Roger Bell is the sole advisor at Roger R. Bell & Co., Inc. in Pulaski, VA, holding a Series 66 designation with 23 years of industry experience. He has been with Roger R. Bell & Co., Inc. since 1992. The firm provides financial planning, investment advisory, and implementation services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Its advice is customized to client risk tolerance, time horizon, and liquidity needs, and it offers services on a fixed, hourly, or retainer basis without managing client assets or maintaining discretionary portfolio management.

Mark Tevebaugh is a financial advisor with OneAscent Wealth Management, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at OneAscent Financial Services and OneAscent Wealth Management since 2020, and previously spent six years at Next Financial Group Inc. OneAscent Wealth Management is a team-based firm with nine advisors that provides wealth management services.

Katherine Waller is a financial advisor at Valic Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2010. She also serves as an agent for AGIA, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Aaron Sexton is a financial advisor at OSAIC Institutions, INC. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC Institutions (formerly INFINEX INVESTMENTS, INC.) since 2008 and at National Bankshares since 2006. Sexton serves as a school board member for Galax City Public Schools and represents the district on the Southwest Virginia Governor's School board. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements, financial planning, and access to alternative investments. The firm’s advisory approach includes a mix of fundamental and technical analysis and features a predominantly non-discretionary asset base.

Gina Piscura is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. She has worked with Commonwealth Financial Network since 2007, including time managing her own advisory firms, Piscura Family Financial Advisors and Piscura Family Financial Consultants. Outside of her advisory work, she is involved in the operations of Hoof Hearted Farm, an animal raising business. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.

Reagan Perdue is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and beginning their advisory career in 2024. Prior to joining OSAIC, Reagan worked at The National Bank of Blacksburg and Kathy Coleman Insurance Services, LLC, and has experience in hospitality and the arts, including bartending at events and performing as a musician in a band. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a wide range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s approach includes both fundamental and technical analysis, with a notable emphasis on non-discretionary assets and integrated banking and lending services.

Jeremiah Seagle is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Securities America Advisors and Valic Financial Advisors. He is also involved with Seagle Financial Services LLC, a business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Warner Williams is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years with Stone, Houston & Associates. Williams is also involved with Midland Insurance, focusing on non-variable insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products.

David Cross is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Sweet Frog for five years. 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 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 and separately managed accounts.

Patrick Beauchamp is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently affiliated with LPL Financial and also provides investment advisory services through Gladstone Institutional Advisory, an independent registered investment advisor. Prior to his current roles, he worked at INVEST Financial Corp and Southern Farm Bureau Life Insurance Company. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports investment advice with an in-house research team and provides a wide range of delivery options, including financial planning, model-portfolio advisory programs, and third-party asset management.

Richard Swink Jr. 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 financial advising role, he owns and operates an ecommerce business selling outdoor gear and shooting sports accessories, and he produces YouTube videos focused on shop and homestead projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Owens Jr. is a financial advisor with Edward Jones in Pulaski, Virginia, holding Series 63 and Series 66 licenses and with 42 years of industry experience. He has been with Edward Jones since 1992. Owens Jr. serves as Vice Chairman of the Pulaski County Industrial Development Authority. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.