James Martin

Michael Shelton is a financial advisor with 11 years of industry experience, currently practicing at 360 Wealth Consultants, LLC in Roanoke, VA. He holds Series 63 and Series 65 licenses and has held roles at several firms including Level Four Advisory Services and LPL Financial. Outside of advising, Shelton is involved in tax preparation and accounting through his ownership of 360 Tax Solutions, LLC. 360 Wealth Consultants serves individuals, high-net-worth clients, business owners, and retirement plans, focusing primarily on business owners and Baby Boomers. The firm employs proprietary model portfolios and fundamental analysis to tailor discretionary portfolio management and financial planning services, often incorporating third-party advisers as part of its client solutions.

Daniel Colston is a CFP® with eight years of industry experience and is the sole advisor at Upward Financial Planning in Vinton, VA. He previously worked at American Financial Planning, Inc. and currently operates Daniel's Painting, LLC, which accounts for about 10% of his time. Upward Financial Planning serves individual clients, including those with substantial assets, offering discretionary investment management, comprehensive financial planning, tax preparation, and limited insurance brokerage services. The firm combines passive and active investment strategies and emphasizes business-owner and exit-planning.

Walter Dixon is a financial advisor at Augusta Capital LLC with 24 years of industry experience. He holds the Series 65 designation and previously worked for Dixon, Hubard, Feinour & Brown, Inc. for 20 years before founding Augusta Capital in 2021. Augusta Capital LLC provides customized investment management and advisory services to individuals, high net worth clients, trusts, and estates, focusing on discretionary portfolio management with a long-term investment orientation complemented by technical and fundamental analysis. The firm operates as a small, independent practice emphasizing concentrated client relationships.

Andrew Sherman is a financial advisor with BanksChannel Advisors, LLC, an independent firm based in Roanoke, VA. He holds a Series 65 designation and has 13 years of industry experience. Sherman has been with BanksChannel Advisors since 2012 and has been active in the financial field since 2001. BanksChannel Advisors provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and charitable organizations. The firm uses model portfolios primarily composed of low-cost index funds and ETFs, tailored to clients’ risk tolerance, goals, and time horizons, with an emphasis on diversification, reducing drawdowns, and tax efficiency. It is notable for serving charitable organizations and offering consulting services to plan sponsors and unaffiliated registered advisers.

Michael Baako is a financial advisor at Bayesian Investment Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2020. Since 2020, he has been with Bayesian Investment Management, an independent firm based in Roanoke, VA. Bayesian Investment Management serves individual and high-net-worth clients, small businesses, and employer-sponsored retirement plans, focusing on portfolio management of publicly traded equities, ETFs, and mutual funds. The firm uses technical and cyclical analysis and combines long-term holdings, shorter-term positions, and active trading, offering both discretionary and non-discretionary services.

Justin Barham is the sole advisor at OG Advisory Group, LLC, an independent registered investment adviser based in Roanoke, VA. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Prior to founding OG Advisory Group in 2023, he worked at several firms including Coastal Wealth Advisory Services and Triumph Wealth Advisors. In addition to his advisory role, Barham is an independent insurance agent offering life and annuities products. OG Advisory Group provides discretionary asset management, financial planning, and consulting services to individuals, business clients, and qualified retirement plans. The firm offers ERISA 3(21) fiduciary services to plan sponsors and constructs client strategies based on goals, time horizon, and risk tolerance, utilizing sub-advisors, third-party managers, and analytical tools such as Monte Carlo planning.