Julie Dean is a financial advisor with Edward Jones in Roanoke, VA, holding a Series 66 designation and four years of industry experience. She has spent her entire career at Edward Jones, working continuously since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and supports its services with a nationwide network of financial advisors and branch offices.

Laura Coffey is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Sarah Chandler is an investment advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to her current role, she spent sixteen years at Tomlin Hair Care, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Laura Davis is a financial advisor with Edward Jones in Salem, VA, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors.

Jordan Gibson is a financial advisor with Edward Jones in Salem, VA, holding a Series 66 designation and 11 years of industry experience. He has worked at Edward Jones since 2017 and previously with Wells Fargo Advisors and Wells Fargo Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large network of advisors and branches nationwide. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Michael Pendleton is a financial advisor with Edward Jones in Roanoke, VA, holding CFP® and ChFC® designations and with 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Pendleton serves as Secretary on the board of the Williamson Road Area Business Association and chairs the Finance Committee of the Roanoke Catholic School Advisory Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in client assets.

Wanda Robinson is a financial advisor with Edward Jones in Salem, VA, holding a Series 66 designation and 11 years of experience at the firm. She began her career with Edward Jones in 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Sari Maksad is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential and two years of industry experience. Prior to her advisory roles, she served five years in the United States Marine Corps. Maksad is currently affiliated with multiple related firms including Tactical Global Solutions and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions including discretionary and non-discretionary management across multiple platforms, proprietary model strategies, and access to third-party managers.

Kevin Hughes is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has been affiliated with Cambridge Investment Research in various capacities since 2022. Outside of his advisory role, he has been employed at Orchard Hills Church since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management and model-based solutions tailored to client objectives.

Michael Wade is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Based in Daleville, VA, he holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Paul Curran is a financial advisor with Edward Jones in Salem, VA, holding the ChFC® and Series 66 credentials and bringing 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his financial advisory role, he serves as Finance Chair and board member for the Salem YMCA and is the head coach for a youth soccer team with Virginia United FC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Brian Wheeler is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at several firms including Ameritas Investment Corp., Capital Choice Investment Advisers, and currently serves as president of The Emissary Group, a consulting business. Outside of his advisory work, Wheeler founded SMARTPRO FINANCIAL, which focuses on insurance, benefits, and human resources, and sits on the board of XCEL2FITNESS. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of investment platforms and strategies tailored to client objectives.

Douglas Bleecker is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2015. Outside of his advisory role, Bleecker owns and instructs at the Roanoke Okwinawan Karate School and coaches a local summer swim team. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Kyle Richardson is a financial advisor with Edward Jones in Salem, VA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Vance Barrett is a CFP®-designated financial advisor with 22 years of industry experience, currently with Wells Fargo Advisors in Daleville, VA. He has been associated with various Wells Fargo entities since 2013, including Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Cory Wilkie is a financial advisor at Edward Jones in Roanoke, VA, holding a Series 66 designation and beginning his advisory career in 2023. Prior to joining Edward Jones, he spent 11 years at Sodexo Inc. at Brandon Oaks Retirement Community and one year in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor and branch network, as well as affiliated services such as trust and securities-based lending.

Ryan Mecca is a financial advisor with Edward Jones in Salem, VA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at NV Homes and operated Mecca Building Services. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a network of approximately 23,701 financial advisors.

Christopher Yeakel is a financial advisor with Edward Jones in Roanoke, VA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is an owner of rental property in Alexandria, VA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Linwood Reynolds is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at several firms including Mutual of Omaha Insurance Company and Potomac Fund Management, Inc. Outside of advisory roles, he works as a field sales representative for NFG Brokerage, placing clients into insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts with a variety of portfolio management and financial planning solutions.

James Ibach is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following a 31-year tenure at Metlife Securities Inc. Additionally, he has an active role as an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring engagements as annual, collaborative relationships using firm-approved software and analysis tools.