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 as well as Series 63 and Series 66 licenses. Prior to joining Ameriprise in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2015 to 2025. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on tax-aware withdrawal strategies and dependable income sources.

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 with Primerica Advisors holding Series 65 and Series 63 credentials. She has been in the industry since 2025 and has prior experience at PFS Investments Inc. Outside of finance, she is involved with Rhythm of Birth, an organization she has participated in since 2011. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven strategies developed by external asset managers and supports client accounts with custody and execution services through Pershing.

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 with Wells Fargo Clearing in Blacksburg, VA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

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 65 and Series 63 licenses and nine years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2019 and previously at Integrity Financial Planning, Inc. from 2017 to 2019. Semones is also president of Semones Consulting, Inc., a firm involved in Medicare planning and healthshare plan consulting. Primerica Advisors is a large institutional firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program. The firm emphasizes model-driven investment strategies and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

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 beginning her advisory career in 2024. Prior to joining Ameriprise, she held various roles including coaching volleyball and involvement with a community foundation. Outside of her advisory work, she is the head coach for the 14U girls volleyball team at Rocktown Volleyball Club and co-owns a family business exploring personal investment opportunities. Ameriprise serves primarily clients approaching or in retirement, offering retirement-income planning services that combine research, modeling, and tax-efficient strategies, supported by a large institutional platform providing advisory, brokerage, and insurance solutions.

Christine Smith is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Smith serves on the Board of Directors for Rotary and has held leadership roles with Rotary International and the American Business Women's Association. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive network of advisors and affiliated companies.

James Chandler is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience. His previous roles include positions at Truist Advisory Services, Wells Fargo Advisors, and Atlantic Union Financial Consultants. Outside of advisory work, he acts as power of attorney for healthcare and financial decisions. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored financial planning and investment consulting, leveraging risk profiling and modeling tools to support non-discretionary advisory services.

Meghan Kuczmarski is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she was involved with Peacework Development Fund Inc and worked as a self-employed consultant. She holds volunteer leadership roles with the Newcomers Club and Virginia Tech Alumni Association NRV Chapter, and previously served as past president of the Kiwanis Club in Blacksburg, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jessee Harrell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with three years of industry experience. He has been with Primerica Advisors since 2023 and has worked at Primerica Financial Services since 2022. Outside of advisory work, he has experience in education and community involvement through roles with Floyd County Public Schools and local organizations in Blacksburg, VA. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm leverages model-delivery strategies managed by unaffiliated asset managers and operates at scale with extensive advisor and office networks.

Kaleigh Weatherholtz is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and has worked in various roles including as a non-registered assistant and in community and educational settings such as EPAN Volleyball Club and local schools. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models implemented through third-party managers and delivers services via a network of Investment Adviser Representatives.

Cory Byrd is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 11 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.