Amanda Chantelle Reese

William Thomas is a ChFC® credentialed advisor with 36 years of industry experience, currently with CreativeOne Securities, LLC since 2016. He is president and a 50% owner of Down Under, a private club in Charles Town, WV, and serves as a trustee for Chapel Hill United Methodist Church. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Jason Beveridge is a financial advisor with The Huntington Investment Company in Weston, WV, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services, JP Morgan Chase Bank, J.P. Morgan Securities, and WesBanco Securities. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, utilizing an open-architecture model that combines third-party and proprietary investment strategies.

Kolby Abruzzino is a CFP® and holds a Series 66 designation with five years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. and previously worked at First United Bank & Trust, Cetera Investment Services, and Genesis Youth Crisis Center Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Carter Glover is a financial advisor at Edward Jones in Buckhannon, WV, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in various roles including at Food Lion and Goodwill Industries. 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 and offers a range of discretionary and non-discretionary investment strategies, with a nationwide network of more than 23,000 advisors.

Lisa Cain is a financial advisor with Edward Jones in Buckhannon, WV, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 26 years of industry experience, including 14 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Daniel Afzalirad is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. His prior experience includes roles at JPMorgan Chase Bank and University Village Apartments. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.