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.

Steve Hose is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial and affiliated with The Hose Group since 2010. Outside his advisory role, he is involved with Hose Group, Inc., including a non-variable insurance business with a minority ownership stake. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

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 with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he was self-employed for five years and worked for the Commonwealth of Virginia for three years. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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.”

Antonio Loureiro is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he is the owner of Beaver Tail, LLC, a limited liability company based in Cross Junction, Virginia. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals with access to various portfolio management strategies and platform arrangements.

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 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2007. Outside of his advisory work, he serves on the boards of the Eastern Panhandle WVU Alumni Association and the Eastern West Virginia Community Foundation, where he is also involved in scholarship committee activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Leslie Crabill is a financial advisor with LPL Financial in Charles Town, WV, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. She has been with LPL Financial since 2011 and is also associated with Bct since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Emma Stone is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked in education and hospitality sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies through a large nationwide network of advisors and branch offices.

Bradley Close is a financial advisor at Cetera with a Series 66 credential and seven years of industry experience. He has previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he serves on the boards of the Berkeley County Development Authority, the Eastern WV Regional Airport Authority, and Hope Community Church, and is a principal and CFO at an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers, supporting a broad range of investment strategies and program structures.

Kyle Anderson is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he worked for ten years at Battery Mart of Winchester, Inc. He holds the Series 66 designation. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

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 with Equitable Advisors in Martinsburg, WV. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including eight years at Bank of Charles Town before joining Equitable Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory, brokerage, and insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Baylee Dunham is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, Dunham held roles in various industries including retail and food service. Dunham also serves as executor of a will and trust for grandparents. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.

Susan Cummings is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations across the United States. The firm provides a range of advisory programs, financial planning, and brokerage services utilizing model portfolios, third-party subadvisors, and various investment strategies.

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®-certified financial advisor with 20 years of industry experience, currently with LPL Financial since 2023. His prior roles include positions at SCF Investment Advisors, Northwestern Mutual Wealth Management Company, and Northwestern Mutual Life Insurance Company. He is involved with several insurance-related business activities under Robert C Denton and Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, employing both discretionary and non-discretionary management strategies supported by research from LPL Research and third-party subadvisors.

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.