Bryan Zimmerman is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has two years of industry experience and has worked at NYLIFE Securities LLC and New York Life Insurance Company since 2024. In addition to his financial services career, he has been involved with Willis Welding and Machine since 2014 and previously worked for Roanoke County Public Schools for 17 years. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Daniel Webb is a financial advisor with Eagle Strategies (NY Life) based in Roanoke, VA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His work history includes roles at Blanks & Company, Solid Rock Financial Partners, LLC, and New York Life Insurance Co. Outside of advising, Webb serves as First Vice Chairman on the board of the Roanoke County Republican Committee and is involved as an Education Coordinator with Business Networking International. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within the New York Life affiliate structure.

John Edmunds is a CFP® professional with 27 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held prior roles at MassMutual and MetLife Securities, among others. Outside of his advisory work, he is a partner in a tax preparation business, Valley Tax Solutions, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a wide range of individual and institutional clients. The firm offers various managed-account programs and access to third-party asset managers, providing support for discretionary and nondiscretionary portfolio implementation.

Mark Tanis is a financial advisor with Commonwealth Financial Network in Roanoke, VA, holding a Series 66 designation and three years of industry experience. He previously worked at Bank of America Merrill Lynch for 22 years. Outside of his advisory work, Tanis serves as an assistant volleyball coach at Cave Spring High School. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Paige Barham is a financial advisor with First Citizens Investor Services, Inc. in Roanoke, VA, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. She has been affiliated with First Citizens Investor Services since 2015 and with First Citizens Bank since 2013. Outside of her advisory role, Barham serves as a board member of the Botetourt County Chamber of Commerce. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-centered process involving financial needs assessments and a mix of fundamental, quantitative, and technical analyses to manage diverse investment portfolios.

Robert Howard is a financial advisor at Equity Services, Inc. with four years of industry experience. He holds the Series 65 designation and has worked at firms including Knights of Columbus Insurance and National Life Group. Outside of his advisory role, he serves on the board of Special Angler Inc., a nonprofit providing access to fishing tournaments for individuals with special needs. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm employs multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading, and has both discretionary and non-discretionary client programs.

Marc Hirshorn is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Metropolitan Life Insurance Company and Metlife Securities, Inc. He is the owner and president of Hirshorn Financial Services, LLC, a company that manages insurance, securities, and investment advisory business proceeds. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets through a broad platform of managed account programs, third-party asset managers, and custody services.

Robert Fry is a financial advisor with Commonwealth Financial Network in Roanoke, VA, holding the CFP® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including roles at Metlife Securities, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. Fry is also the owner of Fry Financial Planning, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting affiliated advisors with operations, trading, technology, and compliance services.

Nikolas Boone is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 licenses. He began his advisory career in 2026 after gaining experience at Country & Lake Life Financial Strategies, LLC, Nylife Securities LLC, and New York Life Insurance Company. Boone’s background also includes four years as a student at Roanoke College and several years of work experience outside the financial industry. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a client-centric process led by investment advisor representatives that incorporates multiple analytical methods to allocate assets across various investment vehicles.

Charles White is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and six years of industry experience. His work history includes roles at LPL Financial LLC, Equitable Advisors, AXA Advisors LLC, and Summit Springs, Inc. He also served with the Boy Scouts of America, Blue Ridge Mountains Council. White serves on the board of Summit Springs, Inc., a for-profit organization. Independent Advisor Alliance works with a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines a network of advisory representatives with access to brokerage services through LPL Financial and utilizes technology platforms to enhance portfolio management and estate planning.

Matthew Barrette is a financial advisor with Integrated Wealth Concepts LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Integrated Wealth Concepts since 2021 and previously held roles at LPL Financial and Level Four Advisory Services. Barrette has involvement in insurance-related activities, including non-variable insurance products and acting as an agent for fixed insurance lines. Integrated Wealth Concepts 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 primarily using mutual funds, ETFs, equities, and fixed income with a combination of internal management and third-party asset managers.

Rachel Mccray is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. She has worked at Commonwealth Financial Network across multiple periods since 2018 and previously held roles at Sage Creek Planning and Investments, Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Michaela Frantz is a financial advisor at Janney Montgomery Scott with nine years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets and UBS Financial Services. Frantz has been with Janney since 2025. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients and offers brokerage services, financial planning, and multiple advisory programs supported by both in-house and third-party portfolio management.

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.

Billy Mason is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has previously worked at METLIFE Securities Inc and has spent multiple years at Commonwealth Financial Network and Blue Haven Strategic Financial Group. Outside of his advisory role, Mason is co-owner of two property management companies in Roanoke, VA, and Tampa, FL. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of advisors and institutional clients, managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody 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.

Xinrui Wu is a financial advisor at Equity Services, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Equity Services, Wu worked at National Life Group and the American Society of Clinical Oncology. Wu's background also includes roles in education at the University of Virginia, YORK School, and Wuhan Foreign Languages School. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term investment strategies with options for shorter-term trading, utilizing both discretionary and non-discretionary management approaches.

Peter Milward is a financial advisor with Davenport & Company LLC in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Davenport & Company since 2007 and has been with UBS Financial Services since 2000. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, offering asset management, brokerage, investment banking, and advisory services. The firm organizes its asset management around dedicated portfolio teams and provides various investment strategies, including separately managed accounts, mutual funds, and municipal bond strategies.

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.