Katie Barnes

Acie Hylton Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, LPL Financial, Infinex Financial Group, and Summit Bank. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering both discretionary and non-discretionary investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation.

Joseph De La Rosa is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, following a four-year tenure at Appalachian Regional Healthcare. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Julie Bays is a financial advisor with Ameriprise in Beckley, WV, holding a Series 66 designation and seven years of industry experience. She has worked with Ameriprise since 2013 and was self-employed prior to that. Outside of her advisory role, she operates an online resale business on eBay. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Christopher Faris is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Bill Burgess is a financial advisor at Edward Jones with 42 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Burgess is based in Beckley, WV. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Douglas Lehman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Edward Jones in Beckley, WV since 2003. Outside of his advisory role, he serves as a consultant and referee for soccer games during non-trading hours. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.