The goal of my firm is to provide practical solutions to questions about, and assist with, investments, financial planning and taxation. I have 15 years experience as a financial planner and 28 years as a tax practitioner.

Michael Shelton is the principal advisor at 360 Wealth Consultants, LLC in Roanoke, VA, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has worked at several firms including LPL Financial and Level Four Advisory Services before founding his current firm. Shelton is also a CPA and owner of 360 Tax Solutions, LLC, providing tax preparation and accounting services. 360 Wealth Consultants serves individuals, high-net-worth clients, business owners, and retirement plans, focusing on business owners and Baby Boomers. The firm offers financial planning, discretionary portfolio management, and monitors third-party investment advisers, using proprietary model portfolios and fundamental analysis tailored to clients’ objectives and risk tolerance.

Daniel Colston is a CFP® with eight years of industry experience and is the sole advisor at Upward Financial Planning in Vinton, VA. He previously worked at American Financial Planning, Inc. and currently operates Daniel's Painting, LLC, which accounts for about 10% of his time. Upward Financial Planning serves individual clients, including those with substantial assets, offering discretionary investment management, comprehensive financial planning, tax preparation, and limited insurance brokerage services. The firm combines passive and active investment strategies and emphasizes business-owner and exit-planning.

Walter Dixon is a financial advisor at Augusta Capital LLC with 24 years of industry experience. He holds the Series 65 designation and previously worked for Dixon, Hubard, Feinour & Brown, Inc. for 20 years before founding Augusta Capital in 2021. Augusta Capital LLC provides customized investment management and advisory services to individuals, high net worth clients, trusts, and estates, focusing on discretionary portfolio management with a long-term investment orientation complemented by technical and fundamental analysis. The firm operates as a small, independent practice emphasizing concentrated client relationships.

Andrew Sherman is a financial advisor with BanksChannel Advisors, LLC, an independent firm based in Roanoke, VA. He holds a Series 65 designation and has 13 years of industry experience. Sherman has been with BanksChannel Advisors since 2012 and has been active in the financial field since 2001. BanksChannel Advisors provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and charitable organizations. The firm uses model portfolios primarily composed of low-cost index funds and ETFs, tailored to clients’ risk tolerance, goals, and time horizons, with an emphasis on diversification, reducing drawdowns, and tax efficiency. It is notable for serving charitable organizations and offering consulting services to plan sponsors and unaffiliated registered advisers.

Wanda Sears is the sole advisor at Wanda Kilman Pittman, an independent firm based in Roanoke, VA. She holds the ChFC® designation and Series 63, 65, and 66 licenses, with 32 years of industry experience. Sears has led her firm since 2007. The firm manages discretionary portfolios and offers comprehensive financial planning services, including retirement, estate, cash-flow, tax, and insurance planning. It serves individuals, trusts, charitable organizations, and small businesses, employing a mix of fundamental, technical, and quantitative analysis with customized strategies based on client risk tolerance and time horizon.

Nathan Beard is the sole advisor at Beard Financial Planning LLC in Roanoke, VA. He holds a Series 65 credential and has one year of industry experience. Prior to founding Beard Financial Planning, he worked at Upward Financial Planning and has experience in community and church roles. Beard Financial Planning provides investment advisory and integrated financial planning services to individuals and families, focusing on clients approaching or living in retirement. The firm employs a discretionary, long-term strategic asset allocation approach using broadly diversified ETFs and index mutual funds, with portfolios monitored and periodically rebalanced through a single custodian model.

Robert Ford is a Series 65-licensed financial advisor with Personal Financial Planning Inc. in Roanoke, VA, where he has worked since 2007. He has 16 years of industry experience. Personal Financial Planning Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach using primarily passive ETFs and mutual funds, and offers flexible fee arrangements including fixed, hourly, and asset-based options.

Andrew Monsour is the sole advisor at Monsour Advisory Services, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has led his independent firm since 2005. Outside of advising, he is a licensed insurance agent and part owner of a commercial real estate building. Monsour Advisory Services provides portfolio management and financial planning primarily for individual clients, as well as advising employer-sponsored retirement plans and other institutional clients. The firm uses a tailored investment approach based on Modern Portfolio Theory and combines fundamental, technical, and cyclical analysis, while also offering pension consulting and educational seminars.

Michael Baako is a financial advisor at Bayesian Investment Management in Roanoke, VA, with 11 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2020. Bayesian Investment Management is an independent advisory firm serving individuals, high-net-worth clients, small businesses, and employer-sponsored retirement plans. The firm manages separate portfolios of publicly traded securities using technical and cyclical analysis and employs a mix of long-term, short-term, and trading strategies tailored to client objectives and market conditions.

