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 in Roanoke, VA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones from 2009 to 2011 before joining Wells Fargo Bank NA in 2011 and Wells Fargo Clearing in 2016. Outside of his advisory work, he serves on the finance committee for Spring Hill Baptist Church, where he discusses, plans, and monitors the budget. 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 integrates research and analytics with a broad range of brokerage and advisory solutions, operating with more than 14,000 financial advisors and approximately $671 billion in assets under management.

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 at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services. Barrow is based in Roanoke, VA and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors provides investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

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 at Morgan Stanley in Roanoke, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Davenport & Company LLC and Ameriprise Financial. She also has experience at Roanoke College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its financial planning services.

Erin Mills is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. Mills also operates River Birch Wealth Management, a DBA entity for her LPL business. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a network of investment adviser representatives.

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.

John Green is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. Prior to this, he worked at Wells Fargo Clearing from 2016 to 2023. He is involved with Summit Wealth Group LLC in Roanoke, VA, where he holds a partial ownership interest. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides comprehensive investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, catering to clients who meet specific net-worth thresholds.

Creg Matthews is a CFP® professional at Wells Fargo Clearing with 28 years of industry experience. His prior roles include positions at Morgan Stanley and its affiliates, spanning from 1998 to 2012. Matthews also acts as a power of attorney for Shirley Matthews. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Ameriprise and UBS Financial Services. He is based in Roanoke, VA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

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.

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.

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.

Stephen Hilbish is an advisor at Osaic with Series 63 and Series 66 credentials. He has extensive industry experience dating back to 1998, including 27 years with Shenandoah Life Insurance Company/Prosperity Service Group prior to joining Osaic in 2025. Hilbish is also an Investment Advisor Representative at Valley Financial Solutions. Osaic Wealth, Inc. serves a diverse client base that includes individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk assessments, and multiple investment platforms to manage discretionary and non-discretionary portfolios.

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.