Jennifer Ross is a financial advisor with Huffman & Ross Wealth Management LLC in Morgantown, WV, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Equitable Advisors and TIAA-CREF Individual & Institutional Services. Outside of her advisory role, she is an independent licensed insurance agent. Huffman & Ross Wealth Management serves individual clients, including high-net-worth individuals, and business entities with portfolio management and financial planning services. The firm employs a blend of fundamental analysis, modern portfolio theory, and quantitative methods to tailor long-term investment strategies aligned with clients’ goals and risk tolerance.

Jon Huffman is a financial advisor at Huffman & Ross Wealth Management LLC in Morgantown, WV, with 23 years of industry experience. He previously worked at Equitable Advisors and TIAA-CREF. Outside of his advisory role, Huffman is part owner of a real estate company and a farm, though his involvement is limited and not client-related. Huffman & Ross Wealth Management serves individual and business clients with portfolio management and financial planning, employing a blend of fundamental analysis, modern portfolio theory, and quantitative methods. The firm manages a large client base relative to its staff and offers advice across a diverse range of investment products, including insurance and annuities.

Earl Stevenson is a financial advisor with Chicago Capital Management Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. His prior work includes roles at Avellino Financial Advisors, Forest Securities, Questar Asset Management, Questar Capital Corporation, and Charis Financial Group. In addition to his advisory work, he is an enrolled IRS agent providing tax preparation services. Chicago Capital Management Advisors offers discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and provides multiple model styles and custom portfolios tailored to client risk profiles.

Jonathan Schnell is a financial advisor at United Brokerage Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and PNC Investments prior to joining his current firm. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various programs. The firm primarily manages client assets on a non-discretionary basis and maintains an affiliation with United Bank, combining bank affiliation with a dual RIA and broker-dealer registration.

Brian Dean is a financial advisor at United Brokerage Services, Inc. with 25 years of industry experience. He holds the Series 66 designation and has worked at United Brokerage Services since 2016. Prior to that, he held roles at Wesbanco Bank and WesBanco Securities Inc. Dean serves as a board member of the Bo Pare Foundation, a nonprofit organization involved in park projects and maintenance in Morgantown, WV. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients. The firm primarily manages assets on a non-discretionary basis and offers a range of investment programs, with an affiliation to United Bank and clearing relationships with Wells Fargo.

Todd Loyal is a financial advisor at United Brokerage Services, INC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with United Brokerage Services since 2013. Prior to this, he worked at United Bank from 2013 to 2016. 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 and offers a range of investment approaches including asset allocation, trading strategies, and manager-driven model portfolios.

Olivia Abboud is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to her financial career, she worked with the United States Secret Service and has experience in education and senior living sectors. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.

Kristin Bernard is a financial advisor at Janney Montgomery Scott in Uniontown, PA, holding a Series 66 designation. She is part of a large enterprise firm with 1,325 advisors. Janney Montgomery Scott serves a broad range of individual and institutional clients, offering brokerage services, investment advisory, financial planning, retirement plan consulting, and lending referrals. The firm operates a trust subsidiary and provides diverse advisory programs that combine third-party managers, in-house models, and overlay services such as tax optimization.

Timothy Brown is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is involved in community activities such as coordinating a youth running program and holds trustee and investment committee positions with Catholic organizations in Greensburg, PA. Janney Montgomery Scott manages over $100 billion in client assets and supports more than 1,200 advisors with a range of services including portfolio management, financial planning, and retirement consulting for individuals, institutions, and high-net-worth clients through an integrated investment platform.

Isaac Stolar is a CFP® with five years of industry experience, currently affiliated with Centaurus Financial, Inc. since 2020. He has also worked with Orion Financial and held positions at The Citadel and West Virginia University. Outside of his advisory work, he creates product review videos on YouTube through his channel, The Stolar System. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers.

Lisa Ritsko is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts, offering a range of services including portfolio management, financial planning, retirement plan advisory, and brokerage through a multi-channel investment platform.

Geremy Hoover is a CFP® professional with 16 years of industry experience, currently serving at Janney Montgomery Scott. He has been with Janney since 2014 in various roles. Outside of his advisory work, he serves as a board member for Fillies Basketball, a nonprofit organization promoting girls' basketball for elementary school students in the Laurel Highlands School District. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a comprehensive range of services including portfolio management, financial planning, and retirement consulting to individuals, high-net-worth clients, corporations, charities, and institutions, utilizing a multi-channel investment platform with both discretionary and non-discretionary account options.

Christopher Filicky is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds the Series 66 designation and has been with Janney since 2015. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm supports over 1,200 advisors and offers a wide range of services including portfolio management, financial planning, retirement plan advisory, and custody for individuals, high-net-worth clients, corporations, charities, and institutions.

Michelle Swiger is a financial advisor with TIAA-CREF in Morgantown, WV, holding a Series 66 designation and bringing 19 years of industry experience. She has worked at TIAA-CREF since 2018 and previously spent 22 years at Huntington National Bank. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and operates within a vertically integrated structure that uses affiliated funds.

Peter Barchetti is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Centaurus Financial since 2006. Outside of his advisory role, he owns a tax preparation and accounting business. Centaurus Financial, Inc. provides advisory services to individuals, families, businesses, and institutional clients through a network of independent representatives, offering financial planning, investment management, and access to third-party money managers.

John Bonasso is a financial advisor with Primerica Advisors based in Morgantown, WV, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including 25 years with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as an assistant adjunct professor at West Virginia University’s School of Medicine. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm uses a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Douglas Davis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Truist Advisory Services and its affiliated entities since 2014, including BB&T Investment Services and BB&T Securities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Allen Poe is a financial advisor with Centaurus Financial, Inc. in Morgantown, WV, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Centaurus Financial since 2002. He is also the owner of Orion Financial, LLC, a non-investment-related business. Centaurus Financial, Inc. provides advisory services through a network of independent Investment Adviser Representatives to individuals, families, businesses, retirement plans, and institutions. The firm offers financial planning, asset allocation, investment management, and access to third-party money managers, utilizing a range of strategies including fundamental and technical analysis.

Melody Cole is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She has been with Janney Montgomery Scott since 2005. She holds the Series 63 and Series 65 designations. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party managers, in-house portfolio management, and various advisory and brokerage services.

Bryan Bougher is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with PNC Investments and PNC Bank since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses approved strategies managed by PNC and third parties. The firm’s approach involves algorithm-driven risk assessment and portfolio implementation via mutual funds and ETFs with annual rebalancing.