Craig Brigman is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and six years of industry experience. He previously worked at Edward Jones for five years and has experience in education and media through roles at Liberty University and I29 Films. Brigman is also involved in multiple business ventures, including ownership of tax and consulting firms and a partner role at Destination Wealth Advisors, where he provides investment management and advisory services. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of advisory and wealth management solutions, supporting advisor decision-making with access to various platforms, managed solutions, and banking-related programs.

Wendy Pauley is a financial advisor at Level Four Advisory Services with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Mid Atlantic Securities, Inc. from 2010 to 2022. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platform and sub-adviser arrangements.

Kevin Smith is a financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Foundations Investment Advisors LLC, SGL Financial, LLC, and National Life Group. Outside of his advisory roles, he owns and manages rental property in Roanoke, VA. Gradient Advisors 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 and third-party money managers, using a non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

A Carroll is a financial advisor with Geneos Wealth Management, Inc. in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Geneos since 2005. Outside of his advisory role, he acts as an independent representative for various insurance carriers focusing on fixed products. 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 with a range of investment strategies and account management options.

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 financial advisor with Strategic Blueprint, LLC in Roanoke, VA. He holds the CFP® designation and Series 63 and 65 licenses, and has three years of industry experience. His prior affiliations include The Strategic Financial Alliance, Inc. and Cornerstone Wealth Management. He is also an agent at Tucker Insurance Services, where he refers clients to Eric Tucker. Strategic Blueprint, LLC serves individuals including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based investment strategies and financial planning through a network of independent advisory representatives.

William Hubard is a financial advisor at Cary Street Partners with 38 years of industry experience. He has worked at Cary Street Partners Investment Advisory LLC since 2022 and has been with Dixon, Hubard & Feinour, Inc. since 1985. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, employing both third-party and in-house resources across a range of traditional and proprietary investment strategies.

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 at Equity Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and National Life Group. Outside of his advisory role, he is involved with CAG Tax Services, LLC, which provides tax preparation and bookkeeping services. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms, often employing third-party asset managers and model portfolios with a mix of long-term and shorter-term strategies.

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 at Truist Advisory Services with eight years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Truist Advisory Services, he worked at Truist Bank and SunTrust Bank, and he has also spent four years at Chick-fil-A. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled 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®-certified financial advisor with 17 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, where he has worked since 2022. Prior to that, he spent 16 years at Wells Fargo Bank, NA and a year at Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate 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 includes both discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.