Candace Dowell is a financial advisor at Edward Jones with a Series 66 designation and over a decade of related work experience, including nine years at Pinnacle Financial Partners and ownership of Faith Financials & Consulting LLC, a bookkeeping service. She has been with Edward Jones since 2025. Candace’s bookkeeping business involves transaction categorization and account reconciliation. 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 and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Binns Loveman is a Series 66 licensed financial advisor with Equitable Advisors in Roanoke, VA, where he has worked since 2005. He has 20 years of industry experience, including prior work at AXA Advisors. Outside of his advisory role, he is a partner in SMSD LLC, which supports the functioning of a DBA approved by Equitable Advisors, and he also serves as an administrator or executor of estates and trusts. 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 delivers advice through a network of Investment Adviser Representatives, utilizing various firm-offered programs and third-party asset managers.

Dragan Gasic is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 licenses, with one year of industry experience. His work history includes roles at Wells Fargo Bank, QVC, Goodwill, and several other organizations. 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 a range of brokerage and advisory solutions supported by research and analytics.

Scott Swillinger is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a longer tenure with Wells Fargo Bank NA starting in 2009. 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, acting as an ERISA fiduciary and offering both discretionary and non-discretionary options tailored to plan objectives.

Michael Kemp is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at City National Bank, RBC Capital Markets, and UBS Financial Services. Outside of his advisory work, Kemp serves on the board of directors and finance committee for the YMCA of Virginia’s Blue Ridge and supports fundraising and leadership efforts for the organization. He is also involved with the Fellowship of Christian Athletes at Virginia Military Institute and assists with financial oversight for VMI’s Keydet Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment advisory programs that utilize both in-house and third-party managers, and provides a range of services from portfolio management to financial planning and custody.

Justin Hart is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked in various roles outside of financial services, including positions at Lyft, Uber, and GrubHub. He also serves as a youth pastor for 6-12 graders at The Bridge Christiansburg - Foursquare Church. Equitable Advisors serves individual clients, including both non‑high-net-worth and high-net-worth individuals, as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, utilizing third-party asset managers and LPL-sponsored advisory platforms.

Mark Mc Roy is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Principal Life Insurance Co, Mutual of Omaha Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as president of the Wedgwood Homeowners Association, is a board member of the Roanoke Valley Mustang Club, and participates in the Roanoke Valley Rotary Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data.

Justin Kerns is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked for Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he is the owner of KK Productions, a small business in Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a range of investment approaches, including model portfolios, third-party asset management, and customized strategies, and operates alongside various affiliated financial services and partnerships.

Katherine Rand is a financial advisor with Morgan Stanley in Roanoke, VA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she owns and operates Mountain Pass Stables LLC, an agricultural business focusing on leasing farm space for an equestrian riding program. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Allison Martin is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Bank NA since 2002. Outside of her advisory role, she is a partial owner of Prestige Kennel and Pet Services, a pet care business in Evington, VA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Benjamin Harrison is a CFP® professional with 14 years of industry experience. He has been with Edward Jones since 2011. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Moore II is a CFP® professional with 11 years of industry experience, currently practicing with Equitable Advisors in Roanoke, VA. His prior experience includes roles at Morgan Stanley Private Bank, Suntrust Advisory Services, and his own practice. He serves as a board member for the Martinsville City Schools Endowment Fund, participating in board meetings and supporting volunteer and fundraising events. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a range of investment vehicles and third-party advisory programs.

Sabrina Coles is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a one-year tenure at WELLS FARGO Advisors, LLC. Outside of her advisory role, she is involved with the Blue Ridge Potters Guild, creating and selling clay tile and plaque artwork at annual art shows. 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 broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

John Wittenburg is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing Services since 2018 and has worked within Wells Fargo Bank entities since 2016. 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Carl Cress III is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for nine years before joining Cambridge in 2016. Cress serves as a board member of Raleigh Court United Methodist Church in Roanoke, VA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals and provides both proprietary and third-party investment strategies across multiple custody platforms.

Matthew Bowman is a financial advisor at Edward Jones in Roanoke, VA, holding a Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Cellular Sales and The Fellowship Deaconry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Julie Dean is a financial advisor with Edward Jones in Roanoke, VA, holding a Series 66 designation and four years of industry experience. She has spent her entire career at Edward Jones, working continuously since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and supports its services with a nationwide network of financial advisors and branch offices.

James Chisom is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC, Morgan Stanley, Citigroup Global Markets, and Davenport & Company 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cynthia Conner is a financial advisor with Morgan Stanley in Roanoke, VA, holding a Series 66 designation and 25 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and previously held roles at Bank of America and Merrill from 2014 to 2017. Outside of her advisory work, she is the owner of Breezy Heights LLC, a business involved in managing rent collections and bill payments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations in its process.

Sean Francisco is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Merrill for 13 years and Wells Fargo Clearing for 5 years before joining LPL Financial in 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by advanced technology, serving over 22,800 advisors and managing substantial discretionary assets.