Josh Werle

Erin Moseley is a financial advisor with Compass Capital Investments LLC, holding a Series 65 credential and bringing four years of industry experience. She also serves as Director of Operations at Barkett Allen Capital, where she coordinates comprehensive financial planning services that integrate investment management with insurance and other financial planning aspects. Additionally, she is Chief Compliance Officer for C4T, LLC, a private fund, and owns Cleared To Land, LLC, a loan origination business. Compass Capital Investments provides discretionary and non-discretionary asset management through a wrap-fee program and offers comprehensive financial planning, pension consulting, and educational seminars. The firm serves individual clients, including high-net-worth individuals, as well as corporations seeking plan-level advice, with investment decisions based on fundamental analysis and a long-term purchase orientation.

Brian Taylor is a financial advisor at Compass Capital Investments LLC with a Series 65 credential and five years of industry experience. His prior work includes roles at Freedom First Credit Union, Hometrust Bank, The Bank of Fincastle, and Farm Credit. Outside of advising, he serves on the boards of two non-profits focused on children’s advocacy and business education in the Roanoke area and holds ownership or partnership positions in several aviation and private fund enterprises. Compass Capital Investments provides discretionary and non-discretionary asset management primarily to individual clients, including high-net-worth individuals, as well as pension consulting and financial planning services. The firm emphasizes fundamental analysis and long-term portfolio construction, offers a wrap-fee program, and conducts public educational seminars.

Virginia Barkett is a financial advisor with Compass Capital Investments LLC, holding a Series 65 designation and seven years of industry experience. She has worked at Compass Capital Investments since 2018 and previously operated as a sole proprietor and with Barkett-Allen Capital, LLC. Outside of her advisory work, Barkett owns and manages a hospitality business that includes a café, pie shop, wedding venue, and event space, and she is also a children’s book author. Compass Capital Investments LLC provides discretionary and non-discretionary asset management through a wrap-fee program, comprehensive financial planning, and pension consulting. The firm serves individual clients, including high-net-worth individuals, as well as corporate clients, employing fundamental analysis and a long-term investment approach tailored to client objectives.

Patrick Ayers is a financial advisor at Madison Avenue Securities, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Madison Avenue Securities since 2017. Prior to this, he was with VOYA Financial Advisors and has operated Ayers Financial Services since 1992. Outside of his advisory work, he hosts a radio show that provides financial information to the community. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of investment advisory and related services through multiple account platforms and employs various analytical and allocation strategies.

Mark Groesbeck is a CFP® and ChFC® with 36 years of experience in financial advising. He is currently with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2024. Prior to this, he spent 11 years at SCF Investment Advisors, INC. Outside of his advisory role, Groesbeck serves as vice president of Salem Montessori School, a nonprofit organization owned by his wife. LaSalle St. Investment Advisors provides fee-based financial planning and portfolio management services to individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a variety of investment strategies across asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets and collaborative third-party manager arrangements.

Marc Chandler is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 credentials. He has been with Truist Advisory Services and affiliated entities since 2025 and has prior experience at Truist Bank and SunTrust Bank dating back to 2011. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering a range of discretionary and non-discretionary investment solutions that incorporate model portfolios, third-party managers, and advisor-led asset allocation.