Kenneth Berrios is a financial advisor with Edward Jones in Salem, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he was with Tax Protection Plus for eight years. Outside of his advisory role, he is a co-founder of Watch Cloud Cyber Security, providing business consulting and strategy on a limited basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment advisory programs and affiliated capabilities through a large nationwide network of financial advisors.

Stephen Waskey is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. His current roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services utilizing structured tools and models, managing approximately $2.74 trillion in client assets.

Chad Conner is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved with the Reaper Wrestling Club, a member of the LLC in Salem, VA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and a variety of portfolio strategies.

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, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at National Life Group and National Financial Services, Inc. He is also a licensed soccer referee with assignments across USSF, NCAA, and high school levels. Fortezza Wealth Advisors, LLC provides discretionary portfolio management along with financial planning and consultative services for individuals, high-net-worth individuals, and charitable organizations. The firm employs a variety of investment methods, including 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 a Series 65 designation and one year of industry experience. Prior to entering financial advising, he worked for 13 years at Manitowoc Cranes. Integrity Investing, Inc is a small firm that supports a limited number of advisors.