative, Evonne is also a licensed insurance agent. Evonne specializes in providing financial planning and portfolio management services to individuals and families.

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Ezra Corbin Amiss is a financial advisor registered with Ameriprise Financial Services, LLC. Ezra has been in the industry for over 20 years, and has a broad range of experience in providing financial advice to individuals, families, and businesses. Ezra is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Ezra is also a board member and chair of the finance committee for a local non-profit organization. Ezra specializes in providing financial planning, investment management, and retirement planning services. Ezra is committed to helping clients achieve their financial goals.

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Frank Willson Craigie is a financial advisor with over 49 years of experience in the industry. Frank is currently registered with Raymond James & Associates, Inc. in both Virginia and Texas. Frank has previously worked with MORGAN KEEGAN & COMPANY, INC., FIRST UNION SECURITIES, INC. and FIRST UNION CAPITAL MARKETS CORP. Frank is Series 7, 63, SIE, and PC licensed. Frank holds registrations in 21 states and the District of Columbia, including Virginia, Texas, California, Colorado, Connecticut, Florida, Georgia, Louisiana, Maryland, Massachusetts, Minnesota, New Hampshire, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, and Wyoming. Frank has a wide range of experience in providing financial advice to individuals, businesses, high-net-worth individuals, pension and profit sharing plans, insurance companies, banking or thrift institutions, corporations or other businesses, state or municipal government entities, and charitable organizations. Frank is passionate about helping clients achieve their financial goals, and he is committed to providing them with the highest level of service and support.

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ADVISOR BIO

Fahima Shaw is a financial advisor with Edelman Financial Engines. Fahima has been in the financial services industry since 1994 and has a broad range of experience. Fahima holds licenses to provide investment advice in Virginia and Texas. Fahima is also a Certified Financial Planner. Fahima's experience includes working with a variety of clients including high-net-worth individuals, charitable organizations, and corporations. Fahima provides a variety of financial planning and investment management services.

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