Patrick Moran is a financial advisor with BCG Securities, Inc., holding Series 63 and Series 65 licenses and possessing five years of industry experience. He has worked with Horace Mann Investors, Horace Mann Companies, and Ben Jackson Agency LLC in various capacities since 2017. Moran is also a multiline insurance agent affiliated with Horace Mann Service Corp., offering property, casualty, health, and life insurance products. BCG Securities, Inc. serves institutional retirement plans and individual clients, typically those with accounts over $25,000, providing portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and frequently uses independent third-party managers while employing a blend of fundamental, mutual fund/ETF, technical, and third-party manager analysis.

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 with Kingsview Wealth Management, LLC, holding a Series 66 designation and 10 years of industry experience. He worked at Edward Jones for 11 years before joining Kingsview in 2026. Outside of his advisory role, he has operated Lynchburg Guitar Lessons since 2009. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm provides financial planning and wealth management through a combination of internal portfolio management and third-party strategies, including access to alternative investments and affiliated exchange-traded funds.

Don Price Jr. is a financial advisor at Lombard Advisers Incorporated with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lombard Securities Incorporated since 2009, Wachovia Securities, LLC since 2008, and A.G. Edwards & Sons, Inc. from 2002 to 2008. Outside of his advisory role, he is involved in insurance sales and works part-time at UPS. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a multi-team structure. The firm offers both discretionary and non-discretionary portfolio management using a variety of investment analysis methods and manages approximately $670 million in assets.

Jonathan Rosche is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Rosche is based in Christiansburg, VA. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a range of investment approaches, including portfolio management, wrap programs, model portfolios, and automated Guided Investing, with a client process focused on assessing financial needs, risk tolerance, and time horizon.

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 at GWN Securities Inc. in Radford, VA, with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Virginia Retirement Specialists, Inc. for 17 years. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates both strategic asset allocation and tactical market-timing strategies in its portfolio management.

Jerry Haynes is a financial advisor with GWN Securities Inc. in Dublin, VA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at GWN Securities since 2011 and previously held roles at Interactive Financial Advisors and PMG Asset Management Inc. Outside of his advisory work, Haynes owns a business involved in book sales, speaking engagements, and website operations. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, combining discretionary portfolio management and financial planning. The firm utilizes a mix of affiliated and unaffiliated sub-advisers, employing asset allocation strategies that include market-timing and momentum-based approaches.

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 16 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2022. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Creamer 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 employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm offers various advisory services under the Advisers Act fiduciary standard, including retirement plan advisory, comprehensive financial planning, and 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.

Ronnie Cochran is a financial advisor with Eagle Strategies (NY Life) based in Blacksburg, VA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes long-term roles at New York Life, Nylife Securities Inc., and Cochran and Associates Inc. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Heidi Hawes is a financial advisor with D.A. Davidson & Co. in Blacksburg, VA, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at Truist Advisory Services, TRUIST Investment Services, BB&T Securities, and National Bank. She serves on the board of Technology Transfer, Inc., a non-investment related technology company in Raleigh, NC, and is a notary public. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

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.

Mackenzi Honaker is a Series 66 licensed advisor with Truist Advisory Services, based in Blacksburg, VA, and has three years of industry experience. Before joining Truist Investment Services in 2022, she worked at River Ridge Dermatology and Tender Loving Care Day Care. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Paul Torgersen is a financial advisor with D.A. Davidson & Co. He holds the Series 66 designation and has one year of industry experience. Prior to joining D.A. Davidson, he worked at Virginia Tech and Florida State University. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Dakota Dolgos is a financial advisor with Eagle Strategies (NY Life) based in Christiansburg, VA. He holds Series 63 and Series 65 licenses and has three years of industry experience. In addition to his advisory role, Dakota serves as an EMS EMT with Montgomery County Fire and EMS. 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 offers multiple program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis.