Merveille Ntumba is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. Ntumba has recently joined the firm in 2026 and has prior experience at Truist Financial Corporation. Additionally, Ntumba has been involved in academic roles at Arizona State University and Towson University. 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 data.

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 Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Equitable Advisors in Roanoke, VA, having previously worked at Truist Advisory Services, Suntrust Investment Services, Fidelity, Merrill, Charles Schwab, New England Securities, and UBS Financial Services. He serves as a FINRA arbitrator in Roanoke, VA. Equitable Advisors advises individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs to deliver personalized investment solutions.

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.

Angela Holmes is a financial advisor with Ameriprise in Roanoke, VA, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, primarily for clients with assets managed by Ameriprise.

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 with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank, N.A. since 2009. Outside of his advisory role, he serves on the finance committee of Muhlenberg Lutheran Church in Harrisonburg, 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 to evaluate investment options and offers both brokerage and advisory solutions through a large network of over 14,000 financial advisors.

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.

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.

Jaret Mutter is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at UBS Financial Services, Truist Investment Services, and Cetera Advisor Networks. In addition to his advisory work, he serves as board president of Hunting Hills Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad network of investment adviser representatives through diverse investment platforms and utilizes advanced tools to assist advisors with operational and research functions.

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.

Tanya Vess is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 66 credentials and 28 years of industry experience. Her work history includes positions at Truist Investment Services, INC., SunTrust Advisory Services, Wells Fargo Clearing, and currently Bank of Botetourt. 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 and access to model portfolios and institutional platforms.

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 designations and bringing 43 years of industry experience. His career includes ten years at Wells Fargo Clearing and four years at UBS Financial Services. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to support portfolio diversification and manager evaluation.

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.