Wesley Davis is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and a tenure beginning in 2008 with Wachovia Bank, N.A. Outside of his advisory work, he co-owns a business involved in manufacturing deer repellant. Wells Fargo Advisors serves individual, corporate, and institutional clients nationwide, offering investment advisory services, financial planning, and retirement plan consulting supported by extensive research and analytics.

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 at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 65 credentials. 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 Roanoke, VA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and supports advisory programs and institutional consulting across a large advisor network.

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.

Jonathan Owen is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations to clients who meet specific net-worth criteria.

Samuel Hodges is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked previously at SunTrust Investment Services, Raymond James Financial, Cetera, and MSI Financial Services. Hodges is also involved with River Birch Wealth Management LLC, an investment-related business in Roanoke. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisory resources and technology.

Allyson Brown is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior roles include positions at First Bank VA and work with Virginia Commonwealth University, as well as a one-year tenure with Virginia State Senator John Edwards. Outside of finance, she was involved with Mill Mountain Coffee & Tea for five years. 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, offering model-based and discretionary strategies for a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

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.

Michael Blanchard is a financial advisor with LPL Financial based in Roanoke, VA, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Blue Eagle Wealth Management, Cetera Advisor Networks, and Valley Wealth Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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.

Patrick Harmon is a financial advisor with OSAIC in Roanoke, VA, holding Series 63 and Series 65 credentials and over 14 years of industry experience. His career includes roles at Securities America Advisors, Untersee & Proutey Financial, Investacorp, and National Life Group. Outside of his advisory work, he assists with scheduling and consulting for his family’s mowing and landscaping business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes, managing accounts on discretionary and non-discretionary bases.

Tiffany Rawling is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Bank of Botetourt, Blue Eagle Credit Union, Valley Wealth Group, Cetera Advisor Networks, and Truist Investment Services. She is also a commissioned notary public. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational tools and a large network of advisors.

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.

Glenn Kent is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory work, he owns a personal training business and serves as treasurer for several local community organizations, including a school PTA and a swim team board. He also teaches at Radford University and has contributed as a subject matter expert for the American Council on Exercise. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes providing written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies, utilizing proprietary investment research and third-party data.

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.

Tim Ha is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial. He previously worked at Cetera Advisor Networks, Investment Centers of America, and Equitable Advisors. He is also associated with Valley Wealth Group, which operates as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by various investment platforms and technology tools.