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.

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.

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.

Clifton Stott is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2009. Outside of his advisory role, he serves as chair of the finance committee and is a member of the administrative council at Lane Memorial Methodist Church. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Graham Comeau is a financial advisor with Mass Mutual Investors Services in Lynchburg, VA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at MassMutual Life Insurance Company, General Dynamics Information Technology, and National Government Services. MassMutual 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 seminars, using firm-approved software and tools to deliver annual, collaborative planning engagements.

Benjamin Abraham is a financial advisor at Edward Jones in Lynchburg, VA, holding the CFP® and ChFC® designations along with a Series 66 license. He has nine years of industry experience, all of which have been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Mark Hurley is a financial advisor with Equitable Advisors in Lynchburg, VA, holding Series 63 and Series 65 credentials and six years of industry experience. His background includes a brief tenure at Edward Jones and sixteen years at Lynchburg Nissan/Mazda prior to his current role. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a range of in-house and third-party programs. The firm emphasizes matching clients to appropriate investment models and fiduciary services, utilizing both proprietary and non-proprietary solutions.

Logan Dalton is a financial advisor with Equitable Advisors in Lynchburg, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles outside financial services, such as positions at Chick-fil-A, Liberty University, and Patrick Henry Community College. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.