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 financial advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. In addition to his advisory role, he is a partner in two local LLCs involved in managing office and business expenses. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

John Curran is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has prior work experience at The Sea Pines Resort and Colleton River Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets under management and offers a range of advisory strategies through a 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 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Allison Oakey is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has previously worked at City National Bank, Ernst & Young, and Bank of America. Oakey is involved in community activities, serving on committees for Restoration Housing and the Taubman Museum of Art, and is a board member of Children's Trust Roanoke Valley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.

Josh Werle is a CFP® professional with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent 11 years at Reico Kitchen & Bath. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Joshua Hartman is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has experience at Wells Fargo Bank, NA, spanning from 2014 to 2022 and resumed in 2025, with additional involvement in English education through J&S English Education International in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven, incorporating modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep products.

Julio Raimundo Valladares is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and two years of industry experience. He has worked with Wells Fargo Clearing since 2023 and concurrently owns a restaurant, Pupuseria Los Robles, in Stanardsville, VA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services with a focus on research-based investment solutions.

Merveille Ntumba is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials. Ntumba has been with Wells Fargo since 2026 and has prior experience at Truist Financial Corporation and RSM US LLP. Ntumba has also held various positions at academic institutions including Arizona State University and Towson University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of 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 and analytics.

Charles Hoback Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial, Bank of Botetourt, Wells Fargo, and Ess. Outside of advising, he is also a commissioned notary in Virginia. 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.

James Carroll is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Truist Advisory Services and SunTrust Investment Services. He serves as a FINRA arbitrator in Roanoke. 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 LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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 CFP® professional with 32 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent four years with Ameriprise Financial Services, Inc. He is also an adjunct professor at Virginia Western Community College. 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 investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.