Benjamin Shrader is a CFP® professional with 18 years of experience, currently serving at PeakValley Wealth, LLC. He has been with PeakValley Wealth since 2012 and previously operated as a sole proprietor for 15 years. Shrader is also 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 by offering customized investment management and financial planning services. The firm combines a small advisory team with multi-office operations to provide institutional-style ERISA plan services and ongoing planning for managed-account clients.

Brian Bowen is a financial advisor with Creekmur Asset Management, LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Creekmur in 2025, he worked for 15 years at Integrity Financial Planning, Inc. He is also a managing member of Impact Tax Group, LLC, which provides tax preparation and planning services. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to align investments with client risk profiles.

Emily Elfallah is a Series 65-licensed financial advisor at Creekmur Asset Management, LLC with three years of industry experience. She previously worked at Integrity Financial Planning, Inc. and Barron Wealth Strategies. In addition to her advisory role, she is also licensed as an insurance agent for life, health, and fixed annuities. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to tailor investments to client risk profiles.

Madison White is a financial advisor at Creekmur Asset Management, LLC in Roanoke, VA, holding a Series 65 designation with three years of industry experience. Prior to joining Creekmur Asset Management in 2025, White worked for Integrity Financial Planning, Inc. from 2022 to 2025. Outside of advising, White is also licensed as an insurance agent focusing on life, health, and fixed annuities. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and a range of financial planning services, utilizing third-party tools and managers to align investments with client risk profiles across multiple asset types and platforms.

Mark Sewell Jr. is a financial advisor at Geneos Wealth Management, Inc. with six years of industry experience. He holds a Series 66 license and has worked at Geneos Wealth Management and IFA Wealth since 2019. Outside of his advisory role, he operates independently as a representative for fixed insurance products. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various traditional and wrap-fee programs, managing over $5.5 billion in client assets as of the end of 2024.

Brandon Blankenship is a financial advisor at Sequent Planning, LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked as an insurance agent since 2015. Outside of his advisory role, he owns an online home decor store on eBay. Sequent Planning, LLC serves individual clients, retirement plan sponsors, businesses, endowments, and nonprofits by providing asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and offers a combination of firm-developed investment models, third-party managers, and customized allocations.

James Tate III is a financial advisor at Geneos Wealth Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Geneos Wealth Management since 2004. He is president of the 95th Rifles 1st Battalion Club and is involved in management consulting through Cogent Management Resources LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Mary Plott is a ChFC® credentialed financial advisor with 38 years of industry experience. She has been associated with Geneos Wealth Management, Inc. and Plott & French Financial Advisors since 2005 in Roanoke, VA. She is also a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutions. The firm provides financial planning, portfolio management, and referrals to third-party money managers, utilizing a range of investment strategies and customized account options.

Laurel Simpkins is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing eight years of industry experience. She has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2017 and was previously with Horace Mann. In addition to her advisory role, she is licensed as an insurance agent specializing in life, health, annuities, and disability insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses third-party managers and platform relationships with Envestnet and Pershing to deliver managed solutions.

Corey Coogan is an advisor at Sequent Planning, LLC with a Series 65 designation and less than one year of industry experience. His prior work includes roles at Lab Sports Performance, Futurity First Insurance Group, and Roanoke College. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement-plan services through a network of investment adviser representatives. The firm employs a structured risk framework and diversified manager exposures, and it provides clients with ongoing investment communications and newsletters.

Robert Arthur is a financial advisor with Geneos Wealth Management, Inc. in Roanoke, VA, holding a Series 66 credential and 12 years of industry experience. He has worked at Geneos Wealth Management since 2013 and is currently affiliated with IFA Wealth. Outside of financial advising, he operates a farming business. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment process that includes continuous account monitoring, discretionary trading, and a range of analytic strategies.

Michael Canestrari is a financial advisor with Geneos Wealth Management, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Plott & French Financial Advisors and Woodmen Financial Services, Inc. among other roles. Outside of advisory work, he serves as a board member for the Radford Public Library and owns Disaster Dolls LLC, a separate business venture. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including discretionary and non-discretionary approaches tailored to client needs.

Timothy Shank is a CFP® with 38 years of experience in the financial industry. He has worked at Geneos Wealth Management since 2004 and has been associated with IFA Wealth since 2020. Outside of his advisory role, he serves as a board member for the Hills of Ashley Homeowners Association. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a variety of investment strategies and analytic approaches tailored to client needs.

John Bell II is a financial advisor with Prosperity Capital Advisors in Blacksburg, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at firms including Cantella & Co., Inc. and Sound Income Strategies, LLC, and he is the President and Owner of Bell Wealth Management, Inc. Mr. Bell serves on the board of Leisure Legacy and conducts financial literacy seminars with the American Financial Education Alliance. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm utilizes a model-driven, multi-sleeved investment approach with a variety of strategies and acts as a Fund Strategist on UMA platforms.

Amanda Arthur is a financial advisor at Geneos Wealth Management, Inc. with 15 years of industry experience. She holds the Series 66 designation and has worked at Geneos since 2015, alongside roles at IFA Wealth and Barnhart-Arthur Investments. Amanda is also a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies to manage client assets.

Donald Lilly III is a financial advisor at Sequent Planning, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, Securities America Advisors, Inc., and Mutual of Omaha Insurance Co. In addition to his advisory role, he serves as Managing Director of Futurity First Insurance Group, where he is involved in insurance sales. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services using a structured risk framework and a combination of firm-developed and third-party investment models.

David Arthur Jr. is a financial advisor at Geneos Wealth Management, Inc. in Roanoke, VA, with 11 years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management since 2015, including prior experience at Barnhart-Arthur Investments. Outside of his advisory role, he serves as treasurer for the Roanoke Spurs Supporters Club. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a variety of analytic strategies and discretionary trading to manage client portfolios.

Jon Dabareiner is a financial advisor with Lombard Advisers Incorporated, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has worked at Lombard Advisers since 2017, with prior roles at Lopez Wealth Management, LLC and Ameriprise. He serves on the board of the Smith Mountain Lake Boating Association, which promotes boating safety and boaters' rights. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management, employing various analytic methods and managing approximately $670 million in assets as of 2025.

Jack Havice is a financial advisor at Sequent Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Futurity First Investment Group, AmeriLife of Virginia, and Brookstone Capital Management. Outside of his advisory role, he is also licensed as an insurance agent. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by providing asset management, financial planning, and a range of retirement-plan services. The firm utilizes a structured risk framework and combines firm-developed models, third-party managers, and customized allocations delivered through a network of independent adviser representatives.

Adam Workman is a financial advisor with Geneos Wealth Management, Inc. in Roanoke, VA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at First Citizens Bank and First Citizens Investor Services, as well as Geneos Wealth Management and IFA Wealth. Outside of his advisory work, he serves as a planning commissioner for the Montgomery County Planning Commission. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies and providing discretionary and non-discretionary advisory supervision.