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 a Series 66 designation and has worked at Merrill Lynch since 1998. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 licenses and four years of industry experience. His prior work includes roles at Fifth Third Bank, ICMA RC/SS&C, CSI Companies (Sun Trust), and Bank of America. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 in Roanoke, VA, holding a Series 66 designation. He has one year of industry experience, including prior roles at Equitable Advisors, LLC and Edward Jones. Outside of finance, he has been involved with NET Elite Baseball for four years. 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 with a financial planning process that incorporates structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

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 bringing 19 years of industry experience. She has been with Equitable Advisors since 2010, including its predecessor Axa Advisors. Outside of her advisory role, she operates a portable photo booth business at various events on weekends. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through third-party programs, utilizing a hybrid referral and implementation model that combines advisory and brokerage services.

Carl Beck III is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with LPL Financial since 2006. Beck also maintains a related business entity for accounting purposes and is involved in life and health non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from both internal and third-party sources.

Bethany Hajny is a financial advisor at Equitable Advisors in Roanoke, VA, holding a Series 66 credential and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she worked in various roles across several industries, including telecommunications and retail. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, brokerage, insurance, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

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.

Ty Dunkleman is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His background includes roles in education and community recreation in Christiansburg, VA. 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 a range of third-party programs and advisory channels. The firm operates a hybrid referral and implementation model that leverages external asset managers and offers both advisory and brokerage services.

Ann Taylor Parcell is a financial advisor with Equitable Advisors, holding a Series 66 credential and three years of industry experience. Prior to joining Equitable Advisors, she worked at Jackson Law and has assisted with administrative and client coordination tasks at Smoke In Chimneys, a family-owned business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a combination of advisory and brokerage solutions, relying on LPL-sponsored programs and a range of endorsed third-party managers.

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 and engaged in various roles including caregiving for a disabled veteran and volunteering leadership positions with the International Knightly Order of Saint George and the Sovereign Military Order of the Temple of Jerusalem. Equitable Advisors serves a diverse client base including individuals, high-net-worth families, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model.

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.