Mark Mellon is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the general manager of MM Capital Holdings LLC. 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 and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

John Craddock Jr. is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a wide range of clients, including individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with strategies that include traditional and complex asset allocations.

Mark Miner is a financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Mass Mutual Investors Services and Davidson & Garrard, Inc. since 2013. Robert Baird & Co.'s DDK Group serves individuals, corporate clients, pensions, and charitable organizations with services that include financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services. The firm employs a range of investment strategies, including manager-traded and model-traded SMA approaches, supported by ongoing manager monitoring and internal research.

Benjamin Giese is a CFP® professional with 10 years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual Life Insurance Co., having previously worked at LPL Financial, First National Bank Altavista, and other firms. Giese also serves as an adjunct professor at Liberty University, teaching undergraduate courses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning relationships using firm-approved tools to analyze client goals.

Ronald Devos is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Cambridge since 2014. Outside of his advisory role, he is an independent insurance agent and is involved in ownership and management of financial-related business entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Brian Soistmann is a Financial Consultant currently working with Fidelity Investments. He has held roles at Fidelity since 2023, progressing from Financial Representative to Investment Consultant and now Financial Consultant. His professional experience extends back to 1996, including positions such as Vice President and Financial Consultant at Charles Schwab, Managing Partner and Portfolio Manager at Soistmann Putney Asset Management, Financial Advisor at UBS, and Financial Consultant at Merrill Lynch. Throughout his career, Brian has focused on helping clients develop comprehensive financial plans tailored to their individual goals. His approach emphasizes building trust and lasting relationships to support clients in making informed financial decisions. Outside of work, Brian enjoys cooking and baking, spending time with family, traveling, and volunteering.

Thomas Lawton is a financial advisor at Robert Baird & Co. with four years of industry experience. He holds the Series 66 designation and has been with Baird since 2020. Prior to joining Baird, he worked at Boonsboro Country Club and Pine Needles Lodge and Golf Club, and he has a background from Jacksonville State University. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Prescott Terrell Jr. is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of investment strategies spanning traditional and non-traditional asset classes.

John Peniche is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding a Series 66 designation and 28 years of industry experience. He has worked at Robert W. Baird since 2020 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as power of attorney for his son. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that provides customized consulting and portfolio services to individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group employs a mix of discretionary and non-discretionary management strategies, including separately managed accounts and overlay services, to tailor investment solutions aligned with client goals and risk tolerances.

Thomas McKenzie is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes over 25 years at MetLife Securities Inc. before joining Mass Mutual in 2017. 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, using firm-approved software and collaborative annual planning processes.

Abram Mc Wane III is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and previously worked for Boxley Materials Company for ten years before joining Robert W. Baird & Co. in 2022. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a variety of investment strategies.

Ryan Kirkpatrick is a CFP® and Series 66-registered financial advisor with Edward Jones in Bedford, VA, where he has worked since 2016. He has 10 years of industry experience and is also involved in tutoring through ClubZ! In-Home Tutoring Services. Outside of his advisory work, he serves on the Town of Bedford Economic Development Authority Board and coaches a Central Virginia youth baseball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,700 advisors and $1.01 trillion in assets under management. The firm offers a variety of advisory strategies and affiliated investment options under a fiduciary standard.

Adam Stalcup is a CFP® professional with seven years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has prior experience at Bank of America, Merrill Lynch, and The First Bank and Trust Company. Outside of his advisory role, he is involved in several entrepreneurial ventures, including co-owning a business with his wife and partnering in a real estate-related enterprise for personal and recreational use. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and consulting supported by analytical modeling and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Stram is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016, including a brief period at Triumphant Portfolio Management in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Craig Posey is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Jack Jones is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 30 years of industry experience and has been with Cambridge Investment Research Advisors since 2017. Outside of his advisory role, he is also an independent insurance agent specializing in Medicare. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory services. The firm delivers these services through a broad network of independent Financial Professionals and supports a variety of investment strategies across multiple custody platforms.

William Johnson is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The team provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex strategies.

Chad Craven is a Series 66-licensed financial advisor with Edward Jones, based in Bedford, VA. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies through a nationwide network of more than 23,700 advisors.

Brent Childress is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding a Series 66 designation and with 10 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Brent serves as a trustee of the endowment fund for the Friends of the Lynchburg Public Library. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and complex investment strategies.

Frederick Scruggs Jr. is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services since 1985, also maintaining a long tenure with MassMutual Life Insurance Company since 1977. Outside of his advisory work, he is involved in business coaching and consulting, including ownership of several business advisory entities, and is also an author. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and firm-approved software tools to deliver written financial recommendations, supporting a collaborative, annual planning process.