Dave Lee Deming

Acie Hylton Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, LPL Financial, and Summit Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Joseph De La Rosa is a financial advisor with J.P. Morgan Securities in Beckley, WV. He holds the Series 66 and Series 63 licenses and has seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019, he worked at Appalachian Regional Healthcare from 2015 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and integrates an ESG eligibility framework when making recommendations.

Julie Bays is a financial advisor with Ameriprise in Beckley, WV, holding a Series 66 designation and seven years of industry experience. She has worked with Ameriprise since 2013 and was self-employed prior to that. Outside of her advisory role, she operates an online resale business on eBay. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Christopher Faris is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Bill Burgess is a financial advisor at Edward Jones with 42 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Burgess is based in Beckley, WV. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Katie Barnes is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.