Pamela Brandt is a CFP® professional with 42 years of industry experience. She is currently with Sustainable Advisors Alliance LLC, where she has worked since 2021. Her prior experience includes 13 years at Portfolio Resources Advisor Group and Portfolio Resources Group, Inc., as well as 19 years at the College for Financial Planning. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, employing both passive and active strategies tailored to clients’ goals and preferences.

Edward Hanks II is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in several business ventures including co-owning a group of Subway restaurants and serves on multiple local boards such as the TRCH Duke Lifepoint Hospital and the Twin County Community Foundation. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools with advisor input and emphasizes managed accounts alongside a broad range of advisory, brokerage, and insurance solutions.

John Bryant is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to this, he spent time at the University of Georgia and briefly at Pine Island Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Larry Edwards is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Edwards owns a retail business, Midway Food Mart Inc., in Galax, VA. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Joshua Garrett is a financial advisor at Ameriprise with three years of industry experience. He previously worked at Milo C. Cockerham, Inc. for eight years before joining Ameriprise in 2021. Garrett holds a Series 66 designation. Outside of his advisory role, he is involved with Monroe St, LLC, a holding company for an Ameriprise franchise. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate personalized advice, focusing on assets held within Ameriprise-managed accounts.

Jonathan Bowman is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. Outside of his advisory role, he serves on the Finance and Investment Committee for Sparta First Baptist Church. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Christopher Porter is a ChFC® credentialed financial advisor with 33 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2023, following a 15-year tenure at Lincoln Financial Securities Corp. Based in Galax, VA, Porter also operates as an independent insurance agent for various companies through multiple related business entities. Cambridge Investment Research Advisors, Inc. 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 account platforms.

Ches Helmick is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds Series 66 licensure and is located in Independence, VA. Outside of his advisory role, Helmick is involved in community service as a city council member in Galax, VA, and he also manages a woodworking business and oversees a charitable foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

Robert Liverman Jr. is a financial advisor with Edward Jones in Sparta, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Alleghany Memorial Hospital and took a one-year employment hiatus. Outside of his advisory role, he manages Locust Post Farm LLC, where he is involved in operations related to beef cattle and honeybee care. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branches.

Jacqueline Vaughan is a financial advisor at Ameriprise with six years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, she is employed by Monroe St LLC, a holding company for an Ameriprise franchise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services company.

Robert Morgan is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses. He has four years of industry experience and has worked with firms including Avantax and Align Wealth Advisory. Morgan is also a member of Morgan Financial Group LLC, which provides tax preparation, bookkeeping, payroll, investment advisory services, and financial planning, and he is a partner at Morgan & Shinault Wealth Advisors, offering wealth management services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm provides a range of portfolio management and financial planning services supported by multiple program structures and combines retirement and fiduciary capabilities with its broader trust and institutional network.

Lynn Funk is a ChFC® credentialed financial advisor with 29 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked for Lincoln Financial Securities Corp for 15 years. Lynn serves as a board member of the National Association of Christian Financial Consultants. Cambridge Investment Research Advisors, Inc. serves a diverse client base including 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 various account platforms and third-party strategists.

Sandra Hatch is a CFP® professional with 29 years of industry experience, currently affiliated with Raymond James Financial. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and O'Connell Financial Group Inc. She holds Series 63 and Series 65 licenses. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Douglas Morgan is a financial advisor with Ameriprise in Galax, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior experience includes roles at LPL Financial, INVEST Financial Corp, infinex Investments, Inc., and Skyline National Bank. Outside of advising, he serves on the board of the Twin County Community Foundation and is president of the Blue Ridge Country Club. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Timothy Hollingsworth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. His background includes roles at Primerica Financial Services and academic positions at the University of Tennessee College of Law and Radford University. Outside of finance, he works as a part-time Dasher for DoorDash. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure distinct from fixed-fee billing.

Larry Edwards is a financial advisor with Ameriprise, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Edwards is involved in operating a convenience store and owns several commercial and multi-family real estate properties in Galax, VA. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team that uses research, modeling, and algorithmic tools to support advisors and clients in retirement planning.

Samuel Beasley is a financial advisor at Edward Jones with 11 years of industry experience. He holds a ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at ALCOVA Mortgage, Allstate Insurance Co, State Farm Insurance, Ameriprise Financial Services Inc, and State Farm Life Company. Beasley is also a partner in CCR Investments LLC, a real estate development firm based in Hillsville, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers diverse investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.