Zachary Cline is a financial advisor with PeakValley Wealth, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining the firm, he served in the United States Air Force for three years and currently holds management responsibilities at a dental office. He is also a council member for the Town of Tazewell. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, offering customized investment management and financial planning services. The firm utilizes fundamental, technical, and cyclical analysis and may delegate portfolio management to sub-advisors while retaining discretionary authority.

Erin Muterspaugh is a financial advisor at PeakValley Wealth, LLC in Roanoke, VA, holding a Series 65 license with six years of industry experience. She has been involved with PeakValley Wealth since 2018 and holds a minority ownership in Brogdon Machine, Inc. Additionally, she serves as a board member for the nonprofit Run for Donuts 5k and Fun Run in Salem, VA. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, offering customized investment management and financial planning services. The firm combines a small advisory team with multi-office capabilities and provides institutional-style ERISA 3(38) services along with ongoing planning for managed-account clients.

Timothy Martin is a financial advisor at PeakValley Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked in Christian ministry as a ministry speaker. Martin has been a sole proprietor since 1994. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, offering customized investment management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis, with ongoing monitoring and quarterly reviews, and provides institutional-style ERISA 3(38) services alongside ongoing planning for managed-account clients.

Benjamin Shrader is a CFP® professional with 18 years of experience, currently serving at PeakValley Wealth, LLC. He has been with PeakValley Wealth since 2012 and previously operated as a sole proprietor for 15 years. Shrader is also a board member of Braveheart Grief Ministries, a nonprofit organization. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations by offering customized investment management and financial planning services. The firm combines a small advisory team with multi-office operations to provide institutional-style ERISA plan services and ongoing planning for managed-account clients.