Alma Nicholas Long is a financial advisor with Merrill in Roanoke, VA, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner & Smith since 2006. Outside of her advisory role, she is associated with the business William E Long Jr and Alma Nicholas-Long. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jordan Gibson is a financial advisor with Edward Jones in Salem, VA, holding a Series 66 designation and 11 years of industry experience. He has worked at Edward Jones since 2017 and previously with Wells Fargo Advisors and Wells Fargo Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large network of advisors and branches nationwide. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Michael Pendleton is a financial advisor with Edward Jones in Roanoke, VA, holding CFP® and ChFC® designations and with 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Pendleton serves as Secretary on the board of the Williamson Road Area Business Association and chairs the Finance Committee of the Roanoke Catholic School Advisory Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in client assets.

Gregory Cull is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Optoro, Inc. and Rebelstork. 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.

Wesley Davis is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory work, he is a 50% owner of a business that produces deer repellant. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services guided by investment policy statements and modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Wanda Robinson is a financial advisor with Edward Jones in Salem, VA, holding a Series 66 designation and 11 years of experience at the firm. She began her career with Edward Jones in 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

James Hurt is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC and 19 years with Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broader set of investment offerings including insurance-related vehicles and bank deposit sweep options.

Brandon Williams is a financial advisor with Raymond James Financial in Roanoke, VA, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior work includes roles at Wells Fargo Clearing and SunTrust Advisory Services. He is also involved with Atlantic Union Financial Consultants, LLC/AUB Wealth Management in a financial advisor capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting supported by firm research and outside managers. The firm is notable for its emphasis on non-discretionary advisory services and its extensive affiliate network that supports municipal and institutional clients.

Rafael Mcfarland is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing Services, LLC since 2018 and has been employed with Wells Fargo Bank NA since 2011. Outside of his advisory role, he co-owns McFarland Enterprises, a business involved in bookkeeping and inventory tracking. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans. Their advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Albert Sganga is a financial advisor with Ameriprise in Roanoke, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he serves on the Board of Directors for the Rotary Club of Roanoke Valley and is President of the Cave Spring Little League. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Ellis Jr. is a financial advisor with Morgan Stanley in Roanoke, VA, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved as an owner of Oak Hill Farms LLC and a partner in DME Properties LLC, both investment-related ventures in Virginia. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning and investment advisory services supported by firm-approved tools and research.

Jonathan Degenhardt is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 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 advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Samuel Hodges is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Suntrust Investment Services for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios from multiple sources.

Allyson Brown is a financial advisor at Merrill with two years of industry experience. She holds the Series 66 designation and has previously worked at First Bank VA and served in a role connected to Virginia State Senator John Edwards. Outside of finance, she worked for Mill Mountain Coffee & Tea for five years. Merrill provides managed account services through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm is integrated into Bank of America’s platform, providing access to a wide range of products and services.

Lawrence Forbish is a financial advisor at Edelman Financial Engines with 28 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edelman Financial Engines, he worked at Truist Investment Services and its affiliated firms for several years. He serves on the board of the Roanoke Vocational Education Foundation, which supports career and technical education for Roanoke City Public Schools. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Ryan Miracle is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2024. His prior experience includes roles at LPL Financial and Securities America Advisors. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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.

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 financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential and two years of industry experience. Prior to her advisory roles, she served five years in the United States Marine Corps. Maksad is currently affiliated with multiple related firms including Tactical Global Solutions and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions including discretionary and non-discretionary management across multiple platforms, proprietary model strategies, and access to third-party managers.

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.