Brandon S Blankenship

Kristopher Montgomery is a financial advisor at Kommon Wealth, LLC in Roanoke, VA. He holds Series 63 and Series 65 licenses and has experience as an independent contractor in insurance sales and commercial vehicle transport. His insurance work includes life, long-term care, medical supplement, and disability insurance products. Kommon Wealth, LLC is an independent advisory firm serving individuals, families, and small businesses with financial planning and investment management. The firm employs a tailored investment approach emphasizing asset allocation, diversification, and ongoing portfolio monitoring, and utilizes third-party model portfolios alongside AI tools for administrative support.

Wanda Sears is the sole advisor at Wanda Kilman Pittman, an independent firm based in Roanoke, VA. She holds the ChFC® designation and Series 63, 65, and 66 licenses, with 32 years of industry experience. Sears has led her firm since 2007. The firm manages discretionary portfolios and offers comprehensive financial planning services, including retirement, estate, cash-flow, tax, and insurance planning. It serves individuals, trusts, charitable organizations, and small businesses, employing a mix of fundamental, technical, and quantitative analysis with customized strategies based on client risk tolerance and time horizon.

Robert Ford is a Series 65-licensed financial advisor with Personal Financial Planning Inc. in Roanoke, VA, where he has worked since 2007. He has 16 years of industry experience. Personal Financial Planning Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach using primarily passive ETFs and mutual funds, and offers flexible fee arrangements including fixed, hourly, and asset-based options.

Andrew Monsour is the sole advisor at Monsour Advisory Services, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has led his independent firm since 2005. Outside of advising, he is a licensed insurance agent and part owner of a commercial real estate building. Monsour Advisory Services provides portfolio management and financial planning primarily for individual clients, as well as advising employer-sponsored retirement plans and other institutional clients. The firm uses a tailored investment approach based on Modern Portfolio Theory and combines fundamental, technical, and cyclical analysis, while also offering pension consulting and educational seminars.

Cassandra Martin is a financial advisor at Taylor Financial Group, Inc. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Capitol Family Office, and Northwestern Mutual Investment Services LLC. In addition to her advisory role, she is an independent licensed insurance agent specializing in life, accident, health, and variable life/annuity products. Taylor Financial Group provides discretionary portfolio management and annual financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $365 million in assets and employs a combination of fundamental, technical, and cyclical analysis, offering access to institutional-level mutual funds and a wrap fee program that integrates management and transaction costs.

Denise Heimel is a CFP® with 16 years of industry experience, currently serving as an advisor at Investment Management Corporation. Her prior experience includes roles at Morgan Stanley Smith Barney LLC, Charles Schwab & Co., Inc., and LPL Financial, LLC. Outside of finance, she has been involved with Orkney Springs Distillery. Investment Management Corporation is an SEC-registered adviser managing approximately $169.6 million across a diverse client base including individuals, trusts, and retirement plans. The firm employs both fundamental and technical analysis in discretionary asset management, focusing on individual stocks, bonds, ETFs, and mutual funds with an emphasis on limiting trading frequency and maintaining independence from third-party compensation and product sponsors.