Brooks Farmer is a Series 66-licensed financial advisor with Edward Jones in Charleston, WV, where he has worked for 15 years. He serves as a board member of Berry Hills Country Club and is a member of The Lawson Henry Company LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Jeffrey Velepec is a Senior Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1987 and brings over 38 years of experience in the financial industry. Jeffrey works closely with individuals and small businesses to develop customized financial strategies tailored to their specific needs, including wealth, education, retirement, and estate planning. As a Senior Portfolio Advisor, he manages custom investment strategies on a discretionary basis, utilizing Merrill model portfolios and third-party investment options. Jeff holds a Bachelor of Science degree in Mechanical Engineering from Valparaiso University. He also possesses the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Prior to joining Merrill Lynch, Jeffrey had a brief career as an engineer for a division of Exxon. He is active in his community, coaching youth soccer and basketball, and has served on nonprofit boards including Goodwill Industries and the Alzheimer’s Association. Jeffrey resides in Charleston, West Virginia with his wife Nina and their three children.

Robin Parog is a Series 66 licensed financial advisor with Merrill in Charleston, WV, and has 13 years of industry experience. He has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charlie Da Vee is a CFP® professional with 11 years of industry experience. Currently affiliated with J.P. Morgan Securities, he previously held roles at Starwood Capital LLC and several other financial firms. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Kelly Castleberry III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. during multiple periods. Castleberry serves on the advisory board for The Clay Center for Arts and Sciences in Charleston, West Virginia. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and a range of investment programs supported by structured planning tools and quantitative modeling.

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.