Roger Bell is the sole advisor at Roger R. Bell & Co., Inc. in Pulaski, VA, holding a Series 66 designation with 23 years of industry experience. He has been with Roger R. Bell & Co., Inc. since 1992. The firm provides financial planning, investment advisory, and implementation services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Its advice is customized to client risk tolerance, time horizon, and liquidity needs, and it offers services on a fixed, hourly, or retainer basis without managing client assets or maintaining discretionary portfolio management.

Zachary Slagel is the principal of Slagel Investment Management in Blacksburg, VA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his independent advisory firm since 1992. Outside of financial advising, he owns and manages an accounting and tax preparation business as well as a travel agency. Slagel Investment Management is a fee-only independent advisory firm serving individuals, households, small businesses, and trusts with portfolio planning, discretionary investment management, and one-time investment reviews. The firm manages approximately $45 million across more than 100 clients, offering both fund-based core portfolios and more actively managed performance portfolios tailored to client goals, including options for values-based or impact investing.

Ashley Coake is a CFP® professional with 12 years of experience in financial planning. She has worked at Cultivate Financial Planning since 2018 and previously held positions at OLIO Financial Planning and Wealthcare Capital Management. Coake holds the Series 66 designation and is based in Radford, VA. Cultivate Financial Planning serves individual clients, including high-net-worth households, and employer plan sponsors by providing comprehensive financial planning, investment management integrated into planning, employee benefit plan consulting, and tax preparation services. The firm employs a client-specific investment approach combining passive and active strategies and uses subscription and fixed fees rather than percentage-of-assets billing.

Jamie Lynn Byram is a CFP® professional with one year of experience in financial advising. She is the principal of Peace Within Financial, a firm she has led since 2024, following prior roles at EVOadvisers and Locker Financial Services. Byram also provides personal financial consulting and education through Peace Within Financial Counseling, LLC, where she writes and speaks about personal finance topics. Peace Within Financial is a fee-only advisory firm serving individuals, high-net-worth clients, and families with comprehensive financial planning and non-discretionary investment management. The firm emphasizes functional asset allocation, long-term buy-and-hold strategies, and educational seminars delivered in a classroom setting.

Michael Jones is a CFP® with 20 years of industry experience and the principal of Ataraxia Advisory Services, LLC. He has led the independent advisory firm since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers related products to clients. Ataraxia Advisory Services, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, employing multiple analysis methods and a range of investment strategies with accounts reviewed quarterly.

Jesse Buchanan is a financial advisor at Main Advisory, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also a licensed insurance professional, dedicating less than 20% of his business time to insurance activities. Main Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary portfolio management and tailored financial planning using a combination of internal management and allocations to unaffiliated independent managers, with a primarily long-term investment approach and continuous portfolio monitoring.

Linwood Fraher is a financial advisor at Martin Wealth Solutions with one year of industry experience. He holds a Series 65 designation and previously worked at Amerilife of VA LLC. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm employs a primarily passive, asset-allocation approach combined with fundamental analysis and utilizes third-party model solutions and outside managers to support portfolio construction and ongoing supervision.

Theresa Martin is a financial advisor at Martin Wealth Solutions in Christiansburg, VA, holding a Series 65 designation with eight years of industry experience. She has worked at New River Financial Group, LLC since 2017 and has been affiliated with Carilion Medical Clinic since 2015. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm employs a primarily passive, asset-allocation investment approach combined with fundamental analysis and utilizes third-party model solutions such as the SEI Mutual Fund Models Program.

Samuel Benson is a financial advisor at Martin Wealth Solutions with 10 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Martin Wealth Solutions in 2022, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2022. Outside of his advisory work, Benson is involved with Chase Staffing, a staffing company based in Roanoke, VA. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm combines fundamental analysis with a primarily passive, asset-allocation approach and frequently utilizes third-party model solutions to guide portfolio construction and supervision.

Jimmy Martin is a financial advisor with Martin Wealth Solutions in Christiansburg, VA, holding a Series 66 designation and 17 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and New River Financial Planning, LLC. Martin is also an independent insurance agent specializing in fixed insurance sales. Martin Wealth Solutions is a team of five advisors providing discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm uses a primarily passive, asset-allocation investment approach combined with fundamental analysis and employs third-party model solutions and outside managers to support portfolio management.

