James Pearman is a CFP® and PFS™ with 34 years of experience in financial planning. He has been with Partners in Financial Planning, LLC since 2009. Outside of his advisory work, he is a partial owner and consultant for Radtec, LLC, a company that owns and operates residential apartments in Radford, VA. Partners in Financial Planning, LLC serves individuals, businesses, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing discretionary investment management and ongoing financial planning. The firm employs a combination of fundamental and technical analysis across various asset classes and manages approximately $779.8 million in assets for about 384 clients.

Sara Epperly is a CFP® professional with experience at Partners in Financial Planning, LLC beginning in 2023. Prior to her advisory role, she worked for Salem City Schools for nine years. Partners in Financial Planning, LLC is a team of eight advisors managing approximately $913.6 million for individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary wealth management, ongoing financial planning, and consulting, including simple federal and state tax preparation as part of its base service.

Brian Bowen is a financial advisor at Creekmur Asset Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for 15 years at Integrity Financial Planning, Inc. Outside of his advisory role, Bowen is a managing member of Impact Tax Group, LLC, which provides tax preparation and planning services. Creekmur Asset Management is a team-based registered investment adviser serving individual and high-net-worth clients. The firm combines portfolio management and financial planning using model managers, third-party signal providers, and proprietary risk profiling tools to align investments with client objectives and risk tolerance.

Kimberly Jenkins is a financial advisor at Beacon Wealth Consultants, Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Beacon Wealth Consultants since 2012. In addition to her advisory role, she has been involved in educational activities since 1995. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm combines proprietary portfolio solutions with a faith-based investment approach and offers both direct management and third-party implementation options.

Conner Compton is a financial advisor with Beacon Wealth Consultants, Inc. in Roanoke, VA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Virginia Tech and Pulaski County Emergency Management. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm uses an internal investment committee to guide decisions and offers faith-based, Biblically Responsible Investment screening as part of its tailored client strategies.

Betty Davis is a CFP® professional with over 16 years of industry experience, currently serving at Q3 Advisors, LLC since 2025. She previously worked at Third Security LLC from 2008 to 2024. Q3 Advisors offers financial planning and tax-focused consulting services to individual clients through packaged programs such as Roth conversion planning and comprehensive financial plans. The firm operates on fixed, pre-determined fees and does not provide investment management, emphasizing planning-level recommendations and coordinating with independent CPA firms for tax preparation.

Emily Elfallah is a financial advisor with Creekmur Asset Management, LLC, holding a Series 65 designation and three years of industry experience. She has worked at Creekmur since 2025 and previously at Integrity Financial Planning, Inc. and Barron Wealth Strategies. In addition to her advisory role, Emily is a licensed insurance agent specializing in life, health, and fixed annuities. Creekmur Asset Management is a team-based registered investment adviser managing approximately $800 million for individual and high-net-worth clients. The firm combines portfolio management and financial planning using model managers, third-party signals, and proprietary risk profiling tools to tailor asset allocation to client objectives and risk tolerance.

Hannah Nolan is a CFP® with one year of industry experience, currently serving as a financial advisor at Werba Rubin Papier Wealth Management, LLC. Her prior roles include positions at Beacon Wealth, SageView Advisory Group, and PYA Waltman Capital. Werba Rubin Papier Wealth Management provides investment management, financial planning, pension consulting, and retirement-plan advice to individuals, high-net-worth clients, charitable organizations, and pension or profit-sharing plans. The firm employs a risk-targeted investment process based on Modern Portfolio Theory and uses diversified portfolios including no-load mutual funds, ETFs, stocks, and bonds tailored to client goals.

Richard Laymon Jr. is a CFP® professional with 24 years of experience in financial advising, currently serving at Beacon Wealth Consultants, Inc. since 2010. He holds Series 63 and Series 65 licenses and is an adjunct professor teaching retirement planning at Roanoke College. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors offering comprehensive wealth management, financial planning, discretionary and non-discretionary investment management, estate administration, and retirement plan consulting. The firm employs a structured discovery process and an internal investment committee to tailor client strategies, emphasizing faith-based, Biblically Responsible Investment screening.

Christopher Bishop is a CFP® professional with nine years of industry experience, currently serving at Partners in Financial Planning, LLC since 2014. He holds a Series 65 license and is based in Salem, VA. Partners in Financial Planning, LLC offers discretionary investment management and ongoing financial planning services to individuals, business entities, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets across about 384 clients, employing a range of investment strategies including equities, fixed income, mutual funds, and ETFs with fundamental and technical analysis.

