Michael Blanchard is a financial advisor with LPL Financial based in Roanoke, VA, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Blue Eagle Wealth Management, Cetera Advisor Networks, and Valley Wealth Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Patrick Harmon is a financial advisor with OSAIC in Roanoke, VA, holding Series 63 and Series 65 credentials and over 14 years of industry experience. His career includes roles at Securities America Advisors, Untersee & Proutey Financial, Investacorp, and National Life Group. Outside of his advisory work, he assists with scheduling and consulting for his family’s mowing and landscaping business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes, managing accounts on discretionary and non-discretionary bases.

Tiffany Rawling is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Bank of Botetourt, Blue Eagle Credit Union, Valley Wealth Group, Cetera Advisor Networks, and Truist Investment Services. She is also a commissioned notary public. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational tools and a large network of advisors.

Glenn Kent is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory work, he owns a personal training business and serves as treasurer for several local community organizations, including a school PTA and a swim team board. He also teaches at Radford University and has contributed as a subject matter expert for the American Council on Exercise. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes providing written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies, utilizing proprietary investment research and third-party data.

Tim Ha is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial. He previously worked at Cetera Advisor Networks, Investment Centers of America, and Equitable Advisors. He is also associated with Valley Wealth Group, which operates as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by various investment platforms and technology tools.

Shabnam Gideon is a financial advisor at Edward Jones in Roanoke, VA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she spent nine years with Focus Lab, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

James Howard is a financial advisor with Wells Fargo Advisors in Roanoke, VA, holding a Series 66 designation and 11 years of industry experience. Prior to his current role, he worked at firms including Wells Fargo Clearing Services, Bank of America, Merrill, TD Ameritrade, Scottrade, and Morgan Stanley. He is also involved in a non-investment-related business distributing prescription discount cards. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

James Harlow III is a financial advisor with Ameriprise in Roanoke, VA, holding a Series 66 designation and having 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a head softball coach for Hidden Valley High School’s girls softball team. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to generate tailored retirement income recommendations, with a focus on assets held in Ameriprise-managed accounts.

Robert Cox is a financial advisor at Osaic Wealth, Inc. based in Roanoke, VA, holding Series 63 and Series 65 credentials with 30 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Sii, and Royal Alliance Associates. Outside of advising, he owns the Ponderosa Hunt Club, collecting fees for the annual lease. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisors and multiple platforms. The firm integrates brokerage and advisory services, utilizing asset-allocation tools and third-party managers to create diversified portfolios.

Bruce Elliott is a financial advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and diverse asset-management programs. The firm emphasizes matching clients to program models or discretionary managers and utilizes a range of investment vehicles, offering fiduciary services to qualified plans through credentialed advisors.

Harry Hartman is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Edward Jones since 1994. He holds a Series 63 license and is based in Roanoke, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

William Terry II is a financial advisor with OSAIC based in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He worked at Signator Investors, Inc. for 24 years before joining OSAIC in 2018. Outside of his advisory role, he serves on the Board of Trustees for North Cross School, contributing to decisions on the school’s expansion and management. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and offers integrated brokerage and advisory services, including access to third-party money managers and unified managed accounts.

Carlton Ward is a financial advisor at LPL Financial in Roanoke, VA, holding a Series 66 credential with one year of industry experience. His work history includes roles at Sewanee: The University of the South, Valley Wealth Group, and North Cross School. 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 management programs, utilizing both proprietary and third-party strategies across discretionary and non-discretionary account management.

Jeremy Blewett is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has previously worked at NEXT Financial Group, Inc., OSAIC Services, Inc., and American General Securities Incorporated. 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, third‑party asset management, and institutional platforms, supported by extensive operational and research tools.

Stephen Stilwell is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. His prior roles include positions at John Hancock and Signator Investors, Inc., each from 2006 to 2018, and a long tenure at National Life Insurance Company since 1980. He operates an investment advisory business under the name Valley Financial Solutions, Inc., and is also licensed as an insurance broker. 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 investment advisory services, using firm-supported tools and third-party platforms to construct and manage portfolios that may include a range of asset types and investment structures.

Erin Mills is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. Mills also operates River Birch Wealth Management, a DBA entity for her LPL business. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a network of investment adviser representatives.

John Green is a CFP® with 31 years of experience in the financial services industry, currently serving at Wells Fargo Advisors since 2023. His prior experience includes seven years each at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services for business-owner transitions, sports and entertainment, special needs, and divorce planning.

Liam Mc Bride is an advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses. He began his financial advisory career in 2026. Prior to this, he worked in various roles including at Dunham Lane Capital Partners and had multiple positions at High Sierra Pools, along with experience at Virginia Military Institute and in the food service industry. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and diverse asset management programs. The firm employs a network of Investment Adviser Representatives and primarily utilizes third-party advisory programs and managers in its service delivery.

Ashley Stidham is a financial advisor with LPL Financial in Roanoke, VA, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions with Truist Advisory Services and SunTrust Investment Services. Outside of her advisory work, she operates River Birch Wealth Management, a business involved in marketing activities related to her LPL practice. 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 management services, utilizing a large network of advisors and a variety of portfolio strategies supported by research and technology.

Stephen Hilbish is an advisor at Osaic with Series 63 and Series 66 credentials. He has extensive industry experience dating back to 1998, including 27 years with Shenandoah Life Insurance Company/Prosperity Service Group prior to joining Osaic in 2025. Hilbish is also an Investment Advisor Representative at Valley Financial Solutions. Osaic Wealth, Inc. serves a diverse client base that includes individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk assessments, and multiple investment platforms to manage discretionary and non-discretionary portfolios.