Benjamin Tuck is a financial advisor with Ameriprise in Blacksburg, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Eagle Strategies and New York Life from 2012 to 2020. He serves on the board of Habitat for Humanity of the New River Valley and is involved with Monuments Across Appalachian Virginia, providing business and financial guidance to regional nonprofits. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

Mark Tapp is a financial advisor with Ameriprise in Radford, VA, holding a Series 63 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anthony Billue is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has held positions at Avantax Advisory Services and several related entities for over two decades and currently serves as Chief Executive Officer of Clarion Wealth Management and Treasurer of Clarion Tax & Wealth Strategies. Billue operates a tax preparation and accounting practice as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and unaffiliated investment managers across various program structures.

Samuel Williams is a CFP® with nine years of experience at Stifel Nicolaus & Co Inc. He has worked at the firm since 2017 and previously spent time at Enterra Capital and Statewide Remodeling. He serves as an advisory board member for the Radford High School Foundation, a nonprofit supporting children in the Radford City School system. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services alongside fee-based financial planning. Its investment approach is based on proprietary methodologies developed by the Stifel Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and retirement planning.