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.

Michael Massey is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, bringing one year of industry experience. Prior to joining Cambridge, he worked at Kollmorgen/Regal Rexnord and has been a self-employed musician for over ten years. He is also involved in the arts as a part-time church staff member at the Church of the Holy Spirit. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple custodians.

Josh Werle is a CFP® professional with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent 11 years at Reico Kitchen & Bath. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Maryanne Ibach is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her prior experience includes nearly three decades at MetLife Securities Inc. and over a decade with MassMutual Life Insurance Co. She has served in the U.S. Naval Reserve since 1981. In addition to her advisory role, she works as an independent insurance agent focusing on fixed annuities and life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, employing firm-approved software tools and collaborative annual planning relationships without discretionary investment authority.

Jacob Chandler is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and several years of experience that include roles at Virginia Tech and the National Republican Senatorial Committee. His background also includes involvement with Land of a Thousand Hills Coffee and various positions linked to Virginia Tech and other organizations. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers a range of advisory services such as financial planning, investment management, and retirement plan consulting through multiple platforms and employs both discretionary and non-discretionary managed account programs.

Candace Dowell is a financial advisor at Edward Jones with a Series 66 designation and over a decade of related work experience, including nine years at Pinnacle Financial Partners and ownership of Faith Financials & Consulting LLC, a bookkeeping service. She has been with Edward Jones since 2025. Candace’s bookkeeping business involves transaction categorization and account reconciliation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Harrison is a CFP® professional with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Bowman is a financial advisor at Edward Jones in Roanoke, VA, holding a Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Cellular Sales and The Fellowship Deaconry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Julie Dean is a financial advisor with Edward Jones in Roanoke, VA, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones continuously since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sarah Chandler is an investment advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and two years of industry experience. Prior to her current role, she spent 16 years working at Tomlin Hair Care, Inc. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using model portfolios, third-party strategists, and multiple account platforms.

Michael Pendleton is a financial advisor with Edward Jones in Roanoke, VA, holding CFP® and ChFC® designations and with 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Pendleton serves as Secretary on the board of the Williamson Road Area Business Association and chairs the Finance Committee of the Roanoke Catholic School Advisory Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in client assets.

Sari Maksad is a financial advisor at Cambridge Investment Research Advisors with Series 65 credentials and two years of industry experience. Prior to her current role, she served in the United States Marine Corps from 2017 to 2022. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan advisory through a large network of independent Financial Professionals using multiple account platforms.

Kevin Hughes is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has been affiliated with Cambridge Investment Research entities since 2022. Outside of his advisory role, he is employed by Orchard Hills Church, where he has worked since 2011. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers a range of advisory services, including financial planning and portfolio management, utilizing multiple account platforms and allowing for both discretionary and non-discretionary management approaches.

Michael Wade is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Based in Daleville, VA, he holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Brian Wheeler is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and has held roles at several other firms, including Ameritas Investment Corp. and Capital Choice Investment Advisers. Outside of his advisory work, Wheeler is the founder of SMARTPRO FINANCIAL, a business focused on insurance, benefits, and human resources, and serves as president of The Emissary Group, a consulting business. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using various account platforms and strategies.

Douglas Bleecker is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Prior to his financial services career, he spent 16 years with Botetourt County Public Schools. Outside of advising, he owns and instructs at the Roanoke Okwinawan Karate School and serves as a summer swim coach for the Read Mountain Swim Team. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, typically with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Vance Barrett is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

James Ibach is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes over three decades at MetLife Securities Inc. prior to joining Mass Mutual and its affiliated companies. He is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved tools to develop goal-driven recommendations.

John White is a financial advisor with Ameriprise in Roanoke, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entity since 2005. Outside of advising, he operates an Airbnb rental located in an upstairs loft of a barn at his farm in Roanoke. Ameriprise is an institutional firm serving primarily clients approaching or in retirement, offering a retirement-income planning service that integrates research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

James Seiler is a financial advisor with Primerica Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Sheppard Financial Group since 2024 and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2017. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses tiered wrap fees, focusing on individual clients rather than institutional or pension plans.

Rebecca Tuell is a Series 66-licensed financial advisor with Edward Jones in Roanoke, VA, and has two years of industry experience. Prior to joining Edward Jones, she worked with the YMCA of Virginia's Blue Ridge and served in Roanoke City Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on both discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Matthew Trent is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Outside of his advisory work, he provides private baseball lessons and assists with baseball clinics at Rip City Training Center, a sports training facility he has been involved with since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Brinkman is a financial advisor at Integrity Investing, Inc with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Outside of his advisory work, Brinkman manages several real estate LLCs, dedicating about half of his work time to these ventures over the past five to ten years. Integrity Investing, Inc is a firm with two advisors that provides supported investment services.

Timothy Brinkman is a financial advisor at Integrity Investing, Inc with a Series 65 designation and one year of industry experience. Prior to entering financial advising, he worked for 13 years at Manitowoc Cranes. Integrity Investing, Inc is a small firm that supports a limited number of advisors.