Don Price Jr. is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Lombard Securities Incorporated since 2009 and has previous experience at Wachovia Securities, LLC and A.G. Edwards & Sons, Inc. In addition to his advisory role, he is involved in outside insurance sales and works part-time for UPS. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, using fundamental, technical, charting, and cyclical analysis, with a notable portion of assets managed on a non-discretionary basis allowing clients to retain final trading authority.

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.

Katherine Waller is a financial advisor at Valic Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2010. She also serves as an agent for AGIA, focusing on non-securities insurance products. Valic Financial Advisors primarily 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Aaron Sexton is a financial advisor with Osaic Institutions, Inc. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. His prior work includes roles at Nationalbankshares, Inc DBA NBB Wealth Management and Edward Jones. Outside of finance, he serves as a board member for Galax City Public Schools and represents the school district on the Southwest Virginia Governor's School board. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure and a network of independent representatives.

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 with GWN Securities Inc. in Radford, VA, holding Series 65 and Series 63 registrations and eight years of industry experience. She has worked at GWN Securities since 2018 and previously spent 17 years with Virginia Retirement Specialists, where she also serves as an agent for life, annuities, and health insurance. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers with portfolio strategies grounded in asset allocation and Modern Portfolio Theory, alongside legacy market-timing and momentum-based approaches.

Jerry Haynes is a financial advisor with GWN Securities Inc. in Dublin, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with GWN Securities since 2011 and also maintains a role at Interactive Financial Advisors since 2006. Outside of his advisory work, Haynes operates a literary services business involving book sales and speaking engagements. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

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.

Robert Piscura is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 44 years of industry experience. He has been with Commonwealth since 2007, including a current tenure starting in 2017, and also leads Piscura Family Financial Consultants. Outside of his advisory work, he is active as a musician and master of ceremonies with The Groove Houndz. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, trading, compliance, and technology, allowing advisors to offer customized investment solutions under Commonwealth’s supervision.

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.

Gina Piscura is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. She has worked with Commonwealth Financial Network since 2007, including time managing her own advisory firms, Piscura Family Financial Advisors and Piscura Family Financial Consultants. Outside of her advisory work, she is involved in the operations of Hoof Hearted Farm, an animal raising business. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.

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.