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 credentials and 31 years of industry experience. She has worked at Merrill for over two decades, including a brief period at Morgan Stanley. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America’s platform provides access to a broad set of products and services.

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.

Jennifer Owen is a financial advisor at OSAIC with 21 years of industry experience. She holds a Series 66 designation and has worked at notable firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Securities America Advisors, Inc., and SSN Advisory, Inc. Outside of her advisory role, she serves as an agent under power of attorney for her parents. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated financial services and employs various tools and platforms to construct and manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Solid Rock Financial Partners, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Company. Before entering the financial services industry, he spent over three decades at United Parcel Service. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

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 in Roanoke, VA, 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 academic settings at the University of Georgia and the University of North Georgia-Oconee. Equitable Advisors serves a wide range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer and collaborates with third-party managers and program sponsors to deliver advisory and brokerage solutions.

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 based in Roanoke, VA. She holds a Series 66 designation and has seven years of industry experience. Her prior work includes roles at Truist Advisory Services and Ayers Financial Services. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Madelyn Brown is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2024, she worked at Truist Advisory Services and Truist Investment Services from 2022 to 2024. Her background also includes roles in real estate and retail sectors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through third-party managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage channels to implement client recommendations.

Larry Woods is a financial advisor at LPL Financial with 28 years of industry experience. He has held positions at LPL Financial since 2021, following five years with SunTrust Advisory Services and over two decades at Suntrust Investment Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual, institutional, and charitable clients through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with investment management options including model portfolios and third-party research.

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 in Roanoke, VA, holding a Series 66 designation and six years of industry experience. He has worked previously at firms including LPL Financial, Wells Fargo, and Freedom First Credit Union. Clarke is also involved in the wealth management division of Freedom First Credit Union, assisting clients with their wealth management needs. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice through a variety of account types and leveraging its broad affiliate network.

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 financial advisor with Equitable Advisors in Roanoke, VA, holding the Series 66 designation and over 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a partner in SMSD LLC, which facilitates record-keeping for a DBA approved by Equitable Advisors, and serves as an administrator or executor of estates and trusts. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Dragan Gasic is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and one year of industry experience. His work history includes roles at Wells Fargo Bank, QVC, Goodwill, Novozymes, and other organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and employs research and diversification principles in its investment approach.

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.