Ryan Mcentire is a financial advisor with Brown Edwards Wealth Strategies in Lynchburg, VA, holding a Series 65 designation and 11 years of industry experience. He has been with Brown Edwards Wealth Strategies since 2014 and is also a partner and CPA at Brown, Edwards & Company, LLP, where he has worked since 2011. Brown Edwards Wealth Strategies provides portfolio management and employee benefit plan advisory services to individuals, retirement plans, trusts, charities, corporations, and small businesses. The firm utilizes a Modern Portfolio Theory-based approach focusing on diversified, primarily passive asset-class exposure and incorporates third-party managers and comprehensive financial planning in its services.

Kathleen Graves is a financial advisor with Pettyjohn, Wood & White, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her prior roles include positions at SunTrust Advisory Services and SunTrust Bank. Pettyjohn, Wood & White, Inc. is a team-based investment adviser managing approximately $853.8 million, primarily serving individuals, families, trusts, estates, retirement plans, charities, and foundations. The firm focuses on customized, balanced portfolios combining individual equities and fixed income, with portfolio management tailored to clients’ specific time horizons, tax situations, and liquidity needs.

Joshua Leslie is a financial advisor at Brown Edwards Wealth Strategies with one year of industry experience. He holds a Series 65 credential and has worked previously at Brown Edwards & Company, LLP, as well as Liberty University and Hurt & Proffitt Inc. Outside of his advisory role, Leslie serves as an In-Charge Associate at Brown Edwards & Company, LLP. Brown Edwards Wealth Strategies provides discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to individuals, retirement plans, trusts, charities, corporations, and small businesses. The firm’s investment approach emphasizes diversified, primarily passive asset-class exposure guided by Modern Portfolio Theory, utilizing mutual funds, ETFs, and individual securities along with written investment policy statements and financial planning.

Mark Boccarossa is a financial advisor with Legacy Wealth Management Group, Inc., holding a Series 65 designation and three years of industry experience. His prior roles include positions at Old Dominion Insurance Partners and Liberty University. He is also active as an insurance agent with Old Dominion Insurance Partners. Legacy Wealth Management Group, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm offers discretionary investment management, comprehensive financial planning, and consulting services, utilizing tailored investment strategies and quarterly account reviews.

Logan Stamm is a financial advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 designation and bringing one year of industry experience. Prior to his current role, he was with Healey Company from 2016 to 2024. Legacy Wealth Management Group, Inc. serves individual and high net worth clients with discretionary investment management, comprehensive financial planning, and consulting. The firm employs a customized approach to portfolio construction, incorporating asset allocation, dollar-cost averaging, and technical analysis, and manages approximately $289.8 million across about 963 client relationships.

Jeffery Bruffy is an advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 designation. His professional background includes roles at Legacy Life LLC and C.W.Wright, as well as experience in education at Appomattox High School and Appomattox Middle School. Legacy Wealth Management Group, Inc. provides discretionary investment management, financial planning, and consulting services to individuals and high net worth clients. The firm manages approximately $289.8 million across about 963 client relationships with a team of seven advisors and offers customized portfolios based on various investment strategies.

Brian Eckert is a financial advisor at OASIS Advisors with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at CAPE Securities, Terra Wealth Management, and PFS Investments. Outside of his advisory role, he is involved in entrepreneurial ventures including a money mindset coaching business and healthcare solutions company. OASIS Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm employs fundamental and quantitative investment strategies across a variety of instruments and serves nearly 5,000 clients with no account minimum.

Jacob Zody is a financial advisor at Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Liberty University and Gull Lake Ministries. Legacy Wealth Management Group is an SEC-registered advisory firm serving individual and high-net-worth clients through a six-advisor team. The firm provides discretionary investment management, comprehensive financial planning, and consulting services, employing tailored strategies based on client objectives, time horizon, and risk tolerance.

Branden Bosch is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding a Series 66 credential and 12 years of industry experience. He is a co-owner of Legacy Auditorium, LLC, a business involved in rental management, and serves as a general board member of the Lynchburg Life Saving & First Aid Crew, a nonprofit CPR training organization. Legacy Wealth Management Group, Inc. offers discretionary investment management and comprehensive financial planning services primarily to individuals and high net worth clients. The firm manages approximately $289.8 million across about 963 client relationships with a team of seven advisors and employs customized portfolios based on various investment strategies.

