Jeremy Sauers

Patricia Starliper is a financial advisor at Edward Jones with nine years of industry experience. She has held the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Michael Nicotera is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Sagepoint Financial, Inc. and The Sparta Group, where he is a partner. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by technology-driven portfolio management tools and offers access to multiple custodial platforms and alternative investment options.

Bradley Close is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he is a principal and CFO of an accounting and tax preparation firm and serves on multiple local boards including the Berkeley County Development Authority, Eastern WV Regional Airport Authority, and Hope Community Church. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by both in-house and third-party investment solutions.

Daniel Stevens is a financial advisor with LPL Financial based in Berkeley Springs, WV. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked at CBIZ Financial Solutions Inc. for eight years. Outside of his advisory role, he is also a musician. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.

Susan Cummings is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with LPL Financial since 2010. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Naima Ama is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Mount St. Mary's University. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, with a focus on advisory services rather than individual security recommendations.