Christopher Salyer is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior firms include Osaic Wealth, Inc. and FSC Securities Corporation. Outside of advising, he is managing partner of South Holston Ventures, LLC, and maintains an active law license while not practicing actively. He also participates in the Association of Financial Educators, providing free financial education to various organizations. Southland Equity Partners, LLC advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to manage mostly discretionary portfolios and evaluates third-party managers for specific asset classes.

Daniel Thornton is a financial advisor at Concord Wealth Partners with 26 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch prior to joining Concord Wealth Partners in 2020. Outside of his advisory role, he participates in a family business focused on marketing baseball-related products as a teaching project for his children. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals—including high-net-worth clients—as well as corporations, trusts, estates, and charitable organizations. The firm emphasizes tailored asset allocation and cash management, operating with discretionary authority and engaging sub-advisers when appropriate.

Cody Anderson is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on building long-term, personal relationships with clients to understand their financial and personal priorities. He collaborates with clients to develop tailored financial plans, utilizing Fidelity's extensive resources and his specialized knowledge of employer benefits. Prior to his current role, Cody worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, he was a Financial Advisor at Edward Jones from 2019 to 2021. His career experience spans various aspects of financial advising and benefits planning, emphasizing client trust and professional development.

Tyler Caveness is a CFP® with 10 years of industry experience, currently serving at Concord Wealth Partners since 2017. Prior to that, he worked at Lopez Wealth Management, LLC for one year. Outside of financial advising, he consults on SaaS projects for DXC Technology, and he is the founder of two companies focused on software engineering and bookkeeping. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion across individual, corporate, trust, estate, and charitable clients. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting while tailoring strategies to client objectives and utilizing a range of investment vehicles including mutual funds, ETFs, alternatives, and more complex strategies where appropriate.

Jonathan Weatherly is a financial advisor at Concord Wealth Partners with 22 years of industry experience. He has been with Concord Wealth Partners since 2004. Weatherly holds a Series 66 designation and serves on advisory boards for Pershing NetExchange and Dunham & Associates. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, tailoring allocations to client objectives and incorporating a range of investment strategies including mutual funds, ETFs, and alternatives.

Justin Lopez is a financial advisor with Concord Wealth Partners, holding a Series 65 designation and 10 years of industry experience. He has worked at Concord Wealth Partners since 2017 and previously operated Lopez Wealth Management LLC from 2015 to 2017. Outside of advising, he serves on the board of directors for ZRH Holdings, LLC, a manufacturing company. Concord Wealth Partners is a team-based firm managing approximately $946 million in client assets. The firm provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base, employing an individualized, generally discretionary investment approach with an emphasis on asset allocation and diversification.

Jonathan Lopez is a financial advisor at Concord Wealth Partners with 40 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes long-term roles with the Financial Leadership Council and the Gerson Lehrman Group, as well as entrepreneurial ventures including leadership positions in marketing, motorsports, and multiple investment-related businesses. He is also involved with nonprofit organizations such as the Boys & Girls Club and the Whites Mill Foundation. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, tailoring allocations to client objectives and incorporating a range of investment strategies including mutual funds, ETFs, alternatives, and complex instruments.

Steven Gibson is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with The O.N. Equity Sales Company since 2009, Ohio National Financial Services since 2008, and Northwestern Mutual Life Insurance Company since 2003. Outside of his advisory work, he owns Oakmont Tech LLC, a mobile app development business through which he designs and releases apps. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a range of investment programs and frequently combines discretionary and non-discretionary management approaches, with many advisers also operating as registered representatives through an affiliated broker-dealer.

Sheila Penley is a financial advisor at Cary Street Partners with 18 years of industry experience. She holds a Series 66 designation and has been with Cary Street Partners since 2009, following a one-year tenure at Banc Of America Investment Services. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes state and municipal government entities as well as insurance company clients.

Gina Rowe is a Series 66-licensed advisor at Cary Street Partners with 13 years of industry experience. She has been with Cary Street Partners Investment Advisory LLC since 2011. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities as well as insurance company clients.

Christopher Lawson is a CFP® professional with 28 years of industry experience. He is currently with Cary Street Partners and has previously worked at LPL Financial LLC and Highlands Union Bank. He serves as a board member of Sullins Academy, assisting with endowment and legal governance, and is Treasurer and board member of The Arts Depot, a collective supporting local artists in Abingdon, VA. Cary Street Partners offers investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad range of investment vehicles and proprietary strategies to construct portfolios and serves specialized institutional niches such as state and municipal governments and insurance companies.

Jack Cooper is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Lindamood Financial Group. Prior to his career in finance, Jack worked part-time while completing his studies. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and offers comprehensive wealth management, financial planning, and retirement plan services.

Julie Eades is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Infinex Investments, Inc. since 2012 and at First Bank & Trust Co. since 2002, where she also serves as a Wealth Management Officer in the Trust Department. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model that combines firm supervision with adviser-driven investment management.

David Coleman Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include seven years at Edward Jones and involvement with Lindamood Financial Group and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors is an SEC-registered, multi-team firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios incorporating ETFs, mutual funds, and other investments, supported by affiliated sub-advisory arrangements and multiple custodial platforms.

Lucas Kalber is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and six years of industry experience. He has worked at Infinex Investments, Inc. since 2019 and has been affiliated with New Peoples Bank since 2016, where he served as branch manager before transitioning to a financial advisor role. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, consulting, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary advisory services.

