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.

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.