Top financial advisors working with clients approaching retirement in Radford, VA

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.

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.

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.

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.

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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.