Kathleen Tillman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Equity Services, Inc. She has worked at firms including National Life Group, Northwestern Mutual Investment Services LLC, and LPL Financial LLC. Outside of her advisory role, she holds positions related to tax and bookkeeping and serves as treasurer for a nonprofit organization. Equity Services, Inc. provides financial planning, consulting, and asset management to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms often utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading.

Eugene Colligan is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including National Life Group, MML Investors Services, and TIAA. Outside of his advisory work, he is a martial arts instructor at The Fighters Garage. 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 and often utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

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.

John Edmunds is a CFP® with five years of industry experience, currently affiliated with Commonwealth Financial Network. His prior work includes six years at First Trust Advisors L.P. and First Trust Portfolios L.P. Outside of advisory work, he is the owner of Edmunds Franchise Group, LLC, a holding company. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Clark Lemaster is a CFP® with nine years of experience in the financial industry. He is currently an advisor at Janney Montgomery Scott and previously worked at Wells Fargo Clearing, J.W. Cole Advisors, and Invest Financial Corp. Janney Montgomery Scott 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, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

John Strother is a financial advisor with Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Davenport & Company since 2001. Outside of finance, he provides private instruction in drums and percussion. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a wide range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing a variety of strategies managed by specialized teams and committees.

Marc Chandler is a financial advisor at Truist Advisory Services with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Truist Advisory Services in 2025, he worked at Truist Bank since 2021 and SunTrust Bank from 2011 to 2021. 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 manager selection through its AMC Advantage program.

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 at Davenport & Company LLC in Roanoke, VA, holding a Series 66 designation with three years of industry experience. She previously worked at Wells Fargo from 2015 to 2022 before joining Davenport in 2022. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management is organized around portfolio manager teams and a Manager Research team, managing various investment strategies including separately managed accounts, mutual funds, and ETF portfolios.

John Bradberry is a CFP® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at several firms including Metlife Securities, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Bradberry is also a co-owner of Sage Creek Planning and Investments, a private advisory entity. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and back-office support. The firm’s platform offers discretionary portfolio construction and model portfolios managed by its Investment Management and Research team.

Megan Worley is a financial advisor at Davenport & Company LLC with one year of industry experience. She holds a Series 66 designation. Prior to joining Davenport, she worked at Gentry Locke Attorneys and American Electric Power. Davenport & Company serves individual and institutional clients, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm structures its asset management through dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team, offering a range of separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Patrick Johnson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes positions at Wells Fargo Advisors and Wachovia Bank before joining Truist in 2022. Johnson serves as Treasurer of the Southwest Virginia Business Development Association and is active on the Board of Directors and as Youth Coordinator for the Rotary of Downtown Roanoke, where he organizes youth exchange programs. He is also a board member of Capital for Counsel, a small nonprofit focused on funding mental health treatment access. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, investment policy analysis, and the AMC Advantage manager-selection program. The firm integrates discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled equity research, with a distinctive affiliation structure involving its broker-dealer and banking entities.

Victoria Lythgoe is a financial advisor at Davenport & Company LLC with two years of industry experience. She holds the Series 66 designation and has prior experience at Morgan Stanley and First Citizens Bank. Outside of her advisory role, she operates a blog as an LTK Creator, promoting various consumer products. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm’s investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversee strategies across managed accounts, mutual funds, ETFs, and fixed-income portfolios.

Christian Decesaris is a financial advisor with Equity Services, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Equity Services, Decesaris worked at Cornerstone Advisor Group, National Life Group, and JPMorgan Chase. He is a member of the Young Catholic Professionals Washington D.C. chapter. 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 utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

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.

David Jackson is a financial advisor with Equity Services, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with both National Life of Vermont and Equity Services since 2001. Outside of his advisory role, Jackson serves as a director for two public golf clubs in South Carolina and is involved in the management of independent life and annuity agencies. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.