Mary Plott is a ChFC® credentialed financial advisor with 38 years of industry experience. She has been associated with Geneos Wealth Management, Inc. and Plott & French Financial Advisors since 2005 in Roanoke, VA. She is also a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutions. The firm provides financial planning, portfolio management, and referrals to third-party money managers, utilizing a range of investment strategies and customized account options.

Patrick Ayers is a financial advisor at Madison Avenue Securities, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities since 2017. Prior to this, he was with VOYA Financial Advisors and has operated Ayers Financial Services since 1992. Outside of his advisory work, he hosts a radio show that provides financial information to the community. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of investment advisory and related services through multiple account platforms and employs various analytical and allocation strategies.

Miguel Morales Corujo is a CFP® professional with six years of industry experience, currently with NPA Asset Management, LLC. His prior roles include positions at Nationwide Planning Associates, Wells Fargo Bank, Mass Mutual Investors Services, and law-related work at Martinez Leiseca PSC and Garcia Selva y Ramirez Lugo Law Office. Outside of advising, he is vice president of Blue Eyes Boutique LLC, an online boutique and thrift store based in Roanoke, VA. NPA Asset Management, LLC is an SEC-registered investment adviser serving individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers managed-account programs combining advisor-led planning with model portfolio implementation, managing approximately $1.01 billion in client assets as of year-end 2024.

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 a financial advisor with Sequent Planning, LLC. He holds the Series 65 designation and has been in the industry for less than a year. Prior to joining Sequent Planning, Corey has experience in sports performance and insurance-related roles, as well as positions at Roanoke College and UPS. Sequent Planning, LLC, doing business as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, fiduciary consulting, and discretionary fiduciary management through a network of nearly 100 investment adviser representatives using a structured risk framework and diversified investment strategies.

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.

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 CFP® and ChFC® with 36 years of experience in financial advising. He is currently with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2024. Prior to this, he spent 11 years at SCF Investment Advisors, INC. Outside of his advisory role, Groesbeck 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 portfolio management services to individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a variety of investment strategies across asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets and collaborative third-party manager arrangements.

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 with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Mutual of Omaha Insurance Co. He is also the managing director of Futurity First Insurance Group, where he is involved in insurance sales. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services, employing a structured risk framework and diversified manager exposures through a network of approximately 97 advisors.

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.

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 with firms including Futurity First Investment Group, AmeriLife, and Brookstone Capital Management. In addition to his advisory role, he is also licensed as an insurance agent, providing insurance products and services to clients. Sequent Planning, LLC 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 through a network of approximately 97 independent investment adviser representatives, emphasizing diversified manager exposure and a structured risk framework.

Adam Workman is a financial advisor at Geneos Wealth Management, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including First Citizens Bank and First Citizens Investor Services. Outside of his advisory role, he serves as a planning commissioner for the Montgomery County Planning Commission. Geneos Wealth Management serves a diverse client base, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic strategies and investment approaches, including discretionary trading and customized portfolios, to meet the needs of individuals, trusts, estates, pension plans, corporations, and charitable organizations.

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.