Donald Aaron Jr. is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds the Series 65 designation and previously worked at AE Wealth Management, LLC and his own firm, Aaron and Associates, LLC, where he served as Owner and President specializing in insurance sales and services. Regal Investment Advisors, operating as LionShare, provides discretionary investment management to independent advisers and serves a diverse client base including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, combining various asset classes and strategies, with investment decisions implemented by Regal under the direction of the client’s financial adviser.

Jamison Sanders is a financial advisor with Regal Investment Advisors LLC in Danville, VA, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Regal, he worked at BWXT and Food Lion. Sanders is also an insurance agent with Aaron and Associates, where he provides financial and insurance services including life and health insurance sales. Regal Investment Advisors LLC offers discretionary investment management services to independent financial advisers and other registered advisers, serving a range of clients from individual to corporate. The firm provides proprietary and third-party model portfolios and grants discretionary authority to implement and manage investment strategies on behalf of clients.

Thomas Lee is a Series 65 licensed financial advisor with Regal Investment Advisors LLC in Danville, VA, and has two years of industry experience. Prior to joining Regal in 2023, he held roles at W&S Brokerage and Western & Southern Life in 2022. Outside of his advisory work, Lee serves as a part-time pastor at Pittsville Pentecostal Holiness Church. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and subadvisors, serving a diverse client base that includes individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with discretionary implementation, rebalancing, and option overlay strategies.

Anne Satterfield is a financial advisor with International Assets Investment Management, LLC, holding Series 63, 65, and 66 designations and 16 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining her current firm in 2022. In addition to her advisory role, she serves as a board member at Virginia Tech's College of Agriculture and Life Sciences. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and offers discretionary and non-discretionary management, financial planning, and access to third-party wrap and manager programs.

Patrick Wales is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and was previously with BB&T Securities beginning in 2015. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions combining firm-level model portfolios, third-party managers, and advisor-led asset allocation.

Kari Collins is a financial advisor at Davenport & Company LLC with four years of industry experience. She holds a Series 66 designation and has been with Davenport since 2015. Outside of her advisory role, she serves as secretary for Irish Twins, LLC, a rental property business. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio teams and regular committee oversight.

Edgar Love is a financial advisor at Davenport & Company LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Citigroup Global Markets since 2006. Outside of his advisory role, he serves as a board member for the City of Danville Employee Retirement System, a non-paid volunteer position. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a wide range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by regular committee reviews.

Barry Riddle is a financial advisor at Davenport & Company LLC with 32 years of industry experience. He has been with Davenport & Company since 2002 and holds Series 63 and Series 65 licenses. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and nonprofit organizations. The firm offers a variety of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams supported by an Investment Policy Committee.

Marvin Waller is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at BB&T Securities, LLC and Scott & Stringfellow, Inc. He serves as a board member of the Danville Pittsylvania County Chamber of Commerce, contributing to local business initiatives. Truist Advisory Services is an SEC-registered investment adviser with approximately 2,455 advisors, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a mix of discretionary and non-discretionary investment solutions that integrate firm-level models, third-party managers, and advisor-led asset allocation and monitoring.

Sonya Wentz is a financial advisor with First Citizens Investor Services, Inc. in Danville, VA, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. She has been with First Citizens Investor Services since 2002. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers portfolio management through wrap programs, an automated Guided Investing platform, tax-aware overlay and transition services, and financial planning, leveraging its affiliation with a bank holding company to integrate banking resources with investment services.

Eli Ashworth is a financial advisor at Davenport & Company LLC with one year of experience. He holds a Series 66 designation and previously worked at Duke University Hospital. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions supported by dedicated portfolio manager teams and committees.

Nancy Adams is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with First Citizens Investor Services since 2005 and also works at the National College of Business and Technology. Outside of her advisory role, Adams volunteers as an advanced EMT with the Danville Life Saving Crew. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a client-focused approach combining risk- and outcomes-based asset allocation, discretionary and non-discretionary management, third-party managers, and technology-driven model portfolios, supported by its affiliation with a bank holding company.

Paul Ashworth is a financial advisor at Davenport & Company LLC in Danville, VA, with 20 years of industry experience. He has been with Davenport & Company since 2005 and holds a Series 66 designation. Outside of his advisory role, Ashworth serves on the Board of Directors for the Danville Regional Foundation and participates in fundraising efforts for the Southern Virginia Regional Alliance. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a variety of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing multiple investment strategies and committees to manage and review client portfolios.

Christopher Devivi is a financial advisor at Truist Advisory Services with Series 66 credentials. He began his professional career at Truist Investment Services in 2025 following a decade as a student. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation.

Jonathan Hollie is a financial advisor with First Citizens Investor Services, Inc. in Danville, VA. He holds a Series 66 designation and has 17 years of industry experience, including 18 years with First Citizens Investor Services. Outside of his advisory role, he serves as a board member for the Womack Foundation, a charitable organization focused on funding support for underprivileged youth, and participates on the finance committee of Mount Hermon Baptist Church. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm offers portfolio management through various programs, tax-aware services, and financial planning, leveraging its affiliation with a bank holding company to provide integrated banking resources and operational advantages.

