Zachary Cline is a financial advisor with PeakValley Wealth, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining the firm, he served in the United States Air Force for three years and currently holds management responsibilities at a dental office. He is also a council member for the Town of Tazewell. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, offering customized investment management and financial planning services. The firm utilizes fundamental, technical, and cyclical analysis and may delegate portfolio management to sub-advisors while retaining discretionary authority.

Erin Moseley is a Series 65 licensed financial advisor at Compass Capital Investments LLC with five years of industry experience. She also serves as Director of Operations at Barkett Allen Capital, working to integrate investment management with broader financial planning and insurance services for clients. Additionally, Erin is the Chief Compliance Officer at C4T, LLC, a private fund, and owns Cleared To Land, LLC, a loan origination business. Compass Capital Investments advises individual and high-net-worth clients through discretionary and non-discretionary portfolio management, written financial planning, and pension consulting. The firm offers a wrap fee program emphasizing fundamental analysis and long-term investment strategies tailored to client goals, with ongoing planning, periodic reviews, and supervisory oversight.

Scott Berglund is the sole advisor at Elk Hill Advisors, Inc. in Roanoke, VA, holding a Series 65 designation with 33 years of industry experience. He has been with Elk Hill Advisors since 1992. Elk Hill Advisors provides investment management and retirement plan consulting to individuals, trusts, estates, corporations, and pension and profit-sharing plans, managing approximately $100.6 million in client assets. The firm employs a Global Multi-Asset approach focused on strategic asset allocation and diversification, utilizing mutual funds, ETFs, fixed income, and alternative strategies with an emphasis on low portfolio turnover.

John Taylor is a CFP® with 33 years of experience in financial advising and is the principal of Taylor Financial Group, Inc. in Roanoke, VA, where he has worked since 1992. He is also an independent insurance agent specializing in fixed insurance products. Taylor Financial Group provides discretionary portfolio management and annual financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $365 million in assets and uses a combination of fundamental, technical, and cyclical analysis across various investment vehicles, including ETFs, mutual funds, and individual securities.

Terry Vandelinde is a financial advisor at VIP Planners, Inc. in Roanoke, VA, holding the ChFC® designation as well as Series 63 and Series 65 licenses, with 43 years of industry experience. He has been with VIP Planners, Inc. since 1991. Outside of advisory duties, he is a licensed agent for life and health insurance, dedicating fewer than 10 hours per week to this role. VIP Planners, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with global diversification and active management where appropriate, integrating various analytical methods and regular portfolio monitoring and rebalancing.

Thomas Fitzpatrick is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Elk Hill Advisors, Inc. since 2008. Elk Hill Advisors, Inc. provides investment management and retirement plan consulting to individuals, trusts, estates, corporations, and pension and profit-sharing plans. The firm manages approximately $100.6 million in client assets across about 217 client relationships, using a Global Multi-Asset approach that emphasizes strategic asset allocation and diversification with a mix of mutual funds, ETFs, fixed income, and alternative strategies.

Jay Arce is a CFP® with nine years of industry experience, currently serving at Taylor Financial Group, Inc. since 2018. His prior experience includes work at Sonder Financial Advisors and H&R Block. Taylor Financial Group, Inc. provides discretionary portfolio management and annual financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios with institutional vehicles and offers a distinctive firm-sponsored wrap fee program that integrates management and transactional costs.

David Ellis is a CFP® with 25 years of experience in financial advisory services. He is currently with Vested Partners: A Multi-Family Office in Salem, VA, and has operated Ellis Financial Group LLC dba The Ellis Offices since 2015. Ellis also owns and operates Ellis Insurance Services LLC. Vested Partners provides investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm combines tactical asset-class allocations with momentum-based technical analysis to guide portfolio decisions and offers both discretionary and non-discretionary management alongside comprehensive financial planning services.

Robert Guelich is a financial advisor at Guelich Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guelich Capital Management since 2006. He is also associated with Oberlín Financial Corp and Guelich Financial Group, where he conducts limited insurance sales and service activities. Guelich Capital Management, LLC is an SEC-registered investment adviser serving individual clients, trusts, and estates with portfolio management, financial planning, wealth management, and estate planning services. The firm offers both discretionary and non-discretionary management, using a combination of fundamental and technical analysis and providing educational seminars and limited tax-preparation services.

Brian Taylor is a financial advisor at Compass Capital Investments LLC with a Series 65 credential and five years of industry experience. His prior work includes roles at Freedom First Credit Union, Hometrust Bank, The Bank of Fincastle, and Farm Credit. Outside of advising, he serves on the boards of two non-profits focused on children’s advocacy and business education in the Roanoke area and holds ownership or partnership positions in several aviation and private fund enterprises. Compass Capital Investments provides discretionary and non-discretionary asset management primarily to individual clients, including high-net-worth individuals, as well as pension consulting and financial planning services. The firm emphasizes fundamental analysis and long-term portfolio construction, offers a wrap-fee program, and conducts public educational seminars.

