Erin Moseley is a Series 65 licensed financial advisor at Compass Capital Investments LLC with five years of industry experience. She also serves as Director of Operations at Barkett Allen Capital, working to integrate investment management with broader financial planning and insurance services for clients. Additionally, Erin is the Chief Compliance Officer at C4T, LLC, a private fund, and owns Cleared To Land, LLC, a loan origination business. Compass Capital Investments advises individual and high-net-worth clients through discretionary and non-discretionary portfolio management, written financial planning, and pension consulting. The firm offers a wrap fee program emphasizing fundamental analysis and long-term investment strategies tailored to client goals, with ongoing planning, periodic reviews, and supervisory oversight.

David Ellis is a CFP® with 25 years of experience in financial advisory services. He is currently with Vested Partners: A Multi-Family Office in Salem, VA, and has operated Ellis Financial Group LLC dba The Ellis Offices since 2015. Ellis also owns and operates Ellis Insurance Services LLC. Vested Partners provides investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm combines tactical asset-class allocations with momentum-based technical analysis to guide portfolio decisions and offers both discretionary and non-discretionary management alongside comprehensive financial planning services.

Brian Taylor is a financial advisor with Compass Capital Investments LLC in Fincastle, VA. He holds a Series 65 designation and has six years of industry experience, including prior roles at Freedom First Credit Union, Hometrust Bank, The Bank of Fincastle, and Farm Credit. Outside of advising, Taylor serves on the boards of two nonprofit organizations focused on children's advocacy and local business education. Compass Capital Investments advises individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting through a firm-operated wrap fee program. The firm employs fundamental analysis and long-term investment strategies tailored to client objectives, with ongoing account reviews and supervisory oversight.

Virginia Barkett is a financial advisor with Compass Capital Investments LLC, holding a Series 65 designation and seven years of industry experience. She has worked at Compass Capital Investments since 2018 and previously operated as a sole proprietor and with Barkett-Allen Capital, LLC. Outside of her advisory work, Barkett owns and manages a hospitality business that includes a café, pie shop, wedding venue, and event space, and she is also a children’s book author. Compass Capital Investments LLC provides discretionary and non-discretionary asset management through a wrap-fee program, comprehensive financial planning, and pension consulting. The firm serves individual clients, including high-net-worth individuals, as well as corporate clients, employing fundamental analysis and a long-term investment approach tailored to client objectives.

Rose Funkhouser is a financial advisor at Vested Partners: A Multi-Family Office in Salem, VA. She holds a Series 65 designation and began her advisory career with Vested Partners in 2023. Prior to that, she was a full-time student and took a year as a stay-at-home mom. Vested Partners provides investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm combines tactical asset-class allocations with momentum-based technical analysis to guide portfolio decisions and offers both discretionary and non-discretionary management along with educational seminars and planning resources.

Sethalan Carter is a CFP® professional with three years of industry experience, currently serving at Partners in Financial Planning, LLC since 2021. Prior to joining the firm, he worked at Virginia Tech and Alleghany High School. Partners in Financial Planning, LLC provides discretionary investment management, ongoing financial planning, and related consulting to individuals, business entities, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets across about 384 clients, employing a combination of long- and short-term strategies using equities, fixed income, mutual funds, and ETFs with fundamental and technical analysis.

James Pearman is a CFP® and PFS™ with 34 years of experience in financial planning. He has been with Partners in Financial Planning, LLC since 2009. Outside of his advisory work, he is a partial owner and consultant for Radtec, LLC, a company that owns and operates residential apartments in Radford, VA. Partners in Financial Planning, LLC serves individuals, businesses, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing discretionary investment management and ongoing financial planning. The firm employs a combination of fundamental and technical analysis across various asset classes and manages approximately $779.8 million in assets for about 384 clients.

Sara Epperly is a CFP® professional with experience at Partners in Financial Planning, LLC beginning in 2023. Prior to her advisory role, she worked for Salem City Schools for nine years. Partners in Financial Planning, LLC is a team of eight advisors managing approximately $913.6 million for individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary wealth management, ongoing financial planning, and consulting, including simple federal and state tax preparation as part of its base service.

Betty Davis is a CFP® professional with over 16 years of industry experience, currently serving at Q3 Advisors, LLC since 2025. She previously worked at Third Security LLC from 2008 to 2024. Q3 Advisors offers financial planning and tax-focused consulting services to individual clients through packaged programs such as Roth conversion planning and comprehensive financial plans. The firm operates on fixed, pre-determined fees and does not provide investment management, emphasizing planning-level recommendations and coordinating with independent CPA firms for tax preparation.

