Jeremy Sauers

Daniel Reeves is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Eaglestone Wealth Advisors and Emerson Equity LLC. Outside of advisory work, he has been involved with the Bethesda Soccer Club and the University of Maryland Men’s Soccer Camp. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses third-party research and diversified investment strategies, with regular portfolio reviews tailored to clients’ goals and risk tolerances.

Patricia Starliper is a financial advisor at Edward Jones in Berkeley Springs, WV, holding a Series 66 designation and with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Nicotera is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes 14 years at Sagepoint Financial, Inc. and a long-standing role at The Sparta Group since 1992. Outside of his advisory work, he owns a vacation property in Florida that he rents to a family member. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, emphasizing asset allocation, risk assessment, and portfolio management supported by third-party money managers and technology solutions.

Bradley Close is a financial advisor at Cetera with a Series 66 credential and seven years of industry experience. He has previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he serves on the boards of the Berkeley County Development Authority, the Eastern WV Regional Airport Authority, and Hope Community Church, and is a principal and CFO at an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers, supporting a broad range of investment strategies and program structures.

Daniel Stevens is a financial advisor with LPL Financial in Berkeley Springs, WV, holding Series 65 and Series 63 registrations and 14 years of industry experience. His prior roles include eight years at CBIZ Financial Solutions Inc. and his current position as Vice President at CNB Bank. Outside of his advisory work, he is active as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Susan Cummings is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations across the United States. The firm provides a range of advisory programs, financial planning, and brokerage services utilizing model portfolios, third-party subadvisors, and various investment strategies.