Brent Bigney is a financial advisor at Raymond James Financial Services Advisors, Inc. with 19 years of industry experience and holds the Series 66 designation. His prior work includes roles at Bank of America and Merrill Lynch, each spanning 11 years. He is also involved in managing Resolute Private Wealth, a firm affiliated with Raymond James, where he dedicates significant time to its operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports both individual and institutional portfolios through a large advisor network.

Branson Terrell is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding a Series 66 designation and four years of industry experience. Prior to joining Baird in 2022, he held positions at Boonsboro Country Club and Oak Ridge Property and Management. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology tools.

Robert Hoskins is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 17 years of experience in the financial services industry, focusing on helping clients accumulate, build, preserve, and distribute wealth. His expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds a Bachelor's Degree from Lynchburg College and a Personal Investment Advisor (PIA) designation. Robert is a member of the Society of the Cincinnati and is involved in community activities, including volunteering with New Covenant Schools. Robert was born and raised in central Virginia and lives on a small farm outside of Lynchburg with his wife and three children. His personal interests include antiquing, chess, fishing, genealogy, horseback riding, music, singing, wood working, spending time with his family, and traveling.

David Midkiff is a financial advisor at Stifel with 11 years of industry experience, holding a Series 66 designation. He has been with Stifel Nicolaus & Co Inc since 2014. Midkiff serves on the board of the Downtown Lynchburg Association and acts as treasurer for the Forest Softball Organization supporting the softball program at Jefferson Forest High School. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Demond Bolden is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at National Life Group, Equity Services Inc, and Merrill. Outside of advising, he serves on the board of directors for the Old City Cemetery/Southern Memorial Association in Lynchburg, VA. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, offering access to third-party asset managers and model-driven portfolio implementation. The firm supports a broad client base including high-net-worth investors and employer-sponsored retirement plans.

Mark Brooks is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and SECURITIES AMERICA, Inc. Brooks is also president of Personal Design Financial Services, an insurance agency he has operated since 1980. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios including stocks, bonds, mutual funds, ETFs, and alternatives, with management options tailored to client preferences.

Baron Becker is a financial advisor at Robert Baird & Co. with 33 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He holds Series 63 and Series 65 licenses and is based in Lynchburg, VA. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and unified fee arrangements, supported by internal research and technology tools.

Brian Burkey is a financial advisor with Edward Jones holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for ten years at Berkeley International School. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, providing a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Andrew Kappler is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked concurrently at Lynchburg Nissan since 2008. Outside of his advisory work, he is involved in coaching with the Central VA United Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

William Hengerer is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as a sommelier at Primland Resort. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options including financial planning, model portfolios, and institutional platforms, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Patrick Mccray is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked at LPL Financial and McCray Financial Group. His background includes multiple roles at Liberty University and Virginia Tech. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Jeremy Marcum is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized wealth management strategies tailored to individual client goals. With over a decade of experience in finance, Jeremy helps individuals, families, and businesses build financial strength and stability through transparent guidance and discretionary investment strategies. He leverages Merrill’s resources, model portfolios, and third-party strategies to create balanced portfolios that align with clients’ unique objectives, including areas such as college education planning, family wealth management, retirement planning, tax minimization, and socially responsible investing. Jeremy holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from George Washington High School. He also attended Marshall University without obtaining a degree. Committed to community engagement, he participates in volunteer activities with organizations like United Way. Outside of his professional role, Jeremy enjoys spending time with his wife Heather, their four children, and grandson. His personal interests include baseball, basketball, camping, fishing, football, golfing, music, singing, softball, and family time, all of which inspire his dedication to helping clients secure their financial futures.

Tommy Collins is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Brian Baker is a financial advisor with Mass Mutual Investors Services in Lynchburg, VA, holding Series 65 and Series 66 licenses and 23 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2007. Outside of his advisory role, he is president of Baker Capital Partners, LLC, an entity involved with farmland development for a personal residence. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs utilizing firm-approved tools to support collaborative client engagements.

Bruce Light is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in agricultural operations, overseeing his family's farm activities and managing livestock-related businesses in Virginia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Morrison is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is a part-time assistant coach for a local hockey team. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals.

Russell Davidson Sr. is a financial advisor with Robert Baird & Co. in Lynchburg, VA, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has been with Robert W. Baird since 2012. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Joshua Melvin is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He previously held roles at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory work, he serves as treasurer for the Appomattox Soccer Association. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using Wells Fargo research and planning tools to develop tailored recommendations across a broad range of financial planning needs.

Christopher Gibson is a financial advisor with LPL Financial in Lynchburg, VA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Raymond James Financial Services and American National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, and institutional platforms, supported by a large network of advisors and extensive financial service capabilities.

Paul Mcwane is a financial advisor at Robert W. Baird & Co. with 32 years of industry experience. He has been with Robert W. Baird & Co. since 2010 and holds Series 63 and Series 65 designations. Outside of his advisory role, Mcwane serves as a board member and on the endowment committee of the Lynchburg Academy of Arts and is involved with a local investment club. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a variety of investment strategies and overlays, and also provides municipal advisory and public finance services.