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.

Jonathan Schnell is a financial advisor at United Brokerage Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and PNC Investments prior to joining his current firm. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various programs. The firm primarily manages client assets on a non-discretionary basis and maintains an affiliation with United Bank, combining bank affiliation with a dual RIA and broker-dealer registration.

Brian Dean is a financial advisor at United Brokerage Services, Inc. with 25 years of industry experience. He holds the Series 66 designation and has worked at United Brokerage Services since 2016. Prior to that, he held roles at Wesbanco Bank and WesBanco Securities Inc. Dean serves as a board member of the Bo Pare Foundation, a nonprofit organization involved in park projects and maintenance in Morgantown, WV. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients. The firm primarily manages assets on a non-discretionary basis and offers a range of investment programs, with an affiliation to United Bank and clearing relationships with Wells Fargo.

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.

Olivia Abboud is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to her financial career, she worked with the United States Secret Service and has experience in education and senior living sectors. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.

Isaac Stolar is a CFP® with five years of industry experience, currently affiliated with Centaurus Financial, Inc. since 2020. He has also worked with Orion Financial and held positions at The Citadel and West Virginia University. Outside of his advisory work, he creates product review videos on YouTube through his channel, The Stolar System. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers.

Michelle Swiger is a financial advisor with TIAA-CREF in Morgantown, WV, holding a Series 66 designation and bringing 19 years of industry experience. She has worked at TIAA-CREF since 2018 and previously spent 22 years at Huntington National Bank. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and operates within a vertically integrated structure that uses affiliated funds.

John Bonasso is a financial advisor with Primerica Advisors based in Morgantown, WV, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including 25 years with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as an assistant adjunct professor at West Virginia University’s School of Medicine. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm uses a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Douglas Davis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Truist Advisory Services and its affiliated entities since 2014, including BB&T Investment Services and BB&T Securities. 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 investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Allen Poe is a financial advisor with Centaurus Financial, Inc. in Morgantown, WV, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Centaurus Financial since 2002. He is also the owner of Orion Financial, LLC, a non-investment-related business. Centaurus Financial, Inc. provides advisory services through a network of independent Investment Adviser Representatives to individuals, families, businesses, retirement plans, and institutions. The firm offers financial planning, asset allocation, investment management, and access to third-party money managers, utilizing a range of strategies including fundamental and technical analysis.

Laura Howe is a CFP® with 19 years of experience in the financial services industry. She has been with The Huntington Investment Company since 2007. Howe holds Series 63 and Series 65 licenses and is based in Morgantown, WV. 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 and utilizes an open-architecture, model-driven platform featuring third-party sub-managers and proprietary models.

Shawn Wendel is a financial advisor with PNC Wealth Management in Morgantown, WV, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with PNC Investments, LLC since 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online Portfolio Solutions Strategist Digital Offering for employees that uses algorithm-driven risk assessments to implement investments via approved model strategies managed by PNC or third-party strategists.

Gregory Mccoy Jr. is a financial advisor at The Huntington Investment Company with one year of industry experience. He holds a Series 66 designation and has previously worked at Cetera and First United Bank & Trust. The Huntington Investment Company 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 a model-driven platform with discretionary authority to implement and rebalance investments, along with specialized services such as tax management and impact/ESG overlays.

Zebulon Lewis is a financial advisor with Primerica Advisors in Morgantown, WV, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked with Park Avenue Securities LLC since 2017 and Guardian Life Insurance Co. of America since 2015. Outside of his advisory roles, he is involved in volleyball officiating and coaching. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, managing approximately $15 billion in regulatory assets under management.

Jace Kyle is a Series 66-licensed financial advisor with Primerica Advisors, based in Morgantown, WV, and has five years of industry experience. He has previously worked with Park Avenue Securities and Guardian Life Insurance and served as an educator at West Virginia University and Tygarts Valley Middle/High School. Outside of advising, he is an adjunct professor at Davis and Elkins College and serves as secretary of the Tygart Valley Lions Club and a board member of Youth Health Service. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and consulting, utilizing a mix of proprietary and third-party investment strategies through various advisory programs.

John Stolar is a financial advisor with Centaurus Financial, Inc. based in Morgantown, WV, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Orion Financial, LLC and Centaurus Financial, Inc. since 2002. Outside of his advisory role, he is involved in health and disability insurance activities and is a member of JMS Services LLC. Centaurus Financial, Inc. provides advisory services through a network of independent Investment Adviser Representatives to individuals, families, small businesses, and institutional clients. The firm offers financial planning, asset management, access to third-party managers, and retirement-plan advisory services, utilizing both discretionary and non-discretionary approaches.

Colleen Knight is a financial advisor at TIAA-CREF with nine years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial and Clear Mountain Bank. Knight serves as a board member for the United Way of Monongalia and Preston Counties and is a 25% owner of a farming operation in West Virginia. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often leveraging pre-existing TIAA employer retirement plan relationships. The firm provides customized portfolio management alongside model-based strategies and acts as adviser to a donor-advised fund as part of its vertically integrated group.

Bryan Schod is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has six years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2019. Outside of his advisory roles, he is an author of the book *Be A Cash Flow Pro* and is involved with Generation Morgantown, a nonprofit organization. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party models and supports both discretionary and non-discretionary account management.

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.