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 with LPL Financial in Roanoke, VA. She holds Series 63 and Series 66 licenses and has 25 years of industry experience, including prior roles at SunTrust Advisory Services and Suntrust Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Douglas Bleecker is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2015. Outside of his advisory role, Bleecker owns and instructs at the Roanoke Okwinawan Karate School and coaches a local summer swim team. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Farama Thorlu Bangura is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 credentials. She has experience at several financial institutions, including Truist Bank and Santander Bank, and prior to her advisory career, she was involved with Philadelphia Fresh Foods LLC and Baby Blues BBQ. 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 combines research from Wells Fargo Investment Institute and third-party sources to guide investment decisions, offering both brokerage and advisory solutions across a wide client base.

Jodie Wertz is a financial advisor at Morgan Stanley in Roanoke, VA, holding a Series 63 designation with 15 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, Wertz serves as a board member on the Virginia Department of Social Services Parent Advisory Council, where she shares her family’s experiences with the department. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning with firm-approved tools and investment modeling, focusing on advisory services without individual security recommendations as part of standalone plans.

Gabriel Maxwell is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked six years at Bank of Oklahoma Financial and has experience in entrepreneurial ventures including operating Cell Phone Hospital and Cell Phone Rescue. 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 supported by research and analytics from Wells Fargo Investment Institute.

Creg Matthews is a CFP® professional with 28 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2012 to 2016. He holds Series 63 and Series 65 licenses and serves as a power of attorney for Shirley Matthews. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kyle Richardson is a financial advisor with Edward Jones in Salem, VA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

George Gillen is a financial advisor with Wells Fargo Clearing in Bristol, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. 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 advice. The firm employs an IPS-driven approach based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Liam Mc Bride is a financial advisor with Equitable Advisors in Roanoke, VA. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 2026. Prior to his current role, his background includes positions at Virginia Military Institute, Dunham Lane Capital Partners, High Sierra Pools, and Good Company Doughnuts and Cafe. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Vance Barrett is a CFP®-designated financial advisor with 22 years of industry experience, currently with Wells Fargo Advisors in Daleville, VA. He has been associated with various Wells Fargo entities since 2013, including Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Ryan Zimont is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has also worked at Wells Fargo Bank, N.A. since 2010. 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 process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Cory Wilkie is a financial advisor at Edward Jones in Roanoke, VA, holding a Series 66 designation and beginning his advisory career in 2023. Prior to joining Edward Jones, he spent 11 years at Sodexo Inc. at Brandon Oaks Retirement Community and one year in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor and branch network, as well as affiliated services such as trust and securities-based lending.

Ashley Stidham is a financial advisor with LPL Financial in Roanoke, VA, holding the Series 66 designation and bringing nine years of industry experience. Her prior work includes roles at Truist Advisory Services, SunTrust Investment Services, and TRUIST Investment Services. She also has experience in the restaurant industry, having worked at West Restaurant and Corgans' Publick House. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, including model portfolios and research from various sources, and provides both discretionary and non-discretionary management across its offerings.

Bradley Rector is a financial advisor with Equitable Advisors in Roanoke, VA, holding Series 65 and Series 63 licenses. He has one year of industry experience, with prior roles at MML Investors Services, MassMutual Life Insurance Company, and First Command Brokerage Services, following a 25-year career in the United States Air Force. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Ryan Mecca is a financial advisor with Edward Jones in Salem, VA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at NV Homes and operated Mecca Building Services. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a network of approximately 23,701 financial advisors.

Joshua Bourne is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Outside of his advisory role, he is involved in sheep farming in Abingdon, VA, which he manages jointly with his spouse. 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 process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related products and bank deposit sweep programs.

Angelia Marchant is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, previously serving at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. 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 options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Christopher Yeakel is a financial advisor at Edward Jones in Roanoke, VA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Scott Camuto is a financial advisor with Wells Fargo Clearing, holding Series 65, 63, and 66 licenses and six years of industry experience. His prior roles include positions at Amica Insurance, Bank of America, Merrill, and T Rowe Price. Scott is based in Roanoke, VA. 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.