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.

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.

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.

James Harlow III is a financial advisor with Ameriprise in Roanoke, VA, holding a Series 66 designation and having 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a head softball coach for Hidden Valley High School’s girls softball team. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to generate tailored retirement income recommendations, with a focus on assets held in Ameriprise-managed accounts.

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.

Robert Cox is a financial advisor at Osaic Wealth, Inc. based in Roanoke, VA, holding Series 63 and Series 65 credentials with 30 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Sii, and Royal Alliance Associates. Outside of advising, he owns the Ponderosa Hunt Club, collecting fees for the annual lease. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisors and multiple platforms. The firm integrates brokerage and advisory services, utilizing asset-allocation tools and third-party managers to create diversified portfolios.

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.

Harry Hartman is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Edward Jones since 1994. He holds a Series 63 license and is based in Roanoke, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

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.