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.

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 in Roanoke, VA, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a one-year tenure at WELLS FARGO Advisors, LLC. Outside of her advisory role, she is involved with the Blue Ridge Potters Guild, creating and selling clay tile and plaque artwork at annual art shows. 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 broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

John Wittenburg is a financial advisor with Wells Fargo Clearing who holds Series 65 and Series 63 credentials and has eight years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions.

Carl Cress III is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for nine years before joining Cambridge in 2016. Cress serves as a board member of Raleigh Court United Methodist Church in Roanoke, VA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals and provides both proprietary and third-party investment strategies across multiple custody platforms.

William Hickam is an investment advisor representative with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held positions at Royal Alliance Associates, Signator Investors, Equity Services, and National Life. Hickam also operates Valley Financial Solutions, an LLC through which he conducts and markets his business, and maintains a sole proprietorship offering fixed life and health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with an emphasis on asset-allocation tools, risk assessment, and access to third-party money managers across a range of investment products.

Matthew Bowman is a financial advisor at Edward Jones in Roanoke, VA, holding a Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Cellular Sales and The Fellowship Deaconry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Julie Dean is a financial advisor with Edward Jones in Roanoke, VA, holding a Series 66 designation and four years of industry experience. She has spent her entire career at Edward Jones, working continuously since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and supports its services with a nationwide network of financial advisors and branch offices.

James Chisom is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC, Morgan Stanley, Citigroup Global Markets, and Davenport & Company LLC. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Cynthia Conner is a financial advisor with Morgan Stanley in Roanoke, VA, holding a Series 66 designation and 25 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and previously held roles at Bank of America and Merrill from 2014 to 2017. Outside of her advisory work, she is the owner of Breezy Heights LLC, a business involved in managing rent collections and bill payments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations in its process.

Sean Francisco is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Merrill for 13 years and Wells Fargo Clearing for 5 years before joining LPL Financial in 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by advanced technology, serving over 22,800 advisors and managing substantial discretionary assets.

Christopher Wright is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, having worked with Cetera and its affiliates since 2004 and operating Wright Financial LLC since 2014. In addition to his advisory work, he is involved in health insurance sales and owns a rental property in Myrtle Beach, SC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm operates a multi-manager platform with a variety of program structures and custodial relationships, supporting over 10,000 advisors and managing more than $256 billion in assets.

David Lloyd is the Resident Director at Merrill Lynch Wealth Management in Roanoke, a position he has held since 2021. He joined Merrill Lynch in 2008 and became part of Angle, Lloyd and Associates in 2016. David focuses on providing comprehensive financial planning and investment advisory services tailored to the unique circumstances of individuals and families. His client services include college education planning, divorce transition planning, family wealth management strategies, legacy planning, retirement income planning, and portfolio management, among others. David graduated with a Bachelor's degree in Business Management from Roanoke College in 1996. Prior to his career in financial services, he gained managerial experience in the building materials industry and has also owned and operated small businesses. He holds the Personal Investment Advisor (PIA) designation. David has worked closely with multiple generations of families and places emphasis on supporting clients through significant financial transitions. Outside of his professional role, David has been involved in community leadership, including serving as Chair of the Community School Board. He resides in Roanoke and has personal interests in camping, cooking, hiking, music, reading, singing, traveling, and woodworking.

Laura Coffey is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Sarah Chandler is an investment advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to her current role, she spent sixteen years at Tomlin Hair Care, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Laura Davis is a financial advisor with Edward Jones in Salem, VA, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors.

Anne Mullen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Raymond James in 2026, she worked at Truist Investment Services and Truist Bank, with earlier roles in education and banking at Lynchburg City Schools and First Citizens Bank. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Alma Nicholas Long is a financial advisor with Merrill in Roanoke, Virginia, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2006. Outside of her advisory role, she is associated with a business named William E Long Jr and Alma Nicholas-Long. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Justin Whorley is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual and First Citizens Bank, as well as service in the Armed Forces for eight years. He is also associated with Valley Wealth Group, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

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.