Ethan Layne is the sole advisor at Layne Financial Group, an independent registered investment adviser based in Barboursville, WV. He holds a Series 65 designation and has worked in financial and accounting roles since 2020, including running his own tax and accounting firm, Layne Tax Solutions. Outside of advisory services, he is involved in a printing company and was previously associated with a video advertising business. Layne Financial Group provides discretionary asset management and wealth planning for individual clients and institutional sponsors, including corporate retirement plans and nonprofit organizations. The firm employs a factor-based, academic evidence approach to dynamic asset allocation and offers pension and nonprofit consulting alongside standalone financial planning.

Joseph Spano is the President and CEO of The Spano Group Wealth Managers with 30 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including Freedom Financial Advisors and Potter & Spano Financial Group. The Spano Group Wealth Managers provides financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charities. The firm uses fundamental analysis to construct portfolios and offers ERISA-related retirement plan consulting and co-advisory services.

James Mckee is a financial advisor with McKee Wealth Management in Hurricane, WV, holding a Series 66 designation and 18 years of industry experience. He has worked at Southeast Investments, N.C. Inc., First Summit Financial, and has been involved with McKee & Associates, LLC since 2007. Mckee serves as a board member of the Home Builders Association of Greater Charleston. McKee Wealth Management provides financial planning, investment management, and wealth management services to individuals, families, and institutional clients including corporate pension and retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party platforms.

Steven Smith is a financial advisor with Creative Financial Solutions, LLC, holding a Series 63 designation and 38 years of industry experience. He has been with Creative Financial Solutions since 2008 and also maintains dual registrations with Cambridge Investment Research Advisors Inc. Outside of his advisory work, Smith is a part owner of Esquire Country Club in Barboursville, WV. Creative Financial Solutions provides customized financial planning and advisory services for individuals, families, small businesses, and trusts. The firm focuses on individualized planning supported by third-party research and does not take custody of client assets, with investment activities managed through dual-registered advisors and custodial platforms.

Megan Watterson is a financial advisor at Ironwood Wealth Management, Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked at Kanawha County Courthouse, Ohio Valley Bank, Workforce West Virginia, and Marshall University. Outside of her advisory role, she spent two years engaged in extended travel. Ironwood Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes a range of asset-allocation strategies supported by fundamental, technical, and quantitative analysis, focusing on mutual funds and exchange-traded funds, and offers ongoing portfolio management and financial planning services.

John Williams is a financial advisor at Ironwood Wealth Management, Inc. with 23 years of industry experience. He has been with Ironwood Wealth Management since 2001. Outside of his advisory role, he is involved in managing a building through J&T, LLC. Ironwood Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on portfolio management, financial planning, and retirement-plan consulting using a range of asset-allocation strategies supported by fundamental, technical, and quantitative analysis.

Malcolm Maclaren is a financial advisor at Global Value Investment Corporation with three years of industry experience. He holds a Series 65 designation and has a background that includes legal and compliance roles, such as positions at the Law Offices of Malcolm J. MacLaren and The Circuit Court of Cook County, Illinois. Outside of his advisory role, he is a co-member of Machair, LLC, a commercial real estate business. Global Value Investment Corporation provides discretionary portfolio management to individual and high-net-worth clients, as well as sub-advisory services to other registered investment advisers. The firm emphasizes fundamental research to identify undervalued securities and employs both short- and long-term investment strategies, including activist and concentrated positions.

Tyler Williams is a financial advisor at Ironwood Wealth Management, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Ironwood Wealth Management, he worked at West Virginia State University for one year. Ironwood Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and retirement-plan consulting, utilizing mutual funds and exchange-traded funds supported by fundamental, technical, and quantitative analysis across a range of asset-allocation strategies.

