Michael Gourley is a financial advisor at Kingsview Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years. Outside of his advisory role, he is associated with Bowen Minerals, LLC, a mineral rights business. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments through various platforms.

Jennifer Nease is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. Prior to her current role starting in 2021, she worked at Bb&T Securities and BB&T Investment Services from 1999 to 2021. Outside of her advisory work, she owns a second home condo in Columbia, SC, which she occasionally rents. Truist Advisory Services is a large SEC-registered investment adviser and a subsidiary of Truist Financial, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that combine firm-level model portfolios, third-party managers, and advisor-led asset allocation.

Cory Hart is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has previous experience at Raymond James Financial Services, Higginbotham, Insurors of Texas, and GIA Insurance. Hart serves on the board of the Martinsville Henry County Chamber of Commerce. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Autumn Morris is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at New College Institute from 2014 to 2018. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Charles Wimbish Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Hometrust Bank. 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 wide range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Rebecca Stone is a financial advisor with LPL Financial in Martinsville, VA, holding a Series 66 designation and eight years of industry experience. She has been with LPL Financial since 2017 and previously worked at Kroger from 2015 to 2017. Additionally, she has been associated with Charles Wimbish and Associates since 2000. 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 variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products and services.

Lori Frise is a financial advisor with Raymond James Financial in Martinsville, VA, holding a Series 66 designation and 18 years of industry experience. She has worked with Southern Oak Wealth Management, LLC, Coastal Lending Group, and JTB International and Global Advisory Group. Outside of her advisory role, she manages rental properties including an Airbnb listing. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client collaboration and a range of implementation options.

Kimberly Clark is a financial advisor at Edward Jones with Series 66 credentials and recent industry experience. Prior to joining Edward Jones in 2025, she worked for Henry County Public Schools for 17 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary strategies, affiliated mutual funds, and advisory services under a fiduciary standard.

Matthew Erikson is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Erikson has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Curtis Pilson Jr. is a CFP® and ChFC® with 37 years of industry experience, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. In addition to his advisory role, he is actively involved in selling fixed insurance products, including annuities and long-term care insurance. Cetera Investment Advisers serves a diverse range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.

David Walker is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he occasionally boards dogs through a home-based dog-sitting activity. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

Lawrence Johnston is a financial advisor with Stifel in Martinsville, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Stifel since 2009 and previously was with UBS Financial Services starting in 2001. Outside of his advisory work, Johnston serves as Vice-President and board member of a start-up nonprofit focused on revitalizing the local Martinsville economy and is involved as a principal in a local social club that organizes occasional music and social events. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Larry Isley is a financial advisor with Stifel who holds a Series 63 designation and has 54 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of his advisory role, he serves on the Board of Trustees for Piedmont Arts in Martinsville, VA. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Bronson Boone is a financial advisor with Edward Jones in Martinsville, VA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Boone Tractor and Roanoke College's Department of Information Technology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lynn Muhammad is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and 12 years of industry experience. She has been with Primerica Advisors since 2018 and has prior experience at Public Partnership, Adecco Staffing, and Results Inc. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies and manages Lynn Muhammad Financial Services LLC for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.