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 at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brownie Polly is a CFP® and holds a Series 66 designation, with 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Polly serves on the finance committee of Second Presbyterian Church in Roanoke, VA, where she reviews and approves the annual budget and expenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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.

Vincent Nadeau Bellavance is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2014. Outside of his advisory role, he has involvement in insurance solutions through BCI Insurance Solutions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

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.

Matthew Trent is a financial advisor with Edward Jones in Roanoke, VA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019. Outside of his advisory role, he provides private baseball lessons and assists with clinics at Rip City Training Center, a sports training facility where he has been involved since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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.

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 Series 66 licensed financial advisor with Equitable Advisors in Roanoke, VA, and has 23 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of her advisory role, she is a partner at SMSD, LLC, assisting with the record keeping and management of the DBA Blue Ridge Financial Partners. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and a range of third-party and proprietary solutions.

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.

Meredith Davenport is a financial advisor with Wells Fargo Clearing in Roanoke, VA. She holds the Series 66 designation and has two years of industry experience. Prior to her current role, she was employed at Walmart for one year and worked as a self-employed professional for three years. 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 across more than 14,000 financial advisors 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.

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 Series 66 licensed financial advisor with LPL Financial in Roanoke, VA, where he has worked since 2016. He has 11 years of industry experience. Outside of his advisory role, he is involved as a member of an LLC related to the Reaper Wrestling Club. 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 various portfolio programs, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

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.