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 credentials and four years of industry experience. Prior to joining Equitable Advisors in 2025, he worked with Solid Rock Financial Partners, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Company. Before entering the financial industry, he spent over three decades at United Parcel Service. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and offers ERISA fiduciary services through credentialed Investment Adviser Representatives.

Sir Jamison Cox is a financial advisor with Equitable Advisors, 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 higher education roles at the University of Georgia and the University of North Georgia-Oconee. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and financial goals.

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 in Roanoke, VA, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Truist Advisory Services and Ayers Financial Services. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party managers to deliver personalized investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Madelyn Brown is a financial advisor at Equitable Advisors with four years of industry experience. She holds a Series 66 designation and previously worked at Truist Advisory Services, Inc. before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves tailoring advisory models and discretionary management through both firm-offered programs and third-party asset managers.

Larry Woods is a financial advisor with LPL Financial based in Roanoke, VA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes long-term roles at SunTrust Investment Services and SunTrust Advisory Services prior to joining LPL Financial in 2021. He operates under the business name River Birch Wealth Management. 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 financial planning and investment services, including model portfolios and institutional platforms, supported by a large network of advisors and advanced research tools.

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 Services Advisors, Inc. based in Roanoke, VA. He holds a Series 66 designation and has six years of industry experience. Prior to joining Raymond James, he worked with firms including LPL Financial, Wells Fargo, and Freedom First Credit Union, where he remains involved in their wealth management division. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm employs a tailored, non-discretionary approach using risk profiling and analytical modeling, and offers specialized programs such as municipal advisory and SIMPLE IRA employer consulting services.

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 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.

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.

William Thompson Jr. is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Valley Wealth Group, Cetera Advisor Networks, Wells Fargo, Merrill, and UBS Financial Services. In addition to his advisory work, he is involved in Bedlam Manor Farm LLC. 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 offers a range of financial planning and investment programs, utilizing both proprietary and third-party strategies, supported by technology tools for research and operations.

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.