Mackenzi Honaker is a Series 66 licensed advisor with Truist Advisory Services, based in Blacksburg, VA, and has three years of industry experience. Before joining Truist Investment Services in 2022, she worked at River Ridge Dermatology and Tender Loving Care Day Care. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Gina Piscura is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. She has worked with Commonwealth Financial Network since 2007, including time managing her own advisory firms, Piscura Family Financial Advisors and Piscura Family Financial Consultants. Outside of her advisory work, she is involved in the operations of Hoof Hearted Farm, an animal raising business. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.

Paul Torgersen is a financial advisor with D.A. Davidson & Co. He holds the Series 66 designation and has one year of industry experience. Prior to joining D.A. Davidson, he worked at Virginia Tech and Florida State University. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Dakota Dolgos is a financial advisor with Eagle Strategies (NY Life) based in Christiansburg, VA. He holds Series 63 and Series 65 licenses and has three years of industry experience. In addition to his advisory role, Dakota serves as an EMS EMT with Montgomery County Fire and EMS. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis.

Timothy Knott is a financial advisor with OSAIC Institutions, Inc. based in Blacksburg, VA. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He also manages trust relationships at National Bankshares. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives, leveraging a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Reagan Perdue is a financial advisor at Osaic Institutions, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Osaic Institutions, Inc., Perdue held roles at The National Bank of Blacksburg and Kathy Coleman Insurance Services, LLC. Outside of finance, Perdue performs as a musician and vocalist in a band and works as a bartender for events. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with a decentralized account management approach.

Joshua Webb is a financial advisor with Wells Fargo Clearing in Blacksburg, VA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a prior role at WELLS FARGO Advisors, LLC. Outside of his advisory work, Webb serves as treasurer for Habitat for Humanity of the New River Valley. 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 modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Ryan Webb is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked at Primerica Financial Services since 2024 and concurrently at BAE Systems since 2015. His other business activities include sales of loan products and home security and automation referrals through affiliates of Primerica. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and provides custodial and trade execution support through established partners.

Caroline Gaskins is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, she was with NYLIFE Securities LLC and New York Life Insurance Co. from 2018 to 2019 and spent twelve years with Montgomery County Public Schools. Outside of her advisory role, she is involved as a part owner of an Airbnb rental in Radford, VA, where she manages the website and renter communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Brian Wilson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. Outside of advising, he is involved in community activities as the president of the Southwest Virginia Hornets Softball organization, where he helps coach and organize teams. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and features multiple program options, including model portfolios, third-party managers, and bespoke strategies.

Caleb Brumfield is a financial professional with Cetera, holding a Series 66 designation and one year of industry experience. He has worked at Cetera Investment Advisors and Cetera Wealth Services since 2025. Outside of financial advising, he is the Internet Sales Manager at Shelor Motor Mile, a car dealership in Christiansburg, VA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies and provides access to a range of third-party money managers.

Allen Lavender is a financial advisor with Equitable Advisors who holds Series 65 and Series 66 licenses and has 26 years of industry experience. He has worked at Equitable Advisors since 1999 and is also president of the CPA firm Cooke, Lavender, Massey and Company, PC. Lavender has held his CPA role since 1989. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory models.

William Stephens is a CFP® and Series 66 registered financial advisor with Edward Jones, where he has worked since 2015, accumulating 11 years of industry experience. He serves as a member of the Town of Christiansburg Sustainability Committee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Steven Agee is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes positions at Atlantic Union Bank and American National Bank & Trust Co. Agee is also involved in agriculture through family farming activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical and modeling tools and supports municipal and public finance services uncommon among large institutional advisors.

Trenton Miller is a financial advisor with Primerica Advisors in Blacksburg, VA, holding Series 65 and Series 63 credentials and four years of industry experience. He has also been involved in multiple businesses including Broken Oak Meat Processing since 2022 and previously worked with Long Island Lumber and T & M Lawn Service. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies overseen by third-party managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Jeremiah Seagle is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Securities America Advisors and Valic Financial Advisors. He also operates SEAGLE FINANCIAL SERVICES LLC for tax and investment purposes. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology tools.

Terry Prince is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 38 years of industry experience. His prior roles include positions at Truist Advisory Services, BB&T Securities, and Wells Fargo Advisors. He currently serves as a Senior Financial Consultant with Atlantic Union Bank and Atlantic Union Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Brandon Cross is a financial advisor with Edward Jones in Blacksburg, VA, holding the Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs with discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Emma Semones is a financial advisor with Primerica Advisors in Blacksburg, VA, holding Series 63 and Series 65 licenses and two years of industry experience. Her background includes roles at Primerica Financial Services and MR Real Estate, as well as prior work in physical therapy and education. She also engages in part-time sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee billing.

Christopher Massey is a financial advisor with Equitable Advisors in Blacksburg, VA, holding a Series 66 designation and having one year of industry experience. He is also the managing member of Cooke, Lavender, Massey & Co. PC, a CPA firm providing tax and accounting services since 2002. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through various advisory models and third-party managers.