Brandon Blankenship is a financial advisor at Sequent Planning, LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked as an insurance agent since 2015. Outside of his advisory role, he owns an online home decor store on eBay. Sequent Planning, LLC serves individual clients, retirement plan sponsors, businesses, endowments, and nonprofits by providing asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and offers a combination of firm-developed investment models, third-party managers, and customized allocations.

Jon Dabareiner is a financial advisor with Lombard Advisers Incorporated, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has worked at Lombard Advisers since 2017, with prior roles at Lopez Wealth Management, LLC and Ameriprise. He serves on the board of the Smith Mountain Lake Boating Association, which promotes boating safety and boaters' rights. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management, employing various analytic methods and managing approximately $670 million in assets as of 2025.

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.

Christene Mcnew is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 registrations and possessing nine years of industry experience. She has worked at Infinex Investments, Inc. since 2018 and previously spent time with LPL Financial, LLC in 2017. Mcnew also has a long-standing role at New Peoples Bank beginning in 2012. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of adviser representatives. The firm combines a hybrid adviser/broker-dealer structure with a model that delegates investment analysis and account management to its advisers, offering both discretionary and non-discretionary advisory services along with access to alternative investments and lending solutions.

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.

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.

Amy Wells is a financial advisor with Wells Fargo Advisors in Rocky Mount, VA, holding Series 63 and Series 66 licenses and with 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory role, she serves as a check signer for a family-owned hauling business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations supported by proprietary research and planning tools, with services including niche areas such as business-owner transition and special-needs planning.

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.

Amy Stone is a financial advisor with Edward Jones in Hardy, VA, holding Series 63 and Series 66 licenses and 27 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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.