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.

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 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.

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.