Hannah Nolan is a CFP® with one year of industry experience, currently serving as a financial advisor at Werba Rubin Papier Wealth Management, LLC. Her prior roles include positions at Beacon Wealth, SageView Advisory Group, and PYA Waltman Capital. Werba Rubin Papier Wealth Management provides investment management, financial planning, pension consulting, and retirement-plan advice to individuals, high-net-worth clients, charitable organizations, and pension or profit-sharing plans. The firm employs a risk-targeted investment process based on Modern Portfolio Theory and uses diversified portfolios including no-load mutual funds, ETFs, stocks, and bonds tailored to client goals.

Christopher Bishop is a CFP® professional with nine years of industry experience, currently serving at Partners in Financial Planning, LLC since 2014. He holds a Series 65 license and is based in Salem, VA. Partners in Financial Planning, LLC offers discretionary investment management and ongoing financial planning services to individuals, business entities, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets across about 384 clients, employing a range of investment strategies including equities, fixed income, mutual funds, and ETFs with fundamental and technical analysis.

Pamela Poldiak is a CFP® professional with 25 years of industry experience. She has been with Partners in Financial Planning, LLC since 2009. Partners in Financial Planning, LLC provides discretionary investment management, ongoing financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets for about 384 clients, using a combination of long- and short-term investments across equities, fixed income, mutual funds, and ETFs, supported by charting, fundamental, and technical analysis.

Stephen Bain is a CFP® professional with 10 years of experience in financial advising, currently working at Partners in Financial Planning, LLC since 2016. He is based in Salem, VA, and operates within a team of seven advisors. Partners in Financial Planning, LLC provides discretionary investment management and ongoing financial planning services to individuals, businesses, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets across about 384 clients, implementing portfolios through a combination of equities, fixed income, mutual funds, and ETFs, supported by charting, fundamental and technical analysis.

Patrick Ayers is a financial advisor at Madison Avenue Securities, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities since 2017. Prior to this, he was with VOYA Financial Advisors and has operated Ayers Financial Services since 1992. Outside of his advisory work, he hosts a radio show that provides financial information to the community. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of investment advisory and related services through multiple account platforms and employs various analytical and allocation strategies.

Edgar Wade is a financial advisor with CL Wealth Management LLC in Salem, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with CL Wealth Management and Cabot Lodge Securities since 2013 and has operated a sole proprietorship providing tax preparation and health insurance referral services since 2004. Outside of his advisory role, he prepares tax returns and refers clients to health insurance specialists. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals, institutions, and business entities. The firm employs tailored strategies using fundamental and technical analysis, model portfolios, and various investment vehicles, managing accounts with both discretionary and non-discretionary authority.

Bradley Nuckles is a CFP® with 15 years of industry experience, currently serving at BCG Securities, Inc. He has been associated with Horace Mann Investors, Inc. and Horace Mann Companies since 2011. Outside of his financial advisory role, he coaches boys' middle school basketball for Botetourt County Public Schools. BCG Securities, Inc. serves institutional retirement plans and individual clients, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and regularly uses independent third-party managers in implementing primarily non-discretionary advice.

Mark Groesbeck is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including SCF Investment Advisors, INC. and Stanford Group Company. He serves as vice president of Salem Montessori School, a nonprofit organization owned by his wife. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary asset management programs, utilizing a diverse mix of mutual funds, ETFs, equities, fixed income, and options.

Wesley Brugh is a financial advisor with Eagle Strategies (NY Life) in Vinton, VA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Generational Financial Partners LLC, The Conner Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he volunteers as a basketball coach with Botetourt County Parks and Recreation and serves on the board of the Roanoke Rescue Mission Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutions, and plan sponsors. The firm delivers advice through various program types, emphasizing tailored solutions and manages the majority of its assets on a non-discretionary basis.

Jennifer Powell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2016 and spent a year at SunTrust Investment Services prior to that. Outside of advising, she and her husband manage a part-time Airbnb rental of her grandparents' home. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management strategies, supported by third-party platforms and AI-enabled research tools.

Gretchen Beedle is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 credentials. She has nine years of industry experience, including roles at The Conner Group, NYLIFE Securities LLC, and New York Life Insurance Company. Beedle serves on the board of the Community Foundation Serving Western Virginia and is active as Vice President of the Shenandoah Club and as a volunteer chair for a local museum fundraising luncheon. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types, including fee-based advice and retirement plan consulting, with the majority of its assets managed on a non-discretionary basis.