Jason Beveridge

William Thomas is a ChFC® credentialed financial advisor with 35 years of industry experience. He has been with CreativeOne Securities, LLC since 2016. Outside of his advisory work, he is president and co-owner of Down Under, a private club, and serves as a trustee for Chapel Hill United Methodist Church. CreativeOne Securities, LLC provides financial planning, consulting, and investment management to a diverse client base, including individuals, corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, retirement plan fiduciary services, and access to proprietary model portfolios through an affiliated RIA platform.

Kolby Abruzzino is a CFP® with five years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes roles at First United Bank & Trust, Cetera, and Abruzzino Wealth Management Inc. He has also worked with the Genesis Youth Crisis Center Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Tiffany Elliott is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2019 and also operates a vacation rental business, managing guest reservations and property upkeep in Elkins, WV. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a broad range of investment advisory programs and maintaining significant retail advisor and branch coverage.

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.

Amanda Reese is a financial advisor with J.P. Morgan Securities. She holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining J.P. Morgan, she worked at Lockwood Law Office and the Child Development Center of North Central WV. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary wealth management alongside affiliated brokerage and investment management capabilities.