Aaron Summers

Ethan Cook is a financial advisor with Cary Street Partners and holds a Series 66 designation. He has one year of industry experience, including prior roles at Virginia Tech, First Bank and Trust Company, Skyline National Bank, Pascor Atlantic, and Bland County Public Schools. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a range of investment strategies and combines third-party managers with in-house resources to provide tailored portfolio management and financial planning solutions.

Russell Jones is a financial advisor at Cary Street Partners with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining Cary Street Partners in 2021. Outside of his advisory role, he manages a farming and land business and serves as vice-chairman of a nonprofit dedicated to rehabilitating a historic theater, as well as a board member of a local public schools foundation. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that includes traditional and alternative strategies, using both third-party managers and in-house resources.

Thomas Ely is a financial advisor with PlanMember Securities Corporation, holding the ChFC® designation and securities licenses Series 63 and Series 65, with 42 years of industry experience. His prior roles include significant tenure at GWN Securities Inc. and leadership positions at Ely Financial Network and Virginia Retirement Specialists, Inc. Outside of investment advisory, he manages an income tax preparation service. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm employs a strategic asset allocation approach through risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Donna Webb is a financial advisor at PlanMember Securities Corporation with 9 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at GWN Securities, Inc. and Elite Financial & Insurance Services. Outside her advisory role, she is involved with Virginia Retirement Specialists, Inc., Ely Financial Network, and Educators Tax Service, where she holds various positions including Corporate Secretary, Treasurer, Agent, and Bookkeeper. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process with risk-based mutual fund portfolios and offers educational and support services to plan sponsors and participants.

Joseph Cockram is a Series 66 licensed financial advisor with Edward Jones in Wytheville, VA. He has one year of industry experience, previously working at Volvo Trucks North America and the Town of Wytheville Police Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Samuel Clyburn Jr. is a financial advisor with Ameriprise in Wytheville, VA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 11 years before joining Ameriprise in 2020. Outside of his advisory role, he serves on the board of Wytheville Lifelong Fitness and is involved with the Virginia Lions Investment Committee. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored written recommendations on income, Social Security, and tax strategies. The firm combines research and modeling with a centralized consulting team to deliver non-discretionary advice and manages a broad range of advisory, brokerage, and insurance solutions.