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John Michael Stolar

Advisor at Centaurus Financial, Inc. — Morgantown, WV

Updated today

Credentials

Series 63, Series 65

Experience

39 years

Location

Morgantown, WV 26508

Centaurus Financial, Inc. logo

Centaurus Financial, Inc.

Enterprise

Total advisors

426

Across 197 offices

Clients per advisor

106 High

Avg AUM per client

$213,989 Very Low

HNW client ratio

1% Very Low

About

John Stolar is a financial advisor at Centaurus Financial, Inc. with 39 years of industry experience. He has worked at both Centaurus Financial and Orion Financial, LLC since 2002. Outside of his advisory work, he is involved with JMS Services LLC and provides services related to health and disability insurance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, utilizing both discretionary and non-discretionary strategies and various investment analyses.

Client services

Based on Centaurus Financial, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Market timing

Expertise

Based on Centaurus Financial, Inc.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning

Occupation focus

Based on Centaurus Financial, Inc.

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 2.25% annually (flat or tiered depending on program) $25,000+: Up to 2.25% annually (varies by program)

Commissions

Commissions may be charged for certain products, e.g., annuities or alternative investments sold through affiliated Broker-Dealer for which client pays commissions instead of advisory fees initially.

Project-based

Hourly fees may be charged for financial planning and consulting services; specifics are negotiable and vary by client circumstances.

Other

Account minimum: $25,000 Fee-only: Annual asset-based advisory fees, negotiable, with maximum up to 2.25% depending on program selected. Fee may be flat or tiered schedule.

Location

See office

Morgantown, WV

1211 Cheat Road

Morgantown WV 26508

Advisors at this office

3

Most active in

Alabama · California · Colorado · Florida · Georgia · Hawaii · Idaho · Indiana · Maryland · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Utah · Virginia · Washington · West Virginia · Wyoming

Work history

39 years of industry experience

Orion Financial, LLC

2002 - Present • 24 years

Morgantown, WV

Centaurus Financial, Inc.

2002 - Present • 24 years

Orange, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Todd L

CFP®

Fairmont, WV

Blackwater Financial

I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Jennifer R

Series 63, Series 65

Morgantown, WV

Huffman & Ross Wealth Management LLC

Jennifer Ross is a financial advisor with Huffman & Ross Wealth Management LLC in Morgantown, WV, holding Series 63 and Series 65 licenses and 19 years of industry experience. She previously worked at Equitable Advisors and TIAA-CREF. Ross is also an independent licensed insurance agent. Huffman & Ross Wealth Management serves individual and high-net-worth clients, as well as corporations, offering investment advisory and financial planning services. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analysis, primarily operating in a non-discretionary capacity while providing recommendations and oversight.

Wealth management General tax planning Annuities
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Jon H

Series 63, Series 65

Morgantown, WV

Huffman & Ross Wealth Management LLC

Jon Huffman is a financial advisor with Huffman & Ross Wealth Management LLC in Morgantown, WV, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Before joining Huffman & Ross in 2025, he worked at Equitable Advisors and TIAA-CREF. Outside of advisory work, he is a licensed insurance agent. Huffman & Ross Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations. The firm employs a non-discretionary investment approach that integrates fundamental, quantitative, and modern portfolio theory analyses, focusing on long-term trading and documented risk tolerances.

Wealth management General tax planning Annuities
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Delaina K

Series 63, Series 66

Fairmont, WV

Alden investment Group

Delaina Kucish is a financial advisor with Alden Investment Group, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Edward Jones for over two decades before joining Alden Investment Advisors, LLC and J. Alden Associates, Inc. She is president of The Monumental Basketball Association, a nonprofit organization. Alden Investment Advisors serves individual clients, retirement plans, nonprofits, other advisors, and pooled vehicles with discretionary and non-discretionary portfolio management, retirement-plan advisory, and fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technology and service providers and supports unified managed accounts.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive
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Jonathan S

Series 63, Series 65

Morgantown, WV

United Brokerage Services, INC

Jonathan Schnell is a financial advisor at United Brokerage Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and PNC Investments prior to joining his current firm. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various programs. The firm primarily manages client assets on a non-discretionary basis and maintains an affiliation with United Bank, combining bank affiliation with a dual RIA and broker-dealer registration.

Tax-loss harvesting Wealth management
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Brian D

Series 66

Morgantown, WV

United Brokerage Services, INC

Brian Dean is a Series 66-licensed advisor with United Brokerage Services, Inc. in Morgantown, WV, where he has worked since 2016. He has 25 years of industry experience. Dean serves as a volunteer board member of the Bo Pare Foundation, participating in decisions on funding for park projects in the Morgantown area. United Brokerage Services provides investment advisory services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation using mutual funds, ETFs, individual equities, fixed income, and third-party research, typically advising on a non-discretionary basis while offering various managed account programs.

Tax-loss harvesting Wealth management
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