Mark Wiseman is a Series 65-licensed advisor at Brown Edwards Wealth Strategies with 11 years of industry experience. He has been associated with Brown Edwards and related entities since 1989, including a partnership role at Brown, Edwards & Company LLP. Outside of his advisory role, he is a member of BEC Ventures, LLC. Brown Edwards Wealth Strategies provides discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to individuals, qualified retirement plans, trusts, charities, corporations, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, focusing on diversified, primarily passive asset-class exposure with tools such as Monte Carlo simulations and periodic rebalancing.

Joshua Stamm is a financial advisor with Legacy Wealth Management Group, Inc. in Lynchburg, VA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Legacy Wealth Management Group since 2022 and is also involved in non-investment related businesses, including co-ownership of Legacy Auditorium, LLC and operations with Old Dominion Insurance Partners, LLC, which focuses on property and casualty insurance and Medicare supplements. Legacy Wealth Management Group, Inc. provides discretionary investment management, comprehensive financial planning, and consulting services to individuals and high net worth clients. The firm employs a customized investment approach with portfolio management strategies based on asset allocation, dollar-cost averaging, and technical analysis, serving approximately 963 client relationships through a team of seven advisors.

Jacob Favaro is a CFP® professional with 11 years of industry experience. He is a partner at Brown, Edwards & Company, L.L.P. and has worked at Alliance Wealth Strategies dba Brown Edwards Wealth Strategies since 2023. Prior to that, he spent eight years at Keiter CPA's. Brown Edwards Wealth Strategies provides discretionary and nondiscretionary portfolio management and employee benefit plan advisory services to a range of clients including individuals, retirement plans, trusts, and small businesses. The firm employs a primarily passive, diversified investment approach based on Modern Portfolio Theory and utilizes tools such as Monte Carlo simulation and written investment policy statements to guide portfolio management.

Thomas Richards is a financial advisor with Wealthcare Advisory Partners LLC in Lynchburg, VA, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Richards also engages in insurance sales as a non-investment related activity. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments using a goals-based planning process supported by proprietary software and an evidence-based investment framework.

Jeffrey Helgeson is a financial advisor at StoneX Advisors Inc. with 35 years of industry experience. He holds the ChFC® designation and has been with StoneX Advisors since 2015. In addition to his advisory role, Helgeson has served as an adjunct professor teaching business and finance courses at Liberty University, Sweet Briar College, and Kentucky State University. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes various platforms and investment solutions, including proprietary models and third-party money managers.

Mark Miller is a CFP®-certified financial advisor with 47 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he manages a feeder calf operation on weekends and evenings. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, employing a goals-based planning approach combined with an evidence-based investment framework.

Steven Catanzaro is a financial advisor at IP Financial Advisory Services LLC with 39 years of industry experience. He holds a Series 63 designation and has worked at several firms, including NEXT Financial Group and IBN Financial Services, Inc. Outside of his advisory role, he is involved in a men’s discipleship ministry focused on teaching and mentorship in Biblically based Christian doctrine. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm emphasizes personalized portfolios and discretionary management, with a focus on non-high-net-worth investors and retirement plan participants.

Shelli Richardson is a financial advisor at Royal Fund Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Impact Partnership Wealth, LLC and Prudential Insurance Company of America. Richardson also operates the Shelli Richardson Insurance Agency, Inc., where she serves as CEO and licensed insurance agent. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of investment strategies tailored to client risk tolerance and manages portfolios under written Investment Policy Statements.

David Marshall is a CFA® charterholder with 32 years of industry experience. He has worked at Cantor Fitzgerald Investment Advisors since 2021 and previously spent 27 years at Flippin, Bruce & Porter. Marshall serves as a trustee and treasurer on the board of Patrick Henry Family Services, where he also chairs the investment and finance committees. Cantor Fitzgerald Investment Advisors provides discretionary investment management and advisory services to a diverse client base, including individuals, institutions, and financial intermediaries. The firm offers proprietary ETF model portfolios and manages various registered investment companies and private pooled funds using a strategic asset allocation approach informed by macroeconomic research.

Ron Feinman is a financial advisor at CL Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes managing a law practice focused on elder law and structured settlements. Feinman is also actively involved with the Virginia Elder Law, PLLC as managing member and primary attorney, and has longstanding roles in structured settlement design and limited insurance sales. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing fundamental and technical analysis, with a significant portion of assets managed on a non-discretionary basis.

Paul Pittman is a ChFC® credentialed financial advisor at Wealthcare Advisory Partners LLC with one year of industry experience. His prior work includes roles at Advisornet Wealth Partners, Raedan Group, Synergistics International, and a long-standing position at Liberty University. He is also involved in fixed insurance activities. Wealthcare Advisory Partners LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and behavioral economics, blending passive and active investment strategies alongside quantitative and fundamental analysis.