William Reid Bracken Sr.

Angela Beblo is a financial advisor at Global Freedom Financial LLC with a Series 65 credential and four years of industry experience. She has worked at Jackson Kelly PLLC since 2022 as Counsel and previously spent sixteen years at Spilman Thomas & Battle PLLC. Beblo maintains an active legal practice alongside her advisory role. Global Freedom Financial LLC provides comprehensive financial planning and consulting to individual clients, focusing on retirement, estate, tax, and business planning among other areas. The firm does not manage assets but offers investment analysis and recommendations within planning engagements, operating as a single-advisor practice with a legal affiliation.

Robert Nistendirk is a financial advisor at WNA Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has been a partner at Costanzo Woomer Nistendirk, PLLC since 1996. WNA Wealth Management provides investment advisory and financial planning services primarily to individual clients, including retirement and pension/profit-sharing plans. The firm’s approach emphasizes asset allocation and a combination of strategies such as dollar-cost averaging, technical analysis, and both long- and short-term purchases, supported by Savant Wealth Management’s platform for portfolio management and trade processing.

John Jacobs is the sole advisor at Jacobs & Company in Charleston, WV, with 13 years of industry experience. He is a Series 63 license holder and the founder of Jacobs & Company as well as Jacobs Financial Group, Inc., where he has served as director and president. Jacobs is a certified public accountant and a licensed property and casualty insurance agent in fifteen states. Jacobs & Company is a state-registered independent investment adviser that serves individuals, corporations, trusts, and institutional clients. The firm manages discretionary portfolios across multiple asset classes and offers financial planning and advisory consultations, tailoring strategies to clients’ objectives and employing a range of securities and option strategies.

Eric Ayersman is a CFP® professional with 13 years of experience in financial advising and over 26 years as a CPA. He is the principal of Retirement Planning Consultants Inc. in South Charleston, WV, and previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he maintains a tax preparation and consulting business through Ayersman Financial Group, Inc. Retirement Planning Consultants Inc. provides investment management for individual, corporate, and charitable clients, specializing in retirement accounts such as IRAs, 401(k)s, and 529 plans. The firm focuses on customized asset allocation primarily using ETFs, managing most assets on a discretionary basis while offering access to insurance and annuity products through the principal’s CPA and insurance licensure.

Brian Ross is a financial advisor at Freedom Financial Advisors, LLC with four years of industry experience. He holds a Series 63 designation and has worked at Freedom Financial Advisors since 2022. In addition to his advisory role, Ross is involved with Freedom Financial Insurance Group, where he works as an agent selling fixed annuities and life insurance, and with Freedom Federal Educators, providing educational services. Freedom Financial Advisors serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm employs a fundamental analysis-based investment process with a conservative approach, emphasizes educational services, and maintains licensed insurance agents on staff who sell insurance products separately from advisory fees.

Melissa Grass is a financial advisor with Freedom Financial Advisors, LLC in South Charleston, WV, holding a Series 63 designation and four years of industry experience. She has been with Freedom Financial Advisors since 2022 and also serves as CEO of Freedom Financial Insurance Group and Freedom Federal Educators, where she provides insurance and federal benefits education services, including creating and presenting educational content. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, and offers retirement plan consulting for 401(k) plans. The firm uses a fundamental analysis-based investment approach focused on relatively conservative positioning and infrequent trading, emphasizing educational services and maintaining a material insurance affiliation.