Timothy Taylor is a financial advisor with Taylor Capital Management in Martinsburg, WV, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has led TCM Advisors, LLC since 2006. Taylor serves on the finance committee of Highland View Academy, a nonprofit Christian high school. Taylor Capital Management provides discretionary portfolio management and investment advisory services to individuals, charitable organizations, corporate entities, retirement plans, and institutional mandates. The firm focuses on individualized account supervision, employs a broad range of investment instruments including derivatives, and manages a relatively large client base through a wrap fee program administered on two account platforms.

Diane Case is the principal of Shenandoah Financial, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has operated as a sole proprietor since 1993 and worked at Gradient Advisors, LLC from 2015 to 2016. In addition to her financial advisory work, she is a licensed insurance agent and dedicates approximately 25% of her time to that practice. Shenandoah Financial provides financial planning and consulting services to individuals and small businesses, referring clients to third-party money managers for investment management. The firm assists clients with tailored financial plans, monitors third-party manager performance, and handles related administrative tasks.

Thomas Maiden is a CFP® with eight years of industry experience and is the sole advisor at Mission: Advice, an independent firm based in Shepherdstown, WV. He has worked with Investment Outfitters, LLC since 2019 and Insurance Outfitters, Inc. since 2000. Outside of his advisory work, Maiden serves as a Commanding Officer in the Navy Reserve with the United States Africa Command J2, leading a 70-member Naval Intelligence unit. Mission: Advice serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering financial planning, discretionary investment management, and retirement plan consulting. The firm emphasizes tax-efficient portfolio construction, using low-cost, passive ETF allocations combined with long-term fundamental analysis, and provides institutional retirement plan consulting alongside individual wealth management.

Cassandra Sakala is a financial advisor at Strada Wealth Management, LLC with five years of industry experience. She holds Series 65 and Series 66 licenses. Prior to joining Strada Wealth Management, she worked at Williams Associates for 25 years and has been involved with My Virtual Sales Assistant LLC for over 15 years. Strada Wealth Management serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and a specialized marital-matters practice. The firm employs a range of investment strategies and emphasizes client education, offering planning engagements that include regular strategy sessions and market updates.

Archibald Hoxton IV is a CFP® with 26 years of experience in financial advising. He is currently with Hoxton Planning & Management, LLC, where he has worked since 2022 following six years at United Capital Financial Advisers, LLC. Outside of advisory work, he serves on the board of a funeral home and a local bank, and he is a co-author of a financial planning book. Hoxton Planning & Management, LLC provides financial planning, investment, and wealth management services to a range of clients including individuals, trusts, and government entities. The firm employs a strategic asset allocation approach combining Modern Portfolio Theory with active management, tailoring portfolios to client-specific risk, time horizon, and tax considerations.

James Sutch is a financial advisor at Hoxton Planning & Management, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Arbor Private Wealth, LLC and Wells Fargo Clearing Services, LLC. In addition to his advisory role, he is a licensed insurance agent involved in the sale of insurance products. Hoxton Planning & Management advises individual clients, trusts, estates, charitable organizations, business entities, and government clients, offering comprehensive financial planning and investment management services. The firm employs a strategic asset allocation framework informed by Modern Portfolio Theory, active management in select asset classes, and tax-aware strategies.

Archibald Hoxton is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Hoxton Planning & Management, LLC, where he has worked since 2023, following roles at The Vanguard Group and United Capital Financial Advisors. Hoxton volunteers with the CFP Board Competency Standards Commission, evaluating competency standards for CFP certificants and candidates. Hoxton Planning & Management serves individual clients, trusts, estates, charitable organizations, business entities, and public-sector clients, offering comprehensive financial planning, investment management, and retirement plan consulting. The firm employs a strategic asset allocation framework informed by Modern Portfolio Theory, active management in less efficient asset classes, and tax-aware strategies.

Jonathan Bodwell is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. He previously worked at FSC Securities Corporation for ten years and has been involved with Hunter Enterprises since 1989. Outside of advising, he is associated with Bodwell Financial, which offers insurance services including life, health, disability, annuities, and long-term care products. Southland Equity Partners serves individuals, pension and profit-sharing plans, and businesses by providing financial planning, asset management, third-party portfolio manager selection, and retirement plan consulting. The firm combines fundamental and technical analysis to create customized portfolios and manages nearly $900 million in discretionary assets.

