Curtis Arney is a CFP® with nine years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Inc., and BB&T Securities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management, offering wealth advisory planning and investment consulting services to a diverse client base that includes individuals, institutions, and government entities. The firm provides non-discretionary financial planning and recommendations across various programs, supported by research and a broad affiliate network.

Shanda Bortner is a financial advisor with MassMutual Investors Services in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has worked with MassMutual and its affiliate firms since 2017 and previously spent time at Carroll Financial Associates and Cetera Advisor Networks. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements using firm-approved analytical tools and also provides event-driven planning services such as estate settlement and divorce planning.

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.

Kellen Walthall is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Virginia Tech and various educational institutions. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plan, corporate, charitable, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Joshua Mattox is a financial advisor with Morgan Stanley in Roanoke, VA, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he is involved in property management and real estate partnerships in Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Jordon Riggs is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Wells Fargo Clearing, he worked at Wells Fargo Bank, nA and Sykes. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions.

Daniel Leyes is a financial advisor with LPL Financial holding a Series 66 designation. He began his advisory career at LPL Financial in 2026 and has prior work experience in education and the service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services supported by research and multiple portfolio management options.

James Ibach is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following a 31-year tenure at Metlife Securities Inc. Additionally, he has an active role as an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring engagements as annual, collaborative relationships using firm-approved software and analysis tools.

Ashley Nader is a financial advisor with UBS Financial Services in Roanoke, VA, holding a Series 66 designation and 13 years of industry experience. She has worked at UBS Financial Services since 2011, with a two-year period at Wells Fargo Clearing Services between 2020 and 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad range of capital markets activities.

Michele Dewalt is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved with Dessert First Bakery in Salem, VA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions across a broad range of financial products.

Terri Scott is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2020, following prior roles at UBS Financial Services and Ameriprise Financial Services, Inc. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Charles Leiser is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he manages a family residential rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial planning without portfolio management or institutional advisory services.

Leslie Carpenito is a financial advisor at Ameriprise with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise in various capacities since 1989. Outside of her advisory role, she serves on the Board of Directors at West Salem Baptist Church. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes asset allocation, adaptive withdrawal strategies, and Social Security options, with distinctive enrollment criteria and an investment universe influenced by affiliated products.

Robert Norris is a CFP® and holds a Series 66 license with eight years at Edward Jones and a total of seven years in the financial industry. His prior experience includes roles at Franklin Heating and Air and MedExpress Urgent Care. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Nathan Wallace is a financial advisor with Edward Jones in Vinton, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Eastern Healthcare Group and Medical Facilities of America, among other positions. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Pearman III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is the sole owner of Pearman and Company, LLC, a nonprofit entity established to manage office real estate, and he also works as an independent insurance agent providing health and life insurance services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a large network of independent professionals, utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Edgar Baber Jr. is a financial advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is involved with the Roanoke Valley Golf Association, managing committee activities and golf tournaments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Jacob Cumbo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior work includes roles with the City of Bristol, Virginia, Blue Ridge Beverage, and Clear Creek Golf Course. 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 broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Brennan Rhule is a CFP® with 11 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has held previous roles at Actaeon Wealth Management, Woodbury Financial Services, Raymond James Financial Services Advisors, and Merrill. Rhule also engages in financial planning and education through independent entities. Osaic Wealth serves a diverse range of clients, including individual and institutional investors, providing integrated brokerage and advisory services. The firm utilizes a variety of asset-allocation tools and multiple advisory platforms to deliver tailored portfolio management and retirement consulting.

Rebecca Brammer is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She previously worked for KPMG for six years and has professional experience that includes roles at Virginia Tech. 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 through more than 14,000 advisors and offers both brokerage and advisory solutions.