Tony Matthew Cook

Rachel Schetrom is a financial advisor at Legacy Financial in Moorefield, WV, holding a Series 65 credential with no prior industry experience. She has served on the Hardy County Board of Education since 2016. Legacy Financial provides financial planning and portfolio management services to individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations, focusing on publicly traded instruments with a long-term, fundamental investment approach centered on asset allocation, diversification, quality, and value. The firm offers standalone financial planning and occasional hourly-fee planning, does not manage client assets as of the brochure date, and maintains policies preventing custody of client funds.

Brett Nesselrodt is a CFP® certificant and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Glenn Weaver and Arx Wealth Management. Outside of finance, he was involved with Old 690 Brewing Company from 2016 to 2018. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual, institutional, and charitable clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

John Cheshire is a Series 66 registered advisor with Edward Jones in Moorefield, WV, where he has worked since 2018. He has eight years of industry experience, including four years at The Bank of Romney. Outside of his advisory role, he is involved in commercial real estate and property management through sole ownership of two real estate businesses in West Virginia. 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 under management and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Joseph Palumbo is a CFP® with 20 years of industry experience, currently affiliated with Cetera. He has held roles at various firms including Avantax and operates Palumbo Financial & Tax Services LLC, where he provides tax preparation and accounting services. Outside of advising, he serves as Vice President of an amusement company and is the Treasurer/Comptroller for the Maryland Society of Accountants PAC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and $256 billion in assets under management.