Cooper Woolson

Carlos Alvarado is a financial advisor with Alvarado & Associates, LLC and holds a Series 65 designation. He has seven years of industry experience and also works full-time as a financial analyst at Jacobs Solutions. Alvarado is licensed to provide investment advisory services in Panama and holds a position with Caudal Capital, an investment advisory firm based there. Alvarado & Associates provides discretionary portfolio management to individuals and families, including high-net-worth households, with portfolios tailored to clients’ financial goals and risk tolerance. The firm emphasizes diversified, income-generating investments and manages accounts on a discretionary basis with regular reviews.

Michael Shelton is a financial advisor with 11 years of industry experience, currently practicing at 360 Wealth Consultants, LLC in Roanoke, VA. He holds Series 63 and Series 65 licenses and has held roles at several firms including Level Four Advisory Services and LPL Financial. Outside of advising, Shelton is involved in tax preparation and accounting through his ownership of 360 Tax Solutions, LLC. 360 Wealth Consultants serves individuals, high-net-worth clients, business owners, and retirement plans, focusing primarily on business owners and Baby Boomers. The firm employs proprietary model portfolios and fundamental analysis to tailor discretionary portfolio management and financial planning services, often incorporating third-party advisers as part of its client solutions.

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 is a financial advisor at Augusta Capital LLC with 24 years of industry experience. He holds the Series 65 designation and previously worked for Dixon, Hubard, Feinour & Brown, Inc. for 20 years before founding Augusta Capital in 2021. Augusta Capital LLC provides customized investment management and advisory services to individuals, high net worth clients, trusts, and estates, focusing on discretionary portfolio management with a long-term investment orientation complemented by technical and fundamental analysis. The firm operates as a small, independent practice emphasizing concentrated client relationships.

Kristopher Montgomery is the sole advisor at Kommon Wealth, LLC in Roanoke, VA. He holds Series 63 and Series 65 licenses and has been active in insurance sales and services since 2012 while beginning his investment advisory career in 2025. Outside of advisory work, he continues to operate as an independent contractor in commercial vehicle transport. Kommon Wealth, LLC provides investment management and financial planning services to pooled investment vehicles, retirement plans, and institutional and intermediary accounts. The firm employs a diversified, model-driven investment approach informed by Modern Portfolio Theory and a combination of analytical methods, with portfolios regularly monitored and rebalanced.

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.