Ashley Stidham is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions with Truist Advisory Services and SunTrust Investment Services. Outside of her advisory work, she operates River Birch Wealth Management, a business involved in marketing activities related to her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing a large network of advisors and a variety of portfolio strategies supported by research and technology.

Stephen Hilbish is an advisor at Osaic with Series 63 and Series 66 credentials. He has extensive industry experience dating back to 1998, including 27 years with Shenandoah Life Insurance Company/Prosperity Service Group prior to joining Osaic in 2025. Hilbish is also an Investment Advisor Representative at Valley Financial Solutions. Osaic Wealth, Inc. serves a diverse client base that includes individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk assessments, and multiple investment platforms to manage discretionary and non-discretionary portfolios.

Bradley Rector is a financial advisor with Equitable Advisors in Roanoke, VA, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Equitable Advisors, he served 25 years in the United States Air Force and held positions at MML Investors Services, MassMutual Life Insurance Company, and First Command Brokerage Services. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various advisory programs and third-party managers. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate investment models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Ryan Mecca is a financial advisor with Edward Jones in Salem, VA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at NV Homes and operated Mecca Building Services. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a network of approximately 23,701 financial advisors.

Joshua Bourne is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Outside of his advisory role, he is involved in sheep farming in Abingdon, VA, which he manages jointly with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related products and bank deposit sweep programs.

Angelia Marchant is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, previously serving at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Christopher Yeakel is a financial advisor with Edward Jones in Roanoke, VA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is an owner of rental property in Alexandria, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Camuto is a financial advisor with Wells Fargo Clearing, holding Series 65, 63, and 66 licenses and six years of industry experience. His prior roles include positions at Amica Insurance, Bank of America, Merrill, and T Rowe Price. Scott is based in Roanoke, VA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Curtis Arney is a CFP® with nine years of industry experience, currently advising at Raymond James & Associates. He has previously worked at Truist Advisory Services, TRUIST INVESTMENT SERVICES, Inc., and BB&T Securities. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

Linwood Reynolds is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at several firms including Mutual of Omaha Insurance Company and Potomac Fund Management, Inc. Outside of advisory roles, he works as a field sales representative for NFG Brokerage, placing clients into insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts with a variety of portfolio management and financial planning solutions.

Kellen Walthall is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, his work background includes roles in education at Eastern Montgomery High School and Shawsville Middle School, as well as time at Virginia Tech. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs multiple advisory models and provides services through a network of Investment Adviser Representatives, working with both proprietary and third-party asset managers.

Joshua Mattox is a financial advisor with Morgan Stanley in Roanoke, VA, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he is involved in property management and real estate partnerships in Virginia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Jordon Riggs is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Wells Fargo Clearing in 2024, he was with Wells Fargo Bank, N.A. and Sykes. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Daniel Leyes is a financial advisor with LPL Financial based in Roanoke, VA. He holds a Series 66 license and has been with LPL Financial since 2026. Prior to his advisory role, his work experience includes positions at Frank A Leyes & Associates, Chick-fil-A, and roles in education at Roanoke Catholic School and Faith Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a variety of advisory and non-advisory financial services.

James Ibach is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following a 31-year tenure at Metlife Securities Inc. Additionally, he has an active role as an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring engagements as annual, collaborative relationships using firm-approved software and analysis tools.

Ashley Nader is a financial advisor with UBS Financial Services in Roanoke, VA, holding a Series 66 designation and 13 years of industry experience. She has worked at UBS Financial Services since 2011, with a two-year period at Wells Fargo Clearing Services between 2020 and 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad range of capital markets activities.

Michele Dewalt is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved with Dessert First Bakery in Salem, VA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions across a broad range of financial products.

Terri Scott is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2020, following prior roles at UBS Financial Services and Ameriprise Financial Services, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Charles Leiser is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he manages a family residential rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial planning without portfolio management or institutional advisory services.

Leslie Carpenito is a financial advisor at Ameriprise with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise in various capacities since 1989. Outside of her advisory role, she serves on the Board of Directors at West Salem Baptist Church. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes asset allocation, adaptive withdrawal strategies, and Social Security options, with distinctive enrollment criteria and an investment universe influenced by affiliated products.