Erin Muterspaugh is a financial advisor at PeakValley Wealth, LLC in Roanoke, VA, holding a Series 65 license with six years of industry experience. She has been involved with PeakValley Wealth since 2018 and holds a minority ownership in Brogdon Machine, Inc. Additionally, she serves as a board member for the nonprofit Run for Donuts 5k and Fun Run in Salem, VA. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, offering customized investment management and financial planning services. The firm combines a small advisory team with multi-office capabilities and provides institutional-style ERISA 3(38) services along with ongoing planning for managed-account clients.

Marvin Taylor is a CFP® with 38 years of experience and has been with Taylor Financial Group, Inc. since 1986. He is based in Roanoke, VA, and also works as an independent insurance agent selling fixed insurance products. Taylor Financial Group provides discretionary portfolio management and annual financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $365 million in client assets and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.

Virginia Barkett is a financial advisor with Compass Capital Investments LLC, holding a Series 65 designation and seven years of industry experience. She has worked at Compass Capital Investments since 2018 and previously operated as a sole proprietor and with Barkett-Allen Capital, LLC. Outside of her advisory work, Barkett owns and manages a hospitality business that includes a café, pie shop, wedding venue, and event space, and she is also a children’s book author. Compass Capital Investments LLC provides discretionary and non-discretionary asset management through a wrap-fee program, comprehensive financial planning, and pension consulting. The firm serves individual clients, including high-net-worth individuals, as well as corporate clients, employing fundamental analysis and a long-term investment approach tailored to client objectives.

Jacob Mardian is a financial advisor at American Financial Planning, Inc. He holds a Series 65 designation and has been in the industry since 2023. His prior experience includes roles at LPL Financial and J. Gibson McIlvain. American Financial Planning, Inc. provides comprehensive financial planning and discretionary investment management to individuals, corporate pension and profit-sharing plans, as well as charitable institutions and endowments. The firm emphasizes diversified index strategies with occasional use of actively managed funds and offers in-house tax preparation alongside pension consulting services.

Jerry Firebaugh Jr. is a CFP® with 26 years of industry experience and has been with Wayne Firebaugh, Inc. since 2005. He is the majority owner of Canvilytics LLC, a company offering tax forecasting software for financial advisors. He is also a licensed insurance consultant. Wayne Firebaugh, Inc. serves individuals, retirement plans, trusts, estates, and other entities with portfolio management and financial planning services. The firm tailors portfolios using mutual funds and ETFs to match client objectives and risk tolerance, and it also recommends third-party money managers when appropriate.

Timothy Martin is a financial advisor at PeakValley Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked in Christian ministry as a ministry speaker. Martin has been a sole proprietor since 1994. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, offering customized investment management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis, with ongoing monitoring and quarterly reviews, and provides institutional-style ERISA 3(38) services alongside ongoing planning for managed-account clients.

Rose Funkhouser is a financial advisor at Vested Partners: A Multi-Family Office in Salem, VA. She holds a Series 65 designation and began her advisory career with Vested Partners in 2023. Prior to that, she was a full-time student and took a year as a stay-at-home mom. Vested Partners provides investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm combines tactical asset-class allocations with momentum-based technical analysis to guide portfolio decisions and offers both discretionary and non-discretionary management along with educational seminars and planning resources.

Benjamin Shrader is a CFP® with 17 years of industry experience and is affiliated with PeakValley Wealth, LLC in Roanoke, VA. He has been with PeakValley Wealth since 2012 and previously operated as a sole proprietor for 15 years. Shrader is a board member of Braveheart Grief Ministries, a nonprofit organization. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, providing customized investment management and financial planning services. The firm employs fundamental, technical, and cyclical analysis with ongoing monitoring and may delegate portfolio management to sub-advisors while maintaining discretionary authority.

Jerry Mcmillan is a financial advisor at Beacon Wealth Consultants, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has worked at Beacon Wealth Consultants since 2017 and previously spent a decade at Bb&T Bank and 19 years at Bb&T Investments. Outside of his advisory role, he operates an independent contracting business focused on life insurance, long-term care insurance, and fixed annuity sales. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, and retirement plan consulting. The firm employs an internal investment committee to guide decisions and incorporates faith-based, Biblically Responsible Investment screening into its portfolios.

Sethalan Carter is a CFP® professional with three years of industry experience, currently serving at Partners in Financial Planning, LLC since 2021. Prior to joining the firm, he worked at Virginia Tech and Alleghany High School. Partners in Financial Planning, LLC provides discretionary investment management, ongoing financial planning, and related consulting to individuals, business entities, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets across about 384 clients, employing a combination of long- and short-term strategies using equities, fixed income, mutual funds, and ETFs with fundamental and technical analysis.