Michael Massey

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.

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.

Wanda Sears is the sole advisor at Wanda Kilman Pittman, an independent firm based in Roanoke, VA. She holds the ChFC® designation and Series 63, 65, and 66 licenses, with 32 years of industry experience. Sears has led her firm since 2007. The firm manages discretionary portfolios and offers comprehensive financial planning services, including retirement, estate, cash-flow, tax, and insurance planning. It serves individuals, trusts, charitable organizations, and small businesses, employing a mix of fundamental, technical, and quantitative analysis with customized strategies based on client risk tolerance and time horizon.

Nathan Beard is a financial advisor at Upward Financial Planning in Vinton, VA. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, Beard worked in various positions including at First Christian Church of Malvern and Johnson University. Upward Financial Planning serves individual clients, including those with substantial assets, offering discretionary investment management, comprehensive financial planning, tax return preparation, and insurance assistance. The firm combines passive and active investment strategies and focuses on business-owner and exit planning.