Marc Chandler is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Truist Bank, where he spent five years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches, incorporating third-party manager platforms and AI-enabled research tools to support its investment strategies.

Crystal Knuttgen is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. She has nine years of industry experience, including roles at The Conner Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory work, she serves as a board member and Membership Chair for the Roanoke chapter of Femcity. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, focusing primarily on non-discretionary asset management and working closely with institutional plan sponsors.

Spencer Lowry is a financial advisor with Truist Advisory Services holding a Series 66 designation and no prior industry experience. He has worked at Truist Advisory Services since 2026 and previously held roles at TRUIST INVESTMENT SERVICES, INC., Carter Bank, Freedom First CU, American National Bank, and Atlantic Union Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships and integrates technology and inter-affiliate resources to support its investment offerings.

Bryan Zimmerman is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has two years of industry experience and has worked at NYLIFE Securities LLC and New York Life Insurance Company since 2024. In addition to his financial services career, he has been involved with Willis Welding and Machine since 2014 and previously worked for Roanoke County Public Schools for 17 years. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Tyler Reburn is a financial advisor with Valic Financial Advisors in Salem, VA, holding Series 63 and Series 65 licenses and having five years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company and is currently also an agent selling non-securities insurance products for AGIA. Additionally, he teaches pickleball lessons through Performance Pickleball ROA. Valic Financial Advisors 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Conner is a financial advisor with Eagle Strategies (NY Life) in Vinton, VA, holding Series 63 and Series 66 credentials and with 13 years of industry experience. He has been affiliated with New York Life and its related entities since 2013 and operates The Conner Group, which focuses on selling New York Life products and services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Jacob Beekman is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and six years of industry experience. He has worked at several firms including Fidelity Investments and Edward Jones. Outside of his advisory role, he is also licensed as an insurance broker, brokering non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, managing a significant portion of assets on a non-discretionary basis.

Daniel Jennette is a Series 66-registered advisor with Raymond James & Associates, where he has worked for 10 years. He has a total of three years of industry experience, all with various Raymond James entities. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Hannibal Trapuzzano is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Atlantic Union Financial Consultants, Truist Advisory Services, BB&T Securities, and Wells Fargo Advisors. He also serves as a senior financial consultant at Atlantic Union Bank and Atlantic Union Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large advisor network.

Michael Massey is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and two years of industry experience. Prior to joining Cambridge in 2024, he worked for Kollmorgen/Regal Rexnord and has been a self-employed musician since 2016. He is also involved part-time in the arts and performing arts through a church staff position. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions across multiple platforms, combining proprietary strategies with access to unaffiliated strategists and tailored discretionary or non-discretionary portfolio management.

John Curran is a financial advisor at Edward Jones in Salem, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at The Sea Pines Resort and Colleton River Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Michelle Yost is a financial advisor at Edward Jones in Roanoke, VA, holding ChFC® and Series 66 designations with 17 years of industry experience. She has been with Edward Jones since 2013. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services.

Josh Werle is a CFP® professional with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent 11 years at Reico Kitchen & Bath. 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 through a network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jamie Mc Cadden is a financial advisor at Edward Jones with 13 years of industry experience. He previously worked at Mutual of Omaha and Mutual of Omaha Investor Services Inc. Outside of his advisory role, he owns a rental property business in Roanoke, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies and provides affiliated capabilities including mutual funds and a trust company.

Maryanne Ibach is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 licenses. She has 36 years of industry experience, including nearly three decades at Metlife Securities Inc. and over a decade with MassMutual Life Insurance Company. Additionally, she has served in the US Naval Reserve since 1981. Outside of advising, she works as an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis tools and offers event-driven planning programs, including estate settlement and employer-sponsored planning.

Mark Bukowski is a CFP® with 25 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jacob Chandler is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Virginia Tech and involvement with the National Republican Senatorial Committee and Land of a Thousand Hills Coffee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals.

Candace Dowell is a financial advisor at Edward Jones with a Series 66 designation and over a decade of related work experience, including nine years at Pinnacle Financial Partners and ownership of Faith Financials & Consulting LLC, a bookkeeping service. She has been with Edward Jones since 2025. Candace’s bookkeeping business involves transaction categorization and account reconciliation. 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, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Harrison is a CFP® professional with 14 years of industry experience. He has been with Edward Jones since 2011. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Bowman is a financial advisor at Edward Jones in Roanoke, VA, holding a Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Cellular Sales and The Fellowship Deaconry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.