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.

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.

Michael Gregoire is a financial advisor with Primerica Advisors in Blacksburg, VA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to his advisory role, he worked in the hospitality industry at several hotels including Hotel Roanoke and Conference Center and InterContinental San Diego. Outside of advisory services, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its investment solutions.

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.