Stefan Vulevic is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2016. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Why Not Workshop, a nonprofit organization in Roanoke, VA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice.

Robert Hajny is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at AxA Advisors, Appalachian Mountain Satellite, and BAM Techs. Hajny is a retired Army officer and serves as Junior Vice Commander of Radford VFW Post 776, participating in veterans' events and community activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, providing advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizon.

Teri Reed is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Merrill and Davenport & Company LLC. Outside of her advisory work, she is involved with Big Black Dog Farms LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Christopher Owen is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at several firms including Wells Fargo and Mass Mutual before joining Raymond James and Pinnacle Asset Management in 2022. Outside of his advisory role, he is also employed by Pinnacle Bank, assisting clients with banking and investment needs while referring investment services to Raymond James advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary consulting using analytical tools and supports client implementation through various advisory programs and partnerships.

Leslee Cronise is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and 22 years of industry experience. She has been with Equitable Advisors since 2003, following her tenure at Axa Advisors, LLC. Outside her advisory role, she is an equal partner in SMSD, LLC, which facilitates the record keeping and functioning of Blue Ridge Financial Partners. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Stacy Leonard is a financial advisor with Wells Fargo Clearing in Roanoke, VA, holding Series 63 and Series 65 credentials and 11 years of industry experience. Prior to joining Wells Fargo Clearing in 2025, Leonard worked at Equitable Advisors, Morgan Stanley, and Merrill. 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. The firm utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Vanessa Brunner is a financial advisor at Edward Jones with the ChFC® designation and Series 66 license, and has 14 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Richard Pettit is a financial advisor with Merrill in Roanoke, VA, holding a Series 66 designation and bringing 17 years of industry experience. He has been affiliated with Merrill since 2008 and Bank of America since 2009. Outside of his advisory role, Pettit serves on the advisory board of the Juvenile Diabetes Research Foundation (JDRF), contributing to fundraising and event planning. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, and charitable organizations.

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.

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.