Andrew Clark is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses. He has experience working at Edward Jones and Fifth Third Bank, and has been with Fifth Third Securities since 2025. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway platform, including advisor-directed mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Robert O'Dell is a financial advisor at MAI Capital Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Lanham, O'Dell and Company Inc. and L.O.C. Financial Products Co. for 45 years. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm manages a broad range of strategies and integrates financial planning, tax, and administrative services across its client relationships.

James Witt is a CFP® professional with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previous experience at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Witt is also a partner and tax preparer at Arnett Carbis Toothman LLP in Charleston, West Virginia. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies along with access to private and registered pooled vehicles.

Chris Meadows is a financial advisor with Empower Advisory Group in Winfield, WV, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Gwfs Equities, Inc. for 10 years since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term return forecasts.

Robert Skidmore is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and nine years of industry experience. He has worked with Money Concepts Capital Corp since 2016 and serves as an elected County Commissioner for Putnam County since 2013. Additionally, he is employed as the City Manager of Hurricane, WV, where he manages administrative operations and oversees contracts and grants. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

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.

Steven Blank is a financial advisor with Truist Advisory Services in Saint Albans, WV, holding the ChFC® designation along with Series 63 and 66 licenses. He has 14 years of industry experience and has worked at Truist Advisory Services since 2018, including roles at Bb&T Securities and Modern Woodmen of America. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs using a combination of discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate resources.

John Bennett is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Truist since 2018, previously working at BB&T Investments and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Layden is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with Community Connections WV LLC and operates as an insurance broker for products other than Guardian insurance. Park Avenue Securities LLC, where Mr. Layden practices, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of proprietary and third-party investment advisory programs.

John Adams Jr. is a financial advisor with Money Concepts Capital Corp in Nitro, WV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Money Concepts Capital Corp since 2001. In addition to his advisory role, he owns Adams Creative Network, a consulting services business unrelated to investments. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion through multiple managed programs, using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

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.

Brandon Miller is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services for six years and served the City of Charleston for over two decades. OSAIC serves a diverse clientele including individual investors, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using firm-provided tools and third-party solutions to construct portfolios across various asset classes.

Erin O'dell is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2018, she worked at DeGroff Financial and spent 15 years at Cabell Huntington Hospital. She holds a Series 66 designation. Outside of advising, Erin serves as a notary in Milton, WV. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and supports a large nationwide network of financial advisors.

Michael Fruth is a financial advisor with Edward Jones in St Albans, WV, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Edward Jones, he was involved in real estate through Family First Realty and Sea Glass Properties, and managed his own ventures including Fruth Inc and Fruth Lawn Care. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large nationwide network of advisors and branch offices.

Charles Haught III is a financial advisor with Edward Jones in South Charleston, WV, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 1999 and also has an ongoing association with Penn Mutual Life Insurance Company since 1988. Outside of his advisory work, he serves as President of the South Charleston Police Civil Service Commission and co-owns a resale business focused on estate and yard sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory and management strategies. The firm’s extensive nationwide network supports a broad client base with both discretionary and non-discretionary solutions, including affiliated mutual funds and trust services.

Mike Johnson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1983. Outside of his advisory role, he owns a sole proprietorship with non-investment related activities including referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Travis Willard is a Series 66 licensed financial advisor with Edward Jones in Hurricane, WV, where he has worked since 2015. He has 10 years of industry experience and serves concurrently in the U.S. Army/National Guard. Outside of advising, he is an adjunct professor at the University of Charleston and a board member of the Putnam County Planning Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Brian Rosewell is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Gabes for eight years. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for the Charleston Table Tennis Club. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver personalized, non-discretionary retirement advice.

Stephen Smith is a financial advisor at Osaic with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Primerica Advisors and Primerica Financial Services for nine years. He also served on the West Virginia State Treasurer’s Office Board of Trustees for eight years. In addition to advising, Smith operates Smith Accounting Services, an accounting firm providing tax preparation, bookkeeping, and payroll services. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using various tools and platforms to manage diversified portfolios across asset classes.

Sheri Pursley is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses with two years of industry experience. She has worked at Primerica Financial Services since 2023 and has been employed by Jackson County Schools since 2008. Outside of her advisory role, she is involved in sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides trade execution and account custody through BNY Mellon Advisors and Pershing.