Michael Shelton is a financial advisor at 360 Wealth Consultants, LLC in Roanoke, VA, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining 360 Wealth Consultants in 2020, he worked at several firms including Level Four Advisory Services, LPL Financial, and VOYA Financial Advisors. Shelton is also a certified public accountant and owner of 360 Tax Solutions, LLC, a tax preparation and accounting business. 360 Wealth Consultants serves individuals, high-net-worth clients, business owners, and retirement plans, focusing on business owners and Baby Boomers. The firm uses proprietary model portfolios combined with fundamental analysis and offers financial planning, discretionary portfolio management, and the recommendation and monitoring of third-party advisers as part of its client services.

Kristopher Montgomery is a financial advisor at Kommon Wealth, LLC in Roanoke, VA. He holds Series 63 and Series 65 licenses and has experience as an independent contractor in insurance sales and commercial vehicle transport. His insurance work includes life, long-term care, medical supplement, and disability insurance products. Kommon Wealth, LLC is an independent advisory firm serving individuals, families, and small businesses with financial planning and investment management. The firm employs a tailored investment approach emphasizing asset allocation, diversification, and ongoing portfolio monitoring, and utilizes third-party model portfolios alongside AI tools for administrative support.

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.

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.

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 with Investment Management Corporation in Roanoke, VA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Equity Services, Inc. from 2011 to 2013. Investment Management Corporation provides discretionary portfolio management for individuals, businesses, pension and profit-sharing plans, and trusts, managing approximately $191 million across about 184 clients. The firm focuses on investing in individual stocks, bonds, ETFs, and mutual funds, using a combination of fundamental and technical analysis with weekly market updates.

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.

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.

Zachary Cline is a financial advisor with PeakValley Wealth, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining the firm, he served in the United States Air Force for three years and currently holds management responsibilities at a dental office. He is also a council member for the Town of Tazewell. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, offering customized investment management and financial planning services. The firm utilizes fundamental, technical, and cyclical analysis and may delegate portfolio management to sub-advisors while retaining discretionary authority.

John Taylor is a CFP® with 34 years of experience at Taylor Financial Group, Inc., where he has worked since 1992. He holds Series 63 and Series 65 licenses and is also an independent insurance agent selling fixed insurance products in Roanoke, VA. Taylor Financial Group, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm sponsors its own wrap fee program, combining fundamental, technical, and cyclical analysis with both long- and short-term strategies, and employs institutional investment vehicles such as Dimensional Fund Advisors mutual funds.

Terry Vandelinde is a financial advisor at VIP Planners, Inc. in Roanoke, VA, holding the ChFC® designation as well as Series 63 and Series 65 licenses, with 43 years of industry experience. He has been with VIP Planners, Inc. since 1991. Outside of advisory duties, he is a licensed agent for life and health insurance, dedicating fewer than 10 hours per week to this role. VIP Planners, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with global diversification and active management where appropriate, integrating various analytical methods and regular portfolio monitoring and rebalancing.

Jay Arce is a CFP® with nine years of industry experience, currently serving at Taylor Financial Group, Inc. since 2018. His prior experience includes work at Sonder Financial Advisors and H&R Block. Taylor Financial Group, Inc. provides discretionary portfolio management and annual financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios with institutional vehicles and offers a distinctive firm-sponsored wrap fee program that integrates management and transactional costs.

Robert Guelich is a financial advisor at Guelich Capital Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guelich Capital Management since 2006. He is also associated with Oberlín Financial Corp and Guelich Financial Group, where he conducts limited insurance sales and service activities. 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 a combination of fundamental and technical analysis and providing educational seminars and limited tax-preparation services.

Erin Muterspaugh is a financial advisor at PeakValley Wealth, LLC in Roanoke, VA, holding a Series 65 license with six years of industry experience. She has been involved with PeakValley Wealth since 2018 and holds a minority ownership in Brogdon Machine, Inc. Additionally, she serves as a board member for the nonprofit Run for Donuts 5k and Fun Run in Salem, VA. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, offering customized investment management and financial planning services. The firm combines a small advisory team with multi-office capabilities and provides institutional-style ERISA 3(38) services along with ongoing planning for managed-account clients.

Marvin Taylor is a CFP® with 38 years of experience and has been with Taylor Financial Group, Inc. since 1986. He is based in Roanoke, VA, and also works as an independent insurance agent selling fixed insurance 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 client assets and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.

Timothy Martin is a financial advisor at PeakValley Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked in Christian ministry as a ministry speaker. Martin has been a sole proprietor since 1994. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, offering customized investment management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis, with ongoing monitoring and quarterly reviews, and provides institutional-style ERISA 3(38) services alongside ongoing planning for managed-account clients.