Christopher Massey is a financial advisor with Equitable Advisors in Blacksburg, VA, holding a Series 66 designation and having one year of industry experience. He is also the managing member of Cooke, Lavender, Massey & Co. PC, a CPA firm providing tax and accounting services since 2002. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through various advisory models and third-party managers.

James Cooper is a financial advisor with Primerica Advisors in Blacksburg, VA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at G J Hopkins and PFS Investments Inc. Outside of advising, he owns and operates a handyman services business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm operates at scale with thousands of advisors and employs model-driven investment strategies supported by third-party asset managers and custodians.

Stacy Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at LPL Financial since 2005 and previously spent six years with Ameriprise. Outside of her advisory role, Martin has ownership in a retail hobby shop business and involvement in business entities related to 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 other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

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.

Matthew Semones is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and three years of industry experience. He has held roles at Primerica Financial Services since 2022 and operates a business called Curb Appeal. Additionally, he is active in real estate sales and Medicare planning consulting through other independent activities. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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 and securities licenses Series 63 and Series 66. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Merrill. 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 written recommendations and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

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.

Tammy Massie is a financial advisor at Primerica Advisors with one year of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at PFS Investments Inc. and Primerica Financial Services. Outside of finance, she has been involved with Rhythm of Birth since 2011. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and about $15.5 billion in assets under management, offering advisory services through model-delivery strategies managed by third-party asset managers.

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.

Leland Gill is a financial advisor at Wells Fargo Clearing in Blacksburg, VA, holding a Series 66 designation with 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Semones is a financial advisor with Primerica Advisors in Blacksburg, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors since 2018 and previously worked at Primerica Financial Services and Cornerstone Home Improvements. Outside of advisory work, he is involved in the sale of home-related products and services through affiliated companies including mortgage and home security referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional plan management.

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.

Michael Semones is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Primerica Advisors since 2019 and previously worked at Integrity Financial Planning, Inc. from 2017 to 2019. Outside of his advisory work, he serves as president of Semones Consulting, Inc., which focuses on Medicare planning, and is involved in healthshare plan consulting through a related entity. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-based strategies managed by unaffiliated asset managers and supports trading and custody through BNY Mellon Advisors and Pershing.

Michael Cooke is a financial advisor with Equitable Advisors in Blacksburg, VA, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. In addition to his advisory role, Cooke maintains a CPA practice, providing consulting on complex tax matters. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party investment solutions delivered through a large network of representatives.

Ruth Cline is a financial advisor with Ameriprise in Radford, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, she has held various roles including positions at The Community Foundation of Harrisonburg and Rockingham County and several service industry jobs. Outside of advising, she is the head coach for the 14U Girls volleyball team at Rocktown Volleyball Club and co-owner of a family business exploring personal investment opportunities. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm utilizes a centralized team and algorithmic tools to provide non-discretionary recommendations that address asset allocation and withdrawal strategies.