Courtney Kucish

I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.

Delaina Kucish is a financial advisor with Alden Investment Group, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Edward Jones for over two decades before joining Alden Investment Advisors, LLC and J. Alden Associates, Inc. She is president of The Monumental Basketball Association, a nonprofit organization. Alden Investment Advisors serves individual clients, retirement plans, nonprofits, other advisors, and pooled vehicles with discretionary and non-discretionary portfolio management, retirement-plan advisory, and fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technology and service providers and supports unified managed accounts.

Robert Kozul is a CFP® and holds a Series 66 license, with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Stantec Consulting Inc for three years. Outside of his advisory role, he owns Abercrombie Properties, which manages an office building in Danville, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Mattie Trefz is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Mattie held roles in education and federal programs at Harrison County Schools and Fairmont Catholic School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of over 23,000 financial advisors.

Jason Graser is a financial advisor at Edward Jones in Fairmont, West Virginia, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked in the education sector at the Singapore American School, Nansha College Preparatory Academy, and Marion County School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lane Flint is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in a dental office owned by Dr. Robert Flint D.D.S., where he performed after-hours cleaning and organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.