Carl Grove is a financial advisor with Edward Jones in Roanoke, VA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

James Carroll is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Equitable Advisors in Roanoke, VA, having previously worked at Truist Advisory Services, Suntrust Investment Services, Fidelity, Merrill, Charles Schwab, New England Securities, and UBS Financial Services. He serves as a FINRA arbitrator in Roanoke, VA. Equitable Advisors advises individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs to deliver personalized investment solutions.

John Register is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® designation and has worked at several firms, including Ameriprise Financial Services and Investment Centers of America. In addition to his advisory role, he serves as an adjunct professor at Virginia Western Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Angela Holmes is a financial advisor with Ameriprise in Roanoke, VA, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, primarily for clients with assets managed by Ameriprise.

Ezra Amiss is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor with Ameriprise Financial Services since 2016. He is based in Roanoke, VA, and is also the owner of Rand LLC. Additionally, he serves on the board of directors for LOA, where he chairs the finance committee. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on written recommendation reports and ongoing retirement-income planning advice designed for clients nearing or in retirement.

Jaret Mutter is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at UBS Financial Services, Truist Investment Services, and Cetera Advisor Networks. In addition to his advisory work, he serves as board president of Hunting Hills Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad network of investment adviser representatives through diverse investment platforms and utilizes advanced tools to assist advisors with operational and research functions.

Tanya Vess is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 66 credentials and 28 years of industry experience. Her work history includes positions at Truist Investment Services, INC., SunTrust Advisory Services, Wells Fargo Clearing, and currently Bank of Botetourt. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

Carl Beck III is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he has involvement with non-variable life and health insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Bethany Hajny is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 credential. She has one year of experience in the financial advisory industry, previously working at Boot Barn, Virginia Furniture Market, and US Cellular. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment models and advisory platforms.

Tracy Sledd is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Metlife Securities, Inc. for 11 years. Sledd is also an Independent Insurance Agent specializing in fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning without discretionary investment authority.

Derek Layman is a CFP® professional with 15 years of experience, currently affiliated with Cetera. He has worked at Cetera and Cetera Wealth Services, LLC since 2015 and also operates Layman Financial, a financial advisory and planning service. Outside of his financial career, he serves as a pastor at Christ Community Church and is vice chairperson of the board of Lake Christian Ministries. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services across various program structures and custodial relationships.

Ty Dunkleman is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in education and community recreation roles, including positions at Concord University and Christiansburg Recreation Center. Equitable Advisors serves a diverse client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a model-based investment approach, utilizing third-party asset managers and advisory programs while providing ERISA fiduciary services to qualified plans.

Ann Taylor Parcell is a financial advisor at Equitable Advisors with three years of industry experience. She holds a Series 66 designation and has prior work experience that includes administrative support roles and positions outside the financial sector. Parcell assists with computer administrative tasks for a family-owned business related to client communications and website updates. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing a range of third-party asset managers and proprietary tools to deliver customized investment solutions.

Amy Force Garrett is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she was self-employed for several years and has held various roles outside the financial industry. She volunteers as Grand Secretary for the International Knightly Order of Saint George and serves as Priory Inspector and Armorer for the Sovereign Military Order of the Temple of Jerusalem. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients with suitable investment models based on their personal and plan information.

Laura Hale is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and nine years of industry experience. She worked previously at Kettering Financial Advisory Group, Ltd for nine years before joining Cambridge in 2020. Hale is also the owner and president of Hale Financial Services, LLC in Roanoke, VA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using various strategies and platform arrangements.

Lydia Blackiston is a financial advisor with Wells Fargo Advisors in Roanoke, VA, holding a Series 63 designation and 22 years of industry experience. She has worked with various Wells Fargo entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting specific net-worth thresholds and integrates advisory services with other financial products and referral channels.

Richard Taylor Jr. is a financial advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Solid Rock Financial Partners, Eagle Strategies, NYLIFE Securities, and New York Life Company. Before entering the financial industry, he worked for United Parcel Service for over three decades. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party asset managers and provides ERISA fiduciary services to qualified plans.

Amy Wells is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked with Wells Fargo entities since 2009. Outside of her advisory role, she acts as a check signer for a hauling business owned by her spouse in Rocky Mount, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized niche areas, and utilizes proprietary research and planning tools to develop tailored recommendations for clients.

Sir Jamison Cox is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked at Walmart and has experience in higher education roles at the University of Georgia and the University of North Georgia-Oconee. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and financial goals.

Carl Grove is a financial advisor with Edward Jones in Roanoke, VA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2021, he spent nine years in full-time education and briefly worked at Liberty University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.