Welsford Bishopric is a financial advisor at Hyperion Management Holdings, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at North Sound Management, Wolf Hill Capital, and HGGC. Hyperion Management Holdings provides discretionary and non-discretionary portfolio management and subadviser services primarily to high-net-worth individuals and other investment advisers, emphasizing equities while employing a range of strategies including long- and short-term trading and options. The firm uses a combination of fundamental, quantitative, and technical analysis and offers performance-based fee arrangements for qualified clients.

Donald Aaron Jr. is a financial advisor at Regal Investment Advisors LLC with six years of industry experience. He holds the Series 65 designation and previously worked at AE Wealth Management, LLC and his own firm, Aaron and Associates, LLC, where he served as Owner and President specializing in insurance sales and services. Regal Investment Advisors, operating as LionShare, provides discretionary investment management to independent advisers and serves a diverse client base including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, combining various asset classes and strategies, with investment decisions implemented by Regal under the direction of the client’s financial adviser.

Thomas Lee is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 credential and three years of industry experience. He has previously worked at W&S Brokerage and Western & Southern Life and serves as a part-time pastor at Pittsville Pentecostal Holiness Church. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, focusing on a sub-advisory platform that manages approximately $2.88 billion across proprietary and third-party strategies.

Anne Satterfield is a financial advisor with International Assets Investment Management, LLC, holding Series 63, Series 65, and Series 66 licenses and 17 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a board member for Virginia Tech’s College of Agriculture and Life Sciences. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction utilizing mutual funds, ETFs, equities, fixed income, and may include recommendations for options hedges and third-party money managers.

Patrick Wales is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds the Series 66 designation and has been with Truist Advisory Services, Truist Investment Services, and BB&T Securities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and manager-selection programs that combine discretionary and non-discretionary approaches with third-party platform support.

Kari Collins is a financial advisor at Davenport & Company LLC with 11 years at the firm and four years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she serves as secretary for Irish Twins, LLC, a rental property business. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment advisory division manages separately managed accounts, model portfolios, and mutual funds through a team-based approach.

Edgar Love is a financial advisor with Davenport & Company LLC, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. He serves as a volunteer board member for the City of Danville Employee Retirement System. Davenport & Company serves individual and institutional clients with a range of services including asset management, financial planning, and investment banking. The firm employs a team-based approach to portfolio management and offers various advisory programs alongside its mutual funds and fixed-income strategies.

Barry Riddle is a financial advisor at Davenport & Company LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davenport & Company since 2002. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, providing asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm offers a variety of advisory programs through dedicated portfolio manager teams and manages several mutual funds and fixed-income strategies.

Marvin Waller is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021, following positions at BB&T Securities and Scott & Stringfellow. He serves as a board member of the Danville Pittsylvania County Chamber of Commerce. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, combining discretionary manager relationships with third-party platform integration and AI-enhanced research.

Sonya Wentz is a financial advisor with First Citizens Investor Services, Inc. in Danville, VA, holding Series 63, 65, and 66 designations and bringing 29 years of industry experience. She has been with First Citizens Investor Services since 2002. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through IARs and third-party Portfolio Managers. The firm employs a client process focused on financial needs, risk tolerance, and time horizon, utilizing various analyses to allocate investments across multiple asset classes.

Eli Ashworth is a financial advisor at Davenport & Company LLC in Danville, VA. He holds the Series 66 designation and joined the firm in 2025. Prior to entering the financial industry, he worked at Duke University Hospital and was a student from 2015 to 2023. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm's asset management teams oversee strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts, and it acts as adviser to six Davenport mutual funds.

Justin Perri is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Wells Fargo, First Horizon Bank, and SunTrust Bank. Outside of his advisory work, he serves on the board of Kidz Dreamz Klub, which provides affordable after-school and summer programs for youth, and is a board member of the Lexington Kiwanis Club. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that emphasizes firm supervision alongside advisor-managed accounts.

Nancy Adams is a financial advisor with First Citizens Investor Services, Inc. in Danville, VA. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Nancy has been with First Citizens Investor Services since 2005 and concurrently works at the National College of Business and Technology since 2002. Outside of her advisory role, she volunteers as an advanced EMT with the Danville Life Saving Crew. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental, quantitative, and technical analysis to manage portfolios through discretionary and non-discretionary accounts, offering various investment platforms and tax-aware services.

Paul Ashworth is a financial advisor at Davenport & Company LLC with 20 years of industry experience. He has been with Davenport since 2005 and holds a Series 66 designation. Outside of his advisory role, Ashworth serves on the board of directors for the Danville Regional Foundation and is involved with the Southern Virginia Regional Alliance’s fundraising campaign for economic development. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, retail brokerage, public finance, and investment advisory programs. The firm’s investment approach includes dedicated portfolio manager teams and multi-strategy asset management through separately managed accounts, mutual funds, and ETFs.

Christopher Devivi is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has been with Truist Investment Services since 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate services.

Jonathan Hollie is a financial advisor with First Citizens Investor Services, Inc. in Danville, VA, holding a Series 66 designation and 18 years of industry experience, all with his current firm since 2008. He serves as a board member of the Womack Foundation, a charitable organization focused on funding initiatives for underprivileged youth, and participates on the finance committee of Mount Hermon Baptist Church. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, utilizing fundamental, quantitative, and technical analysis to manage portfolios that include equities, fixed income, mutual funds, and ETFs.

James Abercrombie is a financial advisor at Edward Jones in Danville, VA, holding Series 63 and Series 66 credentials with 30 years of industry experience. He has been with Edward Jones since 1995. Abercrombie serves as a major gifts board member for Holland Home, a nonprofit organization in Grand Rapids, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Hershel Stone is a CFP® with over 31 years of experience at Edward Jones, where he has worked since 1994. He is based in Danville, VA. Outside of his financial advisor role, he serves as a board member of the Chatham, VA Board of Zoning Appeals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of nearly 24,000 advisors.

