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.

Kirstin Selbee is a financial advisor with Freedom Financial Advisors, LLC, holding Series 63 and Series 65 credentials. She has no prior industry experience in financial advising but has worked in healthcare and insurance-related roles. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management while also providing retirement plan consulting for 401(k) plans. The firm follows a conservative investment approach focused on fundamental analysis and client approval before trading, with an emphasis on educational services and a notable insurance affiliation.

Jerry Potter is a financial advisor with Freedom Financial Advisors, LLC in South Charleston, WV, holding a Series 63 designation and 39 years of industry experience. He has operated Jerry Potter Financial since 2009 and has been with Potter & Spano Financial Group since 2018. Outside of advising, he is an independent insurance agent affiliated with multiple insurers and manages a separate life insurance and fixed annuities business. Freedom Financial Advisors primarily serves individual clients through financial planning and portfolio management, and provides retirement plan consulting for 401(k) plans. The firm emphasizes fundamental analysis, conservative investment positioning, and client education, managing approximately $13 million in assets across about 27 clients with a predominantly non-discretionary approach.