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.

Robert Norris is a CFP® and holds a Series 66 license with eight years at Edward Jones and a total of seven years in the financial industry. His prior experience includes roles at Franklin Heating and Air and MedExpress Urgent Care. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Nathan Wallace is a financial advisor with Edward Jones in Vinton, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Eastern Healthcare Group and Medical Facilities of America, among other positions. Edward Jones is a full-service wealth management firm serving over 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, operating under a fiduciary standard.

Benjamin Pearman III is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is the sole owner of Pearman and Company, LLC, a nonprofit entity established to manage office real estate, and he also works as an independent insurance agent providing health and life insurance services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a large network of independent professionals, utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Edgar Baber Jr. is a financial advisor at Equitable Advisors with 35 years of industry experience. He has been with Equitable Advisors since 1999, following prior work with AXA Advisors. Outside of his advisory practice, he is involved with the Roanoke Valley Golf Association, where he manages committee activities and golf tournaments. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutions, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Jacob Cumbo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior work includes roles with the City of Bristol, Virginia, Blue Ridge Beverage, and Clear Creek Golf Course. 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 approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Brennan Rhule is a CFP® with 11 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has held previous roles at Actaeon Wealth Management, Woodbury Financial Services, Raymond James Financial Services Advisors, and Merrill. Rhule also engages in financial planning and education through independent entities. Osaic Wealth serves a diverse range of clients, including individual and institutional investors, providing integrated brokerage and advisory services. The firm utilizes a variety of asset-allocation tools and multiple advisory platforms to deliver tailored portfolio management and retirement consulting.

Rebecca Brammer is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She previously worked for KPMG for six years and has professional experience that includes roles at Virginia Tech. 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 through more than 14,000 advisors and offers both brokerage and advisory solutions.

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 financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2010, following prior roles at Merrill and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by both proprietary research and third-party subadvisors.

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.

Stewart Barnes is a financial advisor with Ameriprise in Roanoke, VA, holding a Series 66 designation and 25 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Barnes serves on the Board of Directors for the Blue Ridge Fellows Program and is a lacrosse umpire for youth and high school games. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

William Sorrels is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at Wells Fargo Bank, N.A. for four years and spent six years at the University of Kentucky. Outside of his advisory role, he owns a video game business called Old World Project LLC. 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.

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.