Jason Bradley Moretz

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 the principal advisor at 360 Wealth Consultants, LLC in Roanoke, VA, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has worked at several firms including LPL Financial and Level Four Advisory Services before founding his current firm. Shelton is also a CPA and owner of 360 Tax Solutions, LLC, providing tax preparation and accounting services. 360 Wealth Consultants serves individuals, high-net-worth clients, business owners, and retirement plans, focusing on business owners and Baby Boomers. The firm offers financial planning, discretionary portfolio management, and monitors third-party investment advisers, using proprietary model portfolios and fundamental analysis tailored to clients’ objectives and risk tolerance.

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 the sole advisor at Kommon Wealth, LLC, a state-registered independent advisory firm based in Roanoke, VA. He holds Series 65 and Series 63 licenses and has experience as an independent contractor in insurance sales and commercial vehicle transport. Montgomery has worked as a licensed insurance agent since 2012, focusing on life insurance, long-term care, medical supplement, disability insurance, and fixed annuities. Kommon Wealth, LLC serves individuals, families, and small businesses with comprehensive financial planning and investment management, employing a tailored, holistic approach that includes asset allocation, diversification, and a mix of analytical methods. The firm uses third-party model portfolios and AI-assisted administrative support while maintaining human oversight of investment advice.

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.