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.

Robert Nistendirk is a financial advisor at WNA Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has been a partner at Costanzo Woomer Nistendirk, PLLC since 1996. WNA Wealth Management provides investment advisory and financial planning services primarily to individual clients, including retirement and pension/profit-sharing plans. The firm’s approach emphasizes asset allocation and a combination of strategies such as dollar-cost averaging, technical analysis, and both long- and short-term purchases, supported by Savant Wealth Management’s platform for portfolio management and trade processing.

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 Jacobs is the sole advisor at Jacobs & Company in Charleston, WV, with 13 years of industry experience. He is a Series 63 license holder and the founder of Jacobs & Company as well as Jacobs Financial Group, Inc., where he has served as director and president. Jacobs is a certified public accountant and a licensed property and casualty insurance agent in fifteen states. Jacobs & Company is a state-registered independent investment adviser that serves individuals, corporations, trusts, and institutional clients. The firm manages discretionary portfolios across multiple asset classes and offers financial planning and advisory consultations, tailoring strategies to clients’ objectives and employing a range of securities and option strategies.

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 four years of industry experience. He holds a Series 63 designation and has worked at Freedom Financial Advisors since 2022. In addition to his advisory role, Ross is involved with Freedom Financial Insurance Group, where he works as an agent selling fixed annuities and life insurance, and with Freedom Federal Educators, providing educational services. Freedom Financial Advisors serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm employs a fundamental analysis-based investment process with a conservative approach, emphasizes educational services, and maintains licensed insurance agents on staff who sell insurance products separately from advisory fees.

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.

Kirstin Selbee is an advisor at Freedom Financial Advisors, LLC with Series 65 and Series 63 registrations. She has no prior industry experience and has worked in various healthcare roles and as a homemaker. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, along with retirement plan consulting for 401(k) plans. The firm focuses on fundamental analysis and conservative investment strategies, emphasizing educational services and non-discretionary account management.

Megan Watterson is a financial advisor at Ironwood Wealth Management, Inc. with seven years of industry experience. She holds a Series 65 designation and previously worked at Kanawha County Courthouse and took an extended travel break before joining Ironwood. 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, with investment implementation focused on mutual funds and exchange-traded funds.

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. with 2 years of industry experience. He holds a Series 65 designation and has been with Ironwood Wealth Management since 2016. Ironwood Wealth Management, Inc. provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes fundamental, technical, and quantitative analysis to support its portfolio management, offering a range of asset-allocation strategies from Conservation to Aggressive Growth.

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.

John Jones is a financial advisor at Vandalia Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Axxcess Wealth Management. Outside of his advisory role, he advises on an industrial construction business owned by his spouse. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs primarily model portfolios composed of low-cost mutual funds, ETFs, individual securities, and may include alternative and digital assets, using a generally long-term investment approach with flexibility for shorter-term client needs.

Jason Lunsford is a financial advisor at Vandalia Wealth with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Dixon Hughes Wealth Advisors LLC, FORVIS Wealth Advisors LLC, and Axxcess Wealth Management, among others. Outside of advisory services, he is also licensed to sell fixed insurance products. Vandalia Wealth provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm constructs portfolios primarily from model portfolios using low-cost mutual funds, ETFs, individual stocks and bonds, and may include alternative investments and digital assets where appropriate.

Michael Cavendish is a financial advisor at Vandalia Wealth with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing and Axxcess Wealth Management. He serves as an investment committee member for the Beckley Area Foundation, a charitable organization. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses model portfolios built with low-cost mutual funds, ETFs, individual securities, and alternative investments, emphasizing a generally long-term investment approach while allowing for rebalancing and client-specific needs.

Ian Flores is a financial advisor at NTV Asset Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bb&T Asset Management, Inc. for 19 years prior to joining NTV Asset Management in 2019. NTV Asset Management is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm combines fundamental, technical, quantitative, and qualitative analysis in both discretionary and non-discretionary portfolio management, offering tailored strategies that range from income to growth objectives.

Lois Crichton is a financial advisor with Vandalia Wealth in Charleston, WV, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her career includes roles at Wells Fargo Advisors and Axxcess Wealth Management. She serves as a commissioner on the Municipal Beautification Commission for the City of Charleston and is a board member of the Kanawha Garden Club. Vandalia Wealth provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm primarily uses model portfolios composed of low-cost mutual funds, ETFs, individual securities, and occasionally alternative investments and digital assets, and operates with a fiduciary standard.

Steven Tardy is a financial advisor with McKinley Carter Wealth Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 10 years of industry experience, including roles at Teays Valley Insurance, PNC Wealth Management, and United Brokerage Services. He has been with McKinley Carter Wealth Services since 2017. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and philanthropic endowment services, using a blend of fundamental and technical analysis within a strategic asset allocation framework.

John Valentine is a financial advisor at NTV Asset Management, LLC with 25 years of industry experience. He holds the Series 63 designation and has been with NTV Asset Management since 2001. NTV Asset Management provides continuous portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a mix of analytical techniques and manages nearly $1 billion in client assets, focusing on larger, concentrated relationships and utilizing a range of investment vehicles including partnerships in real estate and oil and gas.