William Davis is a financial advisor with Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked at Davenport since 2020 and previously spent 11 years with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he manages a beach house rental on Bald Head Island, NC. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services.

Danielle Ponce is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has three years of industry experience and has previously worked at FIRDT BANK and Gorski Enterprises LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and fiduciary support.

Peter Milward is a financial advisor at Davenport & Company LLC with 44 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Davenport since 2007, following a seven-year tenure at UBS Financial Services. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management is supported by portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees various strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Hannah Coulling Beckley is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation and has prior experience at Deloitte & Touche LLP. Outside of advising, she is involved in tax preparation through Tax Strategies, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program options.

Thomas Davis is a financial advisor with Integrated Wealth Concepts LLC in Roanoke, VA. He holds Series 63 and Series 66 licenses and has 40 years of industry experience. His prior work includes roles at LPL Financial and Level Four Advisory Services. Outside of his advisory work, he has been involved in non-variable insurance sales and acts as a referring agent for group and individual health insurance. Integrated Wealth Concepts LLC 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 with a mix of mutual funds, ETFs, equities, and fixed income using primarily a long-term approach supplemented by shorter-term trading for rebalancing or cash needs.

Larranne Wood is a financial advisor with Truist Advisory Services in Roanoke, VA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at SunTrust Investment Services since 2017 and has been affiliated with SunTrust Bank since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary manager relationships and consulting supported by AI-enabled research tools and supervisory oversight.

Bryan Rich is a financial advisor at Brookstone Capital Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2019. Prior to that, he was with Horter Investment Management and serves as president of Secure Financial Group, Inc., where he consults on insurance, annuities, and precious metals. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering primarily discretionary investment management through model portfolios, unified managed accounts, and separately managed accounts.

Harry Hamilton III is a financial advisor at Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Davenport & Company since 1996. Davenport serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that manage strategies across various account types and mutual funds.

Edward Bartlett is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney and Wells Fargo Advisors. Outside of his advisory role, he serves as a volunteer team manager for VA United FC, coordinating rosters and communications. Janney Montgomery Scott is a large 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 municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Joshua Gallegos is a financial advisor with Commonwealth Financial Network in Roanoke, VA. He holds the CFP®, ChFC®, and Series 66 designations and has eight years of industry experience. His prior roles include positions at FocusOne Integrated Financial Planning, Equitable Advisors, and Ameriprise Financial Services, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm provides a wide range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Harvey Allison is a financial advisor with Eagle Strategies (NY Life) based in Roanoke, VA, holding a Series 63 designation and over 26 years of industry experience. He has worked with NYLIFE Securities Inc. and New York Life Insurance Co. since 2004 and has been self-employed since 1979. Outside of his advisory role, he owns and operates a turkey and cattle farm. Eagle Strategies serves a diverse client base, including individual and institutional investors, with financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robin Kahl is a financial advisor with Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Davenport & Company LLC since 1995. Outside of his advisory role, he serves on the Finance Committee at Rainbow Forest Baptist Church, where he reviews church finances. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research team to construct and monitor investment strategies across various platforms, including separately managed accounts, mutual funds, and ETFs.

Tammy Spradlin is a Series 66 licensed financial advisor with 26 years of industry experience. She has worked at Janney Montgomery Scott since 2021, with prior roles at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. 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 municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Olivia Kennedy is a financial advisor at Davenport & Company LLC in Roanoke, VA, holding a Series 66 designation with six years of industry experience. She began her financial services career at Wells Fargo Clearing and previously worked in education for sixteen years at Washington County Virginia Public Schools. 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 Investment Advisory division provides separately managed accounts, financial planning, and other advisory programs, supported by portfolio manager teams and a dedicated Manager Research team.

Jeff Macy is a financial advisor with Integrated Wealth Concepts LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior roles include positions at Level Four Advisory Services and LPL Financial, where he has worked since 2013. Macy is also an agent for non-variable insurance products including health and long-term care coverage. Integrated Wealth Concepts serves individuals, 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 a long-term investment approach with customized portfolios primarily constructed using mutual funds, ETFs, individual equities, and fixed income.

Robert Brailsford is a CFP®-designated financial advisor with Davenport & Company LLC in Roanoke, VA, bringing 40 years of industry experience. He has been with Davenport & Company LLC since 1996. Outside of his advisory role, Brailsford serves as Treasurer for St. John's Episcopal Church and is a member of the Finance Committee for The Society of the Cincinnati of South Carolina. Davenport & Company provides asset management, brokerage, investment banking, and advisory services to individual and institutional clients, including banks, pension plans, trusts, and nonprofits. The firm employs dedicated portfolio manager teams and research resources to manage separately managed accounts, mutual funds, ETFs, and unified managed accounts.

John Rader Jr. is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds a Series 63 designation and previously worked at Davenport & Company LLC for nine years before joining Janney in 2025. Outside of his advisory role, he is an Electoral Board Member in Fincastle, VA, overseeing local elections. 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 a diverse client base and offers brokerage services, financial planning, and advisory programs, combining in-house and third-party portfolio management.

Tyler Reburn is a financial advisor with Valic Financial Advisors in Salem, VA, holding Series 63 and Series 65 licenses and having five years of industry experience. He previously worked at MML Investors Services and Mass Mutual Life Insurance Company and is currently also an agent selling non-securities insurance products for AGIA. Additionally, he teaches pickleball lessons through Performance Pickleball ROA. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Conner is a financial advisor with Eagle Strategies (NY Life) in Vinton, VA, holding Series 63 and Series 66 credentials and with 13 years of industry experience. He has been affiliated with New York Life and its related entities since 2013 and operates The Conner Group, which focuses on selling New York Life products and services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Kate Failla is a CFP® with six years of industry experience, currently affiliated with Janney Montgomery Scott in Roanoke, VA. Her prior roles include positions at Truist Advisory Services, BB&T Securities, and involvement with Longwood University Athletics. She serves on the Longwood University Foundation Board as a Foundation Fellow, contributing to the foundation’s strategic discussions. 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, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.