Rodney Gillespie Jr.

John Schweingrouber is a financial advisor at VistaFront Partners Inc with nine years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining VistaFront Partners in 2019, he worked at Virginia Financial Innovation Corporation from 2007 to 2016 and has been self-employed since 2004. Outside of his advisory work, he writes and sells novels online. VistaFront Partners provides discretionary portfolio management primarily for individual clients, trusts, and business owners. The firm follows a long-term buy-and-hold investment approach using fundamental and technical analysis, managing portfolios across a modest client base with a focus on individual stocks, bonds, mutual funds, ETFs, and REITs.

Sasha Schrage is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. Prior to joining D.A. Davidson in 2017, she worked at Stortz Financial Group for 16 years. She holds a Series 66 designation and is also a commissioned notary in Virginia. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Steven Davis is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Securities America Advisors and Valic. Davis is also licensed to sell term and whole life insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and portfolio management options supported by an in-house research team and a large network of investment adviser representatives.

Jody Deel is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Deel Financial, PLLC since 2010, providing accounting and tax preparation services. Deel serves as a board member and treasurer for both the Abel Pregnancy Resource Center, a medical clinic, and The 315 Company, a faith-based entertainment organization. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with institutional services uncommon for a firm of its size.

Jonah Davis is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America Advisors, South Guard Advisors, and Phaidon International. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Peter Romano is a financial advisor with Ameriprise in Bluefield, VA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Romano serves on the advisory board for the School of Business at Bluefield State University. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, primarily focused on Ameriprise-managed accounts.