Robin Kahl is a financial advisor with Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Davenport & Company LLC since 1995. Outside of his advisory role, he serves on the Finance Committee at Rainbow Forest Baptist Church, where he reviews church finances. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research team to construct and monitor investment strategies across various platforms, including separately managed accounts, mutual funds, and ETFs.

Tammy Spradlin is a Series 66 licensed financial advisor with 26 years of industry experience. She has worked at Janney Montgomery Scott since 2021, with prior roles at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple 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 began her financial services career at Wells Fargo Clearing and previously worked in education for sixteen years at Washington County Virginia Public Schools. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s Investment Advisory division provides separately managed accounts, financial planning, and other advisory programs, supported by portfolio manager teams and a dedicated Manager Research team.

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®-designated financial advisor with Davenport & Company LLC in Roanoke, VA, bringing 40 years of industry experience. He has been with Davenport & Company LLC since 1996. Outside of his advisory role, Brailsford serves as Treasurer for St. John's Episcopal Church and is a member of the Finance Committee for The Society of the Cincinnati of South Carolina. Davenport & Company provides asset management, brokerage, investment banking, and advisory services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm employs dedicated portfolio manager teams and research resources to manage separately managed accounts, mutual funds, ETFs, and unified managed accounts.

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) in Vinton, VA, holding Series 63 and Series 66 credentials and with 13 years of industry experience. He has been affiliated with New York Life and its related entities since 2013 and operates The Conner Group, which focuses on selling New York Life products and services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

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 in Roanoke, VA, with 10 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill for six years. Eversole serves as a board member for the Shenandoah Club, Roanoke Valley Booster Club, and St. John's Episcopal Church Community Youth Program. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment advisory services. The firm manages portfolios through dedicated teams and provides separately managed accounts, model portfolios, and mutual fund advisory services.

Matthew Snyder is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill, he worked at Summit Financial and Bank of America, and held roles at Washington and Lee University and several community organizations including the Roxiticus Golf Club and Bernardsville Recreation Department. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cooper Woolson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth and asset management strategies for high net worth individual and institutional clients. He joined the Roanoke Merrill office in 2018 after beginning his career with Edward Jones in Rocky Mount, Virginia. Cooper employs a holistic approach that leverages Merrill's global team of resources to address the complex needs of his clients. His services include discretionary portfolio management, stock option analysis, sophisticated retirement planning, hedging and monetization of concentrated equity positions, life insurance analysis and funding, as well as wealth preservation and transfer services. Cooper's approach includes collaboration with clients' tax and legal teams to develop strategies focused on liability management, tax minimization, and asset preservation. Cooper holds a Bachelor's Degree from Liberty University and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is actively involved in his community as a member of the Franklin County YMCA Board and the Healing Strides of Virginia Board. Cooper resides in Rocky Mount with his wife and twin daughters.

Christopher Anderson is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at GWFS Equities, Advised Assets Group, New York Life Insurance Company, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute along with third-party data to guide its investment approach.

William Stone is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked with firms including Pinnacle Asset Management, Pinnacle Financial Partners, and BB&T Securities/Investments. Outside of advising, he serves as a power of attorney for his mother. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with services that include municipal and public-finance advisory capabilities and specialized retirement plan consulting.