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.

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.

Patrick Guzi is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, John Hancock, and Wells Fargo. His background also includes roles outside of finance such as at Jimmy V's Restaurant and Roanoke Country Club. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a wide range of investment options and third-party solutions.

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 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.

Thomas Mckenzie is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including 26 years at Metlife Securities Inc. prior to joining Mass Mutual. He is based in Moneta, VA. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

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.

Ryan Kirkpatrick is a CFP® and Series 66-registered financial advisor with Edward Jones in Bedford, VA, where he has worked since 2016. He has 10 years of industry experience and is also involved in tutoring through ClubZ! In-Home Tutoring Services. Outside of his advisory work, he serves on the Town of Bedford Economic Development Authority Board and coaches a Central Virginia youth baseball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,700 advisors and $1.01 trillion in assets under management. The firm offers a variety of advisory strategies and affiliated investment options under a fiduciary standard.

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.

Amy Stone is a financial advisor with Edward Jones in Hardy, VA, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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.