Brandon Wilson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He previously worked at BB&T Bank and SunTrust Bank before joining Wells Fargo in 2020. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lori Brown is a financial advisor at Equitable Advisors with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Truist Advisory Services and Truist Investment Services Inc. Outside of her advisory role, she serves as an administrator or executor of estates and trusts for family and non-family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

James Kern is a financial advisor with Wells Fargo Clearing in Blacksburg, VA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Kern serves as a minority owner and board member of Kern Farms, a family grain farm in Kansas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. 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.

Cynthia Hamelman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

James Seiler is a financial advisor with Primerica Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Sheppard Financial Group since 2024 and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2017. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses tiered wrap fees, focusing on individual clients rather than institutional or pension plans.

Shannon Underwood is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Equitable Advisors since 2005 and previously worked at Axa Advisors. Outside of her advisory role, she serves as treasurer for Botetourt Travel Basketball Inc. and is president of the NAIFA Roanoke chapter. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored client solutions.

Thomas Goforth is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, and TIAA-CREF. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Dunkenberger Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He has held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2000. Outside of his advisory work, he is the owner of Long Hollow LLC, a holding company based in Roanoke, VA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and market analysis techniques.

Amanda Robinson is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brownie Polly is a CFP® and holds a Series 66 designation, with 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Polly serves on the finance committee of Second Presbyterian Church in Roanoke, VA, where she reviews and approves the annual budget and expenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brandon Wimbish is a Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2019. He began his career in Roanoke, Virginia, after earning a Bachelor's Degree in Financial Planning from Virginia Tech. Over the years, Brandon has held several roles including Wealth Management Client Associate, Wealth Management Specialist, and Financial Advisor, which provided him with a solid foundation in financial planning and investment management. Brandon's expertise includes retirement income, personal retirement planning, family wealth management strategies, legacy planning, tax minimization, portfolio management, and managing new wealth. He works closely with individuals, families, and business owners in Southwest Virginia, assisting retirees, pre-retirees, professionals, and business owners with growth, succession planning, and inherited wealth matters. He holds professional designations such as Certified Financial Planner (CFP), Accredited Portfolio Management Advisor (APMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Brandon lives in Roanoke with his wife, Stormie, their dog, and cat, and is anticipating the birth of their daughter in January 2027. He is actively involved in the community, serving on the Board of Directors for the Botetourt County Chamber of Commerce and volunteering with Leadership Roanoke Valley. His personal interests include golfing, running, spending time outdoors, and connecting with family and friends.

Vincent Nadeau Bellavance is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2014. Outside of his advisory role, he has involvement in insurance solutions through BCI Insurance Solutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Rebecca Tuell is a Series 66-licensed financial advisor with Edward Jones in Roanoke, VA, and has two years of industry experience. Prior to joining Edward Jones, she worked with the YMCA of Virginia's Blue Ridge and served in Roanoke City Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on both discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Robert Hajny is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at AxA Advisors, Appalachian Mountain Satellite, and BAM Techs. Hajny is a retired Army officer and serves as Junior Vice Commander of Radford VFW Post 776, participating in veterans' events and community activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, providing advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizon.

Matthew Trent is a financial advisor with Edward Jones in Roanoke, VA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019. Outside of his advisory role, he provides private baseball lessons and assists with clinics at Rip City Training Center, a sports training facility where he has been involved since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Christopher Owen is a financial advisor with Raymond James Financial Services Advisors, Inc. in Roanoke, VA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, MassMutual, and BB&T. Outside of his advisory work, he is also an associate at Pinnacle Asset Management and Pinnacle Bank, where he engages with clients on banking and investment needs. Raymond James Financial Services Advisors serves a diverse client base ranging from individual investors to institutions, offering financial planning and non-discretionary investment consulting supported by extensive firm research and an affiliate network. The firm emphasizes advisory and implementation-support roles, frequently providing tailored financial plans without discretionary management.

Leslee Cronise is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and 22 years of industry experience. She has been with Equitable Advisors since 2003, following her tenure at Axa Advisors, LLC. Outside her advisory role, she is an equal partner in SMSD, LLC, which facilitates the record keeping and functioning of Blue Ridge Financial Partners. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Stacy Leonard is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining Wells Fargo Clearing in 2025, Leonard worked at Equitable Advisors, Morgan Stanley, and Merrill. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Vanessa Brunner is a financial advisor at Edward Jones with the ChFC® designation and Series 66 license, and has 14 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Richard Pettit is a financial advisor with Merrill, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Merrill since 2008 and also associated with Bank of America, N.A. during this time. Pettit serves as an advisory board member for the Juvenile Diabetes Research Foundation (JDRF), participating in their fundraising and event committees. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional fiduciaries.