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.