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.

Sari Maksad is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential and two years of industry experience. Prior to her advisory roles, she served five years in the United States Marine Corps. Maksad is currently affiliated with multiple related firms including Tactical Global Solutions and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions including discretionary and non-discretionary management across multiple platforms, proprietary model strategies, and access to third-party managers.

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.

Kevin Hughes is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has been affiliated with Cambridge Investment Research in various capacities since 2022. Outside of his advisory role, he has been employed at Orchard Hills Church since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management and model-based solutions tailored to client objectives.

Steven Laub is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2021. Prior to his current role, he worked in various positions including at HBi Auto and North State Environmental. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Brian Thomas is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product options, such as insurance-related vehicles and bank deposit sweep programs.

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.

Shabnam Gideon is a financial advisor at Edward Jones in Roanoke, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she spent nine years with Focus Lab, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

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.

James Howard is a financial advisor with Wells Fargo Advisors in Roanoke, VA, holding a Series 66 designation and 11 years of industry experience. Prior to his current role, he worked at firms including Wells Fargo Clearing Services, Bank of America, Merrill, TD Ameritrade, Scottrade, and Morgan Stanley. He is also involved in a non-investment-related business distributing prescription discount cards. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

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.