Zebulon Sale is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Truist and its predecessor entities, including Bb&T Securities and Bb&T Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by extensive inter-affiliate integration and AI-enhanced research tools.

Alfred Norton III is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including 16 years with Mass Mutual Investors Services and 17 years with MassMutual Life Insurance. Outside of investment advising, he is the managing partner of Norton Consulting III, specializing in Medicare sales and consulting. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of services, including portfolio management, financial planning, and retirement consulting, and employs a range of program structures combining in-house and third-party manager strategies with technology-driven tools.

Steve Hose is a financial advisor at LPL Financial with 31 years of industry experience. He has held positions at LPL Financial since 2010, previously working at M&T Securities, Inc. and Raymond James Financial Services, Inc. He is registered with Series 63 and Series 65 credentials and is involved with The Hose Group, which includes non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing various investment strategies and tools to support its extensive network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Tracy Regalia is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2019. She has seven years of experience in the financial industry and serves in the West Virginia Air National Guard as a part-time Drill Status Guardsman. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Bradley Mullins is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked for the Commonwealth of Virginia and as a self-employed professional. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Wilson Rimmer is a financial advisor with Thrivent Investment Management in Martinsburg, WV, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019. Prior to his financial career, he worked with the Potomac District of the Assemblies of God for 18 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Ethan Loewen is a financial advisor with Edward Jones located in Charles Town, WV. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining Edward Jones in 2021, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. 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 large network of financial advisors and branch offices nationwide.

Vernon Dabney is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Raymond James in 2022. Dabney is also the founder of Forethought Wealth Management LLC, where he serves as financial advisor and office manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal and public finance.

Nicholas Aberegg is a financial advisor with Equitable Advisors in Martinsburg, WV, holding a Series 66 credential and 19 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he serves on the boards of the Eastern Panhandle WVU Alumni Association and the Eastern West Virginia Community Foundation, where he is also a scholarship committee member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm works through a network of Investment Adviser Representatives and partners with third-party managers to offer a broad range of investment programs.

Leslie Crabill is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at LPL Financial since 2011 and previously at BB&T Investment Services, Inc. from 2002 to 2007. Outside of her advisory role, she is involved with BCT Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Bradley Close is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Prior to joining Cetera in 2025, he spent six years with Avantax Advisory Services. Outside of his advisory role, he serves on the boards of the Berkeley County Development Authority, the Eastern West Virginia Regional Airport Authority, and Hope Community Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform that provides access to affiliated and third-party managers, discretionary and non-discretionary portfolio management, and a variety of program structures.

Kyle Anderson is a financial advisor with Equitable Advisors in Martinsburg, WV, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he spent ten years at Battery Mart of Winchester, Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of proprietary and third-party advisory models and investment products.

Edward Stone Jr. is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is involved with EWS Medical LLC, a business he has operated since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Andrew Beckwith is a financial advisor at Equitable Advisors in Martinsburg, WV, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Equitable Advisors, he spent eight years at Bank of Charles Town. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Baylee Dunham is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, Dunham held various roles across retail and hospitality sectors. She also serves as an executor of a will and trust for her grandparents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations, offering a range of advisory programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Susan Cummings is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her career includes positions at Merrill, Banc of America Investment Services, UBS Financial Services, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with various financial services and maintaining oversight of over $819 billion in discretionary assets.

Naima Ama is a financial advisor with Morgan Stanley in Hedgesville, WV, holding a Series 66 designation and three years of industry experience. She previously worked at Bank of America, Merrill, and has experience in both higher education and retail sectors. Outside of finance, she has been involved with One Hour AC LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Robert Denton is a CFP® professional with 21 years of industry experience. He is currently with LPL Financial and has previously worked at SCF Investment Advisors, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Life Insurance Company. Denton also operates an insurance agency and a business entity for tax and investment purposes in Martinsburg, WV. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

John Everson is a CFP®-certified financial advisor with Ameriprise, bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as president of the Tuscarora Springs Homeowners Association and is a deacon at the Church of Christ in Martinsburg, WV. Ameriprise provides a retirement-income planning service geared toward clients approaching or in retirement, typically serving those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Amber Connors is a financial advisor with Equitable Advisors holding a Series 66 designation. She has less than one year of industry experience. Prior to joining Equitable Advisors, Amber’s background includes roles at Navy Federal Credit Union and various entrepreneurial ventures related to yoga, including Amber Connors Yoga Lifestyle and Dancingyogiamber LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, using a combination of firm programs and third-party asset managers.