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.

Mark Gobble is a financial advisor with Merrill in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Merrill since 1991 and has been affiliated with Bank of America, N.A. since 2009. Outside his advisory role, Gobble is involved in motorsports as an owner and driver of Money Pit Motorsports and participates in leadership development through a steering committee at The Management Institute of Roanoke College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Dane Curtner is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Atlantic Union Bank, First Citizens Investor Services, SunTrust Investment Services, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Massey is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and two years of industry experience. Prior to joining Cambridge in 2024, he worked for Kollmorgen/Regal Rexnord and has been a self-employed musician since 2016. He is also involved part-time in the arts and performing arts through a church staff position. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions across multiple platforms, combining proprietary strategies with access to unaffiliated strategists and tailored discretionary or non-discretionary portfolio management.

Carissa Crowe is a financial advisor with Edward Jones in Roanoke, VA, holding a Series 66 designation and possessing 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and managed solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Marlene Garcia is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo Bank, NA since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.

Madison Wray is a financial advisor at Merrill with Series 66 credentials and two years of industry experience. Prior to joining Merrill, Wray worked at Edward Jones and Woodforest National Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.

Amanda Robinson is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 26 years of industry experience. Her prior roles include positions at First Citizens Investor Services, AXA Advisors, Cetera Advisor Networks, Valley Wealth Group, Investment Centers of America, and Bank of Botetourt. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kelly Davis is a financial advisor at LPL Enterprise with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at LPL Financial, The Vanguard Group, and Fidelity Brokerage Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial products and services.

Michael Hudgins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, SunTrust Advisory Services, BB&T Investment Services, Merrill, and Equitable Advisors. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base that includes individual and high-net-worth clients, corporate and institutional clients, and charitable organizations. The firm offers non-discretionary advisory services using risk profiling and modeling tools and supports its clients through a large network of advisors and affiliated firms.

Kevin Mc Farland is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Edward Jones for 10 years before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated structure includes centralized custody, brokerage, and cash management services alongside a multi-asset investment approach and formal alternative investment processes.

Weston Meyers is a CFP® professional with 12 years of industry experience, currently affiliated with Equitable Advisors since 2014. Prior to the firm's rebranding, he was associated with Axa Advisors, LLC for six years. He is a partner in two local LLCs, Baber, Cantrell and Meyers LLC and Baber, Cantrell and Meyers Operations LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party and internally managed models, serving both non-high-net-worth and high-net-worth clients.

John Curran is a financial advisor at Edward Jones in Salem, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at The Sea Pines Resort and Colleton River Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Andre Monsour is a financial advisor with Cambridge Investment Research Advisors based in Roanoke, VA. He holds Series 63 and Series 65 licenses and has 46 years of industry experience, including nearly two decades at Cantella & Co., Inc. Outside of his advisory role, he is involved in independent insurance agency work and owns a financial services firm, Monsour Equities, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions including proprietary model strategies and accesses third-party managers, with services tailored to client objectives across multiple custody platforms.