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.

Andrew Schenker is a financial advisor with LPL Financial based in Roanoke, VA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Bank of Botetourt, Cetera Advisor Networks, and Truist Investment Services. He is also involved with Precision Restoration, an entrepreneurial venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services through a broad network of investment adviser representatives, employing various investment approaches including model portfolios, third-party subadvisors, and customized strategies.

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.

George Wootten IV is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2021 and previously spent four years with CETERA Advisor Networks LLC. Wootten also operates Valley Wealth Group, which he has been affiliated with for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

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 Series 63 and Series 66 licenses. Her prior roles include positions at 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, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Michael Hudgins is a financial advisor at Raymond James Financial Services Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services and SunTrust Advisory Services. Outside of his advisory role, he is involved with Pinnacle Asset Management, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and consulting services.

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.

Darryn Lamb is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Wells Fargo in various capacities since 2009. Lamb serves as a board member of the Lake Vista Property Owners Association in Forest, VA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Elaine Stump is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. 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 advisory process 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.

Carl Grove is a financial advisor with Edward Jones in Roanoke, VA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Daniel Maddox is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Yost is a financial advisor at Edward Jones in Roanoke, VA, holding ChFC® and Series 66 designations with 17 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services.