Samuel Austin Stewart

Matthew Elkins is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has held roles at Independence Capital Company Inc and MassMutual Financial Group, among others. Elkins serves as president of Elkins Financial Services, Inc. and is treasurer of the Kiwanis Club of Beckley, a civic organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates risk analysis and fundamental, technical, and cyclical portfolio assessments.

Shawn Schuyler is a financial advisor with BFC Planning, Inc. in Beckley, WV, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. His prior work includes roles at United Planners Financial, LLC and Waddell & Reed, Inc. He is also involved with West Virginia Financial Solutions, LLC as an agent for non-variable insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional investors through approximately 200 advisory representatives. The firm provides a range of financial planning and portfolio management services, utilizing various platform arrangements and investment strategies tailored to different client needs.

Acie Hylton Jr. is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Bb&T Securities, LPL Financial, and J.P. Morgan Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager‑selection program that combines discretionary and non‑discretionary management through third-party platforms and due diligence.

Joseph De La Rosa is a financial advisor with J.P. Morgan Securities in Beckley, WV, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously worked at Appalachian Regional Healthcare from 2015 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies through its Institutional Consulting Services program.

Charles Wilkerson is a financial advisor at J.P. Morgan Securities with 44 years of industry experience. He has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2012. Wilkerson holds Series 63 and Series 65 licenses. 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, distribution, and investment management capabilities.

Tracy Houck is a financial advisor at Edward Jones in Beckley, WV, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in various roles including at Novartis and Cook Medical. Outside of her advisory role, Houck is the owner and CEO of Eleventh Perspective, LLC, a creative productions and sales business, and serves as a caregiver for her adult disabled daughter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.