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.

Edgar Freeman is a financial advisor with Eagle Strategies (New York Life) based in Roanoke, VA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at NYLIFE Securities, New York Life Insurance Company, and Wells Fargo Clearing. 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 provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm delivers customized advice through multiple program types and manages a substantial portion of its assets on a non-discretionary basis, particularly serving retirement investors and plan sponsors.

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.

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.

Lavonia Welfare is a Series 66-licensed financial advisor with Davenport & Company LLC, based in Roanoke, VA. She has 21 years of industry experience, including seven years at UBS Financial Services before joining Davenport in 2007. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking, employing dedicated portfolio manager teams and an Investment Policy Committee to manage diversified strategies and mutual funds.

Ethan Stevenson is a financial advisor at Davenport & Company LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Citizens Bank, First Citizens Investor Services, Self Help Credit Union, and Roanoke College. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, investment banking, and advisory. The firm organizes asset management through dedicated portfolio teams and committees, managing multiple mutual funds and fixed-income strategies while providing both fee-based and commission-based account options.

Mark Purcell is a financial advisor with Truist Advisory Services in Roanoke, VA. He holds a Series 66 designation and has 15 years of industry experience. His career includes roles at Truist Investment Services, Suntrust Advisory Services, and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection services through a combination of discretionary and non-discretionary strategies.

Grayson Prillaman is a financial advisor at Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Davenport & Company since 2007 and previously spent seven years 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, and investment banking services. The firm’s asset management is organized around dedicated portfolio manager teams and provides a range of advisory programs and mutual fund strategies.

Lindsay St. Peter is a financial advisor at Davenport & Company LLC in Roanoke, VA, with eight years of industry experience. She holds a Series 66 designation and previously worked at HomeTown Bank from 2014 to 2018. Outside of her advisory role, she serves on the finance committee of Lighthouse Bible Church and is a board member and committee participant for Family Service of Roanoke Valley. Davenport & Company serves individual and institutional clients by offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages its asset management through dedicated portfolio teams and an Investment Policy Committee, and it acts as adviser to multiple mutual funds while providing both fee- and commission-based account options.

John Hartman II is a financial advisor at Clearstead Advisory Solutions with seven years of industry experience. His background includes roles at JP Morgan Chase Bank and JP Morgan Securities, as well as several advisory firms prior to joining Clearstead. He is a 49% owner of LiveFree LLC, which owns the Pure Barre franchise in Roanoke, VA. Clearstead serves affluent private clients and institutional investors, providing a range of services including investment management, financial planning, tax compliance, and family office administration, with approximately $33.9 billion in assets under management across its 59-advisor team.

David Bowman Jr. is a CFP® with 17 years of industry experience, currently advising at Truist Advisory Services since 2021. He previously worked at BB&T Securities and SunTrust Investment Services. Outside of finance, David serves as a scuba instructor with Aquatrek Adventures. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, implementing advice through discretionary and non-discretionary manager relationships supported by AI-enabled research and inter-affiliate resources.

Oliver Surprenant is a financial advisor with Truist Advisory Services in Roanoke, VA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, BB&T Bank, Northwestern Mutual, and JMS Builders Developers Inc. He has worked with Truist entities since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager arrangements and offers specialized programs such as the AMC Advantage for clients seeking third-party manager selection.

Kirsten Ehrich is a financial advisor at Davenport & Company LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley, Wells Fargo Clearing, and Carilion Roanoke Memorial Hospital. Outside of her advisory work, she owns Carilion Wellness and is a yoga instructor. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm combines an affiliated broker-dealer with a full advisory platform and manages a range of portfolios including mutual funds, separately managed accounts, and ETFs.

Katrina Goode is a financial advisor at Davenport & Company LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2012. Prior to her financial services career, she spent 19 years in the NASCAR industry. Outside of work, she serves on the finance committee of the Girl Scouts of Virginia Skyline Council. Davenport & Company LLC provides asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services to individual and institutional clients. The firm offers separately managed accounts and mutual fund strategies, operating as an employee-owned company with a history dating to 1863.

Gretchen Beedle is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 credentials. She has nine years of industry experience, including roles at The Conner Group, NYLIFE Securities LLC, and New York Life Insurance Company. Beedle serves on the board of the Community Foundation Serving Western Virginia and is active as Vice President of the Shenandoah Club and as a volunteer chair for a local museum fundraising luncheon. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types, including fee-based advice and retirement plan consulting, with the majority of its assets managed on a non-discretionary basis.

Michael Turk is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds the Series 66 designation and previously worked at Capital One Financial for eleven years. Outside of finance, he is co-owner and vice president of Olde Salem Brewing Co., a brewery located in Salem, VA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios.

Bobby Blankenship is a CFP®-certified financial advisor with 31 years of industry experience, currently affiliated with Commonwealth Financial Network and Focus One Integrated Financial Planning. His prior experience includes long tenures at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved in tax preparation services 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 comprehensive back-office support and a range of advisory programs, enabling advisors to offer personalized portfolio management and wealth planning solutions under Commonwealth’s supervision.

Thomas Mcdonald is a Series 66 licensed advisor with Davenport & Company LLC, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he teaches tennis lessons at the Roanoke Country Club. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s advisory approach includes separately managed accounts, model portfolios, and mutual funds, supported by dedicated portfolio teams and research.