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.

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.

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.

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.

George Williams is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2010. Outside of his advisory role, he serves as chairman of the Radford High School Foundation, a nonprofit supporting local schools, and is a member of the Board of Trustees for Carolina University. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

James Macdonald is a financial advisor at Edward Jones with the Series 66 designation and four years of industry experience. He previously worked at Cox Communications and Sysco Foodservice. Outside of his advisory role, Macdonald serves as the Mayor and a councilman for the Town of New Castle, Virginia, and is a board member of the Craig County Public Service Authority, participating in local governance and infrastructure planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Brian Moore is a financial advisor with Osaic Wealth, Inc., holding the ChFC® and Series 63 designations and bringing 50 years of industry experience. His career includes long-term roles at Carper Insurance Associates, Securities America Advisors, Hill Carder Insurance, American General Life Insurance Company, and his own firm, Brian M. Moore CLU and Associates. He has maintained a life insurance sales position since 1971. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Jeffrey Templeman is a financial advisor at Ameriprise with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Ameriprise in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2015 to 2025. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on tax-aware withdrawal strategies and dependable income sources.

Keith Weltens is a financial advisor with Ameriprise who holds a Series 66 designation and has 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Weltens is involved in community and business activities including ownership of a local brewery, serving on multiple nonprofit and educational boards, and participating in regional commerce and church finance councils. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through a collaborative, non-discretionary approach supported by proprietary research and third-party data.

Valerie Wheeler is a financial advisor at Edward Jones in Christiansburg, VA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, she worked at Radford City Schools for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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 a nationwide network of financial advisors and branch offices.

Joshua Smith is a financial advisor with Ameriprise in Radford, VA, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise, he worked briefly at FedEx and has been involved with Radford High School in multiple roles since 2015, including assistant football coach and live announcer for athletic events. He serves on the boards of the Radford City Schools Partners for Excellence Foundation and the Radford High School Athletics Boosters. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Michael Whitmore is a financial advisor with Raymond James Financial Services Advisors Inc. in Christiansburg, VA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Atlantic Union Bank, Union Investment Services, Union Bank and Trust, and Union First Market Bank. Whitmore serves as a trustee managing several family trusts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Gary Tibbs is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Outside of his advisory work, he serves as a church elder at Fairlawn Church of God, participating in monthly meetings to oversee church operations and ministries. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

James Mitchell Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 designations and has 44 years of industry experience. He has been with Raymond James since 1988 and also operates Jim Mitchell Music, where he performs and writes songs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary approaches and advanced analytical tools.

Ruth Cline is a financial advisor with Ameriprise in Radford, VA, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Ameriprise, she held various roles including coaching volleyball and involvement with a community foundation. Outside of her advisory work, she is the head coach for the 14U girls volleyball team at Rocktown Volleyball Club and co-owns a family business exploring personal investment opportunities. Ameriprise serves primarily clients approaching or in retirement, offering retirement-income planning services that combine research, modeling, and tax-efficient strategies, supported by a large institutional platform providing advisory, brokerage, and insurance solutions.

Christine Smith is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Smith serves on the Board of Directors for Rotary and has held leadership roles with Rotary International and the American Business Women's Association. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive network of advisors and affiliated companies.

Meghan Kuczmarski is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she was involved with Peacework Development Fund Inc and worked as a self-employed consultant. She holds volunteer leadership roles with the Newcomers Club and Virginia Tech Alumni Association NRV Chapter, and previously served as past president of the Kiwanis Club in Blacksburg, VA. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Kaleigh Weatherholtz is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and has worked in various roles including as a non-registered assistant and in community and educational settings such as EPAN Volleyball Club and local schools. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models implemented through third-party managers and delivers services via a network of Investment Adviser Representatives.