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.

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.

Jason Sturgill is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 12 years before joining Wells Fargo in 2020. Outside of his advisory role, he serves as a preacher and evangelist at local churches and participates as a semi-professional fisherman in fishing tournaments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

William Terry II is a financial advisor with OSAIC based in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He worked at Signator Investors, Inc. for 24 years before joining OSAIC in 2018. Outside of his advisory role, he serves on the Board of Trustees for North Cross School, contributing to decisions on the school’s expansion and management. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and offers integrated brokerage and advisory services, including access to third-party money managers and unified managed accounts.

Carlton Ward is a financial advisor at LPL Financial in Roanoke, VA, holding a Series 66 credential with one year of industry experience. His work history includes roles at Sewanee: The University of the South, Valley Wealth Group, and North Cross School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs, utilizing both proprietary and third-party strategies across discretionary and non-discretionary account management.

Michael Gilbert is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has worked at various Wells Fargo entities since 2011 and serves on the finance committee of Spring Hill Baptist Church in Ruckersville, VA. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors and approximately $671 billion in assets under management, providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Jeremy Blewett is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has previously worked at NEXT Financial Group, Inc., OSAIC Services, Inc., and American General Securities Incorporated. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supported by extensive operational and research tools.

Vickie Barrow is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 designations and 33 years of industry experience. She 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 to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Stephen Stilwell is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. His prior roles include positions at John Hancock and Signator Investors, Inc., each from 2006 to 2018, and a long tenure at National Life Insurance Company since 1980. He operates an investment advisory business under the name Valley Financial Solutions, Inc., and is also licensed as an insurance broker. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, using firm-supported tools and third-party platforms to construct and manage portfolios that may include a range of asset types and investment structures.

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.