Kevin Smith is a financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has prior experience with Foundations Investment Advisors LLC, SGL Financial, LLC, IPG Financial, and National Life Group. Outside of advisory work, he owns and manages rental properties. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives using a non-discretionary model, combining fundamental, technical, and cyclical analysis while emphasizing client approval for transactions.

A Carroll is a financial advisor at Geneos Wealth Management, Inc. with 34 years of industry experience. He has been with Geneos since 2005 and previously worked at Ameriprise for 13 years. Carroll holds Series 63 and Series 65 designations. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers, utilizing a variety of strategies including discretionary and non-discretionary account supervision.

Justin Stone is a financial advisor at Geneos Wealth Management, Inc. with CFP® and ChFC® designations and two years of industry experience. He has worked at Plott & French Financial Advisors and Geneos Wealth Management since 2022. Outside of his advisory role, he owns Business and Birdie Golf Tournaments. 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, employing a variety of analytic approaches and investment strategies ranging from long-term buy-and-hold to tactical trading.

Timothy Conrad is a CFP® with three years of industry experience currently serving as an advisor at Strategic Blueprint, LLC. His prior roles include positions at The Strategic Financial Alliance, Inc., Cornerstone Wealth Management, and Monsour Advisory Services. He is also licensed as an insurance agent with Tucker Insurance Services, where he refers clients to a colleague. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based portfolio management and financial planning services, including a formal Subscription Advisory Services program and a focus on client education through seminars and conferences.

William Hubard is a financial advisor at Cary Street Partners with 39 years of industry experience. He has worked at Dixon, Hubard & Feinour, Inc. since 1985 and joined Cary Street Partners Investment Advisory LLC in 2022. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving notable institutional niches including state and municipal government entities and insurance company clients.

Micah Rich is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at Secure Financial Group Inc, where he also serves as an insurance agent advising clients on insurance products including fixed-indexed annuities, Medicare, life insurance, and multi-year guarantee annuities. His background includes positions outside the financial industry, such as roles at Virginia Polytechnic Institute and United Parcel Service. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Homer Garrison Jr. is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His prior positions include roles at Wells Fargo Clearing, Wells Fargo Bank, and National Life Group. He is also involved with several business ventures, including insurance agency work and tax preparation services. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management to a diverse client base, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and uses third-party asset managers and model portfolios.

Marney Heath is a financial advisor at Janney Montgomery Scott with 25 years of industry experience and holds a Series 66 designation. She has previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Janney Montgomery Scott. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, and advisory programs.

Christopher Thomas is a CFP® professional with 34 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2022, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Kyle Duffer is a financial advisor with Equity Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equity Services, he worked at Thrivent Financial and Thrivent Investment Management Inc. Duffer also served in the United States Army for 27 years. Outside of his advisory role, he owns and operates a sheep farming business and is active in his local community as a deacon and vice president of civic organizations. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Wesley Brugh is a financial advisor with Eagle Strategies (NY Life) in Vinton, VA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Generational Financial Partners LLC, The Conner Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he volunteers as a basketball coach with Botetourt County Parks and Recreation and serves on the board of the Roanoke Rescue Mission Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutions, and plan sponsors. The firm delivers advice through various program types, emphasizing tailored solutions and manages the majority of its assets on a non-discretionary basis.

Cameren Asherbranner is a financial advisor with Equity Services, Inc. holding a Series 65 credential and one year of industry experience. He has worked with firms including National Life Group, Cornerstone Advisor Group, and New York Life. Outside of financial advising, he serves as Vice President at Business Network International and is involved with Young Catholic Professionals. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, integrates third-party asset managers, and combines long-term strategies with options for shorter-term trading.

Timothy Brauch is a financial advisor with Truist Advisory Services in Roanoke, VA. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to his current role, he worked at Truist Bank, ChickFilA, and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to a diverse client base, including individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, with a focus on inter-affiliate integration and AI-enabled equity research tools.

William Hendrickson is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Davenport & Company LLC for nine years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Barry Wirt is a ChFC® credentialed financial advisor with 44 years of industry experience. He has been with Equity Services, Inc. and National Life since 1993. In addition to his advisory role, Wirt is involved in life and health insurance sales through multiple entities in Roanoke, VA, where he has served as an agent and executive officer. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, with a mix of long-term strategies and options for shorter-term trading.

Corey Heck is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Truist Advisory Services since 2022 and previously spent over a decade at Wells Fargo in various advisory roles. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supplemented by AI-enabled research tools and inter-affiliate resources.

Brenden Mcreynolds is a financial advisor with Valic Financial Advisors holding a Series 66 designation and four years of industry experience. He currently serves as an assistant volleyball coach at Cave Spring Middle School and works as an agent with AGIA, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and advisory services through a large network of representatives, utilizing discretionary unified managed accounts and model-driven investment solutions.

James Beckett is a CFP® professional with 17 years of experience in financial services. He is currently with Truist Advisory Services and has previously worked at Wells Fargo Bank, Wells Fargo Clearing Services, and UBS Financial Services. He is based in Roanoke, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches.

Ian Hamre is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2022 and was previously with Harrison & Company Wealth Management LLC from 2014 to 2022. He serves as a trustee for the Haller G Prillaman Trust. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, regular rebalancing, and tax management.

Adam Peters is a CFP® professional with 13 years of experience in financial advising. He is affiliated with Commonwealth Financial Network and has worked previously at Mass Mutual and Metlife Securities. Peters is based in Roanoke, VA. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and back-office services, including portfolio management and retirement plan consulting. The firm offers various investment solutions and operates a platform that allows advisors discretion in portfolio construction while providing managed model portfolios and multiple program options.