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Brandon B

Series 63, Series 65

Wirtz, VA

Sequent Planning, Llc

Brandon Blankenship is a financial advisor at Sequent Planning, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Blankenship owns and operates an online home decor store. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, third-party model access, and retirement-plan services. The firm employs a structured risk framework and delivers advisory services through a network of approximately 97 investment adviser representatives.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Jon D

ChFC®, Series 63

Hardy, VA

Lombard Advisers Incorporated

Jon Dabareiner is a financial advisor at Lombard Advisers Incorporated with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Lombard Advisers since 2017. Dabareiner serves on the board of the Smith Mountain Lake Boating Association, which focuses on boating safety and boater rights. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, employing fundamental, technical, charting, and cyclical analysis to construct and monitor client portfolios.

College savings (529s, UTMA, etc.)
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Emily Y

Series 66

Lane Rocky Mount, VA

Truist Advisory Services

Emily Young is a financial advisor at Truist Advisory Services with 17 years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services and Suntrust Investment Services since 2015. Outside of her advisory role, she works as a delivery person for Roadie, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

Founder/Business Owner Executive
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Christene M

Series 63, Series 66

Rocky Mount, VA

OSAIC Institutions, INC.

Christene Mcnew is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Her prior work includes roles at Infinex Investments, Inc., LPL Financial, LLC, and New Peoples Bank. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, access to alternative investments, and lending solutions, with a notable focus on non-discretionary assets and integrated advisory and brokerage capabilities.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Charles M

CFP®, Series 66

Rocky Mount, VA

Truist Advisory Services

Charles Mitchell Jr. is a CFP® professional with 18 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, LLC and BB&T Investments. Outside of his advisory work, Mitchell owns several residential rental properties managed by third parties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and consulting services supported by third-party platforms and emphasizes integrated inter-affiliate service arrangements.

Founder/Business Owner Executive
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Derek L

CFP®, Series 66

Rocky Mount, VA

Cetera

Derek Layman is a CFP® professional with 15 years of experience, currently affiliated with Cetera. He has worked at Cetera and Cetera Wealth Services, LLC since 2015 and also operates Layman Financial, a financial advisory and planning service. Outside of his financial career, he serves as a pastor at Christ Community Church and is vice chairperson of the board of Lake Christian Ministries. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Amy W

Series 63, Series 66

Rocky Mount, VA

Wells Fargo Advisors

Amy Wells is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked with Wells Fargo entities since 2009. Outside of her advisory role, she acts as a check signer for a hauling business owned by her spouse in Rocky Mount, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized niche areas, and utilizes proprietary research and planning tools to develop tailored recommendations for clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Zachary W

CFP®, Series 66

Rocky Mount, VA

Edward Jones

Zachary Wimmer is a CFP® and Series 66-licensed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2013 and also serves as Vice President on the board of Community Partnership Rocky Mount, where he helps plan town events and contributes to marketing and fundraising efforts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated financial services supported by a large national network of advisors and offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Amy S

Series 63, Series 66

Hardy, VA

Edward Jones

Amy Stone is a financial advisor with Edward Jones in Hardy, VA, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Edward Jones since 2000. 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 through a nationwide network of financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert R

Series 63, Series 66

Bent Mountain, VA

Thrivent Investment Management

Robert Rich is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as an official for the Roanoke Valley Wrestling Officials Association, officiating middle school, high school, and state tournament matches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning relationships. The firm emphasizes holistic, goal-based analyses and separates its planning services from managed accounts under a consolidated billing option called WealthPlan.

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