Jonah Fitzgerald is a financial advisor at Creekmur Asset Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at KPMG and H.K. Campbell & Company, as well as roles in the education and food service sectors. Creekmur Asset Management is a team-based registered investment adviser managing approximately $800 million for individual and high-net-worth clients. The firm utilizes model managers, third-party signal providers, and proprietary risk profiling tools to align investments with client objectives and risk tolerance, offering a range of portfolio management and financial planning services.

Pamela Poldiak is a CFP® professional with 25 years of industry experience. She has been with Partners in Financial Planning, LLC since 2009. Partners in Financial Planning, LLC provides discretionary investment management, ongoing financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets for about 384 clients, using a combination of long- and short-term investments across equities, fixed income, mutual funds, and ETFs, supported by charting, fundamental, and technical analysis.

Aaron Nolan is a CFP® professional with four years of experience, currently serving at PYA Waltman Capital, LLC since 2019 with some interruptions. His prior experience includes roles at Liberty University and Horizon Financial Solutions as well as a long tenure at Cross Lanes Christian. PYA Waltman Capital, LLC offers financial planning, investment management, and retirement-plan consulting services to individuals, pension plans, trusts, estates, and charitable organizations. The firm uses a tactical investment approach combining fundamental-value and technical analysis and manages accounts on an individualized basis with regular reviews.

Cassandra Laymon is a CFP® with 19 years of industry experience, currently serving at Beacon Wealth Consultants, Inc. since 2012. She holds the Series 66 designation and operates out of Roanoke, VA. Outside of advisory work, she is involved in term life insurance sales through a related business activity. Beacon Wealth Consultants is a team-based firm managing approximately $278 million in client assets. The firm provides comprehensive wealth management and financial planning services to individuals, trusts, estates, charitable organizations, business entities, and plan sponsors, employing a structured investment approach with an emphasis on faith-based, Biblically Responsible Investment screening.

Madison White is a financial advisor with Creekmur Asset Management, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Creekmur, Madison worked at Integrity Financial Planning, Inc. and has a background that includes roles in various service and retail industries. Outside of advisory work, Madison is also licensed as a life and health insurance agent. Creekmur Asset Management is a team-based registered investment adviser managing approximately $800 million and serves individual and high-net-worth clients through portfolio management and financial planning. The firm utilizes model managers, third-party signal providers, and proprietary risk profiling tools to tailor asset allocation to client objectives and risk tolerance.

Stephen Bain is a CFP® professional with 10 years of experience in financial advising, currently working at Partners in Financial Planning, LLC since 2016. He is based in Salem, VA, and operates within a team of seven advisors. Partners in Financial Planning, LLC provides discretionary investment management and ongoing financial planning services to individuals, businesses, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets across about 384 clients, implementing portfolios through a combination of equities, fixed income, mutual funds, and ETFs, supported by charting, fundamental and technical analysis.

Jonathan Ingram is a financial advisor at Sollinda Capital Management LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Capital Investment Advisory Services, LLC and Capital Investment Group, Inc. Ingram is also the founder and managing director of Retirement Fiduciaries of Virginia, LLC, a business focused on bookkeeping and tax-related document preparation. Sollinda Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and profit-sharing plans, as well as sub-advisory services to other registered investment advisers. The firm employs multiple proprietary investment strategies and primarily manages accounts on a discretionary basis with an emphasis on allocation and risk management.

Mark Sewell Jr. is a financial advisor at Geneos Wealth Management, Inc. with six years of industry experience. He holds a Series 66 license and has worked at Geneos Wealth Management and IFA Wealth since 2019. Outside of his advisory role, he operates independently as a representative for fixed insurance products. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various traditional and wrap-fee programs, managing over $5.5 billion in client assets as of the end of 2024.

John Keeley is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Virtue Capital Management in 2020, he worked at Horter Investment Management from 2014 to 2020 and has owned Keeley Financial since 2014, where he conducts life, disability, annuity, and long-term care insurance sales. He also serves as Treasurer of the Roanoke Cosmopolitan Club, overseeing financial accounts related to the club’s fundraising and operations. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, and plan consulting, using a model-driven approach that incorporates quantitative optimization and economic data inputs.

James Tate III is a financial advisor at Geneos Wealth Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Geneos Wealth Management since 2004. He is president of the 95th Rifles 1st Battalion Club and is involved in management consulting through Cogent Management Resources LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.