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.

William Lawfield is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at JHFN Sii and Waddell & Reed. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

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.

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 with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She previously worked at Truist Advisory Services and Truist Investment Services Inc for a combined 19 years. Outside of her advisory role, she serves as an administrator or executor of estates and trusts and operates an outside insurance brokerage. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs through Investment Adviser Representatives, utilizing third-party program sponsors and discretionary managers to deliver investment solutions.

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 license and 21 years of industry experience. She has been with Equitable Advisors since 2005, including its predecessor Axa Advisors. Outside of advising, she serves as treasurer of Botetourt Travel Basketball Inc. and as president of NAIFA Roanoke. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and institutions. The firm offers a range of advisory programs, often implemented through third-party managers, and serves clients with both proprietary and third-party 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.