Roger Bell is the sole advisor at Roger R. Bell & Co., Inc. in Pulaski, VA, holding a Series 66 designation with 23 years of industry experience. He has been with Roger R. Bell & Co., Inc. since 1992. The firm provides financial planning, investment advisory, and implementation services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Its advice is customized to client risk tolerance, time horizon, and liquidity needs, and it offers services on a fixed, hourly, or retainer basis without managing client assets or maintaining discretionary portfolio management.

Ashley Coake is a CFP® professional with 12 years of experience in financial planning. She has worked at Cultivate Financial Planning since 2018 and previously held positions at OLIO Financial Planning and Wealthcare Capital Management. Coake holds the Series 66 designation and is based in Radford, VA. Cultivate Financial Planning serves individual clients, including high-net-worth households, and employer plan sponsors by providing comprehensive financial planning, investment management integrated into planning, employee benefit plan consulting, and tax preparation services. The firm employs a client-specific investment approach combining passive and active strategies and uses subscription and fixed fees rather than percentage-of-assets billing.

Michael Jones is a CFP® with 20 years of industry experience and the principal of Ataraxia Advisory Services, LLC. He has led the independent advisory firm since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers related products to clients. Ataraxia Advisory Services, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, employing multiple analysis methods and a range of investment strategies with accounts reviewed quarterly.

Mark Tevebaugh is a financial advisor with OneAscent Wealth Management in Indian Valley, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at OneAscent Financial Services and OneAscent Wealth Management since 2020 and was with Next Financial Group Inc from 2014 to 2020. Outside of his advisory role, he is an officer of Tevebaugh & Associates, a registered representative and investment advisor operating under a DBA. OneAscent Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and other institutions. The firm uses a combination of direct securities, third-party managers, and model portfolios tailored to client-specific asset allocation guidelines, supported by a range of strategies including UMA solutions, alternatives, and tax-overlay services.

Gary Collier is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Lombard Securities since 2007 and at A G Edwards & Sons since 1999. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs, using a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor client portfolios.

Ethan Cook is a financial advisor with Cary Street Partners and holds a Series 66 designation. He has one year of industry experience, including prior roles at Virginia Tech, First Bank and Trust Company, Skyline National Bank, Pascor Atlantic, and Bland County Public Schools. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs a range of investment strategies and combines third-party managers with in-house resources to provide tailored portfolio management and financial planning solutions.

Joseph Sutphin is a financial advisor at Lombard Advisers Incorporated with four years of industry experience. He holds a Series 66 designation and has worked at Lombard Securities Incorporated since 2022. His prior experience includes roles at Gary Collier & Associates and the National Bank of Blacksburg. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a multi-team structure. The firm offers both discretionary and non-discretionary portfolio management using various analytical methods, with approximately $670 million in assets under management as of the end of 2025.

Aaron Summers is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at Cary Street Partners and its affiliated entities since 2012, with prior experience at Luxon Asset Management. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to individual investors, charitable organizations, corporations, retirement plans, and other institutions. The firm offers a range of portfolio management solutions, financial and retirement planning, and access to alternative and private fund vehicles, utilizing both third-party and in-house resources across diverse investment strategies.

Tawana French is a financial advisor at Geneos Wealth Management, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Geneos Wealth Management and Plott & French Financial Advisors. Outside of advising, she serves as treasurer for Rainbow Riders. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority and customized portfolio options.

Christopher French is a financial advisor at Geneos Wealth Management, Inc. in Radford, VA, with 11 years of industry experience. He holds a Series 66 designation and has been associated with both Plot & French Financial Advisors and Geneos Wealth Management since 2014. Outside of his advisory role, he is involved in photography and software development for financial advisors. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies supported by continuous account monitoring and discretionary trading authority.

Russell Jones is a financial advisor at Cary Street Partners with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining Cary Street Partners in 2021. Outside of his advisory role, he manages a farming and land business and serves as vice-chairman of a nonprofit dedicated to rehabilitating a historic theater, as well as a board member of a local public schools foundation. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs a comprehensive investment approach that includes traditional and alternative strategies, using both third-party managers and in-house resources.

