Justin Rushing is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab & Co., Inc. Outside of his financial career, he has been involved with The Farm in Allen since 2021. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research-driven investment evaluation with a broad range of financial products and services.

Gordon Andrews is a Financial Advisor with Merrill, specializing in helping clients understand their priorities and develop personalized strategies to grow, preserve, and manage their wealth. He partners with clients through every stage of life, providing comprehensive guidance and access to the full capabilities of Merrill and Bank of America. His expertise includes college education planning, corporate executive services, equity compensation services, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Gordon takes a collaborative approach to discuss clients' goals, concerns, and questions, offering ongoing advice and support as their needs and circumstances evolve. Gordon holds a Bachelor's Degree from Rutgers University and a Master of Business Administration (MBA) from Southern New Hampshire University. He has earned the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Outside of his professional work, Gordon enjoys activities such as chess, golfing, ice hockey, music, pickleball, spending time with his family, surfing, watching movies, and woodworking.

Paul Zahorchak is a Series 66 credentialed financial advisor with 24 years of industry experience. He has been with LPL Financial since 2010 and is based in Roanoke, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

John White is a financial advisor with Ameriprise in Roanoke, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Outside of advising, he operates an Airbnb rental located in an upstairs loft of a barn at his farm in Roanoke. Ameriprise is an institutional firm serving primarily clients approaching or in retirement, offering a retirement-income planning service that integrates research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Mays is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the Waterside HOA Offsite Septic Committee in Goodview, VA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its offerings.

William Sorrels is a financial advisor at Wells Fargo Clearing based in Lexington, VA. He holds Series 63 and Series 65 designations and has been with Wells Fargo Bank and Wells Fargo Clearing since 2022 and 2025, respectively. Outside of his advisory role, he owns a video game business called Old World Project LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Mowles is a Financial Advisor with Merrill Lynch Wealth Management. He assists clients in developing short, medium, and long-term financial goals and serves as a resource for general investing, retirement planning, and saving strategies. Additionally, he provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. He offers ongoing advice and guidance as clients' needs change. Matt has 16 years of experience as a financial advisor. His client focus areas include family wealth management strategies, portfolio management services, and retirement income. He holds the Personal Investment Advisor (PIA) designation and is registered with NMLS ID 2436801. Born and raised in Salem, Virginia, Matt graduated from Salem High School and earned a bachelor's degree from Elon University. He serves on the board of directors for a Rescue Mission. Outside of his professional life, his personal interests include camping, fishing, football, hiking, hunting, music, and scuba diving.

Kenneth Robison II is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including the Boys Home of Virginia and the Episcopal Diocese of Southwest Virginia, where he participates in finance and investment committees. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, utilizing structured planning tools and modeling techniques to support tailored financial strategies.

Pandy Martin is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Martin worked at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Outside of financial advising, Martin manages a home cleaning business and works as an office management assistant at a behavioral health organization. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Chad Reese is an advisor with Wells Fargo Clearing in Roanoke, VA. He holds Series 63 and Series 65 credentials and has previously worked at Women First PC for ten years. Reese joined Wells Fargo Bank and Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, 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 third-party sources.

Keith Cox is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary research, third-party subadvisors, and advanced portfolio management technologies.

Jackson Famolari is a financial advisor at Equitable Advisors based in Roanoke, VA. He holds a Series 66 designation and began his advisory career in 2026. Prior to this role, his background includes work in various customer service and educational settings, including Bollo's Café & Bakery and Virginia Polytechnic Institute and State University. Equitable Advisors serves a broad range of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

J Kepley is a Wealth Management Advisor with Merrill Lynch Wealth Management, leveraging over three decades of experience in the financial services industry. Since beginning his career in 1989 with Wheat First Securities in Roanoke, he has continued to serve clients through this financial institution for the past 32 years. J Kepley focuses on a comprehensive approach to wealth management that prioritizes understanding each client’s individual goals and life priorities. He provides clients with access to Merrill’s investment insights alongside the banking and lending solutions of Bank of America. He specializes in liquidity management, personal retirement planning, and portfolio management services. J Kepley holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He earned his bachelor's degree from Virginia Tech. In addition to his professional work, J Kepley is committed to community involvement, supporting various organizations in line with Merrill’s tradition of local engagement. Outside of work, he enjoys biking, billiards, camping, chess, hiking, reading, swimming, traveling, and spending time with his family.

Shawn Adams is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. He has been with Wells Fargo Bank, N.A. since 2010 and joined Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Robyn Walker is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with LPL Financial since 2004. Walker also operates Miller, Walker and Associates and River Birch Wealth Management as DBAs under LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios and research from LPL and third-party subadvisors.

Vanessa Cannon is a financial advisor at Equitable Advisors in Roanoke, VA, holding Series 65 and Series 63 licenses with approximately one year of industry experience. Her prior roles include positions at MML Investors Services, MassMutual Life Insurance, and Genworth. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Brittany Cook is a Series 66 licensed financial advisor at Wells Fargo Clearing in Frisco, TX, with three years of industry experience. She has been with Wells Fargo Clearing since 2011. Outside of her advisory role, she manages rental property investments in Front Royal, Virginia. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kayla Calo is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 designations and one year of industry experience. She has been affiliated with Wells Fargo Bank, N.A. since 2011. 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.

William Lawfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at LPL Financial since 2018 and previously spent seven years at Jhfn Sii. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Maegan Redden is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2010. 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 supported by extensive research and analytics.