Bruce David Swanson

The goal of my firm is to provide practical solutions to questions about, and assist with, investments, financial planning and taxation. I have 15 years experience as a financial planner and 28 years as a tax practitioner.

Michael Shelton is a financial advisor at 360 Wealth Consultants, LLC in Roanoke, VA, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining 360 Wealth Consultants in 2020, he worked at several firms including Level Four Advisory Services, LPL Financial, and VOYA Financial Advisors. Shelton is also a certified public accountant and owner of 360 Tax Solutions, LLC, a tax preparation and accounting business. 360 Wealth Consultants serves individuals, high-net-worth clients, business owners, and retirement plans, focusing on business owners and Baby Boomers. The firm uses proprietary model portfolios combined with fundamental analysis and offers financial planning, discretionary portfolio management, and the recommendation and monitoring of third-party advisers as part of its client services.

Daniel Colston is a CFP® with eight years of industry experience and is the sole advisor at Upward Financial Planning in Vinton, VA. He previously worked at American Financial Planning, Inc. and currently operates Daniel's Painting, LLC, which accounts for about 10% of his time. Upward Financial Planning serves individual clients, including those with substantial assets, offering discretionary investment management, comprehensive financial planning, tax preparation, and limited insurance brokerage services. The firm combines passive and active investment strategies and emphasizes business-owner and exit-planning.

Walter Dixon III is a financial advisor with Augusta Capital LLC in Roanoke, VA, holding a Series 65 credential and 25 years of industry experience. He worked for Dixon, Hubard, Feinour & Brown, Inc. for 20 years before joining Augusta Capital in 2021. Augusta Capital provides discretionary investment management and advisory services primarily to individuals, high net worth clients, trusts, and estates. The firm builds customized portfolios using ETFs, mutual funds, stocks, and bonds, combining fundamental and technical analysis with a predominantly long-term investment approach.

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.

Andrew Sherman is a financial advisor with BanksChannel Advisors, LLC, an independent firm based in Roanoke, VA. He holds a Series 65 designation and has 13 years of industry experience. Sherman has been with BanksChannel Advisors since 2012 and has been active in the financial field since 2001. BanksChannel Advisors provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and charitable organizations. The firm uses model portfolios primarily composed of low-cost index funds and ETFs, tailored to clients’ risk tolerance, goals, and time horizons, with an emphasis on diversification, reducing drawdowns, and tax efficiency. It is notable for serving charitable organizations and offering consulting services to plan sponsors and unaffiliated registered advisers.