Michele Page is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Truist Advisory Services and Ayers Financial Services. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party managers to deliver personalized investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Madelyn Brown is a financial advisor at Equitable Advisors with four years of industry experience. She holds a Series 66 designation and previously worked at Truist Advisory Services, Inc. before joining Equitable Advisors. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves tailoring advisory models and discretionary management through both firm-offered programs and third-party asset managers.

Larry Woods is a financial advisor with LPL Financial based in Roanoke, VA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His career includes long-term roles at SunTrust Investment Services and SunTrust Advisory Services prior to joining LPL Financial in 2021. He operates under the business name River Birch Wealth Management. 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 financial planning and investment services, including model portfolios and institutional platforms, supported by a large network of advisors and advanced research tools.

David Binns Loveman is a Series 66 licensed financial advisor with Equitable Advisors in Roanoke, VA, where he has worked since 2005. He has 20 years of industry experience, including prior work at AXA Advisors. Outside of his advisory role, he is a partner in SMSD LLC, which supports the functioning of a DBA approved by Equitable Advisors, and he also serves as an administrator or executor of estates and trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives, utilizing various firm-offered programs and third-party asset managers.

Justin Hart is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked in various roles outside of financial services, including positions at Lyft, Uber, and GrubHub. He also serves as a youth pastor for 6-12 graders at The Bridge Christiansburg - Foursquare Church. Equitable Advisors serves individual clients, including both non‑high-net-worth and high-net-worth individuals, as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, utilizing third-party asset managers and LPL-sponsored advisory platforms.

William Thompson Jr. is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Valley Wealth Group, Cetera Advisor Networks, Wells Fargo, Merrill, and UBS Financial Services. In addition to his advisory work, he is involved in Bedlam Manor Farm LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment programs, utilizing both proprietary and third-party strategies, supported by technology tools for research and operations.

Justin Kerns is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked for Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he is the owner of KK Productions, a small business in Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a range of investment approaches, including model portfolios, third-party asset management, and customized strategies, and operates alongside various affiliated financial services and partnerships.

David Moore II is a CFP® professional with 11 years of industry experience, currently practicing with Equitable Advisors in Roanoke, VA. His prior experience includes roles at Morgan Stanley Private Bank, Suntrust Advisory Services, and his own practice. He serves as a board member for the Martinsville City Schools Endowment Fund, participating in board meetings and supporting volunteer and fundraising events. 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 investment vehicles and third-party advisory programs.

Carl Cress III is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for nine years before joining Cambridge in 2016. Cress serves as a board member of Raleigh Court United Methodist Church in Roanoke, VA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals and provides both proprietary and third-party investment strategies across multiple custody platforms.

William Hickam is an investment advisor representative with OSAIC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held positions at Royal Alliance Associates, Signator Investors, Equity Services, and National Life. Hickam also operates Valley Financial Solutions, an LLC through which he conducts and markets his business, and maintains a sole proprietorship offering fixed life and health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with an emphasis on asset-allocation tools, risk assessment, and access to third-party money managers across a range of investment products.

Christopher Wright is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, having worked with Cetera and its affiliates since 2004 and operating Wright Financial LLC since 2014. In addition to his advisory work, he is involved in health insurance sales and owns a rental property in Myrtle Beach, SC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm operates a multi-manager platform with a variety of program structures and custodial relationships, supporting over 10,000 advisors and managing more than $256 billion in assets.

Zachary Wimmer is a CFP® and Series 66-licensed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2013 and also serves as Vice President on the board of Community Partnership Rocky Mount, where he helps plan town events and contributes to marketing and fundraising efforts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated financial services supported by a large national network of advisors and offices.

Justin Whorley is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Northwestern Mutual and served eight years in the Armed Forces. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Patrick Guzi is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, John Hancock, and Wells Fargo. His background also includes roles outside of finance such as at Jimmy V's Restaurant and Roanoke Country Club. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a wide range of investment options and third-party solutions.

Brandon Williams is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Wells Fargo Clearing and SunTrust Advisory Services. He is also involved with Atlantic Union Financial Consultants, LLC/AUB Wealth Management in Roanoke, VA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and supports advisory programs and institutional consulting across a large advisor network.

Thomas Mckenzie is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including 26 years at Metlife Securities Inc. prior to joining Mass Mutual. He is based in Moneta, VA. MassMutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars.

Albert Sganga is a financial advisor with Ameriprise in Roanoke, VA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he serves on the Board of Directors for the Rotary Club of Roanoke Valley and is President of the Cave Spring Little League. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jonathan Owen is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations to clients who meet specific net-worth criteria.

Samuel Hodges is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked previously at SunTrust Investment Services, Raymond James Financial, Cetera, and MSI Financial Services. Hodges is also involved with River Birch Wealth Management LLC, an investment-related business in Roanoke. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisory resources and technology.

Amy Stone is a financial advisor with Edward Jones in Hardy, VA, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.