Barrett Kemp is a financial advisor with RBC Capital Markets in Roanoke, VA, holding CFP® and Series 63 designations and having seven years of industry experience. Before joining RBC Capital Markets in 2026, he worked at Invesco and The Vanguard Group. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs with tailored strategies based on clients' risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

John Register is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® designation and has worked at several firms, including Ameriprise Financial Services and Investment Centers of America. In addition to his advisory role, he serves as an adjunct professor at Virginia Western Community College. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Jamie Mc Cadden is a financial advisor at Edward Jones with 13 years of industry experience. He previously worked at Mutual of Omaha and Mutual of Omaha Investor Services Inc. Outside of his advisory role, he owns a rental property business in Roanoke, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies and provides affiliated capabilities including mutual funds and a trust company.

Ellen Hammer is a Wealth Management Advisor with Merrill Lynch Wealth Management. She holds the professional designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Plan Fiduciary Advisor (CPFA), and has experience as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Since joining Merrill Lynch Wealth Management in 2011, Ellen has focused on retirement and estate planning, wealth transfer of assets, charitable gifting, and college funding. She holds a business degree with a concentration in finance and a minor in Spanish from Roanoke College. Ellen serves her community as a Board Director for the Roanoke Symphony Orchestra and Junior Achievement, and is on the Advisory Council of Blue Ridge Literacy. She has previously served on the boards of Rotary, Blue Ridge Literacy, and Fellowship of Christian Athletes. Ellen is a member of the Roanoke Women’s Foundation and Junior League of Roanoke Valley and is an alumna of Leadership Roanoke Valley. She lives in Roanoke with her husband and four children.

Matthew Bollinger is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. He is a finance committee member at Muhlenberg Lutheran Church in Harrisonburg, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kathleen Smith is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 1998. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ezra Amiss is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor with Ameriprise Financial Services since 2016. He is based in Roanoke, VA, and is also the owner of Rand LLC. Additionally, he serves on the board of directors for LOA, where he chairs the finance committee. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on written recommendation reports and ongoing retirement-income planning advice designed for clients nearing or in retirement.

Maryanne Ibach is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 licenses. She has 36 years of industry experience, including nearly three decades at Metlife Securities Inc. and over a decade with MassMutual Life Insurance Company. Additionally, she has served in the US Naval Reserve since 1981. Outside of advising, she works as an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis tools and offers event-driven planning programs, including estate settlement and employer-sponsored planning.

John Hoffman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Wells Fargo in 2020. Outside of his advisory role, he has ownership in a landholding entity called Buck Ridge, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Steven Andrews II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Fifth Third Bank, Icma Rc/Ss&C, CSI Companies (Sun Trust), and Bank of America. He is currently based in Roanoke, VA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Kody Mcdaniel is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Bank, NA since 2018. Prior to his financial services career, he was employed at Lowes Home Improvement from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary options for plan-level investment management.

Vicki Davenport is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo Bank and its affiliated entities since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Daniel Lawson is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 credential and has previously worked at Equitable Advisors, LLC and Edward Jones. Outside of finance, he has experience in education and youth sports, including roles at Radford University and NET Elite Baseball. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery processes and advanced modeling tools.

Michael Wilkerson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Amy Cantrell is a financial advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Equitable Advisors since 2010 and previously worked at AXA Advisors. Outside of advisory work, she owns and operates a portable photo booth business that she runs at various events on weekends. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Carl Beck III is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he has involvement with non-variable life and health insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Bethany Hajny is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 credential. She has one year of experience in the financial advisory industry, previously working at Boot Barn, Virginia Furniture Market, and US Cellular. Equitable Advisors serves a diverse 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, utilizing a range of proprietary and third-party investment models and advisory platforms.

Jennifer Jones is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 14 years of industry experience. Her prior work includes roles at Heritage Financial LLC, Allstate Insurance Company, Ameriprise Financial Services Inc., and Wells Fargo Bank. She has also been involved with Eyring Farms for a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broader set of financial product offerings than many large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Michelle Jones is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has been with Wells Fargo entities since 2009, including her current role at Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of fee-based financial planning and investment services, using proprietary research and planning tools. The firm provides specialized planning services for clients meeting a net-worth threshold, with planning engagements generally conducted on a discrete basis.

Mark Bukowski is a CFP® with 25 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.