Erin Moseley is a Series 65 licensed financial advisor at Compass Capital Investments LLC with five years of industry experience. She also serves as Director of Operations at Barkett Allen Capital, working to integrate investment management with broader financial planning and insurance services for clients. Additionally, Erin is the Chief Compliance Officer at C4T, LLC, a private fund, and owns Cleared To Land, LLC, a loan origination business. Compass Capital Investments advises individual and high-net-worth clients through discretionary and non-discretionary portfolio management, written financial planning, and pension consulting. The firm offers a wrap fee program emphasizing fundamental analysis and long-term investment strategies tailored to client goals, with ongoing planning, periodic reviews, and supervisory oversight.

Brian Taylor is a financial advisor with Compass Capital Investments LLC in Fincastle, VA. He holds a Series 65 designation and has six years of industry experience, including prior roles at Freedom First Credit Union, Hometrust Bank, The Bank of Fincastle, and Farm Credit. Outside of advising, Taylor serves on the boards of two nonprofit organizations focused on children's advocacy and local business education. Compass Capital Investments advises individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting through a firm-operated wrap fee program. The firm employs fundamental analysis and long-term investment strategies tailored to client objectives, with ongoing account reviews and supervisory oversight.

Virginia Barkett is a financial advisor with Compass Capital Investments LLC, holding a Series 65 designation and seven years of industry experience. She has worked at Compass Capital Investments since 2018 and previously operated as a sole proprietor and with Barkett-Allen Capital, LLC. Outside of her advisory work, Barkett owns and manages a hospitality business that includes a café, pie shop, wedding venue, and event space, and she is also a children’s book author. Compass Capital Investments LLC provides discretionary and non-discretionary asset management through a wrap-fee program, comprehensive financial planning, and pension consulting. The firm serves individual clients, including high-net-worth individuals, as well as corporate clients, employing fundamental analysis and a long-term investment approach tailored to client objectives.

Mark Groesbeck is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including SCF Investment Advisors, INC. and Stanford Group Company. He serves as vice president of Salem Montessori School, a nonprofit organization owned by his wife. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary asset management programs, utilizing a diverse mix of mutual funds, ETFs, equities, fixed income, and options.

Marc Chandler is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Truist Bank, where he spent five years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches, incorporating third-party manager platforms and AI-enabled research tools to support its investment strategies.

Michael Massey is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and two years of industry experience. Prior to joining Cambridge in 2024, he worked for Kollmorgen/Regal Rexnord and has been a self-employed musician since 2016. He is also involved part-time in the arts and performing arts through a church staff position. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions across multiple platforms, combining proprietary strategies with access to unaffiliated strategists and tailored discretionary or non-discretionary portfolio management.

Josh Werle is a CFP® professional with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent 11 years at Reico Kitchen & Bath. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Maryanne Ibach is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 licenses. She has 36 years of industry experience, including nearly three decades at Metlife Securities Inc. and over a decade with MassMutual Life Insurance Company. Additionally, she has served in the US Naval Reserve since 1981. Outside of advising, she works as an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis tools and offers event-driven planning programs, including estate settlement and employer-sponsored planning.

Jacob Chandler is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. His prior roles include positions at Virginia Tech and involvement with the National Republican Senatorial Committee and Land of a Thousand Hills Coffee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals.

Candace Dowell is a financial advisor at Edward Jones with a Series 66 designation and over a decade of related work experience, including nine years at Pinnacle Financial Partners and ownership of Faith Financials & Consulting LLC, a bookkeeping service. She has been with Edward Jones since 2025. Candace’s bookkeeping business involves transaction categorization and account reconciliation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Bowman is a financial advisor at Edward Jones in Roanoke, VA, holding a Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Cellular Sales and The Fellowship Deaconry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Julie Dean is a financial advisor with Edward Jones in Roanoke, VA, holding a Series 66 designation and four years of industry experience. She has spent her entire career at Edward Jones, working continuously since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and supports its services with a nationwide network of financial advisors and branch offices.

