Roanoke, VA Brambleton Avenue Office

Mark Sewell Jr. is a financial advisor at Geneos Wealth Management, Inc. with six years of industry experience. He holds a Series 66 license and has worked at Geneos Wealth Management and IFA Wealth since 2019. Outside of his advisory role, he operates independently as a representative for fixed insurance products. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various traditional and wrap-fee programs, managing over $5.5 billion in client assets as of the end of 2024.

James Tate III is a financial advisor at Geneos Wealth Management, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Geneos Wealth Management since 2004. He is president of the 95th Rifles 1st Battalion Club and is involved in management consulting through Cogent Management Resources LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies tailored to client needs.

Mary Plott is a ChFC® credentialed financial advisor with 38 years of industry experience. She has been associated with Geneos Wealth Management, Inc. and Plott & French Financial Advisors since 2005 in Roanoke, VA. She is also a notary public. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutions. The firm provides financial planning, portfolio management, and referrals to third-party money managers, utilizing a range of investment strategies and customized account options.

Robert Arthur is a financial advisor with Geneos Wealth Management, Inc. in Roanoke, VA, holding a Series 66 credential and 12 years of industry experience. He has worked at Geneos Wealth Management since 2013 and is currently affiliated with IFA Wealth. Outside of financial advising, he operates a farming business. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services with an investment process that includes continuous account monitoring, discretionary trading, and a range of analytic strategies.

Michael Canestrari is a financial advisor with Geneos Wealth Management, Inc. in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Plott & French Financial Advisors and Woodmen Financial Services, Inc. among other roles. Outside of advisory work, he serves as a board member for the Radford Public Library and owns Disaster Dolls LLC, a separate business venture. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including discretionary and non-discretionary approaches tailored to client needs.

Timothy Shank is a CFP® with 38 years of experience in the financial industry. He has worked at Geneos Wealth Management since 2004 and has been associated with IFA Wealth since 2020. Outside of his advisory role, he serves as a board member for the Hills of Ashley Homeowners Association. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a variety of investment strategies and analytic approaches tailored to client needs.

Amanda Arthur is a financial advisor at Geneos Wealth Management, Inc. with 15 years of industry experience. She holds the Series 66 designation and has worked at Geneos since 2015, alongside roles at IFA Wealth and Barnhart-Arthur Investments. Amanda is also a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies to manage client assets.

David Arthur Jr. is a financial advisor at Geneos Wealth Management, Inc. in Roanoke, VA, with 11 years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management since 2015, including prior experience at Barnhart-Arthur Investments. Outside of his advisory role, he serves as treasurer for the Roanoke Spurs Supporters Club. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a variety of analytic strategies and discretionary trading to manage client portfolios.

Adam Workman is a financial advisor with Geneos Wealth Management, Inc. in Roanoke, VA, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at First Citizens Bank and First Citizens Investor Services, as well as Geneos Wealth Management and IFA Wealth. Outside of his advisory work, he serves as a planning commissioner for the Montgomery County Planning Commission. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies and providing discretionary and non-discretionary advisory supervision.

A Carroll is a financial advisor at Geneos Wealth Management, Inc. with 34 years of industry experience. He has been with Geneos since 2005 and previously worked at Ameriprise for 13 years. Carroll holds Series 63 and Series 65 designations. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers, utilizing a variety of strategies including discretionary and non-discretionary account supervision.

Justin Stone is a financial advisor at Geneos Wealth Management, Inc. with CFP® and ChFC® designations and two years of industry experience. He has worked at Plott & French Financial Advisors and Geneos Wealth Management since 2022. Outside of his advisory role, he owns Business and Birdie Golf Tournaments. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a variety of analytic approaches and investment strategies ranging from long-term buy-and-hold to tactical trading.