Matthew Williams is a CFP® certificant with 16 years of industry experience. He is currently with OneSeven, where he has worked since 2023, following an eight-year tenure at Ameriprise Financial Services, Inc. Williams serves on the boards of the Old Town Greens Townhome Association and the West Virginia University Alumni Board in the National Capitol Area. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, typically employing a long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, alternatives, and private placements.

Sherri Sharpe is a financial advisor with Wesbanco Securities, Inc. in Parkersburg, WV. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. Sharpe has been with Wesbanco Securities since 2015. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets and offers a range of wrap-fee programs and third-party managed solutions, employing a variety of analytical methods and investment strategies.

Keith Ruckman is a financial advisor with StoneX Advisors Inc. in Bridgeport, WV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, he is a member of The Gideons International, assisting with the placement of Bibles and testaments in various community settings. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a range of investment strategies, including proprietary models and third-party money managers, supported by integrated clearing, custody, and lending capabilities as part of StoneX Group.

Leslie Boyce is a financial advisor at Lombard Advisers Incorporated with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Cetera Advisors LLC for 10 years. Outside of her advisory role, Boyce serves as CFO of Poynter's Business Solutions, a company specializing in office equipment sales and service. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary strategies and offers access to various wrap and separately managed program options through affiliated broker-dealer relationships.

Robin Faris is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Bankers Life Advisory Services in 2017, Faris worked at ProEquities, Inc. and has been associated with Bankers Life and Casualty since 2004 as an insurance agent. Outside of advising, Faris serves as Capital Campaign Chair for the documentary film "Impossible Town" and owns a horse boarding business. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Catherine Preston is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and five years of industry experience. She previously worked at the West Virginia State Auditor's Office for twelve years before joining Gwfs Equities, Inc. in 2020. Outside of her advisory role, Preston serves as a board member of the Clarksburg League for Service and is the board president of Harrison County CASA, an organization supporting children in the foster care system. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Benjamin Strader is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. He has been with Bankers Life Advisory Services and its affiliated entities since 2016, including roles in insurance agent training and recruitment. Outside of his advisory work, he is involved in managing rental properties as a part owner of a real estate venture. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Christopher Phillips is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with Bankers Life since 2013, transitioning to advisory and securities roles in 2025. Outside of his advisory work, he is a one-third owner of a vacation rental unit at Snowshoe Mountain resort. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Sommer Brown is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 19 years of industry experience. She has worked at Truist Advisory Services since 2021 and previously held roles at Bb&T Securities and BB&T Investments. 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 solutions that incorporate model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Charisse Porter is a Series 66 licensed financial advisor with The Huntington Investment Company, where she has worked since 2016. She has 10 years of industry experience, including a brief tenure at United Brokerage Services, Inc. Outside of her advisory role, she serves as a brand ambassador for Tubby Todd, promoting their bath products through a referral program. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients with advisory and wrap-fee programs. The firm manages approximately $6.3 billion in assets using a model-driven platform that integrates third-party and proprietary investment strategies, supported by a regional bank holding company and private bank affiliations.

Keith Dumas is a financial advisor with SPC, holding a Series 66 designation and 19 years of industry experience. He has worked at SPC and Parkland Securities since 2019 and previously spent five years with Cambridge Investment Research Advisors. Outside of his advisory work, he serves as a head coach for a high school soccer team in Harrison County, West Virginia. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and a range of ERISA-related retirement plan services, with a corporate structure that includes affiliated broker-dealers and insurance agencies and formal succession and compliance protocols.

Wesley Spiker is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and 10 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has worked within affiliated firms since 2012, including managing a team of insurance agents focused on life and health insurance for seniors and retirees. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.

Jenna Bennett is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has over 28 years of experience in the financial industry, including nearly three decades at Truist Bank. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation and monitoring.

Robert Koerber is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Bridgeport, West Virginia. He offers investment services to individuals, small business owners, unions, non-profits, and dealerships across North Central West Virginia and Southwestern Pennsylvania. His coverage areas include multiple counties in West Virginia and Pennsylvania. Robert's expertise encompasses retirement planning, rollovers, succession planning, trusts, private family foundations, insurance, annuities, Roth IRAs, cash management, CDs, equity and fixed-income strategies, estate planning strategies, IRAs, SEP IRAs, and Simple IRAs. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a High School Diploma from Tyler Consolidated High School. He is actively involved in community organizations such as Cecil Jarvis 10K, Harrison County CASA program, Toys for Tots, and United Way. Robert also participates in several professional and community groups including Emerging Leaders of Harrison County, FBI Citizens Academy Alumni, Generation WV, Marine Corps League, Morgantown Chamber of Commerce, VFW, and Wetzel County Chamber of Commerce.

David Patterson II is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Ameriprise in Bridgeport, WV, where he has worked for multiple periods since 2009, including his current tenure beginning in 2026. His prior experience includes a brief period at LPL Financial. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivering a range of advisory, brokerage, and insurance solutions through affiliated entities.

William Bracken Sr. is a financial advisor with Equitable Advisors in Bridgeport, WV, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley, as well as over a decade at Abbott Laboratories and AbbVie. Outside of his advisory work, he serves on the Programming Committee of the Charleston WV Rotary Club. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates through a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor services based on client goals and risk tolerance.

Jeffrey Boyles is a Series 66 licensed financial advisor with Edward Jones in Fairmont, WV, where he has worked since 2018. He has seven years of industry experience, including three years at Civil & Environmental Consultants prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Lacey Sheets is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at The Huntington National Bank and its affiliated investment company prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Lisa Stover is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Her prior roles include positions at Equitable Advisors and GCC Technologies LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Ronald Dean is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His work history includes roles at Raymond James since 2013 and prior positions at MVB Wealth Management Solutions and Peoples Bank. He also owns Dean Wealth Management, LLC, an independent contractor business affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.