Ethan Layne is a financial advisor at Layne Financial Group in Huntington, WV, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at several entities including Maynard & Mease CPAs and Consumers Gas Utility Company. Outside of advising, he serves as president of Layne Tax Solutions, a tax and accounting firm. Layne Financial Group provides discretionary investment management, wealth planning, and financial planning to individual and high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm emphasizes institutional-style asset allocation and a factor-based investment approach, incorporating model portfolios, external consultants, and sub-advisory relationships.

Joseph Spano Sr. is the President and CEO of The Spano Group Wealth Managers with 30 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Freedom Financial Advisors, Potter & Spano Financial Group, and Transamerica Financial Advisors. The Spano Group Wealth Managers provides financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charities. The firm uses fundamental analysis for portfolio construction and offers both direct management and recommendations of third-party money managers, with a focus on non-discretionary account management and ERISA-related retirement plan consulting.

Steven Smith is a financial advisor with Creative Financial Solutions, LLC, holding a Series 63 designation and 38 years of industry experience. He has been with Creative Financial Solutions since 2008 and also maintains dual registrations with Cambridge Investment Research Advisors Inc. Outside of his advisory work, Smith is a part owner of Esquire Country Club in Barboursville, WV. Creative Financial Solutions provides customized financial planning and advisory services for individuals, families, small businesses, and trusts. The firm focuses on individualized planning supported by third-party research and does not take custody of client assets, with investment activities managed through dual-registered advisors and custodial platforms.

Malcolm Maclaren is a financial advisor at Global Value Investment Corporation with three years of industry experience. He holds a Series 65 credential and previously worked in legal roles, including at the Law Offices of Malcolm J. MacLaren and The Circuit Court of Cook County, Illinois. Outside of advisory work, he is a co-member of Machair, LLC, a commercial real estate company. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, pooled vehicles, pension, and charitable clients. The firm’s investment approach centers on fundamental analysis conducted by an in-house research team and includes both short- and long-term strategies, with portfolios tailored to client specifications on a discretionary basis.

Joseph Unger is a financial advisor at Foundations Investment Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Unger is also an insurance agent licensed to sell life, health, annuity, property, and casualty insurance. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and incorporates third-party sub-advisers and custodians in its investment approach.

Sarah Aluise is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 13 years of industry experience. She has worked at Ameriprise Financial Services, LLC, Northwestern Mutual Investment Services LLC, and Wesley H Richardson. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers and proprietary private bank models within an open-architecture framework.

Charles Smith is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining VOYA in 2014, he has operated Charles F Smith & Associates since 1972. In addition to his advisory work, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, predominantly providing non-discretionary, recommendation-based advice.

Susanne Eavenson is a financial advisor at Truist Advisory Services with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been associated with Truist and its predecessor firms since 2010. Outside of her advisory work, she serves as Vice President of DODRILL Jewelers and is a board member of Mountain State Centers for Independent Living, a community organization supporting people with disabilities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and third-party consulting supported by AI-enabled research tools.

Noah Vercampt is a financial advisor with Hightower Advisors who holds a Series 65 credential and has four years of industry experience. He has held roles at Hightower since 2021, following brief tenures at Charles Aris and positions in various organizations including FedEx and local government entities. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers services that include portfolio management, financial planning, and retirement plan consulting.

Jacob Roberts is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services and Huntington National Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and proprietary investment strategies.

Terresa Pratt is a financial advisor at The Huntington Investment Company with 25 years of industry experience. She holds a Series 66 designation and has worked with the firm since 2010, including a brief tenure at Ameriprise Financial Services. Pratt serves as a board member for the Developmental Therapy Center, a nonprofit providing therapy services to individuals with special needs, and is a past president and current member of the Greater Huntington Estate Planning Council. The Huntington Investment Company, operating as Huntington Financial Advisors, offers advisory and brokerage services to individuals, charitable organizations, and businesses. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary Private Bank strategies, delivering wrap-fee programs through platforms such as Envestnet MAS.

Melanie Jacobsen is a financial advisor at Kestra Advisory with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Kestra Investment Services, LLC since 2009 and Larmann Financial Corporation since 2006. Jacobsen serves as a Retirement Plan Specialist, assisting in the servicing of retirement plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Robert Klug Sr. is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and seven years of industry experience. His prior work history includes roles at Combined Insurance and the Law Offices of Robert J. Klug, Sr. Outside of advising, he provides ride share and delivery services through platforms such as Lyft, Uber, DoorDash, and Amazon Flex during evenings and weekends. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Anne Bolling is a Series 66 licensed financial advisor with seven years of industry experience. She currently works at Empower Advisory Group and has previously been employed at City National Bank, RBC Capital Markets, and other firms. Bolling serves on the boards of the Huntington YMCA and the Huntington Museum of Art. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and offering optional managed account solutions.

Ronald West is a financial advisor with Money Concepts Capital Corp, holding the ChFC® designation and Series 63 and 66 licenses. He has 38 years of industry experience, including prior roles at Nationwide Securities, LLC and Nationwide Insurance Company. Outside of his advisory work, he owns and operates multiple insurance and DMV license service businesses. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a range of model portfolios and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Tammy Holstein is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including JP Morgan Securities LLC, VALIC Financial Advisors, Inc., and Advance Advisor Group, LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Todd Dudley is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He previously worked at Citigroup Global Markets and has been associated with Raymond James since 2009. He owns and operates Todd Dudley & Associates, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports both institutional consulting and advisory programs.

Robert Simmons is a CFP® professional with 21 years of experience in the financial services industry. He is currently affiliated with RBC Capital Markets and City National Bank, having worked at RBC since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs and portfolio management services utilizing both in-house and third-party investment managers, with options for tax management and responsible investing.

Daniel Wells is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' full financial picture to develop personalized wealth management strategies that align with their goals. He offers access to Merrill’s investment insights alongside the banking and lending solutions of Bank of America. Daniel holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Marshall University. He is committed to building one-on-one relationships with clients to support their life goals and legacy planning. Additionally, he participates in community volunteer work, reflecting Merrill’s tradition of community involvement.

Rolando Parsley is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 registrations and seven years of industry experience. His prior work includes roles at Chase Investment Services Corp. and Citigroup Global Markets. He is also the owner of Parsley Holdings LLC, operating under the name Herd Tactical, a non-investment-related business. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, often utilizing third-party advisory platforms.