Christopher Mitchell is a financial advisor with Edward Jones in Danville, VA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015 and also works with the Virginia Department of Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Shayna Lloyd is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she has held positions at Ruffalo Noel Levitz and Barham & Associates, CPA, and is currently a student at UNC Chapel Hill. Outside of finance, she is involved with Lloyd's Heating and Air Conditioning, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers various investment strategies, with a large nationwide network of advisors and branch offices.

Kristy Wolfe is a financial advisor with Edward Jones in Danville, VA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is the owner of Wolfe Enterprises, Inc., which operates Oakes Memorials & Signs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Lauren Fields is a financial advisor with Edward Jones in Eden, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2022, she worked for Rockingham County Schools from 2019 to 2022 and at UNC - Charlotte from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jamison Sanders is a financial advisor at Edward Jones in Danville, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Aaron & Associates, LLC and has experience in both the corporate and retail sectors. Sanders is also involved as an insurance agent providing life and health insurance sales and financial services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Jacob Boyer is a financial advisor at Edward Jones in Danville, VA, holding a Series 66 designation with three years of industry experience. He previously worked at Infinity Global for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the United States.

Joshua Barrett is a financial advisor with Edward Jones in Danville, VA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Frank Anderson Jr. is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He is a member of the investment policy committee for ATO Capital Fund, advising on short-term investments for a fraternity house renovation fund. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services and includes insurance-related vehicles and bank deposit sweep options among its investment menu.

Robert Mead is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous roles at Grove Point Advisors, Onedigital Health and Benefits, and D.L. Mead & Associates, among others. Outside of advising, he is a business owner of Joan+Joe Coffee, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Roger Keaton III is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Liberty University, Cross Country Mortgage, and Pittsylvania County 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 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.

Christopher Brown is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Truist Investment Services, Inc./BB&T Securities, LLC. Brown is currently based in Eden, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Kathy Hale is a financial advisor with Edward Jones in Eden, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Thomas Allegretto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dyanna Bogaert is a Series 66 licensed financial advisor with Edward Jones in Eden, NC, where she has worked for 13 years. She is involved in her local community as a middle school tennis coach and serves as the treasurer for the board of directors at Send Us International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm is notable for its extensive retail advisor and branch network and offers both discretionary and non-discretionary advisory solutions under a fiduciary standard.

Stuart Rhue is a financial advisor at Edward Jones with 12 years of industry experience, including seven years at Wells Fargo and nine years with Edward Jones. He holds the Series 63 and Series 66 designations. 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 and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Phillips is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to his current role, he was involved in education as a Junior Varsity basketball coach at Rockingham County Schools and held management roles in local real estate and construction businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Troy Stowe is a financial advisor at Edward Jones in Danville, VA, with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First Citizens Investor Services, First Citizens Bank, and BB&T. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of advisors and branch offices.

Phillip Thompson is a Series 66 credentialed financial advisor at Edward Jones in Danville, VA, with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Gary Carroll is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2009 and holds a Series 66 credential. Outside of his advisory role, Carroll is a co-owner of a rental property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Mark Lewis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. and Riverview Financial Services of Danville since 2009. He is also the owner of an LLC, Riverview Financial, based in Danville, VA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting aligned with client goals.

Christopher Eastwood is a CFP®-certified financial advisor with Edward Jones, where he has worked since 1999, accumulating 27 years of industry experience. Based in Danville, VA, he also manages Briar Ridge Farms, LLC, an agricultural timber farm in Ringgold, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services beyond advisory offerings.

Katelyn Murray is a CFP® professional with 11 years of experience in financial advising, currently with Raymond James Financial Services Advisors, Inc. She has previously worked at Kendall Capital Management and Woodbury Financial Services. Murray is also a partner in a privately owned bookstore, The Dog-Eared Page, LLC, planned for acquisition in late 2025. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs non-discretionary planning and analytical tools tailored to client goals, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jon Cassada is a Series 66-registered financial advisor with 19 years of industry experience. He currently works at Wells Fargo Clearing and has previously held positions at Atlantic Union Bank, Raymond James Financial Services Advisors, and American National Bank & Trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shannon Vaughan is a financial advisor with Merrill in Danville, VA, holding a Series 66 designation and 15 years of industry experience. She has been with Merrill since 2009. Vaughan serves as a board member at Gabriella Garden Club and sits on the Sacred Heart School Board, supporting local community and educational initiatives. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Patrick Carroll is a financial advisor at Edward Jones in Danville, VA, holding a Series 66 designation and entering his first year in the investment industry. Before joining Edward Jones, he held roles with Bedford Cooperative and several agricultural cooperatives and farms over the past decade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Charles Jones is a financial advisor with LPL Financial holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including long tenures at H. Beck, Inc. and Grove Point Investments, LLC. Outside of financial advising, he coaches sports and fitness within Arlington County Public Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kirk Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He previously led Kirk Smith Wealth Management, LLC for 10 years and has worked at Atlantic Union Bank since 2024. Smith also serves on the board of the Reidsville Area Foundation, participating in its finance and governance committees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations, using tailored non-discretionary planning and analytical tools to support client goals.

Janet Yoder is a financial advisor at Edward Jones in Danville, VA, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2002. 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 and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Mueller is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Morgan Stanley, TD Ameritrade, Ameriprise, and Grove Point Advisors. Mueller also operates Jones, Mead and Associates, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Jackson Wiles is a financial advisor with Ameriprise in Danville, VA, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2020 and previously worked at First Citizens Bank and Virginia Tech in various roles. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations delivered in partnership with advisors like Wiles.