Performed summer internship with a certified investment manager. Gained insight into financial markets including foreign and domestic.

Providing corporate plan sponsors with retirement plan guidance and clarity by providing fiduciary services to large and small businesses. Excelling in customized solutions and plan design while ensuring strict adherence to all fiduciary standards. Legislation, like your business, is constantly evolving and our team ensures the compliance of your plan by directly sharing in the obligations you accept as a plan fiduciary. The same expertise is applied to wealth management plans by guiding and directing our clients as they navigate towards their financial goals.

I joined the financial services industry in 1988 and I am currently an Investment Advisor Representative with Ameritas Investment Corp.(AIC). We are a boutique advisory firm offering services that are personalized and tailored to help you meet your goals. We are a privately held independent advisory firm who also works with top rated insurance carriers, individual wealth management clients, 401K and other retirement plan business, corporate benefits, client risk management and personal financial planning.*********Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA (www.finra.org)/SIPC(www.SIPC.org). AIC and Southeast Financial Services, Inc. are not affiliated. Additional products and services may be available through John Kenan or Southeast Financial Services, Inc. that are not offered through AIC. Securities products are limited to residents of North Carolina, District of Columbia, Florida, Georgia, Hawaii, Illinois, Maryland, Michigan, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, and West Virginia. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Southeast Financial Services, Inc. will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed

We understand financial planning and investment strategies can be complicated and demand a certain level of trust – that’s why we’re here. Our clients appreciate the professionalism, in-depth knowledge, experience, and integrity that our team offers. Wealth Management Group, Inc. (WMG) is an independently owned financial services firm specializing in investment management and financial planning. For over 30 years, WMG has provided clients with unbiased advice to help both individuals and small businesses build their financial futures.

New River Valley Heart Clinic is a medical practice company based out of 2900 Lamb Cir # 230, Christiansburg, Virginia, United States.

As an independent fiduciary advisory firm, we are focused on transparency and putting your best interests first while providing you with in-depth and comprehensive financial planning guidance. Advisory services are offered through Horizon Financial Services, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through New Horizon Financial Services, Inc., an affiliated company. Horizon Financial Services, LLC and New Horizon Financial Services, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency. **Please note, due to federal regulations, we are not allowed to display comments as they are considered to be published testimonials of our firm, which are strictly prohibited by the SEC.** Clicking the Like button or Sharing this post does not constitute a testimonial or endorsement of Horizon Financial Services, LLC or any Investment Advisor Representative as this is the only mechanism available to circulate our Facebook page. “Like” is not meant in the traditional sense.

As an independent financial services firm, our team at Blakely Financial, Inc. has the ability and freedom to provide objective financial guidance and insight to our clients. Our investment philosophy emphasizes the benefits of adopting a long-term perspective and diversification of resources. Looking to safeguard the interests of our clients, in both up and down markets, one thing is absolutely clear—each person's situation is different. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, MA, MD, MI, MS, NC, NH, NJ, NY, OH, OK, PA, SC, SD, TX, VA, WA, WI and WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Fixed insurance products and services offered by Blakely Financial are separate and unrelated to Commonwealth. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Please review our terms of use here: www.commonwealth.com/termsofuse.html Blakely Financial, Inc. 1022 Hutton Lane Suite 109 High Point, NC 27262 1 Spring Street Marblehead, MA 01945 336-885-2530 336-885-2531 (fax) www.blakelyfinancial.com

In 1841, led by then Governor John Motley Morehead, Greensboro began to make an impact on the lives of NC citizens. He believed that Greensboro should be a relevant part of transportation throughout the state. He convinced the major railroads of the time to “bend” their tracks through one major depot, and the Gate City was born. If you wanted to go anywhere, you would go through the Gate City (Greensboro). Likewise Gate City Advisors, LLC was born out of our advisors’ desire to be a relevant part of their client’s financial journey. Whether you need financial planning, investment consulting, risk management, or a retirement plan for your company, Gate City Advisors can get you where you need to go. Our advisors will ensure you are on the right track for your financial future. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra As), an affliliate of Kestra IS. Gate City Advisors, LLC is not affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra As) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra AS Compliance department at 844-5-KESTRA. Kestra AS does not provide tax or legal advice. https://bit.ly/KF-Disclosures http://www.finra.org/ https://www.sipc.org/ 855-723-6696

Guelich Financial Group is a financial services company based out of 4225 Colonial Ave # B, Roanoke, Virginia, United States.

Integrity Financial Planning, Inc., an independent Registered Investment Advisor based in Roanoke, VA, helps clients protect their retirement assets and income. Our independence ensures a fiduciary duty to work in our clients’ best interests. As objective advisors, we select from a wide range of products and services that are appropriate for each client's situation. “Our philosophy is to get to know you first. Then, together we develop a plan to reach your goals. The plan drives the investment strategy and how we address your retirement needs. A premium is placed on the preservation of retirement assets and creating the income you need in retirement.” Our client-centered process is made of four distinct phases to help us uncover your unique goals and needs. In addition, we design and implement a plan to help you maintain your lifestyle and address your financial concerns.

Managing and preserving wealth for individuals and institutions. Whether you want to explore your investment options, create a retirement plan, or develop a sound financial strategy for the future, Strategic Advisory Partners can help. Our clients value advice delivered with experience and intentionality. We will listen to your needs and provide objective recommendations that address your unique, comprehensive financial picture.