Don Price Jr. is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Lombard Securities Incorporated since 2009 and has previous experience at Wachovia Securities, LLC and A.G. Edwards & Sons, Inc. In addition to his advisory role, he is involved in outside insurance sales and works part-time for UPS. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, using fundamental, technical, charting, and cyclical analysis, with a notable portion of assets managed on a non-discretionary basis allowing clients to retain final trading authority.

Katherine Waller is a financial advisor at Valic Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2010. She also serves as an agent for AGIA, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Pamela Callahan is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 22 years of industry experience. She has been with the Truist-related entities since 2001, including SunTrust Advisory Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary management and non-discretionary consulting supported by third-party platform relationships and AI-enabled research tools.

Amanda Donnelly is a financial advisor with GWN Securities Inc. in Radford, VA, holding Series 65 and Series 63 registrations and eight years of industry experience. She has worked at GWN Securities since 2018 and previously spent 17 years with Virginia Retirement Specialists, where she also serves as an agent for life, annuities, and health insurance. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers with portfolio strategies grounded in asset allocation and Modern Portfolio Theory, alongside legacy market-timing and momentum-based approaches.

Jerry Haynes is a financial advisor with GWN Securities Inc. in Dublin, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with GWN Securities since 2011 and also maintains a role at Interactive Financial Advisors since 2006. Outside of his advisory work, Haynes operates a literary services business involving book sales and speaking engagements. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Gary Firebaugh is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His career includes a long tenure at Truist Investment Services, where he has worked since 2008 in various capacities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary manager relationships with non-discretionary consulting and leveraging third-party platforms and AI-enabled research tools.

Robert Piscura is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 44 years of industry experience. He has been with Commonwealth since 2007, including a current tenure starting in 2017, and also leads Piscura Family Financial Consultants. Outside of his advisory work, he is active as a musician and master of ceremonies with The Groove Houndz. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, trading, compliance, and technology, allowing advisors to offer customized investment solutions under Commonwealth’s supervision.

Thomas Ely is a financial advisor with PlanMember Securities Corporation, holding the ChFC® designation and securities licenses Series 63 and Series 65, with 42 years of industry experience. His prior roles include significant tenure at GWN Securities Inc. and leadership positions at Ely Financial Network and Virginia Retirement Specialists, Inc. Outside of investment advisory, he manages an income tax preparation service. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm employs a strategic asset allocation approach through risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Gina Piscura is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. She has worked with Commonwealth Financial Network since 2007, including time managing her own advisory firms, Piscura Family Financial Advisors and Piscura Family Financial Consultants. Outside of her advisory work, she is involved in the operations of Hoof Hearted Farm, an animal raising business. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.

Donna Webb is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked with GWN Securities, Inc. and currently manages multiple roles in related businesses, including Virginia Retirement Specialists, Inc., Ely Financial Network, and Elite Financial & Insurance Services. Additionally, she is involved with Educators Tax Service, providing income tax preparation services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive, supplemented by educational and support services for plan sponsors and participants.

Reagan Perdue is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and beginning their advisory career in 2024. Prior to joining OSAIC, Reagan worked at The National Bank of Blacksburg and Kathy Coleman Insurance Services, LLC, and has experience in hospitality and the arts, including bartending at events and performing as a musician in a band. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a wide range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s approach includes both fundamental and technical analysis, with a notable emphasis on non-discretionary assets and integrated banking and lending services.

Aaron Sexton is a financial advisor with Edward Jones in Pulaski, VA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. Prior to joining Edward Jones, he worked at Osaic Institutions, Inc., Nationalbankshares, Inc. DBA NBB Wealth Management, and also served as a school board member for Galax City Public Schools. He is additionally a board member for the Southwest Virginia Governor's School, representing Galax City Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and supports its services with a nationwide network of financial advisors and branch offices.

