Bradley Rector is a financial advisor with Equitable Advisors in Roanoke, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his financial services career, he served 25 years in the United States Air Force. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs and third-party asset managers to deliver tailored investment solutions.

Kellen Walthall is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, his work background includes roles in education at Eastern Montgomery High School and Shawsville Middle School, as well as time at Virginia Tech. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs multiple advisory models and provides services through a network of Investment Adviser Representatives, working with both proprietary and third-party asset managers.

Daniel Leyes is a financial advisor with LPL Financial based in Roanoke, VA. He holds a Series 66 license and has been with LPL Financial since 2026. Prior to his advisory role, his work experience includes positions at Frank A Leyes & Associates, Chick-fil-A, and roles in education at Roanoke Catholic School and Faith Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a variety of advisory and non-advisory financial services.

Leslie Carpenito is a financial advisor at Ameriprise with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise in various capacities since 1989. Outside of her advisory role, she serves on the Board of Directors at West Salem Baptist Church. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes asset allocation, adaptive withdrawal strategies, and Social Security options, with distinctive enrollment criteria and an investment universe influenced by affiliated products.

Benjamin Pearman III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is the sole owner of Pearman and Company, LLC, a nonprofit entity established to manage office real estate, and he also works as an independent insurance agent providing health and life insurance services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a large network of independent professionals, utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Stewart Barnes is a financial advisor with Ameriprise in Roanoke, VA, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Barnes serves on the Board of Directors for the Blue Ridge Fellows Program and is a lacrosse umpire for youth and high school games. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeffrey Beamer is an investment advisor representative at OSAIC with 18 years of industry experience. He has worked previously at Royal Alliance Associates, Jhfn Sii, and Woodbury Financial Services. Outside of his advisory role, he serves as a high school and college sports official and is a church board member. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, with management options tailored to client preferences.

Robyn Walker is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with LPL Financial since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Vanessa Cannon is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses. She has experience working at several firms including MML Investors Services, MassMutual Life Insurance, and Genworth over the past several years. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and does not offer its own wrap fee program, focusing on a range of investment vehicles and ERISA fiduciary services for qualified plans.

William Laughon is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Bank NA and Wells Fargo Clearing Services. Outside of his advisory role, he is involved with Toastmasters as Vice President of Education, assisting members with their educational progress. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, income sources, and tax-aware withdrawal strategies.

Matthew Ely is a financial advisor with Ameriprise in Vinton, VA, holding the ChFC® designation and Series 66 license, with 14 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ely serves on the board of directors for a senior networking group in Roanoke, VA. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Lori Brown is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She previously worked at Truist Advisory Services and Truist Investment Services Inc for a combined 19 years. Outside of her advisory role, she serves as an administrator or executor of estates and trusts and operates an outside insurance brokerage. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs through Investment Adviser Representatives, utilizing third-party program sponsors and discretionary managers to deliver investment solutions.

Shannon Underwood is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 license and 21 years of industry experience. She has been with Equitable Advisors since 2005, including its predecessor Axa Advisors. Outside of advising, she serves as treasurer of Botetourt Travel Basketball Inc. and as president of NAIFA Roanoke. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and institutions. The firm offers a range of advisory programs, often implemented through third-party managers, and serves clients with both proprietary and third-party solutions.

Jordan Sereno is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has worked previously at Cetera Advisor Networks LLC and BNC Bank, among other firms. Sereno is also involved with Valley Wealth Group, which operates as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stefan Vulevic is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 10 years of industry experience. He has worked with Ameriprise since 2016. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Why Not Workshop, a nonprofit organization based in Roanoke, VA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on retirement income strategies, leveraging comprehensive research and algorithmic tools within a clearly defined investment framework.

Robert Hajny is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at AxA Advisors, Appalachian Mountain Satellite, and BAM Techs. He serves as Junior Vice Commander of Radford VFW Post 776, participating in veteran community events and functions. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm’s approach includes matching clients to investment models or discretionary managers through both proprietary programs and third-party asset managers.

Teri Reed is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Merrill, Davenport & Company LLC, Cambridge Investment Research Advisors, and Morgan Stanley. Outside of her advisory work, she is involved with Big Black Dog Farms LLC in Callaway, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

Vanessa Brunner is a financial advisor at Edward Jones with the ChFC® designation and Series 66 license, and has 14 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Chad Conner is a Series 66 licensed financial advisor with LPL Financial in Roanoke, VA, where he has worked since 2016. He has 11 years of industry experience. Outside of his advisory role, he is involved as a member of an LLC related to the Reaper Wrestling Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.