Angela Beblo is a financial advisor at Global Freedom Financial LLC with a Series 65 credential and four years of industry experience. She has worked at Jackson Kelly PLLC since 2022 as Counsel and previously spent sixteen years at Spilman Thomas & Battle PLLC. Beblo maintains an active legal practice alongside her advisory role. Global Freedom Financial LLC provides comprehensive financial planning and consulting to individual clients, focusing on retirement, estate, tax, and business planning among other areas. The firm does not manage assets but offers investment analysis and recommendations within planning engagements, operating as a single-advisor practice with a legal affiliation.

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.

John Arthur is the sole advisor at JA Investment Management, LLC in Hurricane, WV. He holds a Series 66 designation and has 12 years of industry experience. Prior to founding his firm in 2005, he worked at Ferris, Baker Watts, Inc. He is also the owner and head instructor of Relson Gracie Jiu Jitsu of WV and operates a lifestyle brand called Abstrakt Lifestyle. JA Investment Management serves individual investors and 401(k) plans by offering private asset management, plan management, and investment education. The firm uses both fundamental and technical analysis to tailor strategies to clients, maintaining most accounts on a non-discretionary basis and providing services that include institutional retirement and pension plan management.

Eric Ayersman is a CFP® professional with 13 years of experience in financial advising and over 26 years as a CPA. He is the principal of Retirement Planning Consultants Inc. in South Charleston, WV, and previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he maintains a tax preparation and consulting business through Ayersman Financial Group, Inc. Retirement Planning Consultants Inc. provides investment management for individual, corporate, and charitable clients, specializing in retirement accounts such as IRAs, 401(k)s, and 529 plans. The firm focuses on customized asset allocation primarily using ETFs, managing most assets on a discretionary basis while offering access to insurance and annuity products through the principal’s CPA and insurance licensure.

Brian Ross is a financial advisor at Freedom Financial Advisors, LLC with three years of industry experience. He holds a Series 63 designation and has prior experience at Transamerica from 2011 to 2016. Outside of advisory work, Ross is involved with Freedom Financial Insurance Group, where he sells fixed annuities and life insurance, and participates in educational services through Freedom Federal Educators. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, and provides retirement plan consulting for 401(k) plans. The firm employs a conservative investment approach based on fundamental analysis, emphasizes educational services, and maintains a material insurance affiliation through licensed agents.

Melissa Grass is a financial advisor at Freedom Financial Advisors, LLC with three years of industry experience. She holds a Series 63 designation and has prior experience at TransAmerica. Outside of investment advising, she is the CEO of Freedom Federal Educators, a business that provides federal benefits education through webinars and other content. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm emphasizes fundamental analysis, conservative positioning, and educational services, managing approximately $13 million in assets mostly on a non-discretionary basis.

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.

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.

Jerry Potter is a financial advisor with Freedom Financial Advisors, LLC in South Charleston, WV, holding a Series 63 designation and 39 years of industry experience. He has operated Jerry Potter Financial since 2009 and has been with Potter & Spano Financial Group since 2018. Outside of advising, he is an independent insurance agent affiliated with multiple insurers and manages a separate life insurance and fixed annuities business. Freedom Financial Advisors primarily serves individual clients through financial planning and portfolio management, and provides retirement plan consulting for 401(k) plans. The firm emphasizes fundamental analysis, conservative investment positioning, and client education, managing approximately $13 million in assets across about 27 clients with a predominantly non-discretionary approach.

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.

Timothy Stone is a financial advisor at First Advisors National, LLC with 16 years of industry experience. He holds a Series 65 designation and has been associated with Cherry Investment Advisors, Ltd. since 2010. In addition to his advisory role, he works as a life insurance agent in West Virginia. First Advisors National manages discretionary assets for individual and high-net-worth clients, focusing on third-party money manager selection and offering investment management, retirement plan consulting, and advice on individual securities, ETFs, and mutual funds.

Gregory Dennis is a financial advisor with United Brokerage Services, Inc., holding a Series 66 designation and 26 years of industry experience. He has worked at United Brokerage Services since 2015 and concurrently at Investors Capital Corporation since 2013. In addition to his advisory work, he serves as an arbitrator for the FINRA Office of Dispute Resolution. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients. The firm predominantly manages assets on a non-discretionary basis and offers a variety of investment programs, including wrap fee and advisory options, with an affiliation to United Bank and clearing relationships with Wells Fargo.

Whitney Stricklin is a CFP® with 24 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2015. She is the managing member and owner of WPS, LLC, a health and Medicare consulting business, and also manages ACME Properties, LLC. Stricklin is involved in community organizations as a board member and director for Surprise Valley Youth Camp and Ignite Athletics. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services using a variety of managed programs and investment strategies tailored to individuals, retirement plans, trusts, and organizations.

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.

James Witt is a CFP® professional with six years of industry experience, currently serving at Focus Partners Wealth, LLC. He has worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC, and is also a partner and tax preparer at Arnett Carbis Toothman LLP. Witt’s background includes both wealth advisory and tax preparation roles. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies across various asset types.

Chris Meadows is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016 and previously spent nine years with Centaurus Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm integrates its services with Empower’s administrative platforms and offers both point-in-time financial plans and optional managed account solutions.

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.