Alexander Schnulo is a financial advisor with FWG Investments, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining FWG Investments in 2024, he worked at Northwestern Mutual in various roles from 2021 to 2024. Schnulo serves as Advisory Council President for The Salvation Army Boys & Girls Clubs of Charleston and as Chapter President of the BNI Power Chapter, engaging in nonprofit fundraising and business networking activities. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients. The firm employs model-driven strategies overseen by professionals and executed through sub-advisers, offering services that include investment planning, retirement, insurance, tax, education, and real estate planning.

Joseph Unger is a financial advisor at Foundations Investment Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Unger is also licensed as an insurance agent, handling life, health, annuity, property, and casualty insurance. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm offers portfolio management, financial planning, education workshops, and sub-advisory services through a large network of affiliated offices and utilizes model allocations and third-party sub-advisers.

Sarah Aluise is a Series 66-licensed financial advisor with 13 years of industry experience. She has worked at The Huntington Investment Company since 2019 and previously held positions at Northwestern Mutual Investment Services LLC and Wesley H Richardson. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and offers an open-architecture, model-driven platform with discretionary investment authority and specialized program options.

Charles Smith is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with VOYA Financial Advisors since 2014 and has operated Charles F Smith & Associates since 1972. In addition to his advisory work, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer model and extensive affiliate relationships.

David Lanham is a CFP® with 32 years of industry experience and is currently with Mai Capital Management, LLC. He previously spent 45 years at Lanham, O'Dell and Company, Inc. before joining Mai Capital in 2026. Mai Capital Management provides investment management, wealth management, and related services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, and a variety of institutional clients. The firm employs a multi-strategy investment platform that incorporates internally managed portfolios, ETFs, option strategies, private investments, and third-party managers.

David Williams is a CFP® with 30 years of industry experience. He is currently with MAI Capital Management, LLC and previously worked for Lanham, O'Dell & Company for 39 years. MAI Capital Management provides discretionary and non-discretionary investment and wealth management services to individuals, families, family offices, sports professionals, and a wide range of institutional clients. The firm employs a multi-strategy investment platform that includes internally managed portfolios, ETFs, option strategies, private investments, and third-party managers.

Robert O'Dell is a financial advisor at MAI Capital Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lanham, O'Dell and Company Inc. and L.O.C. Financial Products Co. for 45 years. MAI Capital Management provides discretionary and non-discretionary investment and wealth management services to a diverse client base including high-net-worth individuals, families, family offices, sports professionals, and institutional clients. The firm employs a multi-strategy investment platform that incorporates internally managed portfolios, third-party managers, and private investments, alongside specialized services such as retirement plan consulting and trust administration.

Susanne Eavenson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has worked at various Truist entities since 2010 and previously at BB&T. Outside of her advisory role, she serves as vice president of Dodrill Jewelers and is a board member of Mountain State Centers for Independent Living, a community organization supporting people with disabilities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary solutions combining model portfolios, third-party managers, and advisor-led asset allocation.

Jacob Roberts is a financial advisor at The Huntington Investment Company with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked exclusively within affiliated entities of Huntington since 2016, including roles at The Huntington National Bank and The Huntington Investment Company. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients through advisory and wrap-fee programs. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and uses an open-architecture, model-driven platform combining third-party sub-managers and proprietary models.

Jason Moore is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Fifth Third Bank, Fifth Third Securities, The Huntington Investment Company, Wells Fargo, and other firms. Outside of his advisory work, he serves as an ordained minister in Hurricane, WV, where he officiates weddings. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporations, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated municipal-advisor registration.

Terresa Pratt is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 25 years of industry experience. She has been with the firm since 2010. Pratt has served as past president and is a current member of the Greater Huntington Estate Planning Council and is a board member of the Developmental Therapy Center, a nonprofit providing therapy services to individuals with special needs in the Tri-State area. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and offers an open-architecture, model-driven platform with specialized program options and overlay services.

Robert Skidmore is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and nine years of industry experience. He has worked with Money Concepts Capital Corp since 2016 and serves as an elected County Commissioner for Putnam County since 2013. Additionally, he is employed as the City Manager of Hurricane, WV, where he manages administrative operations and oversees contracts and grants. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.