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.

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.

Gary Collier is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Lombard Securities since 2007 and at A G Edwards & Sons since 1999. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs, using a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor client portfolios.

Joseph Sutphin is a financial advisor with Lombard Advisers Incorporated, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Lombard Securities Incorporated, Gary Collier & Associates, and the National Bank of Blacksburg. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary programs, utilizing fundamental, technical, charting, and cyclical analysis, with many clients retaining final trading authority.

Tawana French is a financial advisor at Geneos Wealth Management, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Geneos Wealth Management and Plott & French Financial Advisors. Outside of advising, she serves as treasurer for Rainbow Riders. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority and customized portfolio options.

Christopher French is a financial advisor at Geneos Wealth Management, Inc. in Radford, VA, with 11 years of industry experience. He holds a Series 66 designation and has been associated with both Plot & French Financial Advisors and Geneos Wealth Management since 2014. Outside of his advisory role, he is involved in photography and software development for financial advisors. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies supported by continuous account monitoring and discretionary trading authority.

Don Price Jr. is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Lombard Securities Incorporated since 2009 and has previous experience at Wachovia Securities, LLC and A.G. Edwards & Sons, Inc. In addition to his advisory role, he is involved in outside insurance sales and works part-time for UPS. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, using fundamental, technical, charting, and cyclical analysis, with a notable portion of assets managed on a non-discretionary basis allowing clients to retain final trading authority.

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.

Pamela Callahan is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 21 years of industry experience. She has worked with various entities within the SunTrust and BB&T organizations since 2001, including SunTrust Advisory Services and BB&T Securities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Amanda Donnelly is a financial advisor at GWN Securities Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2018. In addition, she has been involved with Virginia Retirement Specialists, where she also serves as a life and health insurance agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Jerry Haynes is a financial advisor with GWN Securities Inc. in Dublin, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with GWN Securities since 2011 and also maintains a role at Interactive Financial Advisors since 2006. Outside of his advisory work, Haynes operates a literary services business involving book sales and speaking engagements. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Gary Firebaugh is a CFP® and ChFC® with 18 years of experience in the financial industry. He has been with Truist Advisory Services since 2016 and previously worked at Truist Investment Services. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

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.

Caroline Gaskins is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, she was with NYLIFE Securities LLC and New York Life Insurance Co. from 2018 to 2019 and spent twelve years with Montgomery County Public Schools. Outside of her advisory role, she is involved as a part owner of an Airbnb rental in Radford, VA, where she manages the website and renter communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets with a network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Braxton Gilmer is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously worked at H&R Block and the National Bank of Blacksburg. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports and comprehensive advisory solutions.

George Williams is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2010. Outside of his advisory role, he serves as chairman of the Radford High School Foundation, a nonprofit supporting local schools, and is a member of the Board of Trustees for Carolina University. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Keith Weltens is a financial advisor with Ameriprise in Radford, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Weltens is involved in several community and business activities, including ownership of a local brewery and participation on multiple nonprofit and educational boards. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Joshua Smith is a financial advisor with Ameriprise in Radford, VA, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise, he worked briefly at FedEx and has been involved with Radford High School in multiple roles since 2015, including assistant football coach and live announcer for athletic events. He serves on the boards of the Radford City Schools Partners for Excellence Foundation and the Radford High School Athletics Boosters. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Gary Tibbs is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Outside of his advisory work, he serves as a church elder at Fairlawn Church of God, participating in monthly meetings to oversee church operations and ministries. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

James Mitchell Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with Raymond James since 1988 and also pursues music professionally through his business, Jim Mitchell Music, where he performs and writes songs. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by asset-allocation analysis and firm research.

Ruth Cline is a financial advisor with Ameriprise in Radford, VA, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Ameriprise, she held various roles including coaching volleyball and involvement with a community foundation. Outside of her advisory work, she is the head coach for the 14U girls volleyball team at Rocktown Volleyball Club and co-owns a family business exploring personal investment opportunities. Ameriprise serves primarily clients approaching or in retirement, offering retirement-income planning services that combine research, modeling, and tax-efficient strategies, supported by a large institutional platform providing advisory, brokerage, and insurance solutions.

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.

Benjamin Tuck is a financial advisor with Ameriprise in Blacksburg, VA, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Eagle Strategies and New York Life from 2012 to 2020. He serves on the board of Habitat for Humanity of the New River Valley and is involved with Monuments Across Appalachian Virginia, providing business and financial guidance to regional nonprofits. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

Mark Tapp is a financial advisor with Ameriprise in Radford, VA, holding a Series 63 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anthony Billue is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has held roles at Avantax Advisory Services and currently serves as Chief Executive Officer of Clarion Wealth Management and Treasurer of Clarion Tax & Wealth Strategies. Billue also operates a tax preparation and accounting business as a CPA. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Samuel Williams is a CFP® with eight years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at Enterra Capital and The Benefit Link, with additional experience in remodeling. He is an advisory board member of the Radford High School Foundation, a nonprofit benefiting children in the Radford City School system. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.