Ty Dunkleman is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in education and community recreation roles, including positions at Concord University and Christiansburg Recreation Center. Equitable Advisors serves a diverse client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a model-based investment approach, utilizing third-party asset managers and advisory programs while providing ERISA fiduciary services to qualified plans.

Ann Taylor Parcell is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and has prior work experience that includes administrative support roles and positions outside the financial sector. Parcell assists with computer administrative tasks for a family-owned business related to client communications and website updates. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing a range of third-party asset managers and proprietary tools to deliver customized investment solutions.

Amy Force Garrett is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she was self-employed for several years and has held various roles outside the financial industry. She volunteers as Grand Secretary for the International Knightly Order of Saint George and serves as Priory Inspector and Armorer for the Sovereign Military Order of the Temple of Jerusalem. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients with suitable investment models based on their personal and plan information.

Thomas Fitchett is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he manages a personal farm in Floyd, VA. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Andrew Brammer is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2014 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.

Laura Hale is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and nine years of industry experience. She worked previously at Kettering Financial Advisory Group, Ltd for nine years before joining Cambridge in 2020. Hale is also the owner and president of Hale Financial Services, LLC in Roanoke, VA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various strategies and platform arrangements.

Donna Caron is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked with Merrill for a total of 21 years, with a brief one-year tenure at Morgan Stanley in between. Caron is based in Roanoke, VA. Merrill, along 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, and institutional investors.

Ricky Young is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 designations and bringing nine years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and Wells Fargo Bank NA since 2014. Outside of his advisory role, he owns and operates Joes Diner, LLC in Blacksburg, 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 employs research and analytics-based investment evaluations and offers both brokerage and advisory solutions across a broad range of financial products.

Jennifer Owen is a financial advisor with Osaic Wealth, Inc. based in Roanoke, VA, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Securities America Advisors, Inc. She is currently appointed as an agent under a power of attorney for family members. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using a variety of platforms and asset-allocation tools to construct portfolios that may include a range of investment products managed on both discretionary and non-discretionary bases.

Isaac Cobbinah is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Matthew Fitzgerald is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm employs an IPS-driven advisory process based on modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Richard Taylor Jr. is a financial advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Solid Rock Financial Partners, Eagle Strategies, NYLIFE Securities, and New York Life Company. Before entering the financial industry, he worked for United Parcel Service for over three decades. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party asset managers and provides ERISA fiduciary services to qualified plans.

Jacob Chandler is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Virginia Tech and involvement with the National Republican Senatorial Committee and Land of a Thousand Hills Coffee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals.

Sir Jamison Cox is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked at Walmart and has experience in higher education roles at the University of Georgia and the University of North Georgia-Oconee. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and financial goals.

Carl Grove is a financial advisor with Edward Jones in Roanoke, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2021, he spent nine years in full-time education and briefly worked at Liberty University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michele Page is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Truist Advisory Services and Ayers Financial Services. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party managers to deliver personalized investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Madelyn Brown is a financial advisor at Equitable Advisors with four years of industry experience. She holds a Series 66 designation and previously worked at Truist Advisory Services, Inc. before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves tailoring advisory models and discretionary management through both firm-offered programs and third-party asset managers.

Larry Woods is a financial advisor with LPL Financial based in Roanoke, VA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes long-term roles at SunTrust Investment Services and SunTrust Advisory Services prior to joining LPL Financial in 2021. He operates under the business name River Birch Wealth Management. 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 financial planning and investment services, including model portfolios and institutional platforms, supported by a large network of advisors and advanced research tools.

Ernest Kennedy is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Wells Fargo entities since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jeremiah Clarke is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Roanoke, VA. He holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James, he worked with firms including LPL Financial, Wells Fargo, and Freedom First Credit Union, where he remains involved in their wealth management division. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm employs a tailored, non-discretionary approach using risk profiling and analytical modeling, and offers specialized programs such as municipal advisory and SIMPLE IRA employer consulting services.