Kyle King is a financial advisor at Davenport & Company LLC with five years of industry experience. He holds a Series 66 registration and previously worked at Edward Jones and Appalachian Cast Products. Outside of his advisory role, King operates KGK Consulting, a sales consulting business. Davenport & Company serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm organizes its asset management through dedicated portfolio manager teams and offers a range of advisory programs and mutual funds.

Jordan Tickle is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He has previously worked with Purshe Kaplan Sterling Investments and Raymond James Financial. Outside of his financial career, he owns and operates Jordan Tickle Photography, providing photography services for events and portraits. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm’s investment approach focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Roger Mullins is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has held positions at firms including Purshe Kaplan Sterling Investments, Lindamood Financial Group, and Raymond James Financial Services. Outside of his advisory role, Mullins is an independent insurance agent and serves as president of JP Developments, LLC, a property management business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, long-term portfolios typically utilizing ETFs, mutual funds, and other investment vehicles.

Matthew Branham is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked in automotive sales and at Edward Jones. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Joe Waters II is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Infinex Investments, Inc., New Peoples Bank, First Bank & Trust, and Bi Investments LLC. Waters is a board member of the Kiwanis Club in Abingdon, VA. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary management.

Matthew Lindamood is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Raymond James Financial. Outside of advising, he is involved in property ownership through Lindamood Property Group. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios and offers a range of wealth management and financial planning services through a network of advisors.

Angie Waters is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Her prior work includes roles at Infinex Investments, Inc., First Bank & Trust Co, LPL Financial, Uvest Financial Services Group, Inc., and Merrill. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates under a hybrid adviser/broker-dealer model with delegated investment management and a notable emphasis on non-discretionary assets and lending solutions.

Emily Lee is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors. Her prior experience includes roles at Concord Wealth Partners, Cetera Advisor Networks, Carson Wealth, and Merrill. She is active in her community, holding board positions with the Boys & Girls Club of the Mountain Empire, Highlands Community Services, and the William King Museum of Art, as well as serving as treasurer for the Washington County Rotary. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

Michael Boyd II is a financial advisor with Wells Fargo Advisors in Abingdon, VA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at infinex Investments, TruPoint Bank, and Bi Investments. He is also involved in wealth management through his ownership of Michael Boyd Wealth Management, LLC and BOYD GPD, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs, including retirement, education, risk, and specialized planning. The firm integrates advisory services with various financial products and referral channels, offering tailored recommendations supported by Wells Fargo’s research and planning tools.

Landrie Bailey is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. Bailey has five years of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services since 2021. Prior to financial advising, Bailey’s background includes work in community law, manufacturing, education, and the restaurant industry. Bailey also earns non-investment compensation through referrals for home security and automation products affiliated with Primerica. Primerica Advisors serves individual investors, corporate clients, and charitable organizations through a wrap-fee asset management program utilizing model-delivery strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, offering a range of strategic and tactical investment models.

Jared Surber is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has one year of industry experience, including roles at the National Federation of Independent Business and Blue Ridge Beverage Company. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering various investment options such as mutual funds, ETFs, and select alternative investments.

Evan Blanton is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Baker Financial Services and Rodefer Moss. Blanton also has experience with UVA-Wise and Union High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Ashley is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Cambridge Investment Research Advisors since 2012. Ashley is also the owner of Robert Ashley & Associates, Inc., a business involved in insurance, benefits, and human resources, and serves as a church deacon and a board member for the Museum of Middle Appalachians. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. It offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a range of portfolio management strategies and platform arrangements.

Sylvia Robbins is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. She has worked at Edward Jones since 2017 and previously was employed at Southwestern Virginia Mental Health Institute. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Hollo is a Series 66-licensed financial advisor with Edward Jones in Abingdon, VA, where he has worked since 2009, accumulating 17 years of industry experience. In addition to his advisory role, he serves as adjunct faculty for Washington County Public Schools, assisting in teaching high school band. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Caleb Sample is a financial advisor with Primerica Advisors in Abingdon, VA, holding Series 63 and Series 65 licenses and two years of industry experience. He has prior roles with PFS Investments Inc. and Primerica Financial Services, and has worked in pharmacy and community college settings. Outside of finance, he has been involved with Cedar Grove Baptist Church for several years. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies managed by unaffiliated asset managers and supported by custodial services.

Bradley Simmons is a financial advisor with Edward Jones in Abingdon, VA, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Equitable Advisors for one year and managed Simmons Moving, LLC for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory strategies and affiliated investment options, operating under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.

Grayson Waddle is a financial advisor with Primerica Advisors in Abingdon, VA, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes positions at PFS Investments Inc., Primerica Financial Services, and prior roles in education and retail. He is also involved in sales of investment-related and home service products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with advisory services delivered through a model-based approach. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Michael Jackson is a financial advisor with Edward Jones in Lebanon, VA. He holds a Series 66 designation and has over 11 years of industry experience, including 11 years at The First Bank & Trust Company prior to joining Edward Jones in 2026. 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 and investment solutions supported by a nationwide network of financial advisors and branch offices.

Bruce Hatch Jr. is a financial advisor with Equitable Advisors in Abingdon, VA, holding a Series 66 designation and 25 years of industry experience. He has worked at Equitable Advisors since 2001, previously under the Axa Advisors name. Outside of his advisory role, Hatch serves on the board of the Johnston Memorial Hospital Community Foundation and participates on the finance committee at Christ the King Catholic Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, corporations, pension plans, and charitable organizations. The firm uses a network of Investment Adviser Representatives to deliver a range of advisory programs, often involving third-party managers and model portfolios tailored to client risk tolerance.

Ricky Bray is a financial advisor with Edward Jones in Abingdon, VA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.