I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.

Delaina Kucish is a financial advisor with Alden Investment Group, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Edward Jones for over two decades before joining Alden Investment Advisors, LLC and J. Alden Associates, Inc. She is president of The Monumental Basketball Association, a nonprofit organization. Alden Investment Advisors serves individual clients, retirement plans, nonprofits, other advisors, and pooled vehicles with discretionary and non-discretionary portfolio management, retirement-plan advisory, and fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technology and service providers and supports unified managed accounts.

Courtney Kucish is a financial advisor at Alden Investment Group with 17 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 15 years. Outside of advising, she serves as secretary for a retail shipping business in Fairmont, WV. Alden Investment Advisors serves individual clients, retirement plans, nonprofits, other advisors, and pooled vehicles with discretionary and non-discretionary portfolio management and fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies and third-party managers, delivered primarily through its Alden COVE platform.

Matthew Williams is a CFP® certificant with 16 years of industry experience. He is currently with OneSeven, where he has worked since 2023, following an eight-year tenure at Ameriprise Financial Services, Inc. Williams serves on the boards of the Old Town Greens Townhome Association and the West Virginia University Alumni Board in the National Capitol Area. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, typically employing a long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, alternatives, and private placements.

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.

Leslie Boyce is a financial advisor at Lombard Advisers Incorporated with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Cetera Advisors LLC for 10 years. Outside of her advisory role, Boyce serves as CFO of Poynter's Business Solutions, a company specializing in office equipment sales and service. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary strategies and offers access to various wrap and separately managed program options through affiliated broker-dealer relationships.

Robin Faris is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and with 17 years of industry experience. Faris has been with Bankers Life Advisory Services since 2017 and has also worked with Bankers Life Securities, Inc. and Bankers Life and Casualty since 2004. Outside of advisory work, Faris serves as Capital Campaign Chair for the documentary film "Impossible Town" and owns a horse boarding business in West Virginia. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Ronald Williams is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase and Woodforest National Bank. Williams has been with Huntington in various roles since 2018. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary private bank portfolios.

Benjamin Strader is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. He has been with Bankers Life Advisory Services and its affiliated entities since 2016, including roles in insurance agent training and recruitment. Outside of his advisory work, he is involved in managing rental properties as a part owner of a real estate venture. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Christopher Phillips is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with Bankers Life since 2013, transitioning to advisory and securities roles in 2025. Outside of his advisory work, he is a one-third owner of a vacation rental unit at Snowshoe Mountain resort. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Sam Lacaria Jr. is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial, M&T Bank, Citizens Securities, and Cetera. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and integration with Empower’s recordkeeping and administrative platforms.

Wesley Liddle is a financial advisor with PNC Wealth Management in Morgantown, WV. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at PNC Bank and PNC Investments LLC, as well as experience at Socianet Media. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot available to PNC Bank employees. These programs employ approved model strategies managed by PNC or third-party strategists and use mutual funds and ETFs with annual rebalancing.

Wesley Spiker is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 10 years of industry experience. In addition to his advisory role, he serves as an insurance agent and unit sales manager at Bankers Life & Casualty, Inc., where he assists clients with life, health, and annuity products and manages a team of insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to develop tailored asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Robert Koerber is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Bridgeport, West Virginia. He offers investment services to individuals, small business owners, unions, non-profits, and dealerships across North Central West Virginia and Southwestern Pennsylvania. His coverage areas include multiple counties in West Virginia and Pennsylvania. Robert's expertise encompasses retirement planning, rollovers, succession planning, trusts, private family foundations, insurance, annuities, Roth IRAs, cash management, CDs, equity and fixed-income strategies, estate planning strategies, IRAs, SEP IRAs, and Simple IRAs. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a High School Diploma from Tyler Consolidated High School. He is actively involved in community organizations such as Cecil Jarvis 10K, Harrison County CASA program, Toys for Tots, and United Way. Robert also participates in several professional and community groups including Emerging Leaders of Harrison County, FBI Citizens Academy Alumni, Generation WV, Marine Corps League, Morgantown Chamber of Commerce, VFW, and Wetzel County Chamber of Commerce.

Jason Junkin is a financial advisor with Fidelity Investments, holding a Series 66 designation and 12 years of industry experience. His prior roles include over a decade at TIAA and work with West Virginia University and Peaceful Glen LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios, including multi-manager and fund-of-funds structures, and incorporates AI and systematic methods in its investment process.

Robert Kozul is a CFP® and holds a Series 66 license, with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Stantec Consulting Inc for three years. Outside of his advisory role, he owns Abercrombie Properties, which manages an office building in Danville, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Mattie Trefz is a Series 66-licensed financial advisor with Edward Jones, based in Fairmont, WV, and has three years of industry experience. Prior to joining Edward Jones, Mattie held positions in education and federal programs administration. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including both discretionary and non-discretionary options, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jesse Ayers II is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved in the contracting and holdings sectors, working at Triad Holdings LLC, Veritas Contracting, LLC, and Rogers Electrical Contracting Co. Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Jason Graser is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Singapore American School and Nansha College Preparatory Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Lane Flint is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in a dental office owned by Dr. Robert Flint D.D.S., where he performed after-hours cleaning and organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.