Jeremiah Greenleaf

Joseph Spano is the President and CEO of The Spano Group Wealth Managers with 30 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including Freedom Financial Advisors and Potter & Spano Financial Group. The Spano Group Wealth Managers provides financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charities. The firm uses fundamental analysis to construct portfolios and offers ERISA-related retirement plan consulting and co-advisory services.

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 in Hurricane, WV. He holds a Series 66 designation and has 12 years of industry experience. Prior to founding his firm in 2005, he worked at Ferris, Baker Watts, Inc. He is also the owner and head instructor of Relson Gracie Jiu Jitsu of WV and operates a lifestyle brand called Abstrakt Lifestyle. JA Investment Management serves individual investors and 401(k) plans by offering private asset management, plan management, and investment education. The firm uses both fundamental and technical analysis to tailor strategies to clients, maintaining most accounts on a non-discretionary basis and providing services that include institutional retirement and pension plan management.

Brian Ross is a financial advisor at Freedom Financial Advisors, LLC with three years of industry experience. He holds a Series 63 designation and has prior experience at Transamerica from 2011 to 2016. Outside of advisory work, Ross is involved with Freedom Financial Insurance Group, where he sells fixed annuities and life insurance, and participates in educational services through Freedom Federal Educators. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, and provides retirement plan consulting for 401(k) plans. The firm employs a conservative investment approach based on fundamental analysis, emphasizes educational services, and maintains a material insurance affiliation through licensed agents.

Melissa Grass is a financial advisor at Freedom Financial Advisors, LLC with three years of industry experience. She holds a Series 63 designation and has prior experience at TransAmerica. Outside of investment advising, she is the CEO of Freedom Federal Educators, a business that provides federal benefits education through webinars and other content. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm emphasizes fundamental analysis, conservative positioning, and educational services, managing approximately $13 million in assets mostly on a non-discretionary basis.

Megan Watterson is a financial advisor at Ironwood Wealth Management, Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked at Kanawha County Courthouse, Ohio Valley Bank, Workforce West Virginia, and Marshall University. Outside of her advisory role, she spent two years engaged in extended travel. Ironwood Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes a range of asset-allocation strategies supported by fundamental, technical, and quantitative analysis, focusing on mutual funds and exchange-traded funds, and offers ongoing portfolio management and financial planning services.