James Laub is a financial advisor with Edward Jones in Salem, VA, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Laub serves on the board of Goodwill Industries of the Valleys, Inc. and is involved with the Blue Ridge Region Porsche Club of America as a Business & Risk Manager. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 advisors and 15,000 branch offices.

Aiden Kiani is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, and Edward Jones. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jason Sturgill is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for 12 years before joining Wells Fargo in 2020. Outside of his advisory work, Sturgill serves as a preacher and evangelist at the First Baptist Church of Pennington Gap and participates as a semi-professional fisherman in Virginia fishing tournaments. He is also an investment committee member for the MECC Foundation. 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 roughly $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Michael Gilbert is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has worked at various Wells Fargo entities since 2011 and serves on the finance committee of Spring Hill Baptist Church in Ruckersville, VA. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors and approximately $671 billion in assets under management, providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Vickie Barrow is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 designations and 33 years of industry experience. She 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 to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Gabrielle Poulton is a financial advisor with Morgan Stanley in Roanoke, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Davenport & Company LLC and Ameriprise Financial. Before entering the financial services industry, she spent several years in education, including roles at Roanoke College and Patrick Henry High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning, supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Erin Mills is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. Mills also operates River Birch Wealth Management, a DBA entity for her LPL business. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a network of investment adviser representatives.

Douglas Bleecker is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2015. Outside of his advisory role, Bleecker owns and instructs at the Roanoke Okwinawan Karate School and coaches a local summer swim team. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Farama Thorlu Bangura is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 credentials. She has experience at several financial institutions, including Truist Bank and Santander Bank, and prior to her advisory career, she was involved with Philadelphia Fresh Foods LLC and Baby Blues BBQ. 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 combines research from Wells Fargo Investment Institute and third-party sources to guide investment decisions, offering both brokerage and advisory solutions across a wide client base.

Jodie Wertz is a financial advisor at Morgan Stanley in Roanoke, VA, holding a Series 63 designation with 15 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, Wertz serves as a board member on the Virginia Department of Social Services Parent Advisory Council, where she shares her family’s experiences with the department. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning with firm-approved tools and investment modeling, focusing on advisory services without individual security recommendations as part of standalone plans.

Gabriel Maxwell is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Bank of Oklahoma Financial for six years. 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 combines research from Wells Fargo Investment Institute with diversification and modern portfolio theory in its investment approach.

Creg Matthews is a CFP® professional with 28 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2012 to 2016. He holds Series 63 and Series 65 licenses and serves as a power of attorney for Shirley Matthews. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kyle Richardson is a financial advisor with Edward Jones in Salem, VA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. 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 programs and investment strategies through a large nationwide network of advisors and branch offices.

George Gillen is a financial advisor with Wells Fargo Clearing in Bristol, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. 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 advice. The firm employs an IPS-driven approach based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Liam Mc Bride is an advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses. He began his financial advisory career in 2026. Prior to this, he worked in various roles including at Dunham Lane Capital Partners and had multiple positions at High Sierra Pools, along with experience at Virginia Military Institute and in the food service industry. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and diverse asset management programs. The firm employs a network of Investment Adviser Representatives and primarily utilizes third-party advisory programs and managers in its service delivery.

Vance Barrett is a CFP® with 23 years of industry experience, currently affiliated with Wells Fargo Advisors. His career includes multiple roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, as well as a one-year tenure at Truist Investment Services, INC. Barrett is based in Daleville, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through advisory engagements.

Ryan Zimont is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has also worked at Wells Fargo Bank, N.A. since 2010. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Cory Wilkie is a financial advisor at Edward Jones in Roanoke, VA, holding a Series 66 designation and beginning his advisory career in 2023. Prior to joining Edward Jones, he spent 11 years at Sodexo Inc. at Brandon Oaks Retirement Community and one year in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor and branch network, as well as affiliated services such as trust and securities-based lending.

Ashley Stidham is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions with Truist Advisory Services and SunTrust Investment Services. Outside of her advisory work, she operates River Birch Wealth Management, a business involved in marketing activities related to her LPL practice. 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 management services, utilizing a large network of advisors and a variety of portfolio strategies supported by research and technology.

Bradley Rector is a financial advisor with Equitable Advisors in Roanoke, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his financial services career, he served 25 years in the United States Air Force. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs and third-party asset managers to deliver tailored investment solutions.