Kathryn Eads

Evan Mc Clure is the managing member of McClure Private Wealth, LLC and holds a Series 65 designation. He has one year of industry experience, including prior roles at PwC and Education Consulting Team, LLC. He is also employed by West Virginia University, where he participates in research for their student-managed investment fund. McClure Private Wealth, LLC provides customized financial planning and portfolio management services to individuals, high-net-worth clients, non-profit organizations, and businesses. The firm uses a combination of fundamental, technical, quantitative, qualitative, and cyclical analysis to manage portfolios on a discretionary basis, employing both passive and active strategies across various asset classes.

Roger Woodruff is a ChFC® with 48 years of experience in the financial services industry. He is currently with Strategic Blueprint, LLC, where he has worked since 2020. His prior roles include positions at Arbor Point Advisors, Securities America, Commonwealth Financial Services, and LPL Financial. Woodruff owns a financial services practice management business. Strategic Blueprint, LLC serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering customized, goal-based investment strategies and a formal Subscription Advisory Services program alongside portfolio management and financial planning.

Michael Shalhoup is a Senior Financial Advisor and the founding member of The Shalhoup Group at Merrill Lynch Wealth Management. He provides strategic financial recommendations tailored to individual client needs, focusing on all aspects of wealth management with a particular expertise in corporate stock award compensation. Michael's approach encompasses personal banking, financial strategy, estate planning, wealth transfer, insurance, educational planning, lending, and retirement lifestyle requirements. Michael holds a Bachelor of Arts degree in Economics from West Virginia University and has studied Finance and Economics at Bond University in Australia. He holds the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning and the Personal Investment Advisor (PIA) designation. His professional experience and credentials have been recognized through awards such as On Wall Street's "Top 40 Advisors Under 40" in 2018 and 2019 and Forbes' "Best-in-State Wealth Advisors" from 2018 through 2024. In addition to his advisory role, Michael serves on the West Virginia University Chambers College of Business & Economics Finance Advisory Council. His client focus areas include corporate benefits, executive compensation, divorce transition planning, socially responsible investing, and services tailored for sports and entertainment professionals. Outside of his professional activities, Michael enjoys adventure sports, boating, fishing, golfing, music, painting, photography, spending time with his family, and traveling.

Kimberly Beard is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2018. She has seven years of industry experience, including five years at Home Care Plus prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.