Jamie Lynn Byram

Zachary Slagel is the principal of Slagel Investment Management in Blacksburg, VA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his independent advisory firm since 1992. Outside of financial advising, he owns and manages an accounting and tax preparation business as well as a travel agency. Slagel Investment Management is a fee-only independent advisory firm serving individuals, households, small businesses, and trusts with portfolio planning, discretionary investment management, and one-time investment reviews. The firm manages approximately $45 million across more than 100 clients, offering both fund-based core portfolios and more actively managed performance portfolios tailored to client goals, including options for values-based or impact investing.

Ashley Coake is a CFP® professional with 12 years of experience in financial planning. She has worked at Cultivate Financial Planning since 2018 and previously held positions at OLIO Financial Planning and Wealthcare Capital Management. Coake holds the Series 66 designation and is based in Radford, VA. Cultivate Financial Planning serves individual clients, including high-net-worth households, and employer plan sponsors by providing comprehensive financial planning, investment management integrated into planning, employee benefit plan consulting, and tax preparation services. The firm employs a client-specific investment approach combining passive and active strategies and uses subscription and fixed fees rather than percentage-of-assets billing.

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.

Jesse Buchanan is a financial advisor at Main Advisory, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Buchanan is also a licensed insurance professional. Main Advisory, Inc. serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $128 million in assets. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, combining fundamental and technical analysis with a long-term investment approach.

John Lienert is a CFP® professional at OLIO Financial Planning with experience at SignatureFD and Tilson Technology Management. He has been with OLIO since 2026. Outside of financial advising, his background includes roles in education and health services. OLIO Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans and charitable and corporate clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis and employs buy-and-hold and core-and-satellite portfolio strategies, focusing on ETFs, mutual funds, individual equities, and fixed income, with options used for hedging when appropriate.

Linwood Fraher is a financial advisor at Martin Wealth Solutions with one year of industry experience. He holds a Series 65 designation and previously worked at Amerilife of VA LLC. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm employs a primarily passive, asset-allocation approach combined with fundamental analysis and utilizes third-party model solutions and outside managers to support portfolio construction and ongoing supervision.