Mackenzie Abbate is a Series 65-registered financial advisor at Equity Services, Inc. with three years of industry experience. Prior to joining Equity Services, Abbate worked at National Life Group and Knights of Columbus in various advisory and insurance roles. Outside of advisory work, Abbate is involved with The Abbate Foundation as a volunteer member and serves as president of The Millennial Brothers LLC, an organization focused on promoting financial literacy. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that blend long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Edward Bartlett is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney and Wells Fargo Advisors. Outside of his advisory role, he serves as a volunteer team manager for VA United FC, coordinating rosters and communications. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Joshua Gallegos is a CFP® and ChFC® with seven years of experience in financial advising. He is currently with Commonwealth Financial Network and has previously worked at FocusOne Integrated Financial Planning, Equitable Advisors, AxA Advisors, American National Insurance, Hilltop Wealth Solutions, and Ameriprise Financial Services. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, and compliance services. The firm offers a range of portfolio management options, including discretionary model portfolios and customized investment programs.

Harvey Allison is a financial advisor with Eagle Strategies (NY Life) based in Roanoke, VA, holding a Series 63 designation and over 26 years of industry experience. He has worked with NYLIFE Securities Inc. and New York Life Insurance Co. since 2004 and has been self-employed since 1979. Outside of his advisory role, he owns and operates a turkey and cattle farm. Eagle Strategies serves a diverse client base, including individual and institutional investors, with financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robin Kahl is a financial advisor with Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Davenport & Company since 1995. Outside of his advisory role, he serves on the finance committee of Rainbow Forest Baptist Church. 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 broad range 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 regular committee oversight.

Tammy Spradlin is a financial advisor with Janney Montgomery Scott in Roanoke, VA, holding a Series 66 designation and 25 years of industry experience. Her prior experience includes roles at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Olivia Kennedy is a financial advisor at Davenport & Company LLC in Roanoke, VA, holding a Series 66 designation with six years of industry experience. She has worked at Davenport & Company since 2020 and previously at Wells Fargo Clearing for one year. Before entering the financial industry, she spent sixteen years with Washington County Virginia Public Schools. 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 broad range of services, including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, delivered through various account types and investment strategies.

Michael Ives is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds a Series 65 designation and has prior experience at National Life Group and Knights of Columbus Asset Advisors. Outside of his advisory work, Ives is involved in several business ventures including ownership of a financial products firm and participation in tax preparation and brokerage activities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Jeff Macy is a financial advisor with Integrated Wealth Concepts LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior roles include positions at Level Four Advisory Services and LPL Financial, where he has worked since 2013. Macy is also an agent for non-variable insurance products including health and long-term care coverage. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios primarily constructed using mutual funds, ETFs, individual equities, and fixed income.

Robert Brailsford is a CFP® professional with 39 years of industry experience, currently serving at Davenport & Company LLC since 1996. He holds Series 63 and Series 65 licenses and is based in Roanoke, VA. Outside of his advisory role, he is Treasurer of St. John's Episcopal Church and a member of the Finance Committee for The Society of the Cincinnati of South Carolina. Davenport & Company LLC is an employee-owned firm providing investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm offers a variety of investment strategies and financial planning services, with dedicated portfolio manager teams and multiple oversight committees supporting its discretionary and tailored programs.

John Rader Jr. is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds a Series 63 designation and previously worked at Davenport & Company LLC for nine years before joining Janney in 2025. Outside of his advisory role, he is an Electoral Board Member in Fincastle, VA, overseeing local elections. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage services, financial planning, and advisory programs, combining in-house and third-party portfolio management.

Tyler Reburn is a financial advisor with Valic Financial Advisors in Salem, VA, holding Series 63 and Series 65 licenses and having five years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company and is currently also an agent selling non-securities insurance products for AGIA. Additionally, he teaches pickleball lessons through Performance Pickleball ROA. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Conner is a financial advisor with Eagle Strategies (NY Life) based in Vinton, VA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Eagle Strategies since 2020 and operates under his own DBA, The Conner Group, which focuses on providing New York Life products and services. Eagle Strategies serves a diverse clientele, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm works with various client types through multiple program offerings and primarily manages assets on a non-discretionary basis within an integrated New York Life structure.

Robert Pudmericky is a financial advisor with Equity Services, Inc. in Roanoke, VA, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes positions at National Life Group, LPL Financial, MassMutual, and New York Life. He is also involved as an insurance agent with Cornerstone Advisor Group LLC and works as an independent insurance broker with King Brokerage of Virginia LLC. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term investment strategies with options for shorter-term trading and specialized instruments through a network of investment adviser representatives.

Kate Failla is a CFP® with six years of industry experience, currently affiliated with Janney Montgomery Scott in Roanoke, VA. Her prior roles include positions at Truist Advisory Services, BB&T Securities, and involvement with Longwood University Athletics. She serves on the Longwood University Foundation Board as a Foundation Fellow, contributing to the foundation’s strategic discussions. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Benjamin Perez is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds a Series 65 designation and has worked previously with Knights of Columbus Asset Advisors LLC and National Life Group. Outside of his advisory work, he is involved as a member-manager of Benny Perez Financial, LLC, which supports his practice. Equity Services, Inc. provides financial planning, consulting, and asset management services to a variety of clients, including individuals, corporations, trusts, and charitable organizations. The firm combines long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms and third-party asset managers.

Haden Dudley III is a CFP® with 47 years of industry experience and is currently with Janney Montgomery Scott. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning 14 years. He serves as a Sunday School teacher at St. John's Episcopal Church in Roanoke, VA. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of services such as brokerage, financial planning, and advisory programs, utilizing both in-house portfolio management and third-party managers.

Jacob Beekman is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and six years of industry experience. He has worked at several firms including Fidelity Investments and Edward Jones. Outside of his advisory role, he is also licensed as an insurance broker, brokering non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, managing a significant portion of assets on a non-discretionary basis.

Kelly Cook is a financial advisor with Truist Advisory Services in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wachovia Bank prior to joining Truist. Outside of her advisory work, she serves as a co-executor for an estate in Roanoke. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party manager programs and AI-enhanced research.

Eric Eversole is a financial advisor at Davenport & Company LLC with 10 years of industry experience. He holds the Series 66 credential and previously worked at Bank of America and Merrill from 2016 to 2022. Outside of his advisory role, he serves on the boards of the Shenandoah Club, Roanoke Valley Booster Club, and St. John's Episcopal Church Community Youth Program. 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 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 weekly committee meetings.