Enayat Sheikhzad is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Edward Jones, Yelp Inc., and Carahsoft Technology Corp. 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 uses research and analytics to inform investment decisions and offers both brokerage and advisory solutions across a broad client base.

Marc Chandler is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He previously worked at Truist Investment Services, Truist Advisory Services, Truist Bank, and SunTrust Bank. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management and advisory solutions.

Lisa Angle is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2008 following a lifelong interest inspired by her father, who is now retired. Lisa specializes in education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. Lisa graduated cum laude from Virginia Polytechnic Institute & State University with a Bachelor of Science in Finance from its nationally recognized personal financial planning program. She holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ designation, and the Personal Investment Advisor (PIA) designation. Her work has been recognized by Forbes and Working Mother magazine. Lisa has been part of a team named one of the "Best-in-State Wealth Management Teams" by Forbes from 2023 through 2026. Individually, she has been recognized as one of Forbes' "Best-in-State Top Next-Gen Wealth Advisors" from 2019 through 2025, and one of the "Top Women Wealth Advisors Best In State" from 2022 through 2026. Additionally, she was named one of the "Top Wealth Advisor Moms" by Working Mother from 2018 to 2021. Outside of her professional role, Lisa enjoys cooking, gardening, reading, spending time with her family, and traveling.

Sari Maksad is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, bringing three years of industry experience. Prior to joining Cambridge, Maksad served five years in the United States Marine Corps. Maksad is also affiliated with Tactical Global Solutions and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers comprehensive services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Kevin Hughes is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has been affiliated with Cambridge Investment Research in various capacities since 2022. Outside of his advisory role, he has been employed at Orchard Hills Church since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management and model-based solutions tailored to client objectives.

Steven Laub is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Prior to his current role, he worked in various positions including at HBi Auto and North State Environmental. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Brian Thomas is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. 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 product options, such as insurance-related vehicles and bank deposit sweep programs.

Lawrence Richmond Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T-affiliated firms. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports over 14,000 financial advisors with a range of brokerage and advisory solutions.

William Pratt is a financial advisor at Morgan Stanley with eight years of industry experience. His prior roles include positions at Primerica Financial Services and UBS Financial Services. Outside of his advisory work, he serves on the Virginia Tech Football Chain Crew during home games. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach incorporates structured financial planning tools and modeling techniques, serving clients through both individual and corporate agreements.

Michael Wade is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Based in Daleville, VA, he holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Shawn McMahon is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. McMahon serves on the Finance Committee of Community Housing Partners in Christiansburg, Virginia. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Jonathan Owen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at EvolutionHR and Virginia Polytechnic Institute and State University. Outside of his advisory role, he owns and manages a rental property in Salem, VA. 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 approach 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.

Paul Curran is a financial advisor with Edward Jones in Salem, VA, holding the ChFC® and Series 66 credentials and bringing 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his financial advisory role, he serves as Finance Chair and board member for the Salem YMCA and is the head coach for a youth soccer team with Virginia United FC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jonathan Wolfe is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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’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 menus.

Brian Wheeler is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at several firms including Ameritas Investment Corp., Capital Choice Investment Advisers, and currently serves as president of The Emissary Group, a consulting business. Outside of his advisory work, Wheeler founded SMARTPRO FINANCIAL, which focuses on insurance, benefits, and human resources, and sits on the board of XCEL2FITNESS. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of investment platforms and strategies tailored to client objectives.

Jason Moretz is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been active in the financial services industry since 2005, focusing on helping clients build comprehensive wealth management strategies tailored to their individual needs. Jason's areas of expertise include legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. He works closely with clients to develop personalized financial approaches aimed at pursuing their long-term goals. He holds a Bachelor of Arts degree in Business Management from National Business College and has earned the Personal Investment Advisor (PIA) designation. Jason and his wife have been married for over 25 years and are parents to two college-aged children. Outside of his professional work, he is involved with the Roanoke County Education Foundation and enjoys golfing, hiking, music, reading, spending time with his family, traveling, and volleyball. In 2025, he was part of the Craighead-Moretz Group, which was named to the Forbes "Best-in-State Wealth Management Teams" list.

George Brammer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. 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 management grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Lisa Leonard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Bank of America, SunTrust, Washington First Bank, and multiple roles within Wells Fargo entities. 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, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bruce Elliott is a financial advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and diverse asset-management programs. The firm emphasizes matching clients to program models or discretionary managers and utilizes a range of investment vehicles, offering fiduciary services to qualified plans through credentialed advisors.

Charles Watson is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James, he worked at TRUIST Investment Services, Inc., Piedmont Foundry Supply Inc., and Forvis LLP. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.