Jennifer Ross is a financial advisor with Huffman & Ross Wealth Management LLC in Morgantown, WV, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Equitable Advisors and TIAA-CREF Individual & Institutional Services. Outside of her advisory role, she is an independent licensed insurance agent. Huffman & Ross Wealth Management serves individual clients, including high-net-worth individuals, and business entities with portfolio management and financial planning services. The firm employs a blend of fundamental analysis, modern portfolio theory, and quantitative methods to tailor long-term investment strategies aligned with clients’ goals and risk tolerance.

Jon Huffman is a financial advisor at Huffman & Ross Wealth Management LLC in Morgantown, WV, with 23 years of industry experience. He previously worked at Equitable Advisors and TIAA-CREF. Outside of his advisory role, Huffman is part owner of a real estate company and a farm, though his involvement is limited and not client-related. Huffman & Ross Wealth Management serves individual and business clients with portfolio management and financial planning, employing a blend of fundamental analysis, modern portfolio theory, and quantitative methods. The firm manages a large client base relative to its staff and offers advice across a diverse range of investment products, including insurance and annuities.

Janet Morris is a financial advisor at WesBanco Securities, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, LPL Enterprise, and several WesBanco entities. Outside of her advisory role, she owns OSS2 Shooting & Survival, LLC, a firearms training and strength conditioning business. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing a variety of analytical methods and strategies across discretionary and nondiscretionary accounts.

Jonathan Menzer is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2016. His work history also includes roles at Aquatorium Innovations Inc. and Arroas Haymakers Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Wesley Liddle is a financial advisor with PNC Wealth Management in Morgantown, WV. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at PNC Bank and PNC Investments LLC, as well as experience at Socianet Media. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot available to PNC Bank employees. These programs employ approved model strategies managed by PNC or third-party strategists and use mutual funds and ETFs with annual rebalancing.

Tarrell Ries is a CFP® and ChFC® professional with 25 years of industry experience, all spent at Edward Jones since 2001. He serves as president of the Preston County Chamber of Commerce and holds board positions with the Preston Memorial Hospital Foundation and the Preston Memorial Hospital. Ries is also a trustee for Wesley United Methodist Church in Kingwood, WV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

James Sawczyszyn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. Outside of advisory work, he is involved in non-variable insurance activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and retirement plan participants. The firm offers a variety of investment solutions supported by an in-house research team and a broad delivery platform that integrates advisory and brokerage services.

Melinda Warren is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 23 years of industry experience. Her prior roles include positions at Z3Capital Partners and Morgan Stanley, as well as various Raymond James entities since 2015. 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 also offers institutional consulting and maintains public finance and municipal capabilities alongside its retail advisory services.

Hayden Mason is a Series 66-licensed financial advisor with Edward Jones, based in Morgantown, WV, with three years of industry experience. He has held roles at Edward Jones since 2015, with prior experience at Milwaukee Tool, Techtronic Industries, Allstate, and Marshall University. Mason serves as President-Elect of the Cheat Lake Rotary, where he participates in board decisions regarding grants and donations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.

Craig Poluszek is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and 12 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity Investments, TIAA, and Morgan Stanley. Poluszek also serves in a fiduciary capacity for the Poluszek Family Trust. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach includes financial planning, access to model wealth portfolios, and third-party asset management programs, with a broad offering of securities and insurance products.

Ward Ries is a financial advisor with Edward Jones in Kingwood, WV, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Aramark and has a background as a student. Outside of his advisory role, Ries is associated with Pittsburgh Pro Bike and Run, a business focused on running shoes, apparel, and nutrition. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices nationwide.

Joseph Bezjak is a financial advisor with Mass Mutual Investors Services. He holds Series 63 and Series 66 licenses and has experience at firms including Voya Financial Advisors and Northwestern Mutual. His background also includes roles outside finance, such as contractor work with Mylan Pharmaceuticals and employment at Fairmont State University. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software and offers specialized services such as divorce planning and event-driven estate and employer-sponsored planning programs.

Jason Walls is a financial advisor at OSAIC with 21 years of industry experience and holds a Series 66 designation. His work history includes roles at First United Bank and Trust, Cetera, and The Huntington Investment Company. Outside of his advisory work, he is involved in several business ventures, including overseeing operations at a restaurant and campgrounds in Morgantown, WV. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a broad client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a structured investment process combining risk-tolerance questionnaires, asset allocation software, and portfolio optimization tools, offering a wide range of investment options and programs.

William Mason is a financial advisor at Edward Jones in Morgantown, WV, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019. Previously, he was the owner of Mason Properties of WV LLC, a real estate business that was in the process of liquidation as of 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Matthew Mc Laughlin is a financial advisor with Edward Jones in Morgantown, WV, holding a Series 63 designation and over 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Zachary Fincher is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work experience includes positions at State Farm and the Cleveland Browns, as well as several other roles outside of financial services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse clientele, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Rickey Thomas II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Duncan Financial Planning Advisors, Cambridge Investment Research Advisors, and Metlife Securities Inc. He serves as a board member for GanaPay LLC, a for-profit entity. 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 wide range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and lending products.

Joshua Sowards is a financial advisor with LPL Financial in Morgantown, WV, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and ownership of Perfection Outdoors, LLC. 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 variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Jason Kundis is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 13 years at Lincoln Financial Securities before joining Cambridge in 2021. Outside of his advisory role, Kundis is the president and owner of Kundis Consulting, LLC, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes various account platforms and third-party strategists to deliver tailored investment advice.

John Faith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Prudential Insurance Company of America since 1993 and was affiliated with Pruco Securities, LLC until 2024. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with an affiliated insurance agency.