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.

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 worked at LPL Financial since 2012, following prior roles at Wells Fargo Clearing and UBS Financial Services. Cox is involved with Titan Wealth Management Inc., an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Jackson Famolari is a financial advisor with Equitable Advisors, holding the Series 66 designation and currently based in Roanoke, VA. He has been with Equitable Advisors since 2026 and has prior experience working in food service and academia. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions across a broad range of investment products.

J Kepley II is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in 1989 with Wheat First Securities in Roanoke and subsequently worked with Sovran Bank Investments starting in 1992. For the past 32 years, he has served clients through his current financial institution, providing personalized wealth management strategies. His expertise encompasses liquidity management, personal retirement planning, and portfolio management services. He adopts a comprehensive approach that begins with understanding each client's unique needs and goals. J Kepley II leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to address various aspects of his clients' financial lives. He holds a Bachelor’s degree from Virginia Tech and professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Committed to community involvement, he supports various organizations in line with Merrill’s tradition of service. His personal interests include biking, billiards, camping, chess, hiking, reading, spending time with family, swimming, and traveling.

Shawn Adams is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 licenses and two years of industry experience. He has been affiliated with 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 research from Wells Fargo Investment Institute and third-party databases.

Jeffrey Beamer is an investment advisor representative at OSAIC with 18 years of industry experience. He has worked previously at Royal Alliance Associates, Jhfn Sii, and Woodbury Financial Services. Outside of his advisory role, he serves as a high school and college sports official and is a church board member. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, with management options tailored to client preferences.

Robyn Walker is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with LPL Financial since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Vanessa Cannon is a financial advisor with Equitable Advisors in Roanoke, VA. She holds Series 65 and Series 63 licenses and has experience working since 2017, including roles at Genworth and MassMutual Life Insurance Co. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

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 Laughon is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Bank NA and Wells Fargo Clearing Services. Outside of his advisory role, he is involved with Toastmasters as Vice President of Education, assisting members with their educational progress. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, income sources, and tax-aware withdrawal strategies.

Matthew Ely is a financial advisor with Ameriprise in Vinton, VA, holding the ChFC® designation and Series 66 license, with 14 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ely serves on the board of directors for a senior networking group in Roanoke, VA. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.