Keith Patrick Weltens

Roger Bell is the sole advisor at Roger R. Bell & Co., Inc. in Pulaski, VA, holding a Series 66 designation with 23 years of industry experience. He has been with Roger R. Bell & Co., Inc. since 1992. The firm provides financial planning, investment advisory, and implementation services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Its advice is customized to client risk tolerance, time horizon, and liquidity needs, and it offers services on a fixed, hourly, or retainer basis without managing client assets or maintaining discretionary portfolio management.

Zachary Slagel is the sole advisor at Slagel Investment Management in Blacksburg, VA, with 23 years of industry experience and registrations including Series 63 and Series 65. He has operated his firm since 1992. Outside of his advisory role, he owns and manages an accounting and tax preparation business as well as a travel agency. Slagel Investment Management serves individuals, families, small businesses, and trusts with fee-only portfolio planning and management. The firm employs a core-and-satellite investment approach that combines low-cost passive index funds with active selections, offering both fund-based and actively managed portfolios on a mostly discretionary basis.

Ashley Coake is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of experience in the financial services industry. She is the sole advisor at Cultivate Financial Planning, an independent firm she has led since 2018. Her prior experience includes roles at OLIO Financial Planning, Wealthcare Capital Management, and Stifel. Cultivate Financial Planning serves individual clients including high-net-worth households and employer plan sponsors, providing comprehensive financial planning, investment management, employee benefit plan consulting, and tax preparation services. The firm emphasizes client-specific investment policies utilizing both passive and active strategies and offers flexible fee arrangements beyond traditional assets-under-management models.

Jamie Lynn Byram is a CFP® professional with one year of experience in financial advising. She is the principal of Peace Within Financial, a firm she has led since 2024, following prior roles at EVOadvisers and Locker Financial Services. Byram also provides personal financial consulting and education through Peace Within Financial Counseling, LLC, where she writes and speaks about personal finance topics. Peace Within Financial is a fee-only advisory firm serving individuals, high-net-worth clients, and families with comprehensive financial planning and non-discretionary investment management. The firm emphasizes functional asset allocation, long-term buy-and-hold strategies, and educational seminars delivered in a classroom setting.

Michael Jones is a CFP® with 20 years of industry experience and the principal of Ataraxia Advisory Services, LLC. He has led the independent advisory firm since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers related products to clients. Ataraxia Advisory Services, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, employing multiple analysis methods and a range of investment strategies with accounts reviewed quarterly.

Jesse Buchanan is a financial advisor at Main Advisory, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also a licensed insurance professional, dedicating less than 20% of his business time to insurance activities. Main Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary portfolio management and tailored financial planning using a combination of internal management and allocations to unaffiliated independent managers, with a primarily long-term investment approach and continuous portfolio monitoring.