Abram Mc Wane III is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds a Series 66 designation and previously worked for Boxley Materials Company for ten years before joining Baird in 2022. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both internal research and strategic partnerships.

Randall Calloway II is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Equity Services Inc and National Life Group. Outside of his advisory role, he serves on the boards of The Up Foundation and Lynchburg Business Development Centre, where he is involved in financial literacy education and fundraising. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Cristina Cochran is a financial advisor at Equitable Advisors with five years of industry experience. She holds a Series 66 designation and has worked previously at Truist Bank, Edward Jones, and Wells Fargo Clearing Services. Outside of her advisory role, she serves as an adjunct online instructor at Liberty University, teaching public speaking, and is a member of the board of directors for the nonprofit Freedom 424. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs through both proprietary and third-party managers.

Adam Stalcup is a CFP® professional with seven years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has prior experience at Bank of America, Merrill Lynch, and The First Bank and Trust Company. Outside of his advisory role, he is involved in several entrepreneurial ventures, including co-owning a business with his wife and partnering in a real estate-related enterprise for personal and recreational use. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and consulting supported by analytical modeling and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Deborah Newman is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo firms since 2009. Outside of her advisory role, she owns a quilting business in Concord, VA, providing quilting services. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Matthew Stram is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016, including a brief period at Triumphant Portfolio Management in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jesse Stephens is a financial advisor with Mass Mutual Investors Services in Lynchburg, VA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Mass Mutual Investors Services since 2009 and with MassMutual Life Insurance Company since 2008. MassMutual’s broker-dealer and registered investment adviser subsidiary serves individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars. The firm offers event-driven planning services and employs firm-approved software tools to analyze client goals, delivering written recommendations within collaborative, annual engagements.

Craig Posey is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Catrina Taylor is a financial advisor at Edward Jones in Amherst, VA, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Veterans Disability Help and spent eight years at Darden Restaurants Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Jack Jones is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 30 years of industry experience and has been with Cambridge Investment Research Advisors since 2017. Outside of his advisory role, he is also an independent insurance agent specializing in Medicare. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory services. The firm delivers these services through a broad network of independent Financial Professionals and supports a variety of investment strategies across multiple custody platforms.

William Johnson is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Robert W. Baird & Co. since 2009. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The team provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex strategies.

Elizabeth Wiley is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Drake Richardson is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has prior work experience that includes roles in healthcare and education. 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, and institutional clients. The firm provides tailored, non-discretionary planning and uses various analytical tools to support client goals.

Robert Platt is a financial advisor at LPL Financial with 30 years of industry experience and holds Series 63 and Series 65 credentials. He has worked at LPL Financial since 2022 and has prior experience with Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He also maintains his own business entity, Bob Platt, Inc., which operates independently of his advisory work. 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 financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by proprietary research and advanced technology tools.

William Poats is a CFP® with ten years of experience in financial advisory roles. He is currently with Raymond James & Associates and previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Poats serves as Treasurer and a board member of Miriam’s House, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a variety of portfolio management styles.

John Waterworth is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, Scott & Stringfellow, and UBS Financial Services. He serves as a board member of the Greater Lynchburg Community Foundation and is a non-operating member of Fleming Mountain Grill, LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, and municipal entities, offering tailored financial planning and advisory services with a variety of portfolio management styles and municipal advisory capabilities.

Rebecca Klahn is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She previously worked at Robert W. Baird & Co. for 11 years before joining Wells Fargo in 2020. Klahn holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives, demographics, and risk tolerances.

Holly Brown is a financial advisor with Ameriprise in Lynchburg, VA. She holds the Series 66 designation and has been in the industry since 2024. Prior to her current role, her work experience includes positions at Equitable Advisors, Blue Ridge Medical Center, Liberty University, and the YMCA of Central Virginia. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored Recommendation Reports. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brent Childress is a financial advisor with Robert W. Baird & Co. in Lynchburg, VA, holding a Series 66 designation and with 10 years of industry experience. He has been with Robert W. Baird & Co. since 2015. Brent serves as a trustee of the endowment fund for the Friends of the Lynchburg Public Library. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and complex investment strategies.

Donald Wooldridge Jr. is a Series 66-licensed financial advisor with Edward Jones in Lynchburg, VA, where he has worked since 2014. He has 11 years of industry experience and has also been involved with Amway since 2003. Outside of his advisory role, he serves as an usher for Rhino Sports and Entertainment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.