Sarah Chandler is an investment advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to her current role, she spent sixteen years at Tomlin Hair Care, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Michael Pendleton is a financial advisor with Edward Jones in Roanoke, VA, holding CFP® and ChFC® designations and with 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Pendleton serves as Secretary on the board of the Williamson Road Area Business Association and chairs the Finance Committee of the Roanoke Catholic School Advisory Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in client assets.

Sari Maksad is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential and two years of industry experience. Prior to her advisory roles, she served five years in the United States Marine Corps. Maksad is currently affiliated with multiple related firms including Tactical Global Solutions and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions including discretionary and non-discretionary management across multiple platforms, proprietary model strategies, and access to third-party managers.

Kevin Hughes is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has been affiliated with Cambridge Investment Research in various capacities since 2022. Outside of his advisory role, he has been employed at Orchard Hills Church since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management and model-based solutions tailored to client objectives.

Michael Wade is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Based in Daleville, VA, he holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Brian Wheeler is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at several firms including Ameritas Investment Corp., Capital Choice Investment Advisers, and currently serves as president of The Emissary Group, a consulting business. Outside of his advisory work, Wheeler founded SMARTPRO FINANCIAL, which focuses on insurance, benefits, and human resources, and sits on the board of XCEL2FITNESS. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of investment platforms and strategies tailored to client objectives.

Douglas Bleecker is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2015. Outside of his advisory role, Bleecker owns and instructs at the Roanoke Okwinawan Karate School and coaches a local summer swim team. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Vance Barrett is a CFP®-designated financial advisor with 22 years of industry experience, currently with Wells Fargo Advisors in Daleville, VA. He has been associated with various Wells Fargo entities since 2013, including Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Cory Wilkie is a financial advisor at Edward Jones in Roanoke, VA, holding a Series 66 designation and beginning his advisory career in 2023. Prior to joining Edward Jones, he spent 11 years at Sodexo Inc. at Brandon Oaks Retirement Community and one year in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor and branch network, as well as affiliated services such as trust and securities-based lending.

James Ibach is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following a 31-year tenure at Metlife Securities Inc. Additionally, he has an active role as an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring engagements as annual, collaborative relationships using firm-approved software and analysis tools.

John White is a financial advisor with Ameriprise in Roanoke, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Outside of advising, he operates an Airbnb rental located in an upstairs loft of a barn at his farm in Roanoke. Ameriprise is an institutional firm serving primarily clients approaching or in retirement, offering a retirement-income planning service that integrates research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

James Seiler is a financial advisor with Primerica Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Sheppard Financial Group since 2024 and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2017. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses tiered wrap fees, focusing on individual clients rather than institutional or pension plans.

Rebecca Tuell is a Series 66-licensed financial advisor with Edward Jones in Roanoke, VA, and has two years of industry experience. Prior to joining Edward Jones, she worked with the YMCA of Virginia's Blue Ridge and served in Roanoke City Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on both discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Andrew Gentiluomo is a financial advisor with Fortezza Wealth Advisors, LLC in Fincastle, VA, holding a Series 66 designation and 21 years of industry experience. He has worked at National Life Group and several other firms prior to founding Fortezza Wealth Advisors in 2026. Outside of his advisory role, he serves as a licensed soccer referee for USSF, NCAA, and high school games. Fortezza Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, technical and fundamental analysis, and modern portfolio theory, managing accounts primarily on a discretionary basis.

Charles Brinkman is a financial advisor at Integrity Investing, Inc with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Outside of his advisory work, Brinkman manages several real estate LLCs, dedicating about half of his work time to these ventures over the past five to ten years. Integrity Investing, Inc is a firm with two advisors that provides supported investment services.

Timothy Brinkman is a financial advisor at Integrity Investing, Inc with a Series 65 designation and one year of industry experience. Prior to entering financial advising, he worked for 13 years at Manitowoc Cranes. Integrity Investing, Inc is a small firm that supports a limited number of advisors.