Patricia Starliper is a financial advisor at Edward Jones with nine years of industry experience. She has held the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Michael Nicotera is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Sagepoint Financial, Inc. and The Sparta Group, where he is a partner. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by technology-driven portfolio management tools and offers access to multiple custodial platforms and alternative investment options.

Jeremy Sauers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at M&T Securities and Primerica in various advisory roles. Outside of his financial career, Jeremy is involved in artistic pursuits as a musician under the name Screaming Butterfly. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports a range of investment delivery options and combines large-scale advisory operations with non-advisory product activities such as insurance and credit services.

Daniel Stevens is a financial advisor with LPL Financial based in Berkeley Springs, WV. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked at CBIZ Financial Solutions Inc. for eight years. Outside of his advisory role, he is also a musician. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.

Susan Cummings is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with LPL Financial since 2010. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Naima Ama is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Mount St. Mary's University. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, with a focus on advisory services rather than individual security recommendations.

Jason Marshall is a financial advisor with Edward Jones in Berkeley Springs, WV, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Zing Funding, CBSI Inc, and CNB Bank, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large national network of financial advisors and branch offices.

William Boyd is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been associated with The Sparta Group, Inc. for over 30 years. Boyd maintains an insurance license related to an annuity business sold through SagePoint Financial but does not conduct new insurance business. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk-tolerance questionnaires, asset-allocation software, and portfolio optimization, offering a range of investment options and advisory programs through a large network of financial advisors.

Christopher Kasecamp is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at CBIZ Financial Solutions, Inc. for 11 years and has been affiliated with LPL Financial and CNB Bank since 2020. He serves as President of Trust & Investment Services at CNB Bank. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers diverse delivery options and combines large-scale advisory operations with a variety of product offerings and tools to meet client needs.

John Schriever is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with MML Investors Services and MassMutual since 2015. Outside of advising, he is the owner of 2JS Holdings LLC, a business established to hold a commercial property. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Eugene Casaleggio Jr. is a financial advisor with OSAIC, holding a Series 66 designation and nine years of industry experience. He previously worked at Sagepoint Financial, Inc. for seven years and has been associated with The Sparta Group since 1990. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process combining risk-tolerance assessments with portfolio optimization tools.

Toby Crites is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Fidelity Investments, Edward Jones, and T. Rowe Price. He also serves as a Senior Investment Analyst at CNB Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings.

Thomas Close is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Cetera in 2025, he spent over two decades with Avantax Advisory Services and Avantax Investment Services. Outside of his advisory work, Close serves on the board of trustees for the Morgan County Library and is treasurer of the Hungarian Freedom Fighters Federation, a nonprofit organization. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services supported by a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Patti Grant is the sole advisor at Hive Wealth Management LLC in Ashton, MD, holding Series 63 and Series 65 credentials with four years of industry experience. Her prior work includes positions at Jefferies & Company, Inc. and Cozen O'Connor. She serves as a trustee and member of the Federal City Council, an organization that collaborates with local government and civic leaders on community issues. Hive Wealth Management LLC is an independent, single-advisor firm providing discretionary portfolio management and financial planning services. The firm primarily serves a narrower client base with individualized planning and manages client accounts on a discretionary basis.