Rachel Potters is a financial advisor at OLIO Financial Planning in McLean, VA, holding a Series 65 designation with four years of industry experience. She has been with OLIO Financial Planning since 2021 and previously worked at Virginia Polytechnic Institute and State University for seven years. OLIO Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable and corporate clients. The firm offers financial planning, investment consultation, portfolio management, retirement plan advisory, and business consultation, employing a mix of fundamental, technical, and cyclical analysis with a focus on buy-and-hold and core-and-satellite strategies.

Zachary Smith is a CFP® professional with five years of industry experience, currently serving at The Kelly Group. His prior roles include positions at OLIO Financial Planning and Partners in Financial Planning. Before entering the financial advisory field, he worked with the Virginia Tech Athletic Department and at Virginia Tech. The Kelly Group advises individuals, families, trusts, nonprofits, corporations, and qualified retirement plans, managing over $1 billion in regulatory assets. The firm employs a team-based approach, using diversified model portfolios primarily made up of institutional mutual funds, and emphasizes ongoing monitoring and behavioral coaching.

Casey Bibb is a financial advisor at Martin Wealth Solutions in Christiansburg, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Martin Wealth Solutions, he worked at Carilion Clinic for six years. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm uses a primarily passive, asset-allocation approach supported by fundamental analysis and third-party model solutions, and it offers estate-planning services through an affiliated subsidiary.

Trevor Gray is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Edward Jones for 14 years before joining Kingsview Wealth Management, LLC and Kingsview Partners, LLC in 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, including in-house portfolios and third-party managers, offering a broad range of investment instruments and access to alternative investments.

Gary Collier is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Lombard Securities since 2007 and at A G Edwards & Sons since 1999. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs, using a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor client portfolios.

Ronald Gibbs is a financial advisor with Verity Asset Management in Blacksburg, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Verity Financial Group and Verity Asset Management since 2012 and recently joined The Leaders Group Inc DBA Simplicity Investments. Outside of advising, he owns an independent insurance agency in Blacksburg. Verity Asset Management is a multi-team SEC-registered advisory firm managing approximately $1.15 billion and serving a diverse client base including individuals, retirement plans, institutions, and other advisers. The firm employs a largely model-based investment process with tactical asset allocation and offers both internally managed specialty strategies and third-party sub-advisory services.

Joseph Sutphin is a financial advisor at Lombard Advisers Incorporated with four years of industry experience. He holds a Series 66 designation and has worked at Lombard Securities Incorporated since 2022. His prior experience includes roles at Gary Collier & Associates and the National Bank of Blacksburg. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a multi-team structure. The firm offers both discretionary and non-discretionary portfolio management using various analytical methods, with approximately $670 million in assets under management as of the end of 2025.

John Rudd is a financial advisor with Verity Asset Management in Blacksburg, VA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Verity Asset Management and its related firms since 2017 and previously was affiliated with The Leaders Group DBA Simplicity Investments. Outside of his advisory role, he owns and operates a tax preparation and advising business as well as a home care business. Verity Asset Management is an SEC-registered investment adviser serving individual investors, including high-net-worth clients, corporate and institutional clients, and other registered investment advisers. The firm offers discretionary portfolio management, model portfolio services, retirement-plan advisory, and financial planning, employing a model-driven investment process focused on tactical asset allocation across diverse asset classes.

Benjamin Jackson is a CFP® professional with 13 years of industry experience, currently serving as a Registered Representative and Investment Advisor Representative at BCG Securities, Inc. He has worked with Horace Mann Investors, Inc. and Horace Mann Companies since 2013. He is also a multiline insurance agent affiliated with Horace Mann Service Corp., offering property, casualty, health, and life insurance products. BCG Securities, Inc. serves institutional retirement plans and individual clients, focusing on portfolio management, financial planning, and pension consulting. The firm emphasizes tailored investment policy statements and utilizes independent third-party managers to implement primarily non-discretionary strategies.

Tawana French is a financial advisor at Geneos Wealth Management, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Geneos Wealth Management and Plott & French Financial Advisors. Outside of advising, she serves as treasurer for Rainbow Riders. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority and customized portfolio options.