Daniel Stevens

Timothy Taylor is a financial advisor with Taylor Capital Management in Martinsburg, WV, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has led TCM Advisors, LLC since 2006. Taylor serves on the finance committee of Highland View Academy, a nonprofit Christian high school. Taylor Capital Management provides discretionary portfolio management and investment advisory services to individuals, charitable organizations, corporate entities, retirement plans, and institutional mandates. The firm focuses on individualized account supervision, employs a broad range of investment instruments including derivatives, and manages a relatively large client base through a wrap fee program administered on two account platforms.

Jonathan Bodwell is an advisor with Southland Equity Partners, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including a long tenure at FSC Securities Corporation since 2007 and involvement with Hunter Enterprises since 1989. Outside of his advisory role, he is connected to insurance services through Hunter Enterprises and J.H. Bodwell & Associates. Southland Equity Partners serves individuals, pension plans, and businesses by providing financial planning, asset management, and retirement consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios, primarily managing accounts on a discretionary basis.

Matthew Kradel is a CFP® professional with 14 years of industry experience. He is currently with Founders Financial Securities LLC and Morgan Financial Group, where he has worked since 2020. His prior experience includes roles at Cetera and First United Bank and Trust. Kradel is a member of the Shepherd University Alumni Association. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and access to third-party asset managers, utilizing various advisory platforms and a combination of advisory, broker-dealer, and insurance capabilities.

Shane Marrone is a financial advisor with United Brokerage Services, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at United Bank for eight years. Marrone serves as a board member for Good Shepherd Interfaith Volunteer Caregivers in Shepherdstown, WV. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Asset Management Corporation, a subsidiary of United Bank.

Adam Stewart is a financial advisor at United Brokerage Services, Inc. in Martinsburg, WV, holding a Series 66 designation with 20 years of industry experience. He has been with United Brokerage Services since 2005. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm offers various programs such as unified managed accounts and separately managed/manager-of-managers options, primarily managing assets on a non-discretionary basis while maintaining an affiliation with United Bank.

Jacob Caldwell is a CFP® professional with three years of industry experience, currently affiliated with Founders Financial Securities LLC. He has held roles at Morgan Financial Group, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he serves as a board member for the nonprofit Week of Compassion. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing multiple investment programs and a combination of advisory, broker-dealer, and insurance capabilities.