Andrew Lewis is a financial advisor at Morgan Stanley in Charleston, WV, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Ameriprise and Northwestern Mutual Investment Services. Outside of finance, he has experience in landscaping and worked at Berry Hills Country Club. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but does not provide individual security recommendations as part of its standalone planning.

James Payne is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Raymond James Financial Services Advisors INC. since 2013 and is a 50% owner of Payne Investment Team LLC, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charities, and institutional clients. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and supports institutional consulting and portfolio management across a large advisor network.

Jason Gruse is a financial advisor with Edward Jones in Charleston, WV, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved with Charleston Catholic Middle School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting its services with a large network of advisors and branch offices nationwide.

Shawn Cunningham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Wells Fargo entities since 2016. Outside of finance, he coaches basketball at West Side Middle School in Charleston, WV. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.