Justin Barham is the sole advisor at OG Advisory Group, LLC, an independent registered investment adviser based in Roanoke, VA. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Prior to founding OG Advisory Group in 2023, he worked at several firms including Coastal Wealth Advisory Services and Triumph Wealth Advisors. In addition to his advisory role, Barham is an independent insurance agent offering life and annuities products. OG Advisory Group provides discretionary asset management, financial planning, and consulting services to individuals, business clients, and qualified retirement plans. The firm offers ERISA 3(21) fiduciary services to plan sponsors and constructs client strategies based on goals, time horizon, and risk tolerance, utilizing sub-advisors, third-party managers, and analytical tools such as Monte Carlo planning.

Cassandra Martin is a financial advisor at Taylor Financial Group, Inc. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Capitol Family Office, and Northwestern Mutual Investment Services LLC. In addition to her advisory role, she is an independent licensed insurance agent specializing in life, accident, health, and variable life/annuity products. Taylor Financial Group provides discretionary portfolio management and annual financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $365 million in assets and employs a combination of fundamental, technical, and cyclical analysis, offering access to institutional-level mutual funds and a wrap fee program that integrates management and transaction costs.

Maynard Keller Jr. is a CFP® professional with 24 years of industry experience, currently serving at American Financial Planning, Inc. since 2006. He holds Series 63 and Series 65 licenses. Keller provides tax preparation services through his firm during the tax season. American Financial Planning, Inc. offers comprehensive financial planning and discretionary investment management to individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm emphasizes diversified index strategies with selective active management and develops written investment policy statements when needed.

Connie Guelich is a CFP® and ChFC® with 26 years of industry experience. She has been with Guelich Capital Management, LLC since 2006 and also maintains a role at Oberlín Financial Corp. Her other business activities include work related to fixed insurance and fixed annuities. Guelich Capital Management, LLC is an SEC-registered investment adviser serving individual clients, trusts, and estates with portfolio management, financial planning, wealth management, and estate planning services. The firm offers both discretionary and non-discretionary management using fundamental and technical analysis, and provides educational seminars alongside limited tax-preparation services.

Denise Heimel is a CFP® with 16 years of industry experience, currently serving as an advisor at Investment Management Corporation. Her prior experience includes roles at Morgan Stanley Smith Barney LLC, Charles Schwab & Co., Inc., and LPL Financial, LLC. Outside of finance, she has been involved with Orkney Springs Distillery. Investment Management Corporation is an SEC-registered adviser managing approximately $169.6 million across a diverse client base including individuals, trusts, and retirement plans. The firm employs both fundamental and technical analysis in discretionary asset management, focusing on individual stocks, bonds, ETFs, and mutual funds with an emphasis on limiting trading frequency and maintaining independence from third-party compensation and product sponsors.

Kevin Warman is a financial advisor at Investment Management Corporation with 14 years of industry experience. He holds the Series 66 designation and is based in Roanoke, VA. Investment Management Corporation is an SEC-registered adviser that provides discretionary asset management to individuals, trusts, estates, foundations, corporations, and retirement plans. The firm employs a combination of fundamental and technical analysis to manage variable and fixed equity model strategies, investing in individual stocks, bonds, ETFs, and mutual funds.

John Tinaglia is a financial advisor with Investment Management Corporation in Roanoke, VA. He holds a Series 63 designation and has 38 years of industry experience. Investment Management Corporation is an SEC-registered adviser providing discretionary asset management to individuals, trusts, estates, foundations, corporations, and retirement plans. The firm employs both fundamental and technical analysis across variable and fixed equity model strategies, managing approximately $169.6 million as of December 2024.

Jon Matlock is a CFP® professional with four years of industry experience. He has worked at American Financial Planning, Inc. and Beacon Wealth Consultants, and previously served four years with the International Mission Board. American Financial Planning, Inc. offers comprehensive financial planning and discretionary investment management for individuals, corporate plans, and charitable organizations. The firm emphasizes diversified index strategies and provides written investment policy statements, quarterly reviews, and semi-annual rebalancing.

Bruce Swanson is a financial advisor at Portfolio Design Services, LLC in Roanoke, VA, holding Series 63, 65, and 66 licenses with 39 years of industry experience. He has been with Portfolio Design Services since 2004, spanning multiple firm iterations over nearly two decades. Portfolio Design Services, LLC advises individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management, investment consulting, financial planning, and retirement-plan design services. The firm operates as a fee-only fiduciary, emphasizing ongoing advisory relationships and employing diversified portfolios guided by Modern Portfolio Theory with tailored model structures based on client risk tolerance.

Ryan Vandelinde is a ChFC® with VIP Planners, Inc. in Roanoke, VA, where he has worked since 2020. He has been involved with Eastern Dominican Christian Mission since 2008 and previously served at New Hope Christian Church. VIP Planners, Inc. provides discretionary portfolio management, financial planning, and consulting to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with global diversification and prefers actively managed funds where appropriate, using multiple analysis techniques and regular portfolio monitoring and rebalancing.