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.

Brandon Lacroix is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in wealth and asset management strategies tailored to high net worth individual and institutional clients. His approach is grounded in assessing each client's risk tolerance, time horizon, liquidity needs, and overall investment objectives, with a focus on delivering service. Brandon joined Merrill Lynch Wealth Management in March 2006, following experience at a multi-national insurance and financial planning firm. He holds a B.S. in Economics and a Markets and Management Certificate from Duke University, where he also served as captain of the varsity golf team. Brandon holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). He is qualified as a Portfolio Manager capable of managing personalized investment strategies and third-party investment options. Brandon is involved in several community organizations, such as the American Cancer Society, the Life Ring Foundation where he serves as a board member, and the Roanoke Valley Golf Hall of Fame Scholarship Committee, where he assists in awarding scholarships to students. He contributes as a Duke University Area Alumni Interviewer for admissions. A native of Roanoke, he resides in the area with his wife Caroline and daughter Lilly.

Logan Conroy is a Series 66 licensed financial advisor with 11 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Securities, LLC and Bb&T Investment Services, Inc. He is based in Roanoke, VA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and the AMC Advantage manager-selection program, implementing advice through discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Jeffrey Glenn is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Farther. He previously worked for Wells Fargo Advisors for 10 years. Outside of his advisory role, he is a managing member of Atomic Properties, LLC, a real estate property management business in Roanoke, VA. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm applies Modern Portfolio Theory using bespoke allocations or proprietary algorithmic models, primarily investing in ETFs, mutual funds, individual equities, and fixed income.

Clayton Nash is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Roanoke, VA, holding Series 63 and Series 65 licenses and accumulating 10 years of industry experience. He has worked at National Life Group since 2019 and previously at Commonwealth Financial Network and MetLife Securities. Outside of his advisory role, Nash is involved in insurance sales and tax preparation through several business entities he owns or operates. 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 often utilizing third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.

Reynolds Lynch III is a financial advisor at Davenport & Company LLC with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Davenport since 2015. His prior experience includes long tenures at Scott & Stringfellow, Inc. dating back to 1992. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm organizes its asset management through portfolio manager teams, an Investment Policy Committee, and a Manager Research team, offering a variety of separately managed accounts, mutual funds, and model portfolios.

Charles Sellers is a financial advisor at Davenport & Company LLC with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Sellers has been with Davenport since 2003. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm manages a range of investment strategies through dedicated portfolio teams and offers separately managed accounts, mutual funds, ETF models, and unified managed accounts.

Burt Mac Kenzie IV is a Series 66-licensed advisor at Commonwealth Financial Network with one year of industry experience. He has also served as an adjunct professor teaching English composition at Virginia Western Community College since 2018. Commonwealth Financial Network supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets, offering a broad platform that includes managed-account programs, third-party asset manager access, and custody services.

Gerald Tuck is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Metlife Securities, Inc. and Mass Mutual Investors Services before joining Commonwealth in 2018. Tuck is also the sole owner of Tuck Financial Services, LLC, a private entity related to his advisory and insurance activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors. The firm offers managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services, working with clients through discretionary and nondiscretionary portfolio solutions.

Daniel Evans is a financial advisor at Equity Services, Inc. with a Series 65 credential and four years of industry experience. His prior work includes roles at Knights of Columbus Insurance and National Life Group, as well as eight years of service in the United States Navy. Outside of his advisory duties, Evans serves as a volunteer leader for Trail Life USA Troop VA-8231 and is involved in educational seminars with The Society of Financial Awareness. Equity Services, Inc., operating 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, utilizes third-party asset managers and model portfolios, and manages a significant portion of assets on both discretionary and non-discretionary bases.

Edgar Freeman is a financial advisor with Eagle Strategies (NY Life) in Roanoke, VA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co., and Wells Fargo Bank, NA. Freeman serves as Treasurer for Lapsley’s Run Baptist Church and is a Board Member and Financial Chairman for the Rockbridge Area YMCA. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes customized recommendations and manages a majority of its assets on a non-discretionary basis.

Jason Turner is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Bb&T Securities, LLC. Outside of his advisory work, he breeds and raises cattle and hogs for livestock sale. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and tools.

Jennifer Powell is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2016 and spent a year at SunTrust Investment Services prior to that. Outside of advising, she and her husband manage a part-time Airbnb rental of her grandparents' home. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management strategies, supported by third-party platforms and AI-enabled research tools.

Marcelino Villaflor Jr. is a financial advisor at Equity Services, Inc. with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including LPL Financial, National Life Group, and Gradient Advisors, LLC. Outside of his advisory work, he is involved in insurance sales through affiliated brokerages and serves as a coach and substitute teacher at a Catholic high school in the Diocese of Richmond. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a wide range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms using third-party asset managers and combines long-term strategies with options for shorter-term trading.

Patricia Lucas is a financial advisor with Equity Services, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. Her career includes roles at National Life Group, Metlife Securities, and Metropolitan Life Insurance Company. Outside of her advisory work, she serves as an administrator for a local food pantry affiliated with Feeding America, coordinating food orders and distribution. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Todd Hearp is a financial advisor with Equity Services, Inc. holding Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Equity Services since 1993 and has maintained an affiliation with National Life since 1989. Hearp is involved in several nonprofit and community activities, including serving on the boards of the American Cancer Society’s Swing for a Cure and the Lanto Griffin Foundation, which supports junior golf. Equity Services, Inc., operating 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 blends long-term investment strategies with options for shorter-term trading and frequently utilizes third-party asset managers and model portfolios.

Christopher Walters is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at BB&T Securities and Truist Advisory Services. Walters serves on several nonprofit and advisory boards, including the Sigma Chi Foundation Board of Governors and Roanoke College’s President’s Advisory Board. 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, financial planning, consulting, and multiple advisory programs with a combination of in-house and third-party portfolio management.

Derek Carter is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Roanoke, VA, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at Equity Services, National Life Group, and AXA Advisors. Outside of his advisory roles, he is also involved in insurance sales and works as a shuttle driver. Equity Services, Inc. provides financial planning, consulting, and asset management to a broad range of clients, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining predominantly long-term strategies with options for discretionary and non-discretionary management.

Roy Roberson Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Fairway Financial Partners LLC and Equity Services, Inc. since 2012 and has operated Roberson Financial Services since 1999. Outside of his advisory roles, he serves as a boys basketball head coach at Sanderson High School in Raleigh, NC. 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, frequently utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Lavonia Welfare is a Series 66 licensed advisor at Davenport & Company LLC in Roanoke, VA, with 21 years of industry experience. She has been with Davenport since 2007 and previously worked at UBS Financial Services. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, fixed income, public finance, and investment advisory services. The firm employs portfolio manager teams and an Investment Policy Committee to manage separately managed accounts, mutual funds, and other investment strategies.