Joe W Keatley

Richard Allen is a financial advisor with 22 years of industry experience, currently practicing at 4 Seasons Advisors in Princeton, WV. He holds Series 63 and Series 65 licenses and has been involved with The Insurance Store Inc since 1998. Outside of his advisory role, he owns a business that sells dietary supplements. 4 Seasons Advisors is a small registered investment adviser serving individual clients with ongoing investment supervisory services and standalone financial planning. The firm focuses on mutual funds, equities, and ETFs, incorporates insurance-related advice, and uses fundamental and cyclical analysis with a long-term trading orientation.

Jessie Thompson is a financial advisor with 25 years of industry experience, currently with 4 Seasons Advisors in Princeton, WV. She has held Series 63 and Series 65 credentials and has been with 4 Seasons Advisors since 2012. Thompson also has a long-standing ownership role at The Insurance Store, Inc. outside of her advisory work. 4 Seasons Advisors is a small registered investment adviser serving individual clients with investment supervisory services and financial planning. The firm focuses on mutual funds, equities, and ETFs, incorporates insurance-related advice, and manages approximately $2 million in client assets with a documented investment process.

Tyler Hillyer is a CFP® and Series 65 credentialed advisor with five years of industry experience. He has worked at Ritholtz Wealth Management since 2025 and previously held roles at Mercer Global Advisors Inc., Harrison & Company Wealth Management, and Ridgetop Research. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management and financial planning with an investment approach that emphasizes goal-based strategies, asset allocation, and behavioral finance principles. The firm combines advisor-led services with digital platforms and manages approximately $9.4 billion in client assets.

Scott Pittman is a financial advisor at Calton & Associates, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Calton & Associates since 2010. Outside of his advisory role, Pittman serves as an independent director and chairman of the Compensation Committee at NUO Therapeutics, Inc., and is the CEO of the Coalfields Health Foundation, Inc., a nonprofit focused on healthcare service development. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment programs and uses various analytic approaches, combining fee-based and commissionable products through its dual registration as both a registered investment adviser and broker-dealer.

Sasha Schrage is a financial advisor at D.A. Davidson & Co. with eight years of industry experience and a Series 66 designation. Prior to joining D.A. Davidson & Co. in 2017, Schrage worked at Stortz Financial Group for 16 years. Outside of advising, Schrage is a commissioned notary public in Virginia. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals, operating under the Advisers Act fiduciary standard.

Michael Wood Jr. is a CFP® professional with 39 years of industry experience, currently serving at D.A. Davidson & Co. He has previously worked at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.