Gatis Zigats is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, Carmax Auto Superstores, and Macy's. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, delivering investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs.

Michael O’Keefe is a financial advisor with Truist Advisory Services in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, and Signator Investors, prior to his current tenure at Truist starting in 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Michael Williams is a financial advisor with Eagle Strategies (NY Life) based in Roanoke, VA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Williams also operates Ascend Financial Strategies, LLC, which brokers New York Life products and non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a substantial majority of its assets on a non-discretionary basis.

Clark Lemaster is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior roles include positions at Wells Fargo Clearing and J.W. Cole Advisors. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, estates, and institutional sponsors. The firm offers brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

John Strother is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He has been with Davenport & Company since 2001 and holds Series 63 and Series 66 designations. Outside of finance, he provides drums and percussion instruction on a part-time basis. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Crystal Knuttgen is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. She has nine years of industry experience, including roles at The Conner Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory work, she serves as a board member and Membership Chair for the Roanoke chapter of Femcity. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers a range of programs tailored to client objectives, focusing primarily on non-discretionary asset management and working closely with institutional plan sponsors.

Elena Stanton Herrera is a financial advisor with Davenport & Company LLC, holding a Series 66 designation and three years of industry experience. She has worked at Davenport since 2022 and previously spent seven years at Wells Fargo. Davenport serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, and investment banking, supported by dedicated portfolio manager teams and a Manager Research group.

Megan Worley is a financial advisor at Davenport & Company LLC with one year of industry experience. She holds the Series 66 designation and previously worked at Gentry Locke Attorneys and American Electric Power. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm offers separately managed accounts, model delivery, and financial planning through dedicated portfolio manager teams and an Investment Policy Committee.

Victoria Lythgoe is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, First Citizens Bank, and Roanoke College. Outside of her advisory role, she manages a blog as an LTK Creator where she promotes various products. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, public finance, and investment advisory services. The firm employs dedicated portfolio teams and manages several mutual funds, providing a range of investment strategies and advisory programs.

Matthew Rose is a financial advisor with Valic Financial Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at Valic Financial Advisors since 2004 and is also associated with Agia, where he engages in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

Alison Elliott is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds a Series 66 designation and has worked at firms including Equitable and FocusOne Integrated Financial Planning. Outside of finance, she has experience with Orangetheory Fitness and has been involved with the Elks Lodge #197. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Ryan Kerr is a financial advisor with Integrated Wealth Concepts LLC in Roanoke, VA, holding a Series 66 credential and four years of industry experience. His prior work includes roles at LPL Financial, Market Square Advisors, and a brief tenure at Uber, as well as involvement with the Alzheimer's Association. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach and a range of model and wrap options.

Spencer Lowry is a financial advisor with Truist Advisory Services holding a Series 66 designation and no prior industry experience. He has worked at Truist Advisory Services since 2026 and previously held roles at TRUIST INVESTMENT SERVICES, INC., Carter Bank, Freedom First CU, American National Bank, and Atlantic Union Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships and integrates technology and inter-affiliate resources to support its investment offerings.

Sarah Rock is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Truist in 2022, she worked at Wells Fargo Clearing and Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Bryan Zimmerman is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has two years of experience in the financial services industry, alongside prior roles in education and manufacturing. Outside of advising, he has worked with Willis Welding and Machine for over a decade and spent 17 years with Roanoke County Public Schools. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis.

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.

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.

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.

Michaela Frantz is a financial advisor at Janney Montgomery Scott with nine years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets and UBS Financial Services. Frantz has been with Janney since 2025. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients and offers brokerage services, financial planning, and multiple advisory programs supported by both in-house and third-party portfolio management.