David Wayne Lanham

Angela Beblo is a financial advisor at Global Freedom Financial LLC with a Series 65 credential and four years of industry experience. She has worked at Jackson Kelly PLLC since 2022 as Counsel and previously spent sixteen years at Spilman Thomas & Battle PLLC. Beblo maintains an active legal practice alongside her advisory role. Global Freedom Financial LLC provides comprehensive financial planning and consulting to individual clients, focusing on retirement, estate, tax, and business planning among other areas. The firm does not manage assets but offers investment analysis and recommendations within planning engagements, operating as a single-advisor practice with a legal affiliation.

James Mckee is a financial advisor with McKee Wealth Management in Hurricane, WV, holding a Series 66 designation and 18 years of industry experience. He has worked at Southeast Investments, N.C. Inc., First Summit Financial, and has been involved with McKee & Associates, LLC since 2007. Mckee serves as a board member of the Home Builders Association of Greater Charleston. McKee Wealth Management provides financial planning, investment management, and wealth management services to individuals, families, and institutional clients including corporate pension and retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party platforms.

John Arthur is the sole advisor at JA Investment Management, LLC, an independent firm based in Hurricane, WV. He holds a Series 66 designation and has 21 years of experience at his current firm, following four years with Ferris, Baker Watts, Inc. Outside of his financial advisory work, he is the owner and head instructor of Relson Gracie Jiu Jitsu of WV and also operates Abstrakt Lifestyle, a lifestyle brand. JA Investment Management serves individual investors and 401(k) plans, offering private asset management, plan management, and investment education. The firm employs both fundamental and technical analysis, provides mostly non-discretionary portfolio management, and is noted for serving institutional retirement and pension clients in addition to private clients.

Eric Ayersman is a CFP® professional with 13 years of experience in financial advising and over 26 years as a CPA. He is the principal of Retirement Planning Consultants Inc. in South Charleston, WV, and previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he maintains a tax preparation and consulting business through Ayersman Financial Group, Inc. Retirement Planning Consultants Inc. provides investment management for individual, corporate, and charitable clients, specializing in retirement accounts such as IRAs, 401(k)s, and 529 plans. The firm focuses on customized asset allocation primarily using ETFs, managing most assets on a discretionary basis while offering access to insurance and annuity products through the principal’s CPA and insurance licensure.

Brian Ross is a financial advisor at Freedom Financial Advisors, LLC with four years of industry experience. He holds a Series 63 designation and has worked at Freedom Financial Advisors since 2022. In addition to his advisory role, Ross is involved with Freedom Financial Insurance Group, where he works as an agent selling fixed annuities and life insurance, and with Freedom Federal Educators, providing educational services. Freedom Financial Advisors serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm employs a fundamental analysis-based investment process with a conservative approach, emphasizes educational services, and maintains licensed insurance agents on staff who sell insurance products separately from advisory fees.

Melissa Grass is a financial advisor with Freedom Financial Advisors, LLC in South Charleston, WV, holding a Series 63 designation and four years of industry experience. She has been with Freedom Financial Advisors since 2022 and also serves as CEO of Freedom Financial Insurance Group and Freedom Federal Educators, where she provides insurance and federal benefits education services, including creating and presenting educational content. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, and offers retirement plan consulting for 401(k) plans. The firm uses a fundamental analysis-based investment approach focused on relatively conservative positioning and infrequent trading, emphasizing educational services and maintaining a material insurance affiliation.