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.

Joseph Crandall is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes multiple roles at Mutual of Omaha and LPL Financial since 2016. Outside of his advisory work, he is a self-employed musician and participates as a visitor host and growth coordinator with the BNI networking group in Roanoke. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

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.

Mitzi Maxey is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2000. Wells Fargo Clearing provides retirement plan consulting 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 modern portfolio theory, with a unique inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Jennette is a Series 66-registered advisor with Raymond James & Associates, where he has worked for 10 years. He has a total of three years of industry experience, all with various Raymond James entities. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Samuel Oakey IV is a financial advisor with RBC Capital Markets in Roanoke, VA, holding a Series 66 credential and one year of industry experience. Prior to joining RBC Capital Markets, he was associated with John M. Oakey, Inc., a family-owned funeral services corporation, where he remains a minority shareholder without an active role. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored advisory programs that combine in-house and third-party investment management with customizable portfolio features.

Santana Kinlaw is a financial advisor at Edward Jones in Roanoke, VA, holding a Series 66 designation with four years of industry experience. Prior to their current role, they were affiliated with Edward Jones from 2015 to 2022. Outside of advising, Santana engages in selling personal photography and digital crafted items online and works as a freelance transcriptionist. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets across a large network of advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Linda Knighton is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at multiple firms, including Avantax Insurance Agency LLC and Invest Financial Corp. Her background includes extensive experience in insurance-related roles. 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 variety of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across a broad range of investment options.

Hunter Townsend is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Indian Point Marina and held roles at James Madison University and Captains Quarters. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party program sponsors to implement investment strategies across multiple asset types.

Hannibal Trapuzzano is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Atlantic Union Financial Consultants, Truist Advisory Services, BB&T Securities, and Wells Fargo Advisors. He also serves as a senior financial consultant at Atlantic Union Bank and Atlantic Union Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large advisor network.