Tyler Kitner is a financial advisor at Hoxton Planning & Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Hoxton Planning & Management, he worked at Jefferson Security Bank and has experience in retail and education. Hoxton Planning & Management, LLC provides financial planning, consulting, investment, and wealth management services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory and combines active management with diversified portfolios tailored to client risk tolerance, time horizon, and tax considerations.

Rhiannon Turner is a financial advisor at Hoxton Planning & Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Martinsburg Institute, Taco Bell, and Shepherd University. Hoxton Planning & Management, LLC provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and state and municipal government entities. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory and tailors portfolios to client risk tolerance, time horizon, and tax considerations.

Matthew Kradel is a CFP® professional with 14 years of industry experience. He is currently with Founders Financial Securities LLC and Morgan Financial Group, where he has worked since 2020. His prior experience includes roles at Cetera and First United Bank and Trust. Kradel is a member of the Shepherd University Alumni Association. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and access to third-party asset managers, utilizing various advisory platforms and a combination of advisory, broker-dealer, and insurance capabilities.

Shane Marrone is a financial advisor with United Brokerage Services, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at United Bank for eight years. Marrone serves as a board member for Good Shepherd Interfaith Volunteer Caregivers in Shepherdstown, WV. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Asset Management Corporation, a subsidiary of United Bank.

Adam Stewart is a financial advisor at United Brokerage Services, Inc. in Martinsburg, WV, holding a Series 66 designation with 20 years of industry experience. He has been with United Brokerage Services since 2005. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm offers various programs such as unified managed accounts and separately managed/manager-of-managers options, primarily managing assets on a non-discretionary basis while maintaining an affiliation with United Bank.

Brian Evans is a Series 66 licensed advisor with Navy Federal Investment Services, LLC who has been in the financial industry for three years. He previously worked at Wells Fargo Clearing and Equitable Advisors and has a diverse background including roles in education and retail. Navy Federal Investment Services serves members of Navy Federal Credit Union and other individual, trust, and institutional clients with portfolio management, financial planning, and retirement-plan fiduciary services. The firm emphasizes managed advisory programs utilizing third-party portfolio managers on the Envestnet platform, offering both advisory and commission-based options through its dual registration as an investment adviser and broker-dealer.

Jacob Caldwell is a CFP® professional with three years of industry experience, currently affiliated with Founders Financial Securities LLC. He has held roles at Morgan Financial Group, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he serves as a board member for the nonprofit Week of Compassion. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing multiple investment programs and a combination of advisory, broker-dealer, and insurance capabilities.

Robert Trowbridge III is a financial advisor at Coppell Advisory Solutions LLC with 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Coppell Advisory Solutions in 2020, he worked at Elite Investment Team, LLC and Dominion Wealth Management, Inc., and he is also the owner of Brightline Strategies LLC, a consulting firm providing financial and tax planning services. Additionally, he has been a West Virginia insurance agent offering fixed insurance products since 1980. Coppell Advisory Solutions LLC, part of Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in client assets and employs an open-architecture investment platform with a broad range of strategies and continuous portfolio monitoring.

Chuckie Young is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and three years of industry experience. He is also the managing partner of CoxHollidaYoung, PLLC, a CPA firm where he has worked since 1996. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing both traditional and non-traditional delivery methods and combining advisory, broker-dealer, and insurance capabilities.

Peter Warren is a financial advisor at United Brokerage Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Brokerage Services since 2013. In addition to his advisory role, he serves as Market President at United Bank in Martinsburg, WV. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Asset Management Corporation, a subsidiary of United Bank.

Michael Tievy is a financial advisor with Kestra Advisory Services, LLC, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has been with Kestra Advisory since 2016 and has operated as a self-employed consultant specializing in insurance sales and retirement plan consulting since 1973. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base of institutional and individual investors. The firm offers a wide range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as plan sponsors and sovereign wealth funds.

Michael Kolasa is a Series 65-licensed financial advisor at AE Wealth Management, LLC with six years of industry experience. He has worked at AE Wealth Management since 2020 and also has a longstanding role with Epic Planning, LLC, where he is involved in life insurance and annuity sales. Outside of his advisory work, he is an owner of The Hub Co-Op, LLC, a real estate leasing business in Martinsburg, WV. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and plan consulting, supported by a platform that integrates multiple model managers and advisor-managed portfolios.