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 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 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.

Carl Beck III is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he has involvement with non-variable life and health insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Bethany Hajny is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 credential. She has one year of experience in the financial advisory industry, previously working at Boot Barn, Virginia Furniture Market, and US Cellular. 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 proprietary and third-party investment models and advisory platforms.

Tracy Sledd is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Metlife Securities, Inc. for 11 years. Sledd is also an Independent Insurance Agent specializing in fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning without discretionary investment authority.

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 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.

Lydia Blackiston is a financial advisor with Wells Fargo Advisors in Roanoke, VA, holding a Series 63 designation and 22 years of industry experience. She has worked with various Wells Fargo entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth thresholds and integrates advisory services with other financial products and referral channels.

Ricky Young is a financial advisor with Wells Fargo Clearing, holding the Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked with Wells Fargo Clearing Services since 2017 and has been associated with Wells Fargo Bank NA since 2014. Outside of his advisory role, he owns and operates Joe’s Diner 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.