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.

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.

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.

Cindy Mcghee is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds the PFS™ and Series 66 designations. Her prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, Arnett Carbis Toothman Wealth Advisors, A&F Insurance Advisors, and A&F Financial Holdings. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm’s approach combines active and passive strategies within an enhanced open architecture framework, offering a range of discretionary and non-discretionary portfolio management and financial services.

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.

Jerry Slone is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and Arnett Carbis Toothman Wealth Advisors LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm utilizes a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

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.

Gregory Smith is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and three years of industry experience. He has worked at several firms, including The Colony Group, Buckingham Strategic Wealth, N3 Results, NORTHWESTERN MUTUAL, and Bb&T Wealth. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, institutions, and businesses. The firm employs a long-term investment approach with an emphasis on tax- and fee-sensitivity, combining active and passive strategies within an enhanced open architecture framework.

Neil Deruiter is a Series 65-credentialed advisor at Focus Partners Wealth, LLC with one year of industry experience. His prior work includes roles at The Colony Group, Buckingham Strategic Wealth, Black Bear Transport Inc., XPO Logistics, H.T. Hackney, and T & M Meats & Brick Oven Bistro. 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, separate account managers, private funds, mutual funds, and ETFs.

Christopher Erlewine is a CFP® professional with 23 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Arnett Carbis Toothman Wealth Advisors. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity and integrates a variety of active and passive strategies within an enhanced open architecture framework.