Mackenzi Honaker is a Series 66 licensed advisor with Truist Advisory Services in Blacksburg, VA, and has two years of industry experience. Prior to joining Truist Investment Services, Inc., Honaker 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. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager‑selection program implemented through a combination of discretionary and non‑discretionary strategies.

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., holding a Series 66 designation and one year of industry experience. Prior to joining D.A. Davidson, he worked at Virginia Tech for seven years and Florida State University for one year. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

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 at OSAIC Institutions, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is also involved in trust relationship management with National Bankshares. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm utilizes a network of investment adviser representatives who provide both advisory and brokerage solutions, employing a mix of fundamental and technical analysis and access to alternative investments via the CAIS platform.

Reagan Perdue is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and beginning their advisory career in 2024. Prior to joining OSAIC, Reagan worked at The National Bank of Blacksburg and Kathy Coleman Insurance Services, LLC, and has experience in hospitality and the arts, including bartending at events and performing as a musician in a band. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a wide range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s approach includes both fundamental and technical analysis, with a notable emphasis on non-discretionary assets and integrated banking and lending services.

Aaron Sexton is a financial advisor with Edward Jones in Pulaski, VA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. Prior to joining Edward Jones, he worked at Osaic Institutions, Inc., Nationalbankshares, Inc. DBA NBB Wealth Management, and also served as a school board member for Galax City Public Schools. He is additionally a board member for the Southwest Virginia Governor's School, representing Galax City Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and supports its services with a nationwide network of financial advisors and branch offices.

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 and holds a Series 66 designation. He began his career in the financial services industry in 2025 and also manages internet sales for a car dealership. Caleb is based in Christiansburg, VA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and provides access to multiple program structures and third-party managers.

Allen Lavender is a financial advisor with Equitable Advisors in Blacksburg, VA, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and concurrently serves as president of the CPA firm Cooke, Lavender, Massey & Company, PC. 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 LPL programs and a range of third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals and risk tolerance.

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., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Atlantic Union Bank, American National Investment Services, and New York Life Insurance Co. He is also involved in agricultural activities through Agee Family Farms. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable emphasis on advisory services that leave final decision authority with the client.

Trenton Miller is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Primerica Advisors and Primerica Financial Services since 2020. Outside of advising, he is involved with Broken Oak Meat Processing and has experience in the lawn service and lumber industries. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Jeremiah Seagle is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Valic Financial Advisors and Securities America Advisors. He is also involved with Seagle Financial Services LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Terry Prince is a financial advisor with Raymond James Financial Services Advisors, Inc. in Christiansburg, VA, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has worked at firms including Wells Fargo Advisors LLC and Truist Advisory Services. Prince also serves as a Senior Financial Consultant at Atlantic Union Bank and Atlantic Union Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, with a notable emphasis on advisory roles supported by a broad affiliate network.

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.