Sasha Schrage is a financial advisor at D.A. Davidson & Co. with eight years of industry experience and a Series 66 designation. Prior to joining D.A. Davidson & Co. in 2017, Schrage worked at Stortz Financial Group for 16 years. Outside of advising, Schrage is a commissioned notary public in Virginia. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals, operating under the Advisers Act fiduciary standard.

Rodney Gillespie Jr. is a financial advisor with Eagle Strategies, affiliated with New York Life, holding Series 65 and Series 66 credentials and seven years of industry experience. He has worked at multiple related firms since 2019 and previously spent 27 years in education with Tazewell County Public Schools. Outside of finance, he serves as Chairman of the Board for Southwest Virginia Community College and is an officer at Westminster Presbyterian Church. He also owns a retreat cabin used for low-cost vacations and retreats for pastors and church groups. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and works primarily with non-discretionary assets through an integrated structure affiliated with New York Life.

Michael Wood Jr. is a CFP® professional with 39 years of industry experience, currently serving at D.A. Davidson & Co. He has previously worked at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Michael Wood III is a financial advisor with D.A. Davidson & Co. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Truist Investment Services and BB&T Securities. Wood serves on the board of the Tazewell High School Hall of Fame, a nonprofit organization that elects members and provides scholarships to graduates. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides services under fiduciary standards, employing both qualitative and quantitative analysis, and distinguishes itself through municipal advisory activities and affiliated custodial entities.

Sara May is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked at Crowe & Company Orthodontics, Boehringer Ingelheim Pharmaceuticals, AdaptHealth, and Thryv. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Anne Crowe is a financial advisor with LPL Financial in Bluefield, VA, holding Series 63 and Series 65 licenses and having 38 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Jonathan Ferrell is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His previous roles include positions at Wells Fargo Clearing Services, BB&T, Cetera Investment Services, Merrill, and UBS Financial Services. He is also involved with CF Sterling Wealth Management, LLC, a business related to his LPL activities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered by a large network of investment adviser representatives using a range of investment strategies and technologies.

Jody Deel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining Cetera in 2025, Deel operated Deel Financial, PLLC and has experience dating back to 2010 in accounting and tax preparation through his own firms. He serves as a board member and treasurer for both the Abel Pregnancy Resource Center, a medical clinic supporting unplanned pregnancies, and The 315 Company, a faith-based entertainment organization. Cetera is an SEC-registered adviser that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management.

Peter Romano is a financial advisor with Ameriprise in Bluefield, VA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Romano serves on the advisory board for the School of Business at Bluefield State University. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, primarily focused on Ameriprise-managed accounts.

Christopher Benson is a financial advisor at Edward Jones in Bluefield, VA, holding Series 63 and Series 66 credentials with 28 years of industry experience. He has been with Edward Jones since 2004. 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 strategies, including discretionary and non-discretionary wrap fee solutions, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.