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 at Ameriprise Financial Services with 15 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Ameriprise, he worked at MSI Financial Services and Edward Jones. Ely serves on the board of directors of a senior networking group in Roanoke, VA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service focused on written recommendations and ongoing annual planning tailored to dependable income and tax-aware withdrawal strategies.

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 63 and Series 65 licenses and three years of industry experience. She has been with Wells Fargo Bank, N.A. since 2010 and Wells Fargo Clearing since 2022. 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.

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 Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes seven years at Wachovia Securities, Inc. Outside of his advisory role, he is a minority owner and board member of Kern Farms, a family grain farm in Kansas, and manages a timber company in Virginia. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Cynthia Hamelman is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo since 2016. Prior to that, she held various roles at Morgan Stanley from 2003 to 2012. 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, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

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.

Thomas Dunkenberger Jr. is a financial advisor with Morgan Stanley in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, following nine years at Citigroup Global Markets. Outside of his advisory role, he is the owner of Long Hollow LLC, a holding company based in Roanoke. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and risk modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services under various arrangements, including direct individual plans and corporate financial planning agreements.

Amanda Robinson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with UBS Financial Services from 2006 to 2008. 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.

Brownie Polly is a CFP®-certified financial advisor with 22 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to that, Brownie worked at Banc Of America Investment Services and Wood & White Investment Advisors. Brownie serves as a finance committee member at Second Presbyterian Church in Roanoke, VA. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources to support its investment strategies.

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.

Robert Rich is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as an official for the Roanoke Valley Wrestling Officials Association, officiating middle school, high school, and state tournament matches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning relationships. The firm emphasizes holistic, goal-based analyses and separates its planning services from managed accounts under a consolidated billing option called WealthPlan.

Vincent Nadeau Bellavance is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Bank NA dating back to 2014. 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 through a network of over 14,000 financial advisors, offering both brokerage and advisory solutions with a focus on research-driven investment strategies.

Jordan Sereno is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has worked previously at Cetera Advisor Networks LLC and BNC Bank, among other firms. Sereno is also involved with Valley Wealth Group, which operates as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stefan Vulevic is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 10 years of industry experience. He has worked with Ameriprise since 2016. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Why Not Workshop, a nonprofit organization based in Roanoke, VA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on retirement income strategies, leveraging comprehensive research and algorithmic tools within a clearly defined investment framework.

Robert Hajny is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at AxA Advisors, Appalachian Mountain Satellite, and BAM Techs. He serves as Junior Vice Commander of Radford VFW Post 776, participating in veteran community events and functions. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm’s approach includes matching clients to investment models or discretionary managers through both proprietary programs and third-party asset managers.

Teri Reed is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Merrill, Davenport & Company LLC, Cambridge Investment Research Advisors, and Morgan Stanley. Outside of her advisory work, she is involved with Big Black Dog Farms LLC in Callaway, VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.