Daniel Webb is a financial advisor with Eagle Strategies (NY Life) in Roanoke, VA, holding Series 63 and Series 65 credentials and having four years of industry experience. He has worked with several firms, including Blanks & Company, Solid Rock Financial Partners, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, he serves as the 1st Vice Chairman on the board of the Roanoke County Republican Committee and is active in Business Networking International as an Education Coordinator. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

John Edmunds is a CFP® professional with 27 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held prior roles at MassMutual and MetLife Securities, among others. Outside of his advisory work, he is a partner in a tax preparation business, Valley Tax Solutions, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a wide range of individual and institutional clients. The firm offers various managed-account programs and access to third-party asset managers, providing support for discretionary and nondiscretionary portfolio implementation.

Mark Tanis is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He previously worked at Bank of America Merrill Lynch for 22 years. Outside of his advisory role, he serves as an assistant volleyball coach at Cave Spring High School in Roanoke, VA. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Paige Barham is a financial advisor with First Citizens Investor Services, Inc. in Roanoke, VA, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. She has been affiliated with First Citizens Investor Services since 2015 and with First Citizens Bank since 2013. Outside of her advisory role, Barham serves as a board member of the Botetourt County Chamber of Commerce. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-centered process involving financial needs assessments and a mix of fundamental, quantitative, and technical analyses to manage diverse investment portfolios.

Robert Howard is a financial advisor at Equity Services, Inc. with four years of industry experience. He holds the Series 65 designation and has worked at firms including Knights of Columbus Insurance and National Life Group. Outside of his advisory role, he serves on the board of Special Angler Inc., a nonprofit providing access to fishing tournaments for individuals with special needs. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm employs multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading, and has both discretionary and non-discretionary client programs.

Marc Hirshorn is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Metropolitan Life Insurance Company and Metlife Securities, Inc. He is the owner and president of Hirshorn Financial Services, LLC, a company that manages insurance, securities, and investment advisory business proceeds. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets through a broad platform of managed account programs, third-party asset managers, and custody services.

Robert Fry is a financial advisor with Commonwealth Financial Network in Roanoke, VA, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including roles at Metlife Securities, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. Fry is also the owner of Fry Financial Planning, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting affiliated advisors with operations, trading, technology, and compliance services.

Nikolas Boone is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 licenses. He began his advisory career in 2026 after gaining experience at Country & Lake Life Financial Strategies, LLC, Nylife Securities LLC, and New York Life Insurance Company. Boone’s background also includes four years as a student at Roanoke College and several years of work experience outside the financial industry. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a client-centric process led by investment advisor representatives that incorporates multiple analytical methods to allocate assets across various investment vehicles.

Charles White is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and six years of industry experience. His work history includes roles at LPL Financial LLC, Equitable Advisors, AXA Advisors LLC, and Summit Springs, Inc. He also served with the Boy Scouts of America, Blue Ridge Mountains Council. White serves on the board of Summit Springs, Inc., a for-profit organization. Independent Advisor Alliance works with a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines a network of advisory representatives with access to brokerage services through LPL Financial and utilizes technology platforms to enhance portfolio management and estate planning.

Matthew Barrette is a financial advisor with Integrated Wealth Concepts LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Integrated Wealth Concepts since 2021 and previously held roles at LPL Financial and Level Four Advisory Services. Barrette has involvement in insurance-related activities, including non-variable insurance products and acting as an agent for fixed insurance lines. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a combination of internal management and third-party asset managers.

Rachel Mccray is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. She has worked at Commonwealth Financial Network across multiple periods since 2018 and previously held roles at Sage Creek Planning and Investments, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Christene Mcnew is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 registrations and possessing nine years of industry experience. She has worked at Infinex Investments, Inc. since 2018 and previously spent time with LPL Financial, LLC in 2017. Mcnew also has a long-standing role at New Peoples Bank beginning in 2012. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of adviser representatives. The firm combines a hybrid adviser/broker-dealer structure with a model that delegates investment analysis and account management to its advisers, offering both discretionary and non-discretionary advisory services along with access to alternative investments and lending solutions.

Billy Mason is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has previously worked at METLIFE Securities Inc and has spent multiple years at Commonwealth Financial Network and Blue Haven Strategic Financial Group. Outside of his advisory role, Mason is co-owner of two property management companies in Roanoke, VA, and Tampa, FL. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of advisors and institutional clients, managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Xinrui Wu is a financial advisor at Equity Services, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Equity Services, Wu worked at National Life Group and the American Society of Clinical Oncology. Wu's background also includes roles in education at the University of Virginia, YORK School, and Wuhan Foreign Languages School. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term investment strategies with options for shorter-term trading, utilizing both discretionary and non-discretionary management approaches.

Hannah Coulling Beckley is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation and has prior experience at Deloitte & Touche LLP. Outside of advising, she is involved in tax preparation through Tax Strategies, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program options.

Thomas Davis is a financial advisor with Integrated Wealth Concepts LLC in Roanoke, VA. He holds Series 63 and Series 66 licenses and has 40 years of industry experience. His prior work includes roles at LPL Financial and Level Four Advisory Services. Outside of his advisory work, he has been involved in non-variable insurance sales and acts as a referring agent for group and individual health insurance. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income using primarily a long-term approach supplemented by shorter-term trading for rebalancing or cash needs.

Larranne Wood is a financial advisor with Truist Advisory Services in Roanoke, VA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at SunTrust Investment Services since 2017 and has been affiliated with SunTrust Bank since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and consulting supported by AI-enabled research tools and supervisory oversight.

Andrew Mc Quillan is a financial advisor with Bankers Life Advisory Services, Inc. in Roanoke, VA. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at SCI, Inc. from 2015 to 2020. In addition to his advisory work, he serves as an insurance agent providing retirement solutions focused on health coverage, final expense planning, and retirement income. Bankers Life Advisory Services, Inc. offers discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio decisions.

Charles Mitchell Jr. is a CFP® professional with 18 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, LLC and BB&T Investments. Outside of his advisory work, Mitchell owns several residential rental properties managed by third parties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and consulting services supported by third-party platforms and emphasizes integrated inter-affiliate service arrangements.

Bryan Rich is a financial advisor at Brookstone Capital Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2019. Prior to that, he was with Horter Investment Management and serves as president of Secure Financial Group, Inc., where he consults on insurance, annuities, and precious metals. 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 broad client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering primarily discretionary investment management through model portfolios, unified managed accounts, and separately managed accounts.