Patrick Moran is a financial advisor with BCG Securities, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. He has worked previously at Horace Mann Investors, Inc., Horace Mann Companies, and Ben Jackson Agency LLC. In addition to his advisory role, Moran is a multiline insurance agent affiliated with Horace Mann Service Corp., offering property, casualty, health, and life insurance products. BCG Securities serves institutional retirement plans and individual clients, typically those with accounts exceeding $25,000, providing portfolio management, financial planning, pension consulting, and related advisory services. The firm emphasizes tailored investment policy statements, uses independent third-party managers, and applies a variety of analytical approaches across long- and short-term strategies.

Christopher French is a financial advisor at Geneos Wealth Management, Inc. in Radford, VA, with 11 years of industry experience. He holds a Series 66 designation and has been associated with both Plot & French Financial Advisors and Geneos Wealth Management since 2014. Outside of his advisory role, he is involved in photography and software development for financial advisors. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies supported by continuous account monitoring and discretionary trading authority.

Thomas Bryant Jr is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. He previously worked at Edward Jones for 11 years. Outside of finance, he has operated Lynchburg Guitar Lessons since 2009. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of advisors and an internal portfolio group. The firm offers tailored portfolio management and model strategies across various securities and alternative investments.

Don Price Jr. is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Lombard Securities Incorporated since 2009 and has previous experience at Wachovia Securities, LLC and A.G. Edwards & Sons, Inc. In addition to his advisory role, he is involved in outside insurance sales and works part-time for UPS. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, using fundamental, technical, charting, and cyclical analysis, with a notable portion of assets managed on a non-discretionary basis allowing clients to retain final trading authority.

Jonathan Rosche is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a mix of strategic and tactical asset allocation approaches and offers portfolio management through various programs, including model portfolios, separately managed accounts, and an automated Guided Investing platform.

Katherine Waller is a financial advisor at Valic Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2010. She also serves as an agent for AGIA, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Pamela Callahan is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 22 years of industry experience. She has been with the Truist-related entities since 2001, including SunTrust Advisory Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary management and non-discretionary consulting supported by third-party platform relationships and AI-enabled research tools.

Amanda Donnelly is a financial advisor with GWN Securities Inc. in Radford, VA, holding Series 65 and Series 63 registrations and eight years of industry experience. She has worked at GWN Securities since 2018 and previously spent 17 years with Virginia Retirement Specialists, where she also serves as an agent for life, annuities, and health insurance. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers with portfolio strategies grounded in asset allocation and Modern Portfolio Theory, alongside legacy market-timing and momentum-based approaches.

Jerry Haynes is a financial advisor with GWN Securities Inc. in Dublin, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with GWN Securities since 2011 and also maintains a role at Interactive Financial Advisors since 2006. Outside of his advisory work, Haynes operates a literary services business involving book sales and speaking engagements. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Rhonada Weaver is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. She has 12 years of industry experience, with prior roles at firms including Merrill and Taylor Financial Group. Weaver is based in Blacksburg, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Gary Firebaugh is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His career includes a long tenure at Truist Investment Services, where he has worked since 2008 in various capacities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary manager relationships with non-discretionary consulting and leveraging third-party platforms and AI-enabled research tools.

Michael Creamer is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2022. His prior experience includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. He serves as Treasurer for Special Olympics Area 9 in Virginia and is the Regional Board Chair for Young Life in Blacksburg. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and corporate clients. The firm operates under fiduciary standards and offers tailored planning and investment management services, including a Private Wealth program for clients with significant net worth.

James Barnes is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 24 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at Bb&T Securities, LLC and Scott & Stringfellow, Inc. Barnes also serves as an adjunct instructor for the Virginia Department of Emergency Management’s Virginia Search and Rescue program. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary manager relationships and consulting services.

Brandon Uttich is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Principal Life Insurance Company, Mutual of Omaha, and ownership of Endurance Financial, a private entity facilitating securities, advisory, and insurance business. He also conducts fixed insurance and Medicare sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

Robert Piscura is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 44 years of industry experience. He has been with Commonwealth since 2007, including a current tenure starting in 2017, and also leads Piscura Family Financial Consultants. Outside of his advisory work, he is active as a musician and master of ceremonies with The Groove Houndz. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, trading, compliance, and technology, allowing advisors to offer customized investment solutions under Commonwealth’s supervision.

Ronnie Cochran is a financial advisor with Eagle Strategies (NY Life) based in Blacksburg, VA, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His career includes longstanding roles with Nylife Securities Inc. and New York Life since 1998, as well as founding Cochran and Associates Inc. in 1990. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Heidi Hawes is a financial advisor with D.A. Davidson & Co. in Blacksburg, VA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Truist Advisory Services, TRUIST Investment Services, BB&T Securities, and National Bank. Outside of her advisory work, she serves as a notary public and is a member of the board of directors for Technology Transfer, Inc. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides services under fiduciary standards using both qualitative and quantitative analyses, and is notable for its involvement in municipal advisory activities and affiliated custodial services.

Anthony Church II is a financial advisor with Eagle Strategies (NY Life) in Christiansburg, VA, holding Series 63 and Series 65 designations and three years of industry experience. He has worked at Eagle Strategies, Ascend Financial Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as a board member of the New River Valley Business Exchange, a business referral group that donates all membership dues to charity, and owns Ascend Health and Performance, a health consulting and personal training business. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Roger Perkins is a Series 66-licensed financial advisor at Truist Advisory Services with two years of industry experience. He has worked at Truist Investment Service, Inc. since 1988. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary advisory approaches and offers specialized manager-selection programs supported by AI-enabled research and multi-affiliate integration.

Kevin Gilbarte is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Commonwealth and Cornerstone Financial Solutions since 2005. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, and offers advisors discretion to construct client portfolios from diverse securities and insurance products.