Joseph Cockram is a Series 66 licensed financial advisor with Edward Jones in Wytheville, VA. He has one year of industry experience, previously working at Volvo Trucks North America and the Town of Wytheville Police Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Caroline Gaskins is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, she was with NYLIFE Securities LLC and New York Life Insurance Co. from 2018 to 2019 and spent twelve years with Montgomery County Public Schools. Outside of her advisory role, she is involved as a part owner of an Airbnb rental in Radford, VA, where she manages the website and renter communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

George Williams is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2010. Outside of his advisory role, he serves as chairman of the Radford High School Foundation, a nonprofit supporting local schools, and is a member of the Board of Trustees for Carolina University. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Samuel Clyburn Jr. is a financial advisor with Ameriprise in Wytheville, VA, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 11 years before joining Ameriprise in 2020. Clyburn serves on the board of Wytheville Lifelong Fitness and participates on the investment committee for Virginia Lions. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Keith Weltens is a financial advisor with Ameriprise who holds a Series 66 designation and has 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Weltens is involved in community and business activities including ownership of a local brewery, serving on multiple nonprofit and educational boards, and participating in regional commerce and church finance councils. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through a collaborative, non-discretionary approach supported by proprietary research and third-party data.

Joshua Smith is a financial advisor with Ameriprise in Radford, VA, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise, he worked briefly at FedEx and has been involved with Radford High School in multiple roles since 2015, including assistant football coach and live announcer for athletic events. He serves on the boards of the Radford City Schools Partners for Excellence Foundation and the Radford High School Athletics Boosters. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Gary Tibbs is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Outside of his advisory work, he serves as a church elder at Fairlawn Church of God, participating in monthly meetings to oversee church operations and ministries. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

Mary Bennett is a financial advisor with Edward Jones in Wytheville, VA, holding a ChFC® designation and Series 63, 65, and 66 licenses, and has 24 years of industry experience. Her prior work includes roles at Primerica Advisors, TD Ameritrade, and Scottrade. She also engages in part-time referrals for home security and automation products through a Primerica affiliate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

James Mitchell Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with Raymond James since 1988 and also pursues music professionally through his business, Jim Mitchell Music, where he performs and writes songs. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by asset-allocation analysis and firm research.

Ruth Cline is a financial advisor with Ameriprise in Radford, VA, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Ameriprise, she held various roles including coaching volleyball and involvement with a community foundation. Outside of her advisory work, she is the head coach for the 14U girls volleyball team at Rocktown Volleyball Club and co-owns a family business exploring personal investment opportunities. Ameriprise serves primarily clients approaching or in retirement, offering retirement-income planning services that combine research, modeling, and tax-efficient strategies, supported by a large institutional platform providing advisory, brokerage, and insurance solutions.

Benjamin Tuck is a financial advisor with Ameriprise in Blacksburg, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Eagle Strategies and New York Life from 2012 to 2020. He serves on the board of Habitat for Humanity of the New River Valley and is involved with Monuments Across Appalachian Virginia, providing business and financial guidance to regional nonprofits. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

Mark Tapp is a financial advisor with Ameriprise in Radford, VA, holding a Series 63 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Vincent Hagy is a financial advisor with Ameriprise in Wytheville, VA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Fairview Contractors Inc and served in the United States Air Force Reserves. Outside of his advisory role, he coaches and leads a nonprofit youth soccer club for children in grades 1 through 7. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Anthony Billue is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has held positions at Avantax Advisory Services and several related entities for over two decades and currently serves as Chief Executive Officer of Clarion Wealth Management and Treasurer of Clarion Tax & Wealth Strategies. Billue operates a tax preparation and accounting practice as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and unaffiliated investment managers across various program structures.

Samuel Williams is a CFP® with nine years of experience at Stifel Nicolaus & Co Inc. He has worked at the firm since 2017 and previously spent time at Enterra Capital and Statewide Remodeling. He serves as an advisory board member for the Radford High School Foundation, a nonprofit supporting children in the Radford City School system. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services alongside fee-based financial planning. Its investment approach is based on proprietary methodologies developed by the Stifel Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and retirement planning.