Jonathan Byus is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 66 designation. Outside of his advisory work, Byus serves as a drumline instructor at Roanoke College, where he leads and educates marching band students. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and public entities. The firm typically uses model portfolios and a combination of firm-sponsored wrap platforms and unaffiliated sub-advisors, with offerings that include municipal fixed-income portfolios and fiduciary services for retirement plans.

Wendy Pauley is a financial advisor at Level Four Advisory Services with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Mid Atlantic Securities, Inc. from 2010 to 2022. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platform and sub-adviser arrangements.

Kevin Smith is a financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has prior experience with Foundations Investment Advisors LLC, SGL Financial, LLC, IPG Financial, and National Life Group. Outside of advisory work, he owns and manages rental properties. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives using a non-discretionary model, combining fundamental, technical, and cyclical analysis while emphasizing client approval for transactions.

A Carroll is a financial advisor at Geneos Wealth Management, Inc. with 34 years of industry experience. He has been with Geneos since 2005 and previously worked at Ameriprise for 13 years. Carroll holds Series 63 and Series 65 designations. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers, utilizing a variety of strategies including discretionary and non-discretionary account supervision.

Justin Stone is a financial advisor at Geneos Wealth Management, Inc. with CFP® and ChFC® designations and two years of industry experience. He has worked at Plott & French Financial Advisors and Geneos Wealth Management since 2022. Outside of his advisory role, he owns Business and Birdie Golf Tournaments. 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, employing a variety of analytic approaches and investment strategies ranging from long-term buy-and-hold to tactical trading.

Micah Rich is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at Secure Financial Group Inc, where he also serves as an insurance agent advising clients on insurance products including fixed-indexed annuities, Medicare, life insurance, and multi-year guarantee annuities. His background includes positions outside the financial industry, such as roles at Virginia Polytechnic Institute and United Parcel Service. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Homer Garrison Jr. is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His prior positions include roles at Wells Fargo Clearing, Wells Fargo Bank, and National Life Group. He is also involved with several business ventures, including insurance agency work and tax preparation services. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management to a diverse client base, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and uses third-party asset managers and model portfolios.

Kyle Duffer is a financial advisor with Equity Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equity Services, he worked at Thrivent Financial and Thrivent Investment Management Inc. Duffer also served in the United States Army for 27 years. Outside of his advisory role, he owns and operates a sheep farming business and is active in his local community as a deacon and vice president of civic organizations. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Cameren Asherbranner is a financial advisor with Equity Services, Inc. holding a Series 65 credential and one year of industry experience. He has worked with firms including National Life Group, Cornerstone Advisor Group, and New York Life. Outside of financial advising, he serves as Vice President at Business Network International and is involved with Young Catholic Professionals. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, integrates third-party asset managers, and combines long-term strategies with options for shorter-term trading.

Barry Wirt is a ChFC® credentialed financial advisor with 44 years of industry experience. He has been with Equity Services, Inc. and National Life since 1993. In addition to his advisory role, Wirt is involved in life and health insurance sales through multiple entities in Roanoke, VA, where he has served as an agent and executive officer. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, with a mix of long-term strategies and options for shorter-term trading.

Emily Young is a financial advisor at Truist Advisory Services with 17 years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services and Suntrust Investment Services since 2015. Outside of her advisory role, she works as a delivery person for Roadie, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

Ian Hamre is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2022 and was previously with Harrison & Company Wealth Management LLC from 2014 to 2022. He serves as a trustee for the Haller G Prillaman Trust. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, regular rebalancing, and tax management.

Adam Peters is a CFP® professional with 13 years of experience in financial advising. He is affiliated with Commonwealth Financial Network and has worked previously at Mass Mutual and Metlife Securities. Peters is based in Roanoke, VA. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and back-office services, including portfolio management and retirement plan consulting. The firm offers various investment solutions and operates a platform that allows advisors discretion in portfolio construction while providing managed model portfolios and multiple program options.

Logan Conroy is a Series 66 licensed financial advisor with 11 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities, LLC and Bb&T Investment Services, Inc. He is based in Roanoke, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, implementing advice through discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Clayton Nash is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Roanoke, VA, holding Series 63 and Series 65 licenses and accumulating 10 years of industry experience. He has worked at National Life Group since 2019 and previously at Commonwealth Financial Network and MetLife Securities. Outside of his advisory role, Nash is involved in insurance sales and tax preparation through several business entities he owns or operates. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms often utilizing third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.

Gerald Tuck is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Metlife Securities, Inc. and Mass Mutual Investors Services before joining Commonwealth in 2018. Tuck is also the sole owner of Tuck Financial Services, LLC, a private entity related to his advisory and insurance activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors. The firm offers managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services, working with clients through discretionary and nondiscretionary portfolio solutions.

Daniel Evans is a financial advisor at Equity Services, Inc. with a Series 65 credential and four years of industry experience. His prior work includes roles at Knights of Columbus Insurance and National Life Group, as well as eight years of service in the United States Navy. Outside of his advisory duties, Evans serves as a volunteer leader for Trail Life USA Troop VA-8231 and is involved in educational seminars with The Society of Financial Awareness. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizes third-party asset managers and model portfolios, and manages a significant portion of assets on both discretionary and non-discretionary bases.

Edgar Freeman is a financial advisor with Eagle Strategies (NY Life) in Roanoke, VA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co., and Wells Fargo Bank, NA. Freeman serves as Treasurer for Lapsley’s Run Baptist Church and is a Board Member and Financial Chairman for the Rockbridge Area YMCA. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes customized recommendations and manages a majority of its assets on a non-discretionary basis.

Marcelino Villaflor Jr. is a financial advisor with Equity Services, Inc., holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. His prior roles include positions at LPL Financial, National Life Group, and Royal Wealth Management. Outside of his advisory work, he is involved as a coach and substitute teacher at a Catholic high school in the Diocese of Richmond. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a wide range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that utilize third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Patricia Lucas is a financial advisor with Equity Services, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. Her career includes roles at National Life Group, Metlife Securities, and Metropolitan Life Insurance Company. Outside of her advisory work, she serves as an administrator for a local food pantry affiliated with Feeding America, coordinating food orders and distribution. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.