Brandon Blankenship is a financial advisor at Sequent Planning, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked as an insurance agent since 2015. Outside of his advisory role, he owns and operates an online home decor business. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors, managing approximately $394.7 million in assets. The firm offers discretionary asset management, comprehensive and limited-scope financial planning, and retirement plan consulting, implementing client portfolios primarily through ETF-based strategic models.

James Benet is a financial advisor at Sowell Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Triumphant Portfolio Management, LLC and Sowell Management Services since 2016. Sowell Management serves a diverse client base including individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers portfolio management, financial planning, retirement plan advisory, and other related services through an independent contractor model that supports tailored client service and uses model portfolios and third-party managers.

Jon Dabareiner is a financial advisor at Lombard Advisers Incorporated with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Lombard Advisers since 2017. Dabareiner serves on the board of the Smith Mountain Lake Boating Association, which focuses on boating safety and boater rights. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, employing fundamental, technical, charting, and cyclical analysis to construct and monitor client portfolios.

Emily Young is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. She has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services since 2015. Outside of her advisory role, she is involved with delivery services through a position at Roadie, Inc. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by extensive research and various operational programs.

Matthew Krycinski is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. His prior roles include positions at Truist Investment Services, Inc. and Bb&T Securities, LLC. He holds Series 63 and Series 65 credentials. Outside of his advisory work, he is a partner in a real estate business focused on rental property acquisition and management. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard.

James Martin is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, with four years of industry experience. He has worked with Eagle Strategies and affiliated firms since 2021 and operates Country & Lake Life Financial Strategies, LLC, where he brokers insurance products. Martin serves as president of the SML Rotary Club for 2025-2026, a local organization supporting nonprofits and community initiatives in Bedford and Franklin County, VA. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, integrating advisory services with affiliated insurance and broker-dealer capabilities.

Charles Mitchell Jr. is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities, LLC and BB&T Investments. Outside of his advisory work, he owns several residential rental properties managed by third parties. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering a range of discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Holly Tuck is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Truist Investment Services, Inc. and Bb&T Securities, LLC. Outside of her advisory work, she is a partner in a family farm and provides notary services to D.A. Davidson clients. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides services under fiduciary standards, employing both qualitative and quantitative analysis, and is distinguished by its municipal advisory activities and affiliated custodial entities.

Robert Cox is a financial advisor with PlanMember Securities Corporation, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of experience in the industry. He previously worked at Gwn Securities Inc for 14 years and has been part owner and Vice President of Communications at Virginia Retirement Specialists, Inc. since 1988. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Mark Mellon is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the general manager of MM Capital Holdings LLC, an entity involved in property maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and various corporate and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including managed solutions and separately managed accounts, operating under a fiduciary standard.

James Masloff is a financial advisor with Raymond James Financial, holding CFP® certification and Series 63 and 65 licenses, with 38 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory work, he is a managing member of a family LLC established to facilitate generational gifting of a vacation home. 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 provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by firm research and a broad affiliate network.

Matthew Bowman is a financial advisor at Edward Jones in Roanoke, VA, holding a Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Cellular Sales and The Fellowship Deaconry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Thomas McKenzie is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at MetLife Securities Inc. for over 25 years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars.

Ryan Kirkpatrick is a CFP® and Series 66-registered financial advisor with Edward Jones in Bedford, VA, where he has worked since 2016. He has 10 years of industry experience and is also involved in tutoring through ClubZ! In-Home Tutoring Services. Outside of his advisory work, he serves on the Town of Bedford Economic Development Authority Board and coaches a Central Virginia youth baseball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,700 advisors and $1.01 trillion in assets under management. The firm offers a variety of advisory strategies and affiliated investment options under a fiduciary standard.

Amy Stone is a financial advisor with Edward Jones in Hardy, VA, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Edward Jones since 2000. 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 through a nationwide network of financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Chad Craven is a Series 66-licensed financial advisor with Edward Jones, based in Bedford, VA. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies through a nationwide network of more than 23,700 advisors.

Christopher Yeakel is a financial advisor at Edward Jones in Roanoke, VA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Alan Stayton is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors and Boston Harbor Wealth Advisors. Outside of finance, he owns a landscape design business where he assists friends and family with planting design and supervision. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice through detailed client assessments and a variety of implementation options.

Mark Minuto is a CFP® professional with 16 years of experience, currently serving as a financial advisor at Edward Jones since 2010. He holds the Series 66 designation and is based in Bedford, VA. Outside of his advisory role, he has involvement in real estate through several small business activities where he manages property and holds ownership or control positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, and maintains a large network of advisors and branch offices.

Ann Farrar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She previously worked at Edward Jones from 2014 to 2016 before joining Wells Fargo Advisors and Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rebecca Tuell is a Series 66-licensed financial advisor with Edward Jones in Roanoke, VA, and has two years of industry experience. Prior to joining Edward Jones, she worked with the YMCA of Virginia's Blue Ridge and served in Roanoke City Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on both discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.