Matthew Snyder is a Series 66-licensed advisor at Merrill with one year of industry experience. He previously worked at Summit Financial and Bank of America and has held various roles at Washington and Lee University. Outside of finance, he has been involved with recreational and educational organizations, including Roxiticus Golf Club and Bernardsville School District. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse range of individual and institutional clients.

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.

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 the Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked at firms including Pinnacle Financial Partners and BB&T Securities/Investments. Outside of his advisory role, he serves as a licensed bank advisor and manages client investment accounts at Pinnacle Bank, and he acts as power of attorney for a family member. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and municipal entities. The firm offers customized, primarily non-discretionary advisory solutions supported by risk-based reviews and a range of specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

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 financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016 in various capacities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting with a focus on non-discretionary services.

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 with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at Avantax and various insurance companies. She also operates a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors, offering a range of advisory programs and financial planning services.

Hunter Townsend is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Equitable Advisors, he worked at Indian Point Marina and held roles at James Madison University and Captains Quarters. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Hannibal Trapuzzano is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. He has previously worked at firms including Truist Advisory Services and Wells Fargo Advisors. Trapuzzano currently serves as a Senior Financial Consultant with Atlantic Union Bank and Atlantic Union Wealth Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities, offering tailored solutions including non-discretionary advisory services and institutional consulting.

Mark Gobble is a financial advisor with Merrill in Roanoke, VA, holding Series 63 and Series 65 designations and having 35 years of industry experience. He has worked at Merrill since 1991 and has been affiliated with Bank of America since 2009. Outside of 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 role at the Management Institute of Roanoke College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 a Series 66 designation and two years of industry experience. Prior to joining Merrill, Madison held roles at Edward Jones, Woodforest National Bank, and Virginia Western Community College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services, The Vanguard Group, and LPL Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, consulting, model wealth portfolio programs, and access to third-party asset managers through an integrated advisory and brokerage platform.

Michael Hudgins is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and SunTrust Advisory Services, as well as a two-year tenure at The University of Arizona Global Campus. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors and public entities. The firm offers customized advisory services with a focus on risk-based planning and maintains a notable affiliation with municipal and public finance activities.