John Halterman

Matthew Williams is a CFP® certificant with 16 years of industry experience. He is currently with OneSeven, where he has worked since 2023, following an eight-year tenure at Ameriprise Financial Services, Inc. Williams serves on the boards of the Old Town Greens Townhome Association and the West Virginia University Alumni Board in the National Capitol Area. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, typically employing a long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, alternatives, and private placements.

Sherri Sharpe is a financial advisor with Wesbanco Securities, Inc. in Parkersburg, WV. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. Sharpe has been with Wesbanco Securities since 2015. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets and offers a range of wrap-fee programs and third-party managed solutions, employing a variety of analytical methods and investment strategies.

Keith Ruckman is a financial advisor with StoneX Advisors Inc. in Bridgeport, WV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, he is a member of The Gideons International, assisting with the placement of Bibles and testaments in various community settings. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies, including proprietary models and third-party money managers, supported by integrated clearing, custody, and lending capabilities as part of StoneX Group.

Leslie Boyce is a financial advisor at Lombard Advisers Incorporated with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Cetera Advisors LLC for 10 years. Outside of her advisory role, Boyce serves as CFO of Poynter's Business Solutions, a company specializing in office equipment sales and service. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary strategies and offers access to various wrap and separately managed program options through affiliated broker-dealer relationships.

Robin Faris is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Bankers Life Advisory Services in 2017, Faris worked at ProEquities, Inc. and has been associated with Bankers Life and Casualty since 2004 as an insurance agent. Outside of advising, Faris serves as Capital Campaign Chair for the documentary film "Impossible Town" and owns a horse boarding business. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Catherine Preston is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and five years of industry experience. She previously worked at the West Virginia State Auditor's Office for twelve years before joining Gwfs Equities, Inc. in 2020. Outside of her advisory role, Preston serves as a board member of the Clarksburg League for Service and is the board president of Harrison County CASA, an organization supporting children in the foster care system. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.