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Joshua M

Series 63, Series 65

Lynchburg, VA

Wells Fargo Advisors

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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher G

Series 63, Series 65, Series 66

Lynchburg, VA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Clifton S

Series 63, Series 65

Lynchburg, VA

STIFEL

Clifton Stott is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 2009 and previously worked at UBS Financial Services for nine years. 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 wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

General retirement planning Income planning
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Graham C

Series 66

Lynchburg, VA

Mass Mutual Investors Services

Graham Comeau is a financial advisor with Mass Mutual Investors Services in Lynchburg, VA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at MassMutual Life Insurance Company, General Dynamics Information Technology, and National Government Services. 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 provides financial planning, asset management, and educational seminars, using firm-approved software and tools to deliver annual, collaborative planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Mark H

Series 63, Series 65

Lynchburg, VA

Equitable Advisors

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Logan D

Series 66

Lynchburg, VA

Equitable Advisors

Logan Dalton is a financial advisor with Equitable Advisors in Lynchburg, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles outside financial services, such as positions at Chick-fil-A, Liberty University, and Patrick Henry Community College. Equitable Advisors serves a broad 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 and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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