Adam Stewart is a financial advisor at United Brokerage Services, Inc. in Martinsburg, WV, holding a Series 66 designation with 20 years of industry experience. He has been with United Brokerage Services since 2005. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm offers various programs such as unified managed accounts and separately managed/manager-of-managers options, primarily managing assets on a non-discretionary basis while maintaining an affiliation with United Bank.

Thomas Mudlaff is a financial advisor with United Brokerage Services, Inc. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. His prior roles include positions at Chevy Chase Financial Services and Capital One Investment Services. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis, with investment approaches tailored by advisor and program, and maintains affiliations with United Bank and Wells Fargo.

Ami Shaver is a financial advisor at United Brokerage Services, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at United Brokerage Services since 1995 and United Bank since 2004, where she serves as EVP and Chief Human Resources Officer. United Brokerage Services provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various managed account programs and emphasizes strategic asset allocation, use of mutual funds and ETFs, individual securities selection, and tax-aware overlays.

Corey Browning is a financial advisor with United Brokerage Services, INC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with United Brokerage Services since 2007. Browning serves as a volunteer Board of Trustees member for the West Virginia Bankers Association, assisting with the planning and operation of the WV School of Banking. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm predominantly manages client assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of bank affiliation and dual registration as both an RIA and broker-dealer.

Michael Bolen is a financial advisor at United Brokerage Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with United Brokerage Services since 2014. Outside of his advisory role, he manages residential real estate on a part-time basis. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis, offering a range of investment approaches and maintaining affiliations with United Bank and Wells Fargo.

Ebony Robinson is a financial advisor at United Brokerage Services, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at firms including United Bank, The Leaders Group, Inc., Midwood Financial Services, Inc., and Bluerock Capital Markets, LLC. Outside of advisory work, she serves as a consultant for small business owners on employee relations and human resources through 100 Consulting LLC. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds and ETFs, individual equity and fixed income selection, model portfolios, and tax-aware overlays, with a primary focus on non-discretionary advice tailored to client needs.

Jonathan Mc Dougald is a financial advisor with United Brokerage Services, Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank NA. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s approach includes strategic and tactical asset allocation, use of mutual funds and ETFs, individual equity and fixed income selection, and access to managed account programs through Wells Fargo Clearing Services.

Joshua Mc Bride is a financial advisor with United Brokerage Services, Inc. He holds the Series 63 and Series 65 designations and has 17 years of industry experience. His prior roles include positions at Truist Advisory Services, TRUIST INVESTMENT SERVICES, INC., Bb&T Securities, LLC, and BBTIS. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a variety of managed account programs and utilizes a strategic and tactical asset allocation approach that includes mutual funds, ETFs, individual securities, third-party research, and tax-aware overlays.

Christopher Williams is a financial advisor at United Brokerage Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Brokerage Services since 2018, following prior roles at Capital One Investing, LLC and Capital One Advisors, LLC from 2015 to 2018. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and offers a range of investment approaches, supported by its affiliation with United Bank and established clearing relationships with Wells Fargo.

Todd Jorgenson is a financial advisor with United Brokerage Services, Inc. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Citigroup, New York Life Insurance Company, and State Farm. United Brokerage Services provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation, use of mutual funds and ETFs, third-party research, model portfolios, and tax-aware overlays, typically offering advice on a non-discretionary basis.

Ivan Magalit is a financial advisor at United Brokerage Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including Merrill and Thrivent Financial. Outside of his advisory role, he is the co-founder of The A.U.T Initiative, a nonprofit focused on improving access to mental health services for marginalized communities. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking relationships and investment services.

Rossitsa Getskova is a financial advisor at United Brokerage Services, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked at United Brokerage Services since 2015 and United Bank since 2005. Getskova serves as the Investment Committee Chair for the West Virginia Bankers Association and is a member of the YWCA Investment Committee in Charleston, WV. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, combining banking services with a range of investment management options.

David Dutton is a financial advisor at United Brokerage Services, Inc. with seven years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors, LLC. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various managed account programs and emphasizes strategic and tactical asset allocation, using mutual funds, ETFs, individual securities, third-party research, model portfolios, and tax-aware overlays.

Benjamin Frazier is a financial advisor at United Brokerage Services, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at United Brokerage Services since 2020, following four years at LPL Financial, LLC. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds, ETFs, individual securities, third-party research, and model portfolios, with advice typically offered on a non-discretionary basis.

John Currier is a financial advisor at United Brokerage Services, Inc. based in Charlotte, NC, holding Series 63 and Series 66 designations with 28 years of industry experience. His prior roles include positions at Patrick Capital Markets, LPL Financial, Independent Advisor Alliance, idSquares, and DWS Distributors. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm focuses on strategic and tactical asset allocation, utilizing mutual funds, ETFs, individual equity and fixed income selection, and third-party research, typically offering advice on a non-discretionary basis.

Joseph Kantakevich is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with United Brokerage Services, Inc. and United Bank, having previously worked at Dai Securities, Jwk Financial Group, Eaglestone Wealth Advisors, and Triad Advisors. He serves on the board of the Montgomery College Foundation. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, combining banking relationships with a primarily non-discretionary advisory model.

Joseph Carter III is a financial advisor at United Brokerage Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AmeriEstate Legal and ASC Financial Planners, as well as Global Atlantic Financial Company and Global Atlantic Distributors, LLC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis, offering a range of investment approaches and maintaining an affiliation with United Bank through its parent company, United Asset Management Corporation.

Omid Sanie is a financial advisor at United Brokerage Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at United Brokerage Services since 2018, following roles at Woodbury Financial Services Inc. and Capital One Sharebuilder, Inc. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm offers a range of advisory programs with primarily non-discretionary management, maintaining affiliations with United Bank and Wells Fargo.

Anis Eghterafi is a financial advisor at United Brokerage Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Wells Fargo Clearing, Wells Fargo Bank, and The Vanguard Group. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering various managed account programs through its relationship with Wells Fargo Clearing Services. The firm’s investment approach includes strategic and tactical asset allocation, use of mutual funds and ETFs, and tax-aware overlays, primarily providing advice on a non-discretionary basis.

Melanie Roberts is a financial advisor at United Brokerage Services, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and Edward Jones. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm offers a variety of investment programs, primarily managing client assets on a non-discretionary basis, and maintains affiliations with United Bank and Wells Fargo.