Nathan Wallace is a financial advisor with Edward Jones in Vinton, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Eastern Healthcare Group and Medical Facilities of America, among other positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brennan Rhule is a CFP® with 11 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has held previous roles at Actaeon Wealth Management, Woodbury Financial Services, Raymond James Financial Services Advisors, and Merrill. Rhule also engages in financial planning and education through independent entities. Osaic Wealth serves a diverse range of clients, including individual and institutional investors, providing integrated brokerage and advisory services. The firm utilizes a variety of asset-allocation tools and multiple advisory platforms to deliver tailored portfolio management and retirement consulting.

John White is a financial advisor with Ameriprise in Roanoke, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Outside of advising, he operates an Airbnb rental located in an upstairs loft of a barn at his farm in Roanoke. Ameriprise is an institutional firm serving primarily clients approaching or in retirement, offering a retirement-income planning service that integrates research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

James Seiler is a financial advisor with Primerica Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Sheppard Financial Group since 2024 and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2017. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses tiered wrap fees, focusing on individual clients rather than institutional or pension plans.

Rebecca Tuell is a Series 66-licensed financial advisor with Edward Jones in Roanoke, VA, and has two years of industry experience. Prior to joining Edward Jones, she worked with the YMCA of Virginia's Blue Ridge and served in Roanoke City Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on both discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Matthew Trent is a financial advisor with Edward Jones in Roanoke, VA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019. Outside of his advisory role, he provides private baseball lessons and assists with clinics at Rip City Training Center, a sports training facility where he has been involved since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Kenneth Berrios is a financial advisor with Edward Jones in Salem, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he was with Tax Protection Plus for eight years. Outside of his advisory role, he is a co-founder of Watch Cloud Cyber Security, providing business consulting and strategy on a limited basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment advisory programs and affiliated capabilities through a large nationwide network of financial advisors.

Andrew Gentiluomo is a financial advisor with Fortezza Wealth Advisors, LLC in Fincastle, VA, holding a Series 66 designation and 21 years of industry experience. He has worked at National Life Group and several other firms prior to founding Fortezza Wealth Advisors in 2026. Outside of his advisory role, he serves as a licensed soccer referee for USSF, NCAA, and high school games. Fortezza Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, technical and fundamental analysis, and modern portfolio theory, managing accounts primarily on a discretionary basis.

Charles Brinkman is a financial advisor at Integrity Investing, Inc with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Outside of his advisory work, Brinkman manages several real estate LLCs, dedicating about half of his work time to these ventures over the past five to ten years. Integrity Investing, Inc is a firm with two advisors that provides supported investment services.

Timothy Brinkman is a financial advisor at Integrity Investing, Inc with a Series 65 designation and one year of industry experience. Prior to entering financial advising, he worked for 13 years at Manitowoc Cranes. Integrity Investing, Inc is a small firm that supports a limited number of advisors.