Steven Craighead is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving in this role since 1984. He is part of the Craighead-Moretz Group based in Merrill Lynch's Roanoke, Virginia office. Steven focuses on building comprehensive wealth management strategies tailored to individual client needs, emphasizing long-term professional relationships. His areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. Steven has been recognized as a member of the Forbes "Best-in-State Wealth Management Teams" list for 2025 and 2026, a ranking that considers client retention, industry experience, credentials, and other firm metrics. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Roanoke College. A native of Salem, Virginia, Steven lives in the Roanoke Valley. Outside of his professional work, he spends time biking, dancing, gardening, hiking, enjoying music and singing, traveling, and with his family, where he fulfills the roles of husband, father, and grandfather to sixteen grandchildren.

Andrew Gentiluomo is a financial advisor with Fortezza Wealth Advisors, LLC in Fincastle, VA, holding a Series 66 designation and 21 years of industry experience. He has worked at National Life Group and several other firms prior to founding Fortezza Wealth Advisors in 2026. Outside of his advisory role, he serves as a licensed soccer referee for USSF, NCAA, and high school games. Fortezza Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, technical and fundamental analysis, and modern portfolio theory, managing accounts primarily on a discretionary basis.

James Comer is the sole advisor at Valley Investors Corporation in Roanoke, VA, where he has worked since 1995. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Valley Investors Corporation provides investment advisory and portfolio management services primarily to individual clients, managing approximately $2.6 million in assets for 11 clients. The firm operates under a solo practitioner model, emphasizing direct advisor involvement in account management and review.

William Comer is a Series 65 licensed financial advisor with 27 years of experience, serving as the sole advisor and partner at Valley Investors Corporation since 1999. He operates independently in Roanoke, VA. Valley Investors Corporation provides investment advisory and portfolio management services primarily to individual clients, managing a small, concentrated client base with a focus on direct advisor involvement.

Charles Brinkman is a financial advisor at Integrity Investing, Inc with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Outside of his advisory work, Brinkman manages several real estate LLCs, dedicating about half of his work time to these ventures over the past five to ten years. Integrity Investing, Inc is a firm with two advisors that provides supported investment services.

Timothy Brinkman is a financial advisor at Integrity Investing, Inc with one year of industry experience. He holds a Series 65 designation and previously worked for 13 years at Manitowoc Cranes. Integrity Investing, Inc is a small firm with two advisors, providing supported investment services.