Laurel Simpkins is a financial advisor with Mutual of Omaha Investor Services, Inc. and holds Series 65 and Series 63 credentials. She has eight years of industry experience, including previous work at Horace Mann. In addition to her advisory role, she is licensed as an insurance agent specializing in life, health, annuities, and disability insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through third-party platforms.

Edgar Wade is a financial advisor with CL Wealth Management LLC in Salem, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with CL Wealth Management and Cabot Lodge Securities since 2013 and has operated a sole proprietorship providing tax preparation and health insurance referral services since 2004. Outside of his advisory role, he prepares tax returns and refers clients to health insurance specialists. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals, institutions, and business entities. The firm employs tailored strategies using fundamental and technical analysis, model portfolios, and various investment vehicles, managing accounts with both discretionary and non-discretionary authority.

Corey Coogan is an advisor at Sequent Planning, LLC with a Series 65 designation and less than one year of industry experience. His prior work includes roles at Lab Sports Performance, Futurity First Insurance Group, and Roanoke College. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement-plan services through a network of investment adviser representatives. The firm employs a structured risk framework and diversified manager exposures, and it provides clients with ongoing investment communications and newsletters.

Robert Arthur is a financial advisor with Geneos Wealth Management, Inc. in Roanoke, VA, holding a Series 66 credential and 12 years of industry experience. He has worked at Geneos Wealth Management since 2013 and is currently affiliated with IFA Wealth. Outside of financial advising, he operates a farming business. 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 with an investment process that includes continuous account monitoring, discretionary trading, and a range of analytic strategies.

Michael Canestrari is a financial advisor with Geneos Wealth Management, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Plott & French Financial Advisors and Woodmen Financial Services, Inc. among other roles. Outside of advisory work, he serves as a board member for the Radford Public Library and owns Disaster Dolls LLC, a separate business venture. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including discretionary and non-discretionary approaches tailored to client needs.

Bradley Nuckles is a CFP® with 15 years of industry experience, currently serving at BCG Securities, Inc. He has been associated with Horace Mann Investors, Inc. and Horace Mann Companies since 2011. Outside of his financial advisory role, he coaches boys' middle school basketball for Botetourt County Public Schools. BCG Securities, Inc. serves institutional retirement plans and individual clients, offering portfolio management, financial planning, pension consulting, and wealth management services. The firm emphasizes tailored investment policy statements and regularly uses independent third-party managers in implementing primarily non-discretionary advice.

Timothy Shank is a CFP® with 38 years of experience in the financial industry. He has worked at Geneos Wealth Management since 2004 and has been associated with IFA Wealth since 2020. Outside of his advisory role, he serves as a board member for the Hills of Ashley Homeowners Association. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a variety of investment strategies and analytic approaches tailored to client needs.

Charles Brown is a CFP® and CFA® with 26 years of industry experience. He is currently affiliated with Cary Street Partners and has worked at Ia Dixon, Hubard & Feinour, Inc. since 1998. Brown serves as a member of the City of Roanoke Pension Board of Trustees and acts as co-trustee for a private trust. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that incorporates traditional and alternative strategies, combining third-party managers with in-house resources.

John Bell II is a financial advisor with Prosperity Capital Advisors in Blacksburg, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at firms including Cantella & Co., Inc. and Sound Income Strategies, LLC, and he is the President and Owner of Bell Wealth Management, Inc. Mr. Bell serves on the board of Leisure Legacy and conducts financial literacy seminars with the American Financial Education Alliance. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm utilizes a model-driven, multi-sleeved investment approach with a variety of strategies and acts as a Fund Strategist on UMA platforms.

James Hall is a financial advisor at Cary Street Partners with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dixon, Hubard, Feinour & Brown, Inc. since 2013. Hall joined Cary Street Partners Investment Advisory in 2022. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative and private fund vehicles, and lending and insurance solutions, utilizing both third-party managers and proprietary strategies.

Buffy Mangus is a financial advisor with Cary Street Partners, holding a Series 66 designation and 16 years of industry experience. Prior to joining Cary Street Partners in 2022, she worked at Old Dominion Capital Management, Equity Services, Inc., and National Financial Services. Outside of her advisory role, she serves as a softball coach for Roanoke County Schools. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that includes portfolio management, financial planning, and access to alternative investments, utilizing both third-party and proprietary strategies.

Mark Groesbeck is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including SCF Investment Advisors, INC. and Stanford Group Company. He serves as vice president of Salem Montessori School, a nonprofit organization owned by his wife. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary asset management programs, utilizing a diverse mix of mutual funds, ETFs, equities, fixed income, and options.

Robert Martin is a financial advisor at Cary Street Partners with 23 years of industry experience. He holds the Series 66 designation and has previously worked at multiple firms including Union Insurance Group and Raymond James Financial Services. Martin also serves as Vice Treasurer and session member at Second Presbyterian Church in Roanoke, VA. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and retirement plans. The firm offers portfolio management, financial planning, and access to proprietary and third-party investment strategies, using a client profile-driven approach with oversight supported by AI tools.

Amanda Arthur is a financial advisor at Geneos Wealth Management, Inc. with 15 years of industry experience. She holds the Series 66 designation and has worked at Geneos since 2015, alongside roles at IFA Wealth and Barnhart-Arthur Investments. Amanda is also a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies to manage client assets.

Donald Lilly III is a financial advisor at Sequent Planning, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, Securities America Advisors, Inc., and Mutual of Omaha Insurance Co. In addition to his advisory role, he serves as Managing Director of Futurity First Insurance Group, where he is involved in insurance sales. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services using a structured risk framework and a combination of firm-developed and third-party investment models.

David Arthur Jr. is a financial advisor at Geneos Wealth Management, Inc. in Roanoke, VA, with 11 years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management since 2015, including prior experience at Barnhart-Arthur Investments. Outside of his advisory role, he serves as treasurer for the Roanoke Spurs Supporters Club. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a variety of analytic strategies and discretionary trading to manage client portfolios.

Jon Dabareiner is a financial advisor with Lombard Advisers Incorporated, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has worked at Lombard Advisers since 2017, with prior roles at Lopez Wealth Management, LLC and Ameriprise. He serves on the board of the Smith Mountain Lake Boating Association, which promotes boating safety and boaters' rights. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management, employing various analytic methods and managing approximately $670 million in assets as of 2025.

Jack Havice is a financial advisor at Sequent Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Futurity First Investment Group, AmeriLife of Virginia, and Brookstone Capital Management. Outside of his advisory role, he is also licensed as an insurance agent. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by providing asset management, financial planning, and a range of retirement-plan services. The firm utilizes a structured risk framework and combines firm-developed models, third-party managers, and customized allocations delivered through a network of independent adviser representatives.

Adam Workman is a financial advisor with Geneos Wealth Management, Inc. in Roanoke, VA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at First Citizens Bank and First Citizens Investor Services, as well as Geneos Wealth Management and IFA Wealth. Outside of his advisory work, he serves as a planning commissioner for the Montgomery County Planning Commission. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies and providing discretionary and non-discretionary advisory supervision.

Jonathan Byus is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Bank of Botetourt, and Coca-Cola Bottling Company Consolidated. Outside of finance, he instructs the drumline at Roanoke College. Level Four Advisory Services is an SEC-registered adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a range of affiliated and third-party investment platforms.