James Abercrombie is a financial advisor at Edward Jones in Danville, VA, holding Series 63 and Series 66 credentials with 30 years of industry experience. He has been with Edward Jones since 1995. Abercrombie serves as a major gifts board member for Holland Home, a nonprofit organization in Grand Rapids, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Hershel Stone is a CFP® with over 31 years of experience at Edward Jones, where he has worked since 1994. He is based in Danville, VA. Outside of his financial advisor role, he serves as a board member of the Chatham, VA Board of Zoning Appeals. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of nearly 24,000 advisors.

Christopher Mitchell is a financial advisor with Edward Jones in Danville, VA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015 and also works with the Virginia Department of Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kristy Wolfe is a financial advisor with Edward Jones in Danville, VA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is the owner of Wolfe Enterprises, Inc., which operates Oakes Memorials & Signs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Jacob Boyer is a financial advisor at Edward Jones in Danville, VA, holding a Series 66 designation with two years of industry experience. He worked at Infinity Global from 2015 to 2023 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management. The firm maintains a large national network of advisors and branch offices and operates under a fiduciary standard.

Joshua Barrett is a financial advisor at Edward Jones in Danville, VA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Frank Anderson Jr. is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He is a member of the investment policy committee for ATO Capital Fund, advising on short-term investments for a fraternity house renovation fund. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services and includes insurance-related vehicles and bank deposit sweep options among its investment menu.

Robert Mead is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. His career includes roles at Grove Point Advisors, Onedigital Health and Benefits, and his own firm, D.L. Mead & Associates, Inc. Outside of finance, he is a business owner of Joan+Joe Coffee, LLC in Charles Town, WV. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and retirement plans. The firm supports its advisors with a range of investment options, model portfolios, and third-party management solutions delivered through a large network of representatives.

Roger Keaton III is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Liberty University, Cross Country Mortgage, and Pittsylvania County Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stuart Rhue is a financial advisor at Edward Jones with 12 years of industry experience, including seven years at Wells Fargo and nine years with Edward Jones. He holds the Series 63 and Series 66 designations. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Troy Stowe is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at First Citizens Investor Services, First Citizens Bank, and BB&T. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Phillip Thompson is a financial advisor at Edward Jones in Danville, VA, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Gary Carroll is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2009 and holds a Series 66 credential. Outside of his advisory role, Carroll is a co-owner of a rental property business. 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, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Mark Lewis is a financial advisor with Raymond James Financial Services Advisors, Inc. in Danville, VA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been associated with Raymond James and Riverview Financial Services of Danville since 2009, where he is also the owner of Riverview Financial, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, often working in an advisory and implementation-support role rather than as a discretionary manager.

Christopher Eastwood is a CFP®-credentialed financial advisor with Edward Jones in Danville, VA, where he has worked since 1999. He has 26 years of industry experience. Outside of his advisory role, he is involved in agricultural and timber farming through Briar Ridge Farms, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets with a nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Katelyn Murray is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She has previously worked with Kendall Capital Management and Woodbury Financial Services Inc. Outside of her advisory role, she is a partner and owner of The Dog-Eared Page, a privately owned bookstore in Danville, VA. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing client collaboration and tailored investment recommendations supported by extensive research and analysis.

Jon Cassada is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Raymond James Financial Services Advisors Inc., American National Bank & Trust, and Atlantic Union Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Shannon Vaughan is a financial advisor with Merrill in Danville, VA, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2009. Vaughan serves as a board member at Gabriella Garden Club in Danville and participates on the Sacred Heart School Board. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm is closely integrated with Bank of America affiliates and emphasizes managed account capabilities supported by a robust platform overseen by its Chief Investment Office.

Charles Jones is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at H. Beck, Inc. and Grove Point Investments, LLC. Outside of his advisory work, he serves as a coach within Arlington County Public Schools. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and a broad network of investment adviser representatives.

Kirk Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. in Danville, VA, holding a Series 66 designation and 17 years of industry experience. His prior roles include leading Kirk Smith Wealth Management, LLC for ten years and currently working with Atlantic Union Bank. He serves on the board of the Reidsville Area Foundation, Inc., participating in several committees. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes tailored financial plans developed through detailed risk profiling and offers implementation through brokerage accounts, managed accounts, and outside managers.

Janet Yoder is a financial advisor at Edward Jones in Danville, VA, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2002. 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 broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Mueller is a financial advisor with LPL Financial based in Falls Church, VA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Grove Point Advisors, Liberty Wealth Management, and Jones, Mead and Associates, where he continues to be involved in a related business activity. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and multiple delivery options tailored to client needs.

Jackson Wiles is a financial advisor with Ameriprise in Danville, VA, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2020 and previously worked at First Citizens Bank and Virginia Tech in various roles. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations delivered in partnership with advisors like Wiles.