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 CERTIFIED FINANCIAL PLANNER™ professional with 13 years of experience in the financial services industry. She is the sole advisor at Cultivate Financial Planning, an independent firm she has led since 2018. Her prior experience includes roles at OLIO Financial Planning, Wealthcare Capital Management, and Stifel. Cultivate Financial Planning serves individual clients including high-net-worth households and employer plan sponsors, providing comprehensive financial planning, investment management, employee benefit plan consulting, and tax preparation services. The firm emphasizes client-specific investment policies utilizing both passive and active strategies and offers flexible fee arrangements beyond traditional assets-under-management models.

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.

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.

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.

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.

Aaron Sexton is a financial advisor with Osaic Institutions, Inc. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. His prior work includes roles at Nationalbankshares, Inc DBA NBB Wealth Management and Edward Jones. Outside of finance, he serves as a board member for Galax City Public Schools and represents the school district on the Southwest Virginia Governor's School board. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure and a network of independent representatives.

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.

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.

Reagan Perdue is a financial advisor at Osaic Institutions, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Osaic Institutions, Inc., Perdue held roles at The National Bank of Blacksburg and Kathy Coleman Insurance Services, LLC. Outside of finance, Perdue performs as a musician and vocalist in a band and works as a bartender for events. Osaic Institutions, Inc. is an SEC-registered investment 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 under a hybrid adviser/broker-dealer model with a decentralized account management approach.

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.

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.

James Mitchell Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 designations and has 44 years of industry experience. He has been with Raymond James since 1988 and also operates Jim Mitchell Music, where he performs and writes songs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary approaches and advanced analytical tools.

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.

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.