Joseph T Cockram

Ethan Cook is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at Cary Street Partners and previously worked in various roles including positions at Virginia Tech, First Bank and Trust Company, Skyline National Bank, Pascor Atlantic, and Bland County Public Schools. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad range of investment options and proprietary strategies, serving unique institutional niches such as state and municipal government entities and insurance company clients.

Aaron Summers is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners in various capacities since 2012, including a prior role at Luxon Asset Management from 2017 to 2022. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving specialized institutional niches such as state and municipal governments and insurance companies.

Russell Jones is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds a 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 farming operations at Creekside Meadows, LLC, serves as vice-chairman of the Millwald Theatre, Inc., a nonprofit dedicated to rehabilitating a historic theatre, and is a board member of the Wythe County Public Schools Foundation for Excellence. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and specialized ERISA retirement plan services, with a focus on serving institutional niches such as state and municipal government entities and insurance company clients.

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 with PlanMember Securities Corporation and holds Series 63 and Series 65 licenses. She has 10 years of industry experience and has previously worked at GWN Securities, Inc. outside her current roles. Webb is also active in tax preparation through Educators Tax Service. PlanMember 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 approach and manages risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Samuel Clyburn Jr. is a financial advisor with Ameriprise in Wytheville, VA, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 11 years before joining Ameriprise in 2020. Clyburn serves on the board of Wytheville Lifelong Fitness and participates on the investment committee for Virginia Lions. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.