Timothy Taylor is a financial advisor with Taylor Capital Management in Martinsburg, WV, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has led TCM Advisors, LLC since 2006. Taylor serves on the finance committee of Highland View Academy, a nonprofit Christian high school. Taylor Capital Management provides discretionary portfolio management and investment advisory services to individuals, charitable organizations, corporate entities, retirement plans, and institutional mandates. The firm focuses on individualized account supervision, employs a broad range of investment instruments including derivatives, and manages a relatively large client base through a wrap fee program administered on two account platforms.

Jonathan Bodwell is an advisor with Southland Equity Partners, LLC and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including a long tenure at FSC Securities Corporation since 2007 and involvement with Hunter Enterprises since 1989. Outside of his advisory role, he is connected to insurance services through Hunter Enterprises and J.H. Bodwell & Associates. Southland Equity Partners serves individuals, pension plans, and businesses by providing financial planning, asset management, and retirement consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios, primarily managing accounts on a discretionary basis.

Matthew Kradel is a CFP® professional with 14 years of industry experience. He is currently with Founders Financial Securities LLC and Morgan Financial Group, where he has worked since 2020. His prior experience includes roles at Cetera and First United Bank and Trust. Kradel is a member of the Shepherd University Alumni Association. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and access to third-party asset managers, utilizing various advisory platforms and a combination of advisory, broker-dealer, and insurance capabilities.

Shane Marrone is a financial advisor with United Brokerage Services, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at United Bank for eight years. Marrone serves as a board member for Good Shepherd Interfaith Volunteer Caregivers in Shepherdstown, WV. 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 is affiliated with United Asset Management Corporation, a subsidiary of United Bank.

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.

Jacob Caldwell is a CFP® professional with three years of industry experience, currently affiliated with Founders Financial Securities LLC. He has held roles at Morgan Financial Group, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he serves as a board member for the nonprofit Week of Compassion. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing multiple investment programs and a combination of advisory, broker-dealer, and insurance capabilities.

Chuckie Young is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and three years of industry experience. He is also the managing partner of CoxHollidaYoung, PLLC, a CPA firm where he has worked since 1996. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing both traditional and non-traditional delivery methods and combining advisory, broker-dealer, and insurance capabilities.

Peter Warren is a financial advisor at United Brokerage Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Brokerage Services since 2013. In addition to his advisory role, he serves as Market President at United Bank in Martinsburg, WV. 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 is affiliated with United Asset Management Corporation, a subsidiary of United Bank.

Zebulon Sale is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at various Truist entities since 2009, including Truist Investment Services and Bb&T firms prior to their merger. Outside of his advisory role, he serves as a trustee and owner of a rental townhouse property in Stephens City, Virginia. Truist Advisory Services is a large SEC-registered investment adviser affiliated with Truist Financial, serving individual, corporate, retirement plan, and charitable clients. The firm offers a mix of discretionary and non-discretionary investment solutions using model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across its affiliated channels.

Steve Hose is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with LPL Financial since 2010 and is also associated with The Hose Group. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning and investment management solutions supported by an in-house research team.

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.

Wilson Rimmer is a financial advisor with Thrivent Investment Management in Martinsburg, WV, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019. Prior to his financial career, he worked with the Potomac District of the Assemblies of God for 18 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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.

John Everson is a CFP®-certified financial advisor with Ameriprise, bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as president of the Tuscarora Springs Homeowners Association and is a deacon at the Church of Christ in Martinsburg, WV. Ameriprise provides a retirement-income planning service geared toward clients approaching or in retirement, typically serving those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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.

Daniel Kelly is a CFP® professional with 29 years of experience in the financial industry. He is currently with Raymond James & Associates, where he has worked since 2016, including a prior tenure from 2016 to 2020 and returning in 2023 after three years at FAI Wealth Management. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools and serves municipal clients with public-financing and investment banking capabilities.

Zachary Delphi is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and The Vanguard Group. Delphi serves on the Board of Directors and as Treasurer for The Robert C. Byrd Center for Congressional History and Education. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies to deliver personalized recommendation reports.

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.

Dena Morgan is a financial advisor with Edward Jones in Martinsburg, WV, holding CFP® and Series 66 credentials and with seven years of industry experience. She previously worked at Bechtel Corporation for nine years and served as a county engineer for Berkeley County. Morgan is active in her community as a board member of Horses with Hearts and the Professional Business Women's Association, and she serves as vice president of BNI Martinsburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Joshua Mongold is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Azer Scientific for two years and has extensive experience in the healthcare sector, including roles at the VA Medical Center in Martinsburg and WVU Medicine - Jefferson Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Derek Helman is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. His prior roles include positions at Bank of America, Merrill, and Fidelity Investments, among others. Outside of finance, he has been involved with multiple business ventures including ownership interests in restaurant and delivery companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branches.

Scott Daniel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Amazon, and Northwestern Mutual. Outside of financial services, he is the owner of Greystone Farm LLC, a business he has managed since 1989. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Reggie Turner is a financial advisor at Edward Jones with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at RBC Capital Markets LLC, Pruco Securities LLC, The Prudential Insurance Company of America, E K Riley Investments LLC, and PNC Investments. Outside of his advisory work, he serves as a trustee for the 1772 Foundation focused on historic preservation and is a co-founder of the Western Maryland Community Development Corporation; he is also a commissioner with the Maryland Commission on African American History & Culture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and reported approximately $1.01 trillion in assets under management.

Sara Church is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with LPL Financial since 2015. 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 investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory products.

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.