Amy Wells is a financial advisor with Wells Fargo Advisors in Rocky Mount, VA, holding Series 63 and Series 66 licenses and with 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory role, she serves as a check signer for a family-owned hauling business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations supported by proprietary research and planning tools, with services including niche areas such as business-owner transition and special-needs planning.

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 with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience with Wells Fargo Bank NA dating back to 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

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 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, holding Series 63 and Series 65 designations and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a total of 17 years working with Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and offers both brokerage and advisory solutions.

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® professional with 29 years of industry experience. He is currently with LPL Financial and has held roles at Valley Wealth Group, Cetera Advisor Networks, Wells Fargo Clearing, Merrill, and UBS Financial Services. Outside of advising, he manages Bedlam Manor Farm LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

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.

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, holding a Series 66 designation and 13 years of industry experience. She has worked at Wells Fargo since 2016 and previously at Morgan Stanley from 2013 to 2015. Outside of finance, she is involved with the Blue Ridge Potters Guild in Roanoke, VA, where she creates and sells clay tile and plaques at annual art shows. 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 from the Wells Fargo Investment Institute and employs diversification principles and modern portfolio theory in its investment approach.