ADVISOR BIO

Jessie Michael Rancourt is an investment advisor representative associated with Opportunity Cost Investors LLC. Jessie has been registered with the state of Virginia since January 4, 2022. Jessie holds a Series 65 license. Jessie also owns Opportunity Cost Media, a company founded in July 2020 that posts finance related content on YouTube. Opportunity Cost Investors LLC is an investment advisor registered with the state of Virginia. The firm primarily provides portfolio management services for individuals. They currently have five clients with approximately $42,718 in assets under management.

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ADVISOR BIO

Jesus Lopez-castaneda is an investment advisor representative with Gallagher Fiduciary Advisors, LLC. Jesus has been in the industry since 2008 and holds the Series 7, 24, and 66 licenses. Jesus' previous work experience includes roles at Western International Securities, Inc. and National Planning Corporation.

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ADVISOR BIO

Jewell Marice Willis has been in the financial services industry since 2004. Jewell is a registered representative of Centaurus Financial, Inc., and has offices in Virginia Beach and Leesburg, Virginia. Jewell provides financial planning and portfolio management services to individuals, businesses, and corporations. Jewell also offers educational seminars on a variety of financial topics.

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ADVISOR BIO

Jhon Jairo Colque is a registered investment advisor representative and securities agent. Jhon Jairo Colque is associated with Wells Fargo Clearing Services, LLC, and is licensed in Virginia, Maryland, and the District of Columbia. Jhon Jairo Colque has been working in the financial industry since 2013 and is also licensed to provide investment advice.

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ADVISOR BIO

Jhonny Antenor Merida soto is a Certified Financial Planner. Jhonny is an Investment Advisor Representative, registered with the state of Virginia. Jhonny is associated with Glassman Wealth Services, LLC, and has been with the firm since January of 2025. Prior to joining Glassman Wealth Services, LLC, Jhonny was associated with Edelman Financial Engines, Turn2Partners, Washington Wealth Advisors, Access National Bank, Virginia Polytechnic Institute and State University, Chick-Fil-A, and Washington-Lee High School. Jhonny has a Series 65 license and holds a Uniform Investment Adviser Law Examination. Jhonny specializes in Financial Planning, Portfolio Management for Individuals and Selection of Other Advisers.

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ADVISOR BIO

Jiashuo Qin is a financial professional with over 4 years of experience in the financial services industry. Jiashuo is currently registered with Wells Fargo Clearing Services, LLC, in McLean, Virginia. Jiashuo also holds registrations with the states of Maryland, District of Columbia, and Virginia. Previously, Jiashuo worked with TD Ameritrade, Inc. and Charles Schwab & Co., Inc. in Alexandria, Virginia.

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ADVISOR BIO

Jill Mumaw is a financial advisor with over 20 years of experience in the industry. Jill is registered with LPL Financial LLC in Pennsylvania and Virginia, and has experience in both brokerage and investment advisory services. Jill offers a variety of services to individuals, corporations, and other entities, including financial planning, portfolio management, and investment advisory services. Jill is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Jill Fletcher is a financial advisor with Cary Street Partners. Jill is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since July 2012. Jill's experience includes working with clients to develop financial plans and manage their investments. Jill is also a member of the FPA of Central Virginia, a professional organization for financial advisors. Jill is registered as an Investment Advisor Representative in North Carolina, Texas, and Virginia.

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ADVISOR BIO

Jill Johns is a financial advisor with Wells Fargo Clearing Services, LLC. Jill has been in the financial services industry since March 28, 2002, and is registered with FINRA and the state of Virginia. Jill has a Series 6 and Series 63 license and holds the SIE designation. Jill is located in Front Royal, Virginia and specializes in investment management for individuals and businesses.

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ADVISOR BIO

Jillian Kleine is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jillian has been in the financial services industry since June 2005. She is licensed to provide investment advice and securities products in Virginia, Texas, and several other states. Jillian specializes in providing financial planning services to individuals, families, and businesses. She also provides portfolio management services for high-net-worth individuals and families.

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