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 with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Bank of Oklahoma Financial for six years. 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 research from Wells Fargo Investment Institute with diversification and modern portfolio theory in its investment approach.

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 an advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses. He began his financial advisory career in 2026. Prior to this, he worked in various roles including at Dunham Lane Capital Partners and had multiple positions at High Sierra Pools, along with experience at Virginia Military Institute and in the food service industry. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and diverse asset management programs. The firm employs a network of Investment Adviser Representatives and primarily utilizes third-party advisory programs and managers in its service delivery.

Vance Barrett is a CFP® with 23 years of industry experience, currently affiliated with Wells Fargo Advisors. His career includes multiple roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, as well as a one-year tenure at Truist Investment Services, INC. Barrett is based in Daleville, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through advisory engagements.

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 a Series 66 designation and nine years of industry experience. Her prior roles include positions with Truist Advisory Services and SunTrust Investment Services. Outside of her advisory work, she operates River Birch Wealth Management, a business involved in marketing activities related to her LPL practice. 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 financial planning and investment management services, utilizing a large network of advisors and a variety of portfolio strategies supported by research and technology.

Bradley Rector is a financial advisor with Equitable Advisors in Roanoke, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his financial services career, he served 25 years in the United States Air Force. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs and third-party asset managers to deliver tailored investment solutions.

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 with Edward Jones in Roanoke, VA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is an owner of rental property in Alexandria, VA. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Curtis Arney is a CFP® with nine years of industry experience, currently advising at Raymond James & Associates. He has previously worked at Truist Advisory Services, TRUIST INVESTMENT SERVICES, Inc., and BB&T Securities. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Linwood Reynolds is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at several firms including Mutual of Omaha Insurance Company and Potomac Fund Management, Inc. Outside of advisory roles, he works as a field sales representative for NFG Brokerage, placing clients into insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts with a variety of portfolio management and financial planning solutions.