Landen Mays is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked at First National Bank and has backgrounds in education and customer service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with various investment strategies and technology tools.

Don Satterfield II is a financial advisor at Edward Jones in Rustburg, VA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones for 19 years, starting in 2007. Outside of his advisory role, he is a partner in a landscaping business based in Danville, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kelly Letchworth is a Wealth Management Advisor and Senior Portfolio Advisor with The Hoskins Group, a team recognized as a 2024 Forbes Best-in-State Wealth Management team. She is part of a group of six professionals providing comprehensive wealth management services to individuals and families, focusing on creating personalized financial strategies that align with clients' values and life stages. Kelly's expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and serving women and wealth clients. As a Certified Financial Planner® and Certified Plan Fiduciary Advisor®, she holds Series 7 and Series 66 FINRA registrations and is licensed in Virginia for Life and Health Insurance. She earned her Bachelor's Degree in Financial Planning from Liberty University. Outside of her professional work, Kelly enjoys spending time with her husband, son, and their two dogs, frequently attending baseball games together. Her personal interests also include cooking, antiquing, interior decorating, reading, and traveling.

Joshua Crouse is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. He has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America N.A., with seven years at those firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Stephen Cooper is a financial advisor with Cambridge Investment Research Advisors in Lynchburg, VA, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior experience includes seven years at Lincoln Financial Securities. Outside of his advisory role, he is a managing partner and independent insurance agent at Commonwealth Financial Group. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and both discretionary and non-discretionary investment approaches.

Laura Holt is a financial advisor with LPL Financial in Lynchburg, VA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has worked at LPL Financial since 2018 and First National Securities since 2015. Outside of her advisory work, she is a business owner of a home-based company that makes and sells bath products, serves as a notary public for the Commonwealth of Virginia, and acts as Financial Secretary on the board of Childrey Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms, with an emphasis on a range of strategies and operational tools.

Brenton Helms is a CFP® and ChFC® with 17 years of experience in the financial services industry. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, investment options, and fiduciary services supported by a nationwide network of more than 23,700 financial advisors.

Robert Hoskins is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 17 years of experience in the financial services industry, focusing on helping clients accumulate, build, preserve, and distribute wealth. His expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds a Bachelor's Degree from Lynchburg College and a Personal Investment Advisor (PIA) designation. Robert is a member of the Society of the Cincinnati and is involved in community activities, including volunteering with New Covenant Schools. Robert was born and raised in central Virginia and lives on a small farm outside of Lynchburg with his wife and three children. His personal interests include antiquing, chess, fishing, genealogy, horseback riding, music, singing, wood working, spending time with his family, and traveling.

David Midkiff is a financial advisor at Stifel with 11 years of industry experience, holding a Series 66 designation. He has been with Stifel Nicolaus & Co Inc since 2014. Midkiff serves on the board of the Downtown Lynchburg Association and acts as treasurer for the Forest Softball Organization supporting the softball program at Jefferson Forest High School. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Demond Bolden is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at National Life Group, Equity Services Inc, and Merrill. Outside of advising, he serves on the board of directors for the Old City Cemetery/Southern Memorial Association in Lynchburg, VA. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, offering access to third-party asset managers and model-driven portfolio implementation. The firm supports a broad client base including high-net-worth investors and employer-sponsored retirement plans.

Baron Becker is a financial advisor at Robert Baird & Co. with 33 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. He holds Series 63 and Series 65 licenses and is based in Lynchburg, VA. Robert Baird & Co.’s DDK Group serves individual, corporate, pension, and charitable clients through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and unified fee arrangements, supported by internal research and technology tools.

Brian Burkey is a financial advisor with Edward Jones holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for ten years at Berkeley International School. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, providing a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

William Hengerer is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves as a sommelier at Primland Resort. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options including financial planning, model portfolios, and institutional platforms, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Patrick Mccray is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked at LPL Financial and McCray Financial Group. His background includes multiple roles at Liberty University and Virginia Tech. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Jeremy Marcum is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized wealth management strategies tailored to individual client goals. With over a decade of experience in finance, Jeremy helps individuals, families, and businesses build financial strength and stability through transparent guidance and discretionary investment strategies. He leverages Merrill’s resources, model portfolios, and third-party strategies to create balanced portfolios that align with clients’ unique objectives, including areas such as college education planning, family wealth management, retirement planning, tax minimization, and socially responsible investing. Jeremy holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from George Washington High School. He also attended Marshall University without obtaining a degree. Committed to community engagement, he participates in volunteer activities with organizations like United Way. Outside of his professional role, Jeremy enjoys spending time with his wife Heather, their four children, and grandson. His personal interests include baseball, basketball, camping, fishing, football, golfing, music, singing, softball, and family time, all of which inspire his dedication to helping clients secure their financial futures.

Joshua Melvin is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He previously held roles at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory work, he serves as treasurer for the Appomattox Soccer Association. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using Wells Fargo research and planning tools to develop tailored recommendations across a broad range of financial planning needs.

Christopher Gibson is a financial advisor with LPL Financial in Lynchburg, VA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Raymond James Financial Services and American National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive financial service capabilities.

Clifton Stott is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2009. Outside of his advisory role, he serves as chair of the finance committee and is a member of the administrative council at Lane Memorial Methodist Church. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Benjamin Abraham is a financial advisor at Edward Jones in Lynchburg, VA, holding the CFP® and ChFC® designations along with a Series 66 license. He has nine years of industry experience, all of which have been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Mark Hurley is a financial advisor with Equitable Advisors in Lynchburg, VA, holding Series 63 and Series 65 credentials and six years of industry experience. His background includes a brief tenure at Edward Jones and sixteen years at Lynchburg Nissan/Mazda prior to his current role. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a range of in-house and third-party programs. The firm emphasizes matching clients to appropriate investment models and fiduciary services, utilizing both proprietary and non-proprietary solutions.