Patrick Wade Beauchamp

Mark Tevebaugh is a financial advisor with OneAscent Wealth Management in Indian Valley, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at OneAscent Financial Services and OneAscent Wealth Management since 2020 and was with Next Financial Group Inc from 2014 to 2020. Outside of his advisory role, he is an officer of Tevebaugh & Associates, a registered representative and investment advisor operating under a DBA. OneAscent Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and other institutions. The firm uses a combination of direct securities, third-party managers, and model portfolios tailored to client-specific asset allocation guidelines, supported by a range of strategies including UMA solutions, alternatives, and tax-overlay services.

Jeremiah Seagle is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Securities America Advisors and Valic Financial Advisors. He also operates SEAGLE FINANCIAL SERVICES LLC for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology tools.

Warner Williams is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years at Invest Financial Corporation and Stone, Houston & Associates. Williams maintains involvement in a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Cross is a financial advisor with Edward Jones in Floyd